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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Event Schedule
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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
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Buy the Dip: 3 Healthcare Stocks to Snag Now for Supercharged Gains
September 13, 2023
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HUM
JNJ
TMDX
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Market News
JNJ
NYSE:HUM,NASDAQ:TMDX,NYSE:JNJ
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Humana Unusual Options Activity For September 13
September 13, 2023
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The 3 Most Undervalued Healthcare Stocks to Buy in September 2023
September 13, 2023
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This Is What Whales Are Betting On Humana
September 06, 2023
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Peering Into Humana's Recent Short Interest
August 31, 2023
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August 30, 2023
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HUM
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HUM
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$1000 Invested In Humana 20 Years Ago Would Be Worth This Much Today
August 29, 2023
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Should You Buy This Blue Chip Dividend Stock?
August 16, 2023
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HUM
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2 Best Healthcare Stocks to Buy Right Now
August 14, 2023
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HUM
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HUM
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Here's How Much You Would Have Made Owning Humana Stock In The Last 10 Years
August 11, 2023
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Market News
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News
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Humana Unusual Options Activity For August 10
August 10, 2023
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HUM
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Markets
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UnitedHealth, Humana, ChampionX And This Stock Up 42% YTD: CNBC's 'Final Trades'
August 10, 2023
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August 09, 2023
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3 Top Healthcare Stocks to Buy for August
August 05, 2023
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Buy Alert: 3 Long-Term Stocks Nearing Super Attractive Entry Points
August 04, 2023
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From
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Looking Into Humana's Recent Short Interest
August 04, 2023
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Stephens & Co. Maintains Overweight Rating for Humana: Here's What You Need To Know
August 03, 2023
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Where Humana Stands With Analysts
August 03, 2023
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Investor Optimism Improves Ahead of Apple, Amazon Earnings
August 03, 2023
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Humana, Waters, e.l.f. Beauty, Teva Pharmaceutical And Other Big Stocks Moving Higher On Wednesday
August 02, 2023
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Why Is Humana Stock Trading Higher Today?
August 02, 2023
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Humana sparks rally among health insurers after it says claims activity is stabilizing
August 02, 2023
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Stock Futures Dive After Fitch US Downgrade: Why This Analyst Forecasts 'Pretty Painful' And 'Tricky' August
August 02, 2023
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Stock futures slide after Fitch’s U.S. downgrade sours the market mood
August 02, 2023
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This Is What Whales Are Betting On Humana
August 01, 2023
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HUM
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HUM
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Options
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3 Cheap Healthcare Stocks That Smart Investors Will Snap Up Now
August 01, 2023
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JNJ
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Check Out What Whales Are Doing With HUM
July 31, 2023
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HUM
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HUM
From
Benzinga
Check Out What Whales Are Doing With HUM
July 26, 2023
Tickers
HUM
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Benzinga
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BZI/UOA
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Here's How Much $1000 Invested In Humana 10 Years Ago Would Be Worth Today
July 25, 2023
Tickers
HUM
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HUM
Benzinga
BZI/POD
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Here's Why Humana (HUM) Stock Is Moving
July 19, 2023
Tickers
HUM
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HUM
Benzinga
why it's moving
From
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