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Default Rates
What We Buy Currently
What We Normally Don’t Buy
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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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home
about us
Investment Approach
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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
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Palantir, Hims & Hers, American Eagle, Joby Aviation And AMD: Why These 5 Stocks Are On Investors' Radars Today
August 04, 2025
Tickers
AEO
AMD
HIMS
JOBY
Tags
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From
Benzinga
Selloff? What Selloff? Monday Market Rebound
August 04, 2025
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AMGN
CAT
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From
TalkMarkets
Hims & Hers (HIMS) Q2 Revenue Jumps 73%
August 04, 2025
Tickers
HIMS
Tags
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HIMS
Market News
From
Motley Fool
12 Health Care Stocks Moving In Monday's After-Market Session
August 04, 2025
Tickers
ADAP
AGL
ARDX
BTAI
Tags
CSTL
RARE
INSP
From
Benzinga
Hims & Hers Health Stock Tumbles On Q2 Earnings As Revenue Comes Up Short, Company Sees 'Exciting Period Of Growth' Ahead
August 04, 2025
Tickers
HIMS
NEWS
Tags
Movers
Earnings
Health Care
From
Benzinga
This Biotech Stock Could Soar on Upcoming Clinical Data
August 04, 2025
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BMY
HIMS
LLY
MRK
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LLY
Market News
From
Motley Fool
Earnings Scheduled For August 4, 2025
August 04, 2025
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ADTN
ADUS
AESI
Tags
DENN
FANG
PLOW
From
Benzinga
2 Healthcare Stocks That Have Doubled Over the Last Year but Still Have Room to Run
August 03, 2025
Tickers
DOCS
HIMS
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Market News
DOCS
Recent Press Releases
From
Motley Fool
EXCLUSIVE: July's 20 Most-Searched Tickers On Benzinga Pro — Where Do Opendoor, Nvidia, Apple Stock Rank?
August 01, 2025
Tickers
AAPL
AMD
AMZN
APLD
Tags
Market News
NVDA
HIMS
From
Benzinga
What Does the Market Think About Hims & Hers Health?
August 01, 2025
Tickers
HIMS
Tags
Market News
BZI/SHORTHIST
HIMS
From
Benzinga
Hims & Hers Health Earnings Preview
August 01, 2025
Tickers
HIMS
Tags
Earnings
Market News
BZI/EP
From
Benzinga
Check Out What Whales Are Doing With HIMS
August 01, 2025
Tickers
HIMS
Tags
Options
Markets
Benzinga
From
Benzinga
Hims & Hers Stock Up, Nearing All-Time High As Weight-Loss Giants Stumble
July 31, 2025
Tickers
HIMS
NEWS
Tags
Market News
Top Stories
News
From
Benzinga
10 Health Care Stocks Whale Activity In Today's Session
July 30, 2025
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ABBV
ACAD
ALHC
BBIO
Tags
BZI/AUOA
Options
BBIO
From
Benzinga
Novo Nordisk Charts Signal Weakness Amid Wegovy Warning, Expert Says 'Could've Played Out VERY Differently If They Had Embraced $HIMS'
July 30, 2025
Tickers
HIMS
NEWS
NVO
QQQ
Tags
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SPY
NVO
From
Benzinga
What's Going On With Eli Lilly Stock On Tuesday?
July 29, 2025
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JNJ
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Tags
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JNJ
From
Benzinga
Novo Nordisk Implodes After Wegovy Warning—Is The Weight-Loss Bubble Bursting?
July 29, 2025
Tickers
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HIMS
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Tags
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NVO
Benzinga
From
Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
July 26, 2025
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ENSG
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Tags
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From
Benzinga
Hims & Hers Stock Could Rocket To Meme Stock Fame — If Short Sellers Feel The Squeeze
July 25, 2025
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KeyProj
Insurance
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From
Benzinga
2 Digital Healthcare Stocks Poised for a Breakout
July 24, 2025
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OSCR
Recent Press Releases
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What's Going On With Hims & Hers Stock Wednesday?
July 23, 2025
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Tags
Insurance
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HIMS
From
Benzinga
A Tony Stark-Inspired Strategy For Beating The Market
July 21, 2025
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DOCS
GEO
HIMS
Tags
PLTR
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HIMS
From
TalkMarkets
Smart Money Is Betting Big In HIMS Options
July 18, 2025
Tickers
HIMS
Tags
Markets
Options
Market News
From
Benzinga
Hims & Hers Health Is Looking to Cash In on This Novo Nordisk Blunder
July 16, 2025
Tickers
HIMS
NVO
Tags
Market News
NVO
Recent Press Releases
From
Motley Fool
WallStreetBets Trader Nuked Mom's $800K IRA, Then Flipped It Into $4 Million With Options In Just 3 Months: His Strategy? 'TACO's Gonna TACO'
July 14, 2025
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GOOG
GOOGL
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UNH
Market News
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Benzinga
Bank Of America Loves These 8 Stocks For Third Quarter—And Says To Dump These 2 Fast
July 12, 2025
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BA
CAG
CSCO
DDOG
Tags
WBD
LEVI
MDT
From
Benzinga
What's Going On With Hims & Hers Health Stock Today?
July 09, 2025
Tickers
HIMS
NEWS
Tags
why it's moving
News
Movers
From
Benzinga
Oklo, NuScale, Hims Defy Trump Tariffs - And Power The Russell 2000 Toward New Highs
July 08, 2025
Tickers
HIMS
IWM
NEWS
OKLO
Tags
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Regulations
HIMS
From
Benzinga
Hims & Hers Navigates Novo Nordisk Breakup And Compounding Lawsuits
July 07, 2025
Tickers
HIMS
LLY
NEWS
NVO
Tags
Top Stories
LLY
Large Cap
From
Benzinga
Wegovy, Zepbound Prices Drop, But Most Patients Still Can't Afford Long-Term Use: 'Coverage Is Not The Same As Access,' Says Expert
July 07, 2025
Tickers
CVS
HIMS
LLY
NVO
Tags
CVS
NVO
Benzinga
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