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Revenue Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
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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
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TANs/RANs
BANs
CLNs/GANs
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Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
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Liquidity
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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 sm Program
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Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Featured Quarterly Newsletter
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Get Ahead of the Game With These 3 Tech Stocks With Skyrocketing Potential
October 26, 2023
Tickers
FTNT
GRMN
ZM
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ZM
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FTNT
From
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7 Top Tech Stocks to Buy That Also Pay Dividends
October 05, 2023
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GRMN
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IBM
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September 20, 2023
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HD
PANW
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HD
Recent Press Releases
PANW
From
Motley Fool
3 Passive Income Stocks That Can Help Make You Richer
September 17, 2023
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GRMN
PEP
WMT
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Recent Press Releases
PEP
WMT
From
Motley Fool
3 Under-the-Radar Tech Stocks to Buy in 2023
September 16, 2023
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GRMN
PANW
PEGA
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PEGA
Recent Press Releases
PANW
From
Motley Fool
Value Investing Gems: 3 Underrated Stocks Flying Under the Radar
September 09, 2023
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CROX
DBX
GRMN
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Market News
GRMN
CROX
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Satellite Texting On Android 14 Could Take Flight With Google's Collaboration With Garmin
August 28, 2023
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GOOGL
GRMN
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Consumer Tech
GOOGL
Google
From
Benzinga
Earnings Scheduled For August 22, 2023
August 22, 2023
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BIDU
BJ
BMTX
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PINC
FSCO
From
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3 Top Bargain Stocks Ready for a Bull Run
August 17, 2023
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CHWY
GRMN
OKTA
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Recent Press Releases
CHWY
OKTA
From
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Analyst Expectations for Garmin's Future
August 10, 2023
Tickers
GRMN
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BZI/AAR
GRMN
Market News
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Garmin Returns To Topline Growth In Q2, Ticking In Three Out Of Five Segments
August 02, 2023
Tickers
GRMN
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Benzinga
GRMN
Market News
From
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Every Dividend Stock Cathie Wood Owns, Ranked From Highest to Lowest Yield
July 31, 2023
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CAT
CCJ
DASTY
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TSM
Recent Press Releases
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2 Dividend-Paying Tech Stocks to Buy in July
July 07, 2023
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EA
GRMN
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Recent Press Releases
EA
GRMN
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Is Microsoft Stock a Buy?
June 26, 2023
Tickers
GRMN
MSFT
ZM
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Market News
MSFT
GRMN
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3 Stocks Ready to Bounce Back
June 25, 2023
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ETSY
GRMN
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GRMN
Market News
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5 Top Tech Stocks To Buy With Massive Growth Potential
June 20, 2023
Tickers
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CRM
FTNT
GRMN
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NASDAQ:FTNT,NYSE:GRMN,NASDAQ:ZM,NYSE:CRM,NASDAQ:ADBE
Market News
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2 Dividend-Paying Tech Stocks to Buy Right Now
June 16, 2023
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Market News
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Garmin Earnings Perspective: Return On Invested Capital
May 10, 2023
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Benzinga
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3 Must-Watch Wearable Tech Stocks as the Industry Booms
May 05, 2023
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AUGX
GOOG
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GRMN
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Garmin Sees Some Bright Spots in Earnings
May 04, 2023
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AAPL
GRMN
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Recent Press Releases
Market News
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Garmin's 4 Of 5 Segments Achieve Double-Digit Revenue Growth In Q1 FY23
May 03, 2023
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GRMN
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Earnings
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Nasdaq, S&P 500 Futures Tick Up Ahead Of Fed Decision Today: JPMorgan Analysts See 1% Rally On Most Probable Outcome
May 03, 2023
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AMD
CHGG
CVS
EAT
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WING
YUM
Market News
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Benzinga
Garmin Earnings Preview
May 02, 2023
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GRMN
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Benzinga
BZI/EP
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More than 90% of Apple’s production is still in China. Why Morgan Stanley says that’s a problem.
May 02, 2023
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AMC
AMD
AMZN
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UK:HSBA
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2 Top-Tech Stocks to Buy for the Long Haul
April 21, 2023
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GRMN
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GRMN
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Bears are hibernating now, but they’ll wake up hungry if the S&P 500 can’t break 4200 soon
April 20, 2023
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AIZ
ARNC
CARR
GRMN
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NDAQ
AIZ
ARNC
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For April 19, 2023
April 19, 2023
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APA
ARMK
AZEK
BBIO
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IMRX
TPR
PXD
From
Benzinga
Expert Ratings for Garmin
April 19, 2023
Tickers
GRMN
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Benzinga
Analyst Ratings
Market News
From
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2 Dividend-Paying Tech Stocks to Buy in April
April 14, 2023
Tickers
GRMN
MSFT
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GRMN
MSFT
Market News
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Stocks typically fall after the VIX hits the ‘overbought’ level it’s at now
April 13, 2023
Tickers
AIZ
ARNC
CARR
GRMN
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SPX
GRMN
VIX
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