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Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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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5 Things To Expect This Week
January 31, 2022
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4 Stocks Insiders Are Selling: Halliburton, Civeo And More
January 27, 2022
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News
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Mid-Afternoon Market Update: Nasdaq Down 250 Points; OPKO Health Shares Plunge
January 24, 2022
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ATGE
EXTN
HAL
KSS
Tags
News
EXTN
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From
Benzinga
Halliburton (HAL) Q4 2021 Earnings Call Transcript
January 24, 2022
Tickers
HAL
Tags
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Recent Press Releases
Market News
From
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Mid-Day Market Update: Dow Dips 1000 Points; Exterran Shares Jump
January 24, 2022
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ATGE
BRBR
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HAL
Tags
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Commodities
ATGE
From
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Mid-Morning Market Update: Markets Open Lower; Halliburton Profit Beats Estimates
January 24, 2022
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BTBD
BTI
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Tags
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Market News
From
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Halliburton Clocks 32% Revenue Growth In Q4, Beats Consensus
January 24, 2022
Tickers
HAL
Tags
Market News
Benzinga
Dividends
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2 Stocks to Watch Early Monday
January 24, 2022
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January 24, 2022
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Tags
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A Peek Into The Markets: US Stock Futures Down Following Friday's Plunge
January 24, 2022
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Tags
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A Peek Into The Markets
STLD
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5 Stocks To Watch For January 24, 2022
January 24, 2022
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IBM
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January 24, 2022
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BMRC
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January 21, 2022
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Tags
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5 Stocks Insiders Are Selling
January 19, 2022
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AMC
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Tags
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January 19, 2022
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Tags
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Oil Stocks Alert: What Is Going on With XOM, CVX, BP, SU Stocks Today?
January 18, 2022
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Here's How Much You Would Have Made Owning Halliburton Stock In The Last 20 Years
January 14, 2022
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Halliburton Whale Trades For January 13
January 13, 2022
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HAL
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Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2022
January 13, 2022
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AY
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Where Halliburton Stands With Analysts
January 13, 2022
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With a Rough Week Ahead of Us, One Sector Looks Promising
January 10, 2022
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Tags
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COP
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Morgan Stanley Turns Bullish On Halliburton: 'The Cash Is Headed To Investors'
January 04, 2022
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HAL
SLB
Tags
Benzinga
Market News
HAL
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Benzinga's Top Ratings Upgrades, Downgrades For January 4, 2022
January 04, 2022
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APD
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Analyst Ratings For Halliburton
November 19, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
November 19, 2021
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Is Now the Time to Buy Oil Services Stocks?
November 01, 2021
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October 29, 2021
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