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home
about us
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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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Looking Into Illumina's Recent Short Interest
June 29, 2023
Tickers
ILMN
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Benzinga
From
Benzinga
Illumina Unusual Options Activity For June 28
June 28, 2023
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Benzinga
ILMN
Markets
From
Benzinga
Tesla shares bounce higher after Monday’s decline, Lordstown stock plunges on bankruptcy filing, and other stocks on the move
June 27, 2023
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From
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Illumina Announces Job Layoffs After CEO Resignation, Icahn's Board Chess Game: What's Next?
June 26, 2023
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CEO Shuffle: 7 Stocks That Could Gain Momentum From New Leadership
June 25, 2023
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AMZN
BABA
ICAD
ILMN
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NKLA
NASDAQ:AMZN,NASDAQ:ICAD,NYSE:XPEV,NASDAQ:ILMN,NYSE:BABA,NASDAQ:SBUX,NASDAQ:NKLA
From
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have $140 Thousand Today
June 22, 2023
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ILMN
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News
ILMN
From
Benzinga
Illumina's CEO Was Just Ousted: Should Investors Buy In Now or Steer Clear?
June 20, 2023
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ILMN
From
Motley Fool
How to Retire Rich: Biotech Stocks Edition
June 18, 2023
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BIIB
GILD
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From
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3 Gene Testing Stocks to Buy Before They Take Off
June 17, 2023
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GSK
ILMN
ME
MYGN
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From
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Illumina CEO Steps Down; Grail Soap Opera Continues
June 16, 2023
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ILMN
From
Motley Fool
Ominous Death Cross Forms On Illumina's Chart
June 15, 2023
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Benzinga
ILMN
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From
Benzinga
Illumina's Grail Acquisition Gains Support from GOP Lawmakers and Advocacy Groups Despite FTC Resistance
June 14, 2023
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From
Benzinga
Is CEO Resignation a Sign That Carl Icahn Can Save Illumina (ILMN) Stock?
June 12, 2023
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ILMN
From
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Expert Ratings for Illumina
June 12, 2023
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Benzinga
From
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Broadcom Might Receive European Approval For $61B VMware Deal, UBS Closes Credit Suisse Takeover, Illumina CEO Steps Down Amid Activist Investor Carl Icahn's Pressure: Today's Top Stories
June 12, 2023
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From
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Executive Shakeup at Illumina: CEO Francis deSouza Steps Down Amid Activist Investor Carl Icahn's Pressure
June 12, 2023
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General
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Nasdaq, S&P 500 Futures Signal Strong Start To Week On Hopes Of Fed Pause: Why This Analyst Is Pricing In A 20% Gain From Bear Market Low
June 12, 2023
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Goldman pushes back against bearish Morgan Stanley’s Mike Wilson with new 4,500 S&P 500 target
June 12, 2023
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Biogen stock climbs on drug approval recommendation, Oracle shares rise ahead of earnings, and other stocks on the move
June 12, 2023
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$100 Invested In This Stock 10 Years Ago Would Be Worth $300 Today
June 06, 2023
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Apple's Upcoming VR Headset Marks Significant New Product Debut In Almost 10 Years, Regulators Want Tighter Capital Requirements For Large US Banks, Software Configuration Error at Grail Causes Cancer
June 05, 2023
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Software Configuration Error at Grail Causes Cancer Misdiagnosis Scare; Could It Impact Illumina's Acquisition Plans?
June 05, 2023
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ILMN
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Elon Musk Praises Quality of Made in China Teslas, Exxon Eyes Double Output With New Fracking Tech, Netflix Shareholders Vote Against Fat Exec. Pay: Today's Top Stories
June 02, 2023
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Illumina Takes AI to Genomics: Launch of PrimateAI-3D for Accurate Disease Prediction
June 02, 2023
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EW
HOLX
ILMN
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From
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10 Health Care Stocks With Whale Alerts In Today's Session
May 25, 2023
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BMRN
GSK
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ILMN
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ILMN
From
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Check Out What Whales Are Doing With ILMN
May 25, 2023
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BZI/UOA
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Bill Ackman Thinks Rival Icahn's Firm Still Overvalued, Nvidia Nears $1 Trillion Market Cap, Freshpet's Largest Shareholder Pushes For Board Overhaul: Today's Top Stories
May 25, 2023
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ILMN
From
Benzinga
Carl Icahn's Power Play at Illumina: Potential Board Changes and Management Overhaul
May 25, 2023
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Benzinga
ILMN
From
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth $500 Today
May 22, 2023
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ILMN
Earnings
From
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Illumina Unusual Options Activity
May 18, 2023
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Market News
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BZI/UOA
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