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home
about us
Investment Approach
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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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If You Invested $100 In This Stock 10 Years Ago, You Would Have $300 Today
March 25, 2024
Tickers
IEX
NEWS
Tags
Trading Ideas
IEX
Benzinga
From
Benzinga
Peeling Back The Layers: Exploring IDEX Through Analyst Insights
March 21, 2024
Tickers
IEX
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
$1000 Invested In IDEX 15 Years Ago Would Be Worth This Much Today
March 18, 2024
Tickers
IEX
NEWS
Tags
IEX
Trading Ideas
Benzinga
From
Benzinga
Betting on Bitcoin: Does Coinbase Stock’s Surge Signal a Buy?
March 07, 2024
Tickers
BITCOMP
COHR
COIN
CRL
Tags
OUT
BTC:USD,NASDAQ:COIN,NASDAQ:LAMR,NYSE:IEX,NYSE:CRL,NYSE:DECK,NYSE:COHR,NYSE:OUT
COIN
From
InvestorPlace
(IEX) - Analyzing IDEX's Short Interest
February 22, 2024
Tickers
IEX
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $1,200 Today
February 21, 2024
Tickers
IEX
NEWS
Tags
Market News
BZI/POD
News
From
Benzinga
A Glimpse Into The Expert Outlook On IDEX Through 4 Analysts
February 08, 2024
Tickers
IEX
Tags
Market News
Analyst Ratings
BZI/AAR
From
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Disney To Rally Over 26%? Here Are 10 Top Analyst Forecasts For Thursday
February 08, 2024
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CRTO
DFS
DIS
Tags
SPR
Analyst Ratings
DFS
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$100 Invested In IDEX 20 Years Ago Would Be Worth This Much Today
February 07, 2024
Tickers
IEX
NEWS
Tags
BZI/POD
News
Market News
From
Benzinga
Recap: IDEX Q4 Earnings
February 06, 2024
Tickers
IEX
Tags
IEX
BZI/Recaps
Benzinga
From
Benzinga
Earnings Scheduled For February 6, 2024
February 06, 2024
Tickers
AAT
AB
ACT
AEIS
Tags
VVV
ASTL
EW
From
Benzinga
IDEX Earnings Preview
February 05, 2024
Tickers
IEX
Tags
BZI/EP
IEX
Benzinga
From
Benzinga
3 Water Stocks With the Potential to Make Investors Wealthy
February 01, 2024
Tickers
IEX
VEOEF
WTRG
Tags
VEOEF
IEX
WTRG
From
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Earnings Scheduled For October 25, 2023
October 25, 2023
Tickers
EGBN
EIG
ENSG
EPR
Tags
RJF
NGD
EPR
From
Benzinga
IDEX's Earnings: A Preview
October 24, 2023
Tickers
IEX
Tags
Earnings
Market News
Benzinga
From
Benzinga
What 4 Analyst Ratings Have To Say About IDEX
October 19, 2023
Tickers
IEX
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Looking Into IDEX's Recent Short Interest
August 29, 2023
Tickers
IEX
Tags
Short Sellers
IEX
Trading Ideas
From
Benzinga
Expert Ratings for IDEX
August 24, 2023
Tickers
IEX
Tags
IEX
Benzinga
BZI/AAR
From
Benzinga
Argus Research Maintains Buy Rating for IDEX: Here's What You Need To Know
August 24, 2023
Tickers
IEX
Tags
IEX
Benzinga
BZI/AAR/UPDATE
From
Benzinga
Expert Ratings for IDEX
July 28, 2023
Tickers
IEX
Tags
IEX
Benzinga
BZI/AAR
From
Benzinga
IDEX's Earnings Outlook
July 25, 2023
Tickers
IEX
Tags
Benzinga
BZI/EP
IEX
From
Benzinga
IDEX: Dividend Insights
June 05, 2023
Tickers
IEX
Tags
Dividends
Market News
IEX
From
Benzinga
This Foreboding Sign Looms Over IDEX's Chart
May 08, 2023
Tickers
IEX
Tags
Benzinga
Market News
IEX
From
Benzinga
7 Infrastructure Stocks With Huge Return Potential for Long-Term Investors
April 30, 2023
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AME
CSL
DOV
FIX
Tags
IEX
DOV
NYSE:DOV,NYSE:FIX,NYSE:AME,NASDAQ:NDSN,NYSE:IEX,NYSE:CSL
From
InvestorPlace
Analyst Expectations for IDEX's Future
April 24, 2023
Tickers
IEX
Tags
IEX
Benzinga
BZI/AAR
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If I Could Only Invest in ETFs, Here Are the 5 I Would Buy
February 03, 2023
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AMT
AMZN
ATO
Tags
VOO
Market News
TRGP
From
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Analyst Ratings for IDEX
February 02, 2023
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IEX
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Why IDEX Shares Are Trading Lower Today
February 01, 2023
Tickers
IEX
Tags
why it's moving
Movers
Market News
From
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Earnings Scheduled For January 31, 2023
January 31, 2023
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ALGM
AMD
AMGN
AOS
Tags
MCO
NATI
VREX
From
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IDEX's Earnings Outlook
January 30, 2023
Tickers
IEX
Tags
Market News
Earnings
IEX
From
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