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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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A Look Into Consumer Cyclical Sector Value Stocks
September 19, 2023
Tickers
CCS
HOG
KFS
LEGH
Tags
HOG
Market News
LEGH
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
September 12, 2023
Tickers
ABNB
ANF
F
GME
Tags
HOG
ANF
VFC
From
Benzinga
The 3 Most Buzzworthy Stocks to Buy This Week
September 11, 2023
Tickers
CHPT
HOG
SPWH
Tags
Stocks to Buy
Market News
HOG
From
InvestorPlace
Expert Ratings for Harley-Davidson
September 08, 2023
Tickers
HOG
Tags
Analyst Ratings
HOG
Market News
From
Benzinga
3 Stocks Ready to Bounce Back
August 27, 2023
Tickers
CHWY
HOG
WRBY
Tags
HOG
Market News
Recent Press Releases
From
Motley Fool
Trump Takes Aim At India's High Taxes, Highlights Harley-Davidson's Struggles
August 23, 2023
Tickers
HOG
Tags
Market News
HOG
Donald Trump
From
Benzinga
$49M Bet On Exxon Mobil? Check Out These 4 Stocks Insiders Are Buying
August 03, 2023
Tickers
CNA
HOG
TDW
XOM
Tags
Long Ideas
Market News
HOG
From
Benzinga
What 7 Analyst Ratings Have To Say About Harley-Davidson
July 31, 2023
Tickers
HOG
Tags
Analyst Ratings
Market News
HOG
From
Benzinga
Harley-Davidson (HOG) Q2 2023 Earnings Call Transcript
July 27, 2023
Tickers
HOG
Tags
HOG
Market News
Recent Press Releases
From
Motley Fool
Harley-Davidson stock revs up as margins improve, even as earnings miss and outlook slashed
July 27, 2023
Tickers
HOG
SPX
Tags
SPX
HOG
From
MarketWatch
Harley-Davidson Misses Q2 Street Estimates Hit By Unplanned Production Suspension
July 27, 2023
Tickers
HOG
Tags
Guidance
Markets
Earnings
From
Benzinga
7 Stocks Getting a Huge Vote of Confidence From Wall Street Analysts
July 27, 2023
Tickers
BDX
BUD
CDE
HOG
Tags
META
CDE
NYSE:BDX,NASDAQ:META,NASDAQ:ZS,NYSE:BUD,NASDAQ:HST,NYSE:HOG,NYSE:CDE
From
InvestorPlace
Earnings Preview For Harley-Davidson
July 26, 2023
Tickers
HOG
Tags
BZI/EP
HOG
Market News
From
Benzinga
Harley-Davidson’s stock flies high after an analyst upgrades it to buy
July 21, 2023
Tickers
HOG
SPX
Tags
HOG
SPX
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For July 21, 2023
July 21, 2023
Tickers
ABT
ARWR
ATAT
ATVI
Tags
CVNA
AZPN
Initiation
From
Benzinga
3 High-Yield Cheap Stocks With Dividends to Boost Your Portfolio
July 19, 2023
Tickers
DIS
HOG
INTC
Tags
PDX
Market News
Stocks to Buy
From
InvestorPlace
3 Great Dividend Stocks You Can Buy for Less Than $50
July 18, 2023
Tickers
ACI
BRK-A
BRK-B
HOG
Tags
HOG
Market News
ACI
From
Motley Fool
4 Analysts Have This to Say About Harley-Davidson
July 13, 2023
Tickers
HOG
Tags
Benzinga
HOG
Market News
From
Benzinga
Harley-Davidson Sees India As Global Motorcycle Making Hub
July 10, 2023
Tickers
ASIA
HOG
Tags
News
Top Stories
Jochen Zeitz
From
Benzinga
The 3 Best Stocks to Buy in July
July 04, 2023
Tickers
HD
HOG
LOW
PII
Tags
HD
SWBI
NYSE:LOW,NYSE:HD,NYSE:PII,NYSE:HOG,NASDAQ:SWBI
From
InvestorPlace
Nvidia, AMD stocks hit by reported China chip ban, and other stocks on the move
June 28, 2023
Tickers
AMD
APRN
AVAV
HOG
Tags
APRN
HOG
AVAV
From
MarketWatch
Harley-Davidson Limits Motorcycle Production At York Facility After Supplier Quality Issue
June 13, 2023
Tickers
HOG
Tags
Briefs
Markets
Benzinga
From
Benzinga
Analyst Ratings for Harley-Davidson
June 12, 2023
Tickers
HOG
Tags
Analyst Ratings
Benzinga
HOG
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
June 07, 2023
Tickers
CROX
DRI
F
HOG
Tags
WSM
W
VVV
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
June 06, 2023
Tickers
CCL
CMG
GM
HOG
Tags
HOG
GM
VFC
From
Benzinga
Harley-Davidson's Ex-Dividend Date Is Friday, Here's What You Need To Know
May 30, 2023
Tickers
HOG
Tags
Dividends
Market News
HOG
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 11, 2023
Tickers
ABNB
FL
GT
HOG
Tags
Options
Market News
BZI/AUOA
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
May 10, 2023
Tickers
ABNB
BOOT
CCL
CMG
Tags
HOG
CCL
TSLA
From
Benzinga
Harley-Davidson Reports Growth, but There's a Problem
May 02, 2023
Tickers
HOG
Tags
Recent Press Releases
HOG
Market News
From
Motley Fool
Harley-Davidson (HOG) Q1 2023 Earnings Call Transcript
April 28, 2023
Tickers
HOG
Tags
HOG
Market News
Recent Press Releases
From
Motley Fool
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