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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Nasdaq, S&P 500 Set To Open Higher On Nvidia Prop, FedEx Earnings, But Traders Could Move To Sidelines Ahead Of Key Data: Analyst Says Underweighting Techs 'Contrarian Bet'
June 26, 2024
Tickers
FDX
FUL
GIS
LCID
Tags
VWAGY
MU
GIS
From
Benzinga
Worthington Enterprises Posts Downbeat Results, Joins Taysha Gene Therapies, General Mills And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
June 26, 2024
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APTV
DJT
GIS
LRMR
Tags
Movers
QD
APTV
From
Benzinga
FedEx, Micron And 3 Stocks To Watch Heading Into Wednesday
June 26, 2024
Tickers
FDX
GIS
MU
NEWS
Tags
Earnings
Pre/Market Outlook
Stories That Matter
From
Benzinga
S&P 500 Snaps 3-Session Decline On The Back Of Nvidia's Rebound: Fear & Greed Index Remains In Negative Zone
June 26, 2024
Tickers
GIS
MU
NEWS
NVDA
Tags
MU
GIS
Market News
From
Benzinga
7 Undervalued Stocks to Buy and Hold Forever: June 2024 Edition
June 21, 2024
Tickers
AMD
CRWD
GIS
HPQ
Tags
BTC/USD
AMD
LOW
From
InvestorPlace
Looking Into General Mills's Recent Short Interest
June 20, 2024
Tickers
GIS
Tags
Market News
Short Sellers
Short Ideas
From
Benzinga
Is Kraft Heinz Stock a Buy?
June 07, 2024
Tickers
BRK-A
BRK-B
CAG
CPB
Tags
BRK/B
K
GIS
From
Motley Fool
Looking Into General Mills's Recent Short Interest
May 28, 2024
Tickers
GIS
Tags
GIS
Short Sellers
Market News
From
Benzinga
Dell To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Wednesday
May 15, 2024
Tickers
ACN
AIZ
BOOT
DELL
Tags
JACK
NU
H
From
Benzinga
Turbulent Times: 3 Stocks That Could Outperform in a Market Crash
May 05, 2024
Tickers
GIS
KMB
PGR
Tags
NYSE:KMB,NYSE:PGR,NYSE:GIS
Stocks to Buy
KMB
From
InvestorPlace
Looking Into General Mills's Recent Short Interest
April 26, 2024
Tickers
GIS
Tags
GIS
BZI/SHORTHIST
Trading Ideas
From
Benzinga
7 Stocks That Will Keep Going Up During the Next Downturn
April 25, 2024
Tickers
BAH
GIS
MMC
NEE
Tags
WM
Stocks to Buy
MMC
From
InvestorPlace
7 Deadly Dividend Stocks to Avoid at All Costs: April 2024
April 22, 2024
Tickers
AAPL
F
GIS
LOW
Tags
Stocks to Sell
GIS
USB
From
InvestorPlace
3 Defensive Stocks to Buy for Increased Volatility in April
April 17, 2024
Tickers
CVS
D
GIS
KMI
Tags
VZ
GIS
T
From
InvestorPlace
The Secret Sauce Fueling Palantir Stock’s Meteoric Rise
April 04, 2024
Tickers
GIS
LEN
LOW
NVDA
Tags
Market News
PLTR
NVDA
From
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General Mills (GIS) Q3 2024 Earnings Call Transcript
March 25, 2024
Tickers
GIS
Tags
Recent Press Releases
GIS
Market News
From
Motley Fool
These 3 Risk Off Stocks With Over 3% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
March 22, 2024
Tickers
GIS
KO
NEWS
SJM
Tags
Price Target
dividend yield
consumer staples
From
Benzinga
General Mills Analysts Increase Their Forecasts After Upbeat Earnings
March 21, 2024
Tickers
GIS
NEWS
Tags
Market News
Analyst Ratings
News
From
Benzinga
Investor Sentiment Improves Following Fed's Decision, Dow Jumps 400 Points
March 21, 2024
Tickers
ACN
FDX
GIS
NEWS
Tags
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Pre/Market Outlook
SIG
From
Benzinga
GIS Stock Earnings: General Mills Beats EPS, Beats Revenue for Q3 2024
March 20, 2024
Tickers
GIS
Tags
Uncategorized
GIS
Market News
From
InvestorPlace
US Stocks Edge Lower Ahead Of Fed's Decision; General Mills Earnings Top Views
March 20, 2024
Tickers
ETAO
GIS
LFCR
MNTS
Tags
TRUG
Small Cap
XTLB
From
Benzinga
Why Pillsbury Maker General Mills Shares Are Shooting Higher Today
March 20, 2024
Tickers
GIS
NEWS
Tags
Benzinga
Earnings
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From
Benzinga
US Stock Futures Stall As Traders Await Fed Chair Powell's Decision; Analyst Sees S&P 500 Showing 'Signs Of Near-Term Top'
March 20, 2024
Tickers
BB
BNTX
CHWY
CMG
Tags
CHWY
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JKS
From
Benzinga
Earnings Scheduled For March 20, 2024
March 20, 2024
Tickers
ALVO
ASM
AUID
AVGR
Tags
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LAAC
From
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Ahead Of Fed's Interest Rate Decision
March 20, 2024
Tickers
CAL
CMTL
GIS
MU
Tags
CAL
Markets
Pre/Market Outlook
From
Benzinga
General Mills Likely To Report Higher Q3 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
March 20, 2024
Tickers
GIS
NEWS
Tags
Markets
Earnings
Expert Ideas
From
Benzinga
Micron, Signet Jewelers And 3 Stocks To Watch Heading Into Wednesday
March 20, 2024
Tickers
GIS
HQY
MBRX
MU
Tags
Benzinga
Pre/Market Outlook
Earnings
From
Benzinga
Earnings Preview For General Mills
March 19, 2024
Tickers
GIS
Tags
Market News
GIS
BZI/EP
From
Benzinga
How To Earn $500 A Month From General Mills Stock Ahead Of Q3 Earnings
March 19, 2024
Tickers
GIS
NEWS
Tags
GIS
Long Ideas
Trading Ideas
From
Benzinga
Want Super-Safe Dividend Income in 2024? Invest in the Following 3 Ultra-High-Yield Stocks.
March 17, 2024
Tickers
GIS
HPQ
KO
Tags
Market News
GIS
KO
From
Motley Fool
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