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home
about us
Investment Approach
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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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Harley-Davidson Clocks 20% Topline Growth In Q1, Beats Consensus
April 27, 2023
Tickers
HOG
Tags
News
General
Market News
From
Benzinga
Meta Platforms stock rallies on results, Mobileye Global stock sinks and other stocks on the move
April 27, 2023
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CMCSA
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From
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‘Technology and industrials could be vulnerable to a 20% to 40% correction.’ Why this veteran trader likes oil and retail stocks now.
April 20, 2023
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APA
BAX
DVN
HOG
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Expert Ratings for Harley-Davidson
April 14, 2023
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HOG
Tags
BZI/AAR
Analyst Ratings
Market News
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S&P 500 Settles Higher Ahead Of Bank Earnings, Market Volatility Decreases
April 14, 2023
Tickers
AAPL
AMZN
C
HOG
Tags
AAPL
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NFLX
From
Benzinga
Why ViewRay Shares Are Trading Lower By 32%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
April 13, 2023
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12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
April 13, 2023
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ELYS
FRZA
GCT
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TUP
GRIL
From
Benzinga
What's Going On With Harley-Davidson Stock Today?
April 13, 2023
Tickers
HOG
Tags
Benzinga
why it's moving
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From
Benzinga
Apple To Rally Around 18%? Here Are 10 Other Analyst Forecasts For Thursday
April 13, 2023
Tickers
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BA
CPA
FSLR
Tags
Penny Stocks
HOG
Pre/Market Outlook
From
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Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
Tickers
AMC
AMZN
APE
BA
Tags
HAS
MCD
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From
MarketWatch
US Stocks Could Flatline As Rate-Hike Doubts Linger: Analyst Sees Market Strength In April Back-Half
April 13, 2023
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AVGO
BABA
COST
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Harley-Davidson, Sportsman's Warehouse And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
April 13, 2023
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BBAI
HAS
HOG
LCTX
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HOG
Penny Stocks
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Hasbro Hires Harley-Davidson Executive To Support Blueprint 2.0 Strategy
April 13, 2023
Tickers
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HOG
Tags
HOG
Gaming
News
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Delta Air Lines, Harley-Davidson And 3 Stocks To Watch Heading Into Thursday
April 13, 2023
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DAL
FAST
HAS
HOG
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Why Harley-Davidson Stock Is Sliding After Hours
April 12, 2023
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HOG
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Benzinga
From
Benzinga
Harley-Davidson’s stock will be worth some ‘upfront bumps,’ analyst says
March 21, 2023
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LVWR
SPX
Tags
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HOG
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MarketWatch
Harley-Davidson Analyst Confident CEO Will Spark Company's Cash Flow, Believes Stock Is 'Too Inexpensive'
March 21, 2023
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HOG
Tags
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HOG
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Benzinga
Where Harley-Davidson Stands With Analysts
March 21, 2023
Tickers
HOG
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HOG
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 21, 2023
March 21, 2023
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ADC
AIZ
ALLO
ALNY
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Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
March 15, 2023
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AMPL
APEI
AZUL
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5 Analysts Have This to Say About Harley-Davidson
March 01, 2023
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HOG
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JD.com To Rally Over 49%? Here Are 10 Other Analyst Forecasts For Tuesday
February 07, 2023
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ALV
DIOD
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These 2 American Classics Just Saw Their Stocks Soar
February 02, 2023
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HOG
HSY
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Harley-Davidson (HOG) Q4 2022 Earnings Call Transcript
February 02, 2023
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HOG
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Market News
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Harley-Davidson’s stock on track for highest close in almost two years after earnings crush estimates
February 02, 2023
Tickers
HOG
SPX
Tags
SPX
HOG
From
MarketWatch
Harley-Davidson Gains Post Solid Q4 Performance
February 02, 2023
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HOG
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General
News
Movers
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Benzinga
Meta Platforms, Pinterest, W.W. Grainger And Other Big Stocks Moving Higher On Thursday
February 02, 2023
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AFRM
ALGN
COIN
DASH
Tags
U
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From
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
February 02, 2023
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AGAE
BBBY
CTHR
CVNA
Tags
CTHR
HOG
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Harley-Davidson's Earnings Outlook
February 01, 2023
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HOG
Market News
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The 7 Most Undervalued Stocks to Buy for 2023
January 18, 2023
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From
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