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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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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Apple Sinks After Wall Street Titan Pulls Magnificent 7 Stock From Conviction List
March 01, 2024
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AMGN
GS
MNDY
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Goldman Sachs
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February 29, 2024
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Behind the Scenes of Goldman Sachs Gr's Latest Options Trends
February 29, 2024
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GS
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Benzinga
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February 27, 2024
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BAC
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From
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February 26, 2024
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GS
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GS
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The Ultimate Growth Stock to Buy With $1,000 Right Now
February 26, 2024
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GS
VRTX
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GS
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Goldman Sachs Secures $1B Private Credit Deal With Abu Dhabi's Mubadala To Capitalize On Surging Interest In Asia-Pacific Market
February 26, 2024
Tickers
GS
NEWS
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3 Robotics Stocks to Turn $10,000 Into $1 Million: February 2024
February 25, 2024
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GS
NVDA
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What Would Stanley Druckenmiller Do? 3 Stocks the Famed Investor Bought & Sold in Q4.
February 22, 2024
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How To Boost Your Salary: Former Goldman Sachs Recruiter Says 'Get Them To Give You Answers' To One Simple Question
February 22, 2024
Tickers
GS
NEWS
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CNBC
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Goldman Sachs CEO David Solomon's Committee Move Sparks Dissatisfaction, Top Investment Bankers Mull Departure: Report
February 22, 2024
Tickers
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Benzinga
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Wall Street Favorites: 3 Lithium Stocks With Strong Buy Ratings for February 2024
February 21, 2024
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GS
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How Is The Market Feeling About Goldman Sachs Gr?
February 21, 2024
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February 21, 2024
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Banking Giants Confront Rising Delinquencies In Commercial Real Estate Sector
February 20, 2024
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Goldman Sachs Enters Uranium Derivatives Market As Prices Double To $102 Per Pound
February 20, 2024
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February 14, 2024
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10 Financials Stocks With Whale Alerts In Today's Session
February 13, 2024
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Goldman Sachs Gr Unusual Options Activity For February 13
February 13, 2024
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February 13, 2024
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The Next Coca-Cola? 3 Beverage Stocks That Investors Shouldn’t Ignore.
February 12, 2024
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Goldman Sachs Gr Options Trading: A Deep Dive into Market Sentiment
February 09, 2024
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GS
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GS
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Goldman Sachs Under Investigation For Futures Trading Fees
February 08, 2024
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GS
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GS
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2024 Top Stocks: Thrash Capitals Top Picks For The New Year
February 08, 2024
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PLTR
ZS
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3 Dow Stocks to Buy for the Next Bull Run: February 2024
February 08, 2024
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Bank Upgrades: 3 Names Grabbing Bullish Analyst Attention
February 07, 2024
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34% of the Dow Jones Industrial Average's Weighting Is Determined by Just 5 Stocks
February 07, 2024
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GS
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Riding the AI Wave: Why AMD Stock Is Primed for Explosive Growth
February 06, 2024
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Wall Street Waves Goodbye To Weed Testing: How Financial Giants Reshape Job Eligibility In The Cannabis Era
February 01, 2024
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BAC
C
GS
JPM
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GS
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IPO Market Outlook 2024: 3 Hot New Stocks Coming in Q1
January 31, 2024
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GS
MS
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PINS
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Market News
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From
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