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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Tax-Free Income Seminar
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Instacart’s stock hits fresh lows after another analyst says don’t buy
October 02, 2023
Tickers
CART
IPO
SPX
Tags
CART
SPX
IPO
From
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Bill Ackman says he hasn't talked to Elon Musk about X investment for Pershing 'SPARC'
October 02, 2023
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IPOS
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September 25, 2023
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September 25, 2023
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Arm’s stock is not a buy at current levels, another analyst says
September 22, 2023
Tickers
ARM
IPO
SPX
Tags
SPX
ARM
IPO
From
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Wall Street's 'meh' response to tech IPOs shows Silicon Valley's valuation problem
September 21, 2023
Tickers
IPO
IPOS
Tags
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From
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Instacart and Arm's Stock Decline Sparks Concerns Over Tech Sector IPOs
September 21, 2023
Tickers
ARM
CART
IPO
IPOS
Tags
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Benzinga
From
Benzinga
Klaviyo, Instacart and Arm Holdings slide premarket as shine comes off recent crop of IPOs
September 21, 2023
Tickers
ARM
CART
IPO
KVYO
Tags
ARM
KVYO
SPX
From
MarketWatch
Needham initiates Instacart stock with a ‘hold’ rating
September 20, 2023
Tickers
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Tags
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September 19, 2023
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IPOS
JEPY
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Tags
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Instacart stock opens with bang, first trade is 40% above the IPO price
September 19, 2023
Tickers
ARM
CART
IPO
SPX
Tags
IPO
SPX
CART
From
MarketWatch
Arm’s stock falls again, sheds $8 billion in market value in 3 days
September 19, 2023
Tickers
ARM
CART
IPO
SPX
Tags
SPX
CART
ARM
From
MarketWatch
Instacart shares start trading on Nasdaq at $42, valuing grocery delivery company at about $14 billion
September 19, 2023
Tickers
IPO
IPOS
Tags
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From
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IPO market braces for first tech unicorns in nearly two years
September 18, 2023
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ARM
CART
IPO
SPX
Tags
CART
SPX
ARM
From
MarketWatch
Is ARM Holdings Stock Going To Pay Dividends?
September 18, 2023
Tickers
ARM
IPO
NVDA
SFTBY
Tags
Dividends
ARM
Benzinga
From
Benzinga
The tech IPO market is back and deal valuations are rising. Don't get fooled again
September 18, 2023
Tickers
IPO
IPOS
Tags
CNBC Disruptor 50
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Instacart's biggest IPO twist: Tech trying to go public as a value stock
September 18, 2023
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IPOS
Tags
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Sequoia and Andreessen get hosed on their 2021 Instacart investment, after a 75% plunge in valuation
September 15, 2023
Tickers
IPO
Tags
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Instacart aims for valuation of up to $10 billion in upcoming IPO
September 15, 2023
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Tags
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The IPO market has 'lost a lot of relevance,' says Swiss asset manager Partners Group
September 14, 2023
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IPOS
Tags
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Arm debut will help jump-start IPO market, early Airbnb investor Rick Heitzmann suggests
September 14, 2023
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IPO
IPOS
Tags
Internet technology
Breaking News: Markets
Inflation
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Cramer says Arm IPO infused 'sidelined money' into the market, steering Wall Street away from the bears
September 14, 2023
Tickers
IPO
Tags
stocks
Business
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From
CNBC.com News
Arm deal is expected to lift tech IPOs, but not all future debuts will have the same draw
September 14, 2023
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ARM
CART
CRDO
IOT
Tags
IPO
CRDO
CART
From
MarketWatch
Cramer calls Arm IPO a 'goldilocks outcome,' says it's a good sign for the IPO market
September 14, 2023
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IPO
IPOS
Tags
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SoftBank Group Corp
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Arm is trading at a premium to Nvidia after IPO pop even though it's a 'no-growth company'
September 14, 2023
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IPOS
Tags
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Alphabet Inc
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DoorDash will switch to Nasdaq from the NYSE in rare exchange hop
September 14, 2023
Tickers
IPO
Tags
Airbnb Inc
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Technology
From
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Arm opens at $56.10 per share in market debut, after pricing IPO at $51
September 14, 2023
Tickers
IPO
IPOS
Tags
Semiconductors
Breaking News: Markets
Alphabet Inc
From
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Arm China 'doing well,' CEO says, even as SoftBank's Masa Son reduces China exposure
September 14, 2023
Tickers
IPO
IPOS
Tags
Politics
NVIDIA Corp
SoftBank Group Corp
From
CNBC.com News
Arm’s IPO: Shares Priced at $51, Skyrocketing Company Valuation to $54 Billion
September 14, 2023
Tickers
IPO
Tags
News
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IPO
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Wall Street Pit
Buy Birkenstock IPO? What to know about Crocs, Allbirds and the uneven history of the footwear stock market
September 13, 2023
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IPO
IPOS
Tags
Retail industry
IPOs
Allbirds Inc
From
CNBC.com News
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