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about us
Investment Approach
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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
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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
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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
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General Mills To Divest European Dough Businesses To Cérélia For Undisclosed Sum
November 24, 2021
Tickers
GIS
Tags
Benzinga
Market News
News
From
Benzinga
7 Consumer Stocks to Buy as the Sector Heats Up
November 19, 2021
Tickers
ACI
ADM
BG
GIS
Tags
GIS
PG
NYSE:PG,NYSE:KO,NYSE:GIS,NYSE:BG,NYSE:HSY,NYSE:ADM,NYSE:ACI
From
InvestorPlace
1 Rock-Solid Stock to Buy and Hold for Years
November 03, 2021
Tickers
AMZN
EBAY
GIS
SHOP
Tags
EBAY
SHOP
AMZN
From
Motley Fool
P&G Is Making the Best Out of a Tough Situation
October 26, 2021
Tickers
CL
GIS
KMB
PG
Tags
PG
Earnings
KMB
From
Benzinga
5 Stocks Insiders Are Selling
October 25, 2021
Tickers
GIS
KNX
KTOS
LNC
Tags
News
GIS
Insider Selling
From
Benzinga
Stock Wars: General Mills Vs. Kellogg Company
October 20, 2021
Tickers
GIS
K
TSN
WEN
Tags
Supply Chain
News
GIS
From
Benzinga
General Mills Insider Sold $600K In Company Stock
October 11, 2021
Tickers
GIS
Tags
BZI/IT
Market News
Trading Ideas
From
Benzinga
Weight gain during COVID-19, especially among younger consumers, is driving changes in the way Americans eat and dress
October 07, 2021
Tickers
CAG
CURV
GIS
GPS
Tags
GPS
XLY
SPX
From
MarketWatch
Notable General Mills Insider Trades $960K In Company Stock
October 05, 2021
Tickers
GIS
Tags
BZI/IT
Benzinga
Trading Ideas
From
Benzinga
These Consumer Goods Companies Have Seen Major Shifts Since the Pandemic
October 02, 2021
Tickers
GIS
SFIX
Tags
GIS
Market News
SFIX
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 1, 2021
October 01, 2021
Tickers
AADI
ALC
ALIZY
ALZN
Tags
Intraday Update
CHTR
SAVE
From
Benzinga
10 Biggest Price Target Changes For Friday
October 01, 2021
Tickers
BABA
BBBY
DASH
GIS
Tags
LUV
BABA
GIS
From
Benzinga
3 Food Stocks to Satisfy Your Hunger for Income
September 30, 2021
Tickers
FLO
GIS
MDLZ
TSN
Tags
NYSE:GIS,NYSE:FLO,NASDAQ:MDLZ,NYSE:TSN
MDLZ
Dividend Stocks
From
InvestorPlace
Uvara Solution Now Includes Powerful Editing and Data Management Capabilities
September 29, 2021
Tickers
GIS
Tags
Gis
Health
Property Management
From
PRLog
5 Stocks Insiders Are Selling
September 29, 2021
Tickers
AN
DBS
GIS
LNC
Tags
GIS
Insider Trades
News
From
Benzinga
Only 47 stocks in the S&P 500 have fallen over the past year — Wall Street predicts they will climb up to 54% in 12 months
September 28, 2021
Tickers
AKAM
AMGN
APD
ATO
Tags
GIS
CHRW
PNW
From
MarketWatch
General Mills' Investor Presentation: 3 Big Takeaways
September 26, 2021
Tickers
GIS
Tags
Market News
GIS
From
Motley Fool
Chinese Real Estate Giant Evergrande Expected To Pay Off Some Debt
September 23, 2021
Tickers
BB
COST
FDX
GIS
Tags
KBH
General
Evergrande
From
Benzinga
How and why these corporate professionals quit their jobs for nonprofit work
September 23, 2021
Tickers
GIS
TGT
Tags
TGT
GIS
From
MarketWatch
General Mills Q1 Earnings Top Estimates
September 22, 2021
Tickers
GIS
Tags
Earnings
News
GIS
From
Benzinga
General Mills, inc (GIS) Q1 2022 Earnings Call Transcript
September 22, 2021
Tickers
GIS
Tags
GIS
Market News
From
Motley Fool
Mid-Morning Market Update: Markets Open Higher; General Mills Reports Upbeat Q1 Results
September 22, 2021
Tickers
AEMD
DISCB
GIS
INNV
Tags
Market News
Markets
Global
From
Benzinga
After Today's Fed Meeting, Investors Are Stuck With Contradictory Reports On Evergrande And The Debt Ceiling
September 22, 2021
Tickers
AAPL
AMZN
DIS
DKNG
Tags
Commodities
Options
News
From
Benzinga
2 Dividend Stocks I'll Hold Forever
September 22, 2021
Tickers
GIS
HRL
Tags
HRL
GIS
Market News
From
Motley Fool
A Peek Into The Markets: US Stock Futures Gain; All Eyes On Fed Decision
September 22, 2021
Tickers
ADBE
AMBA
FDX
FIVN
Tags
SFIX
News
GIS
From
Benzinga
5 Stocks To Watch For September 22, 2021
September 22, 2021
Tickers
ADBE
FDX
GIS
KBH
Tags
Earnings
ADBE
FDX
From
Benzinga
Earnings Scheduled For September 22, 2021
September 22, 2021
Tickers
BB
FUL
GDEV
GIS
Tags
KBH
Benzinga
GDEV
From
Benzinga
Investors Are Waiting For An Updated Fed Reserve's Policy
September 20, 2021
Tickers
ACN
ADBE
AZO
CBRL
Tags
Market News
Federal Reserve
JEF
From
Benzinga
Monday's Market Minute: Watching The FOMC Meeting And More
September 20, 2021
Tickers
ADBE
AZO
COST
DRI
Tags
Earnings
AZO
General
From
Benzinga
Price Over Earnings Overview: General Mills
September 17, 2021
Tickers
GIS
Tags
Markets
Market News
Benzinga
From
Benzinga
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