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about us
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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Goldman Sachs, BlackRock And 3 Stocks To Watch Heading Into Monday
July 15, 2024
Tickers
BLK
FBK
GS
LAKE
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Pre/Market Outlook
LAKE
Trading Ideas
From
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US Stocks Close Higher, Dow Hits 40,000: Market Sentiment Remains In Greed Zone
July 15, 2024
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Nvidia CEO Jensen Huang Sold $169 Million in Stock During the First Half of 2024. Time to Worry?
July 14, 2024
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GS
INTC
NVDA
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AMD
INTC
Recent Press Releases
From
Motley Fool
Sanofi's $20B Consumer Health Unit Sale: Goldman Sachs, Morgan Stanley Line Up $6.5B Financing
July 12, 2024
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GS
MS
NEWS
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From
Benzinga
JPMorgan, Standard Chartered-Backed Blockchain Fintech Partior Secures $60M In Venture Capital
July 12, 2024
Tickers
GS
JPM
NEWS
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Benzinga
Market News
benzinga neuro
From
Benzinga
Goldman Sachs' Bullish Surge Ahead Of Q2 Earnings: How The Stock Maps Against Wall Street Estimates
July 12, 2024
Tickers
GS
NEWS
Tags
Technicals
big banks
Earnings
From
Benzinga
Goldman Sachs Likely To Report Surge In Q2 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
July 12, 2024
Tickers
GS
NEWS
Tags
News
Analyst Ratings
GS
From
Benzinga
Hong Kong's WH Group Subsidiary Smithfield Foods Gears Up For $1B IPO In US: Report
July 12, 2024
Tickers
BAC
GS
IPOS
NEWS
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IPOs
News
GS
From
Benzinga
JPMorgan, Citi Kick Off Big Bank Reporting Season As Expectations Remain Muted Amid Economic Headwinds: Q2 Earnings Preview
July 12, 2024
Tickers
BAC
BK
C
GS
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From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
July 11, 2024
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ALLY
BAC
C
COIN
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OMF
GS
BZI/AUOA
From
Benzinga
The 3 Most Undervalued Dow Stocks to Buy in July 2024
July 11, 2024
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DOW
GM
GS
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XOM
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From
InvestorPlace
3 Underpriced Stocks Primed for a July Breakout
July 11, 2024
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ARM
GLW
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NASDAQ:TER,NASDAQ:AMZN,NYSE:GLW,NASDAQ:ARM,NYSE:GS
Market News
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The 3 Most Undervalued Renewable Energy Stocks to Buy in July 2024
July 10, 2024
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GS
NPIFF
RUN
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GS
NASDAQ:RUN,NYSE:GS,NASDAQ:CSIQ,OTCMKTS:NPIFF
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Goldman Sachs To Launch Three Tokenization Projects By Year-End: 'It'll Change The Nature Of How Clients Can Invest'
July 10, 2024
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GS
NEWS
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GS
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Benzinga
2024: Top-Heavy, AI-Fueled, Supply-Constrained
July 10, 2024
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AMZN
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NFLX
GS
LOW
From
Motley Fool
Check Out What Whales Are Doing With Goldman Sachs Gr
July 10, 2024
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GS
From
Benzinga
S&P 500 Hits Record Highs, Eyes 6th Straight Gain As Powell Keeps Bears At Bay; Tesla Targets 10th Consecutive Win, Bank Stocks Rally: What's Driving Markets Tuesday?
July 09, 2024
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Benzinga
US Federal Reserve Considers Rule Change To Save Largest Banks Billions In Capital: Report
July 09, 2024
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BC
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C
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Briefs
JPM
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From
Benzinga
The 3 Most Undervalued Chinese Stocks to Buy in July 2024
July 09, 2024
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GS
MCHI
PDD
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InvestorPlace
Eli Lilly Rose More Than 50% So Far This Year. Can It Soar Past $1,000 in the 2nd Half?
July 09, 2024
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GS
LLY
NVO
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NVO
VKTX
GS
From
Motley Fool
Prediction: These Will Be 2 of the Most Valuable Artificial Intelligence (AI) Stocks by 2034
July 09, 2024
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AI
AMZN
GOOG
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MSFT
NVDA
GOOGL
From
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Hot Stocks: 3 Contrarian Upgrades Signaling Major Trend Reversals
July 08, 2024
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AMD
GS
INTC
MS
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PLTR
NVDA
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From
InvestorPlace
IPO Watch: 3 New Stocks Worth a Strong Look
July 05, 2024
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BLK
EVR
GOOGL
GS
Tags
NYSE:GS,NASDAQ:TEM,NASDAQ:GOOGL,NASDAQ:WAY,NASDAQ:WBTN,NYSE:BLK,NYSE:MS,NYSE:JPM,NYSE:EVR
TEM
JPM
From
InvestorPlace
Key Nvidia Supplier SK Hynix To Get Further Boost From AI Demand Even After 90% Stock Surge, Goldman Sachs And Citi Predict
July 05, 2024
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C
GS
NEWS
NVDA
Tags
C
Tech
Stories That Matter
From
Benzinga
3 Hidden Stock Gems That Wall Street Is Overlooking
July 05, 2024
Tickers
BMY
GS
MS
PARA
Tags
PLTR
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Market News
From
InvestorPlace
Here's the Average Stock Market Return Under Democratic and Republican Presidents (Hint: It May Surprise You)
July 05, 2024
Tickers
GS
Tags
Recent Press Releases
GS
^GSPC
From
Motley Fool
3 New IPOs That Could Be the Next Big Thing
July 04, 2024
Tickers
ACCYY
ADYEY
EBAY
GS
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GS
RDDT
Stocks to Buy
From
InvestorPlace
How Is The Market Feeling About Goldman Sachs Gr?
July 04, 2024
Tickers
GS
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,300 Today
July 03, 2024
Tickers
GS
NEWS
Tags
BZI/POD
Benzinga
Market News
From
Benzinga
JP Morgan's Chief Market Strategist Kolanovic Departs Amid Contrarian Views On US Equities: Report
July 03, 2024
Tickers
BAC
C
GS
JPM
Tags
Market News
Benzinga
Media
From
Benzinga
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