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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
MARKET RESEARCH
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Tesla, Netflix, Intel Take Center Stage In Pivotal Q4 Earnings Week As S&P 500 Eyes Breaking New Highs
January 22, 2024
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AGYS
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January 09, 2024
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January 08, 2024
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Peering Into Halliburton's Recent Short Interest
January 03, 2024
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Halliburton: Bolstering Investor Value with Reduced Dividends and Amplified Earnings
December 27, 2023
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3 Value Stocks You’ll Regret Not Buying Soon: December Edition
December 20, 2023
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S&P 500's Hidden Gems: 27 Stocks With 30%+ Upside Potential According To Wall Street Analysts Targets
December 07, 2023
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Halliburton: Dividend Insights
December 01, 2023
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November 29, 2023
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CG
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How Is The Market Feeling About Halliburton?
November 22, 2023
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How Is The Market Feeling About Halliburton?
November 03, 2023
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Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
October 30, 2023
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Halliburton (HAL) Q3 2023 Earnings Call Transcript
October 24, 2023
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Halliburton Posts Mixed Q3 Earnings, Cites Stable North American Business
October 24, 2023
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US Stock Futures Surge Ahead Of Microsoft, Google Earnings: Analyst Says 'Magnificent Seven' Unlikely To See Tesla-Like Volatility After Results
October 24, 2023
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Amazon, Alphabet, Meta, Intel Q3 Earnings This Week: Will Mega-Caps Shatter Forecasts And Revive Market?
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7 Energy Stocks to Invest in to Power Up Your Profits
October 18, 2023
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Market News
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Peering Into Halliburton's Recent Short Interest
October 18, 2023
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3 Energy Stocks That Will Have You Seeing Green
October 17, 2023
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Accenture, Robinhood And 2 Other Stocks Insiders Are Selling
October 17, 2023
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Benzinga
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3 Oil & Gas Stocks You’ll Regret Not Selling Now
October 09, 2023
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GEL
HAL
NOG
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From
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Northrop Grumman, General Dynamics, Lockheed Martin And Other Big Stocks Moving Higher On Monday
October 09, 2023
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Halliburton And Core Laboratories Collaborate To Accelerate Digital Rock Data Solutions
October 09, 2023
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From
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OPEC's Optimism Boosts Outlook: Top 5 Oil Stocks To Watch Now
October 07, 2023
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From
Benzinga
Susquehanna Maintains Positive Rating for Halliburton: Here's What You Need To Know
October 04, 2023
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HAL
Tags
Market News
Analyst Ratings
BZI/AAR/UPDATE
From
Benzinga
Expert Ratings for Halliburton
October 03, 2023
Tickers
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Tags
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Peering Into Halliburton's Recent Short Interest
October 02, 2023
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7 Energy Stocks Set to Explode Higher
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McDonald's, Halliburton And 2 Other Stocks Insiders Are Selling
September 21, 2023
Tickers
HAL
HUBS
MCD
TZOO
Tags
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Insider Trades
HUBS
From
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