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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Cautious Optimism as We Await Earnings Reports
April 08, 2022
Tickers
GIS
NKE
STZ
Tags
NKE
STZ
GIS
From
InvestorPlace
Red Light Holland Appoints New Chief Marketing Officer
April 07, 2022
Tickers
GIS
TRUFF
Tags
Market News
News
Benzinga
From
Benzinga
Prepping for Earnings Reports
April 04, 2022
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ADBE
GIS
NKE
PAYX
Tags
Market News
STZ
ADBE
From
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What Went Wrong at This Warehouse REIT
March 31, 2022
Tickers
COLD
GIS
K
PLD
Tags
GIS
K
PLD
From
Motley Fool
7 Food Stocks to Buy as Shortages Impose Huge Pressures
March 31, 2022
Tickers
CAG
COST
GIS
K
Tags
XLP
K
GIS
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 30, 2022
March 30, 2022
Tickers
ABM
ADV
AGL
AMZN
Tags
PRVA
DINO
BSMX
From
Benzinga
Soaring meat prices are leaving a bad taste in shoppers’ mouths, but McCormick says its spices are providing a solution
March 29, 2022
Tickers
CPB
GIS
MKC
PBJ
Tags
MKC
PBJ
GIS
From
MarketWatch
Climate change is making the end of winter more dangerous
March 25, 2022
Tickers
ADM
DBA
GIS
Tags
ADM
GIS
DBA
From
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General Mills's Return on Invested Capital Overview
March 24, 2022
Tickers
GIS
Tags
BZI/ROCE
Benzinga
Earnings
From
Benzinga
Mid-Afternoon Market Update: Dow Drops 1%; Snap One Shares Plunge
March 23, 2022
Tickers
ALLG
BPT
CRK
DNAY
Tags
Small Cap
Penny Stocks
GIS
From
Benzinga
General Mills (GIS) Q3 2022 Earnings Call Transcript
March 23, 2022
Tickers
GIS
Tags
Market News
GIS
Recent Press Releases
From
Motley Fool
Mid-Day Market Update: Nasdaq Turns Positive; 4D pharma Shares Jump
March 23, 2022
Tickers
ALLG
BPT
DNAY
GIS
Tags
Benzinga
Intraday Update
HLTH
From
Benzinga
General Mills' Q3 Bottom-Line Beats Street View, Boosts FY22 Outlook
March 23, 2022
Tickers
GIS
Tags
Earnings
Movers
Briefs
From
Benzinga
Mid-Morning Market Update: Markets Open Lower; General Mills Posts Upbeat Earnings
March 23, 2022
Tickers
ALLG
BTU
CEI
DNAY
Tags
ALLG
Earnings
Markets
From
Benzinga
Why General Mills Shares Are Trading Higher Today
March 23, 2022
Tickers
GIS
Tags
why it's moving
Guidance
GIS
From
Benzinga
Investing legend Bill Miller says there are many good values in the market even after relief rally
March 23, 2022
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ADBE
AMC
AMZN
Tags
OKTA
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BX:TMUBMUSD10Y
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A Peek Into The Markets: US Stock Futures Edge Lower Ahead Of Earnings, Fed Speakers
March 23, 2022
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AIR
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CRLBF
Tags
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Earnings Scheduled For March 23, 2022
March 23, 2022
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AGFY
APTX
AWH
AYRO
Tags
PHUN
KRT
WDH
From
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5 Stocks To Watch For March 23, 2022
March 23, 2022
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ADBE
AIR
CTAS
GIS
Tags
GIS
Markets
KBH
From
Benzinga
General Mills Earnings Preview
March 22, 2022
Tickers
GIS
Tags
Benzinga
Earnings
BZI/EP
From
Benzinga
Earnings Outlook For General Mills
March 22, 2022
Tickers
GIS
Tags
GIS
BZI/EP
Market News
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Benzinga
Water is plentiful, but ways to invest are scarce — here’s how to make money
March 22, 2022
Tickers
AQUA
AWK
CWT
DD
Tags
AWK
DD
WMS
From
MarketWatch
Earnings Preview: General Mills
March 22, 2022
Tickers
GIS
Tags
Market News
GIS
BZI/EP
From
Benzinga
China Says “Go” For Tech… And 4 Other Surprises This Week
March 18, 2022
Tickers
ADBE
BABA
BITF
BYND
Tags
PDD
OTLY
GIS
From
InvestorPlace
10 More Major US Corporations Still Doing Business In Russia
March 11, 2022
Tickers
ABT
GIS
H
HAL
Tags
Global
Yale School of Management
H
From
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This High-Yield Food Stock Won't Be Back to Full Speed for Another 6 Months
March 10, 2022
Tickers
GIS
K
Tags
Recent Press Releases
K
GIS
From
Motley Fool
This ‘all-weather’ approach to quality stocks can help you sail through rough waters while staying ahead of inflation
March 08, 2022
Tickers
AAPL
ACN
ADP
APH
Tags
GIS
INTU
PEP
From
MarketWatch
Expert Ratings For General Mills
February 23, 2022
Tickers
GIS
Tags
BZI/AAR
Benzinga
GIS
From
Benzinga
You’re already paying more for groceries and gas. Here’s where consumers will feel the next round of ‘sticker shock.’
February 18, 2022
Tickers
GIS
SHAK
SPX
XRT
Tags
XRT
SHAK
GIS
From
MarketWatch
My 3 Favorite Stocks Are Screaming Buys Right Now
February 16, 2022
Tickers
AMZN
GIS
HESAY
LVMUY
Tags
Market News
AMZN
Recent Press Releases
From
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