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home
about us
Investment Approach
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Value Proposition
Team Biographies
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
Featured Quarterly Newsletter
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Alibaba, Nio among Chinese stocks surging as hopes build about potential reopening
November 01, 2022
Tickers
BABA
BILI
HUYA
IQ
Tags
BABA
NIO
JD
From
MarketWatch
11 Communication Services Stocks Moving In Friday's Pre-Market Session
October 28, 2022
Tickers
BILI
FNGR
IAS
IQ
Tags
BZI/TFM
IQ
Market News
From
Benzinga
12 Communication Services Stocks Moving In Monday's Pre-Market Session
October 24, 2022
Tickers
APE
BIDU
BILI
IQ
Tags
Market News
BZI/TFM
IQ
From
Benzinga
Nio stock dives below $10, Alibaba hits 6 1/2-year low Xi’s power move fuels fears
October 24, 2022
Tickers
BABA
BIDU
BILI
FXI
Tags
JD
BILI
FXI
From
MarketWatch
Why Are Chinese Stocks JD, BIDU, IQ, PDD Down Today?
October 19, 2022
Tickers
ASML
BIDU
ESTA
IQ
Tags
IQ
Today's Market
ASML
From
InvestorPlace
Expert Ratings for iQIYI
October 14, 2022
Tickers
IQ
Tags
Benzinga
IQ
BZI/AAR
From
Benzinga
Where iQIYI Stands With Analysts
October 14, 2022
Tickers
IQ
Tags
BZI/AAR
IQ
Analyst Ratings
From
Benzinga
iQIYI, Las Vegas Sands And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
October 11, 2022
Tickers
FNGR
IQ
LEG
LVS
Tags
big losers
RIGL
LVS
From
Benzinga
Cannabis 'Can Cause A Permanent Drop In Intelligence' Claims Protecting South Dakota Kids Railing Against Legalization
October 10, 2022
Tickers
IQ
Tags
Markets
South Dakota Cannabis
Cannabis
From
Benzinga
Levi Strauss, Tilray Brands And Some Other Big Stocks Moving Lower On Friday
October 07, 2022
Tickers
AMD
BZ
CGC
COIN
Tags
Penny Stocks
big losers
COIN
From
Benzinga
Sotera Health, SMART Global And Other Big Losers From Wednesday
October 06, 2022
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APE
BBBY
CS
DCFC
Tags
Market News
CS
SHC
From
Benzinga
3 Chinese Tech Stocks to Buy Before They Take Back Off
September 21, 2022
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BIDU
CHIK
IQ
Tags
BABA
CHIK
TCEHY
From
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With Only One Star in Its Sky, Era Jade Media Eyes Hong Kong IPO
September 08, 2022
Tickers
IPOS
IQ
Tags
Market News
News
IQ
From
Benzinga
4 Analysts Have This to Say About iQIYI
September 07, 2022
Tickers
IQ
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Why Allena Pharmaceuticals Tumbled Over 30%; Here Are 85 Biggest Movers From Yesterday
September 07, 2022
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ADT
ADTN
AIMD
AKA
Tags
APGN
IDAI
CTMX
From
Benzinga
Bed Bath & Beyond, Eiger BioPharmaceuticals And Some Other Big Stocks Moving Lower On Tuesday
September 06, 2022
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ADTN
ATXG
BBBY
CMCM
Tags
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Benzinga
Baidu Stock: Bear vs. Bull
September 02, 2022
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BABA
BIDU
IQ
TCEHY
Tags
TCEHY
BABA
BIDU
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For September 1, 2022
September 01, 2022
Tickers
ANAB
APPN
ASAN
ASLE
Tags
ASLE
VTYX
Intraday Update
From
Benzinga
Why Nikola Dropped Over 9%; Here Are 66 Biggest Movers From Yesterday
August 31, 2022
Tickers
AA
ABVC
AHI
AMST
Tags
HOUR
PSTV
CABA
From
Benzinga
Why IN8bio Is Trading Higher By 46%, Here Are 54 Stocks Moving In Tuesday's Mid-Day Session
August 30, 2022
Tickers
AA
AHI
AMST
AMWD
Tags
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AZRE
AMST
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Benzinga
Baidu, Nikola And Some Other Big Stocks Moving Lower On Tuesday
August 30, 2022
Tickers
AA
ARCH
BIDU
CRK
Tags
IQ
News
ARCH
From
Benzinga
Recap: iQIYI Q2 Earnings
August 30, 2022
Tickers
IQ
Tags
BZI/Recaps
Benzinga
IQ
From
Benzinga
Earnings Scheduled For August 30, 2022
August 30, 2022
Tickers
AMBA
AMRK
AMWD
BBY
Tags
BMO
AMBA
YTRA
From
Benzinga
Pinduoduo, JinkoSolar And Some Other Big Stocks Moving Higher On Monday
August 29, 2022
Tickers
CCJ
GRIN
IQ
JKS
Tags
Benzinga
STNG
Top Gainers
From
Benzinga
A Preview Of iQIYI's Earnings
August 29, 2022
Tickers
IQ
Tags
Earnings
Market News
IQ
From
Benzinga
Alibaba, Nio stocks rally along with other Chinese names as SEC reaches audit deal with China
August 26, 2022
Tickers
BABA
BIDU
BILI
DOYU
Tags
NIO
BABA
TME
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For August 23, 2022
August 23, 2022
Tickers
AERI
ALLR
AN
AUTO
Tags
Downgrades
Upgrades
ALLR
From
Benzinga
Why Revlon Shares Jumped 90%; Here Are 83 Biggest Movers From Yesterday
August 02, 2022
Tickers
AEMD
AJRD
ALRN
AMTD
Tags
Small Cap
Benzinga
PSO
From
Benzinga
12 Communication Services Stocks Moving In Monday's Intraday Session
August 01, 2022
Tickers
CCO
HHS
IQ
LTRPA
Tags
TC
Movers
PSO
From
Benzinga
This Biotechnology Stock Is Trading Lower By 77%, Here Are 62 Stocks Moving In Monday's Mid-Day Session
August 01, 2022
Tickers
AEMD
AJRD
AREB
BA
Tags
MDIA
BA
TOUR
From
Benzinga
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