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home
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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
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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
Tax-Free Income Seminar
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Figma opens at $85 per share on NYSE, more than doubling from IPO price
July 31, 2025
Tickers
IPO
IPOS
Tags
IPOs
Hinge Health Inc
Figma Inc
From
CNBC.com News
Figma prices IPO at $33, above expected range
July 30, 2025
Tickers
IPO
IPOS
Tags
Technology
Business
Hinge Health Inc
From
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AstraZeneca CEO doubles down on U.S. amid rumors of listing shift
July 29, 2025
Tickers
IPO
IPOS
Tags
US: News
AstraZeneca PLC
Trade
From
CNBC.com News
Samsung backs South Korean AI chip startup Rebellions ahead of IPO
July 29, 2025
Tickers
IPO
IPOS
Tags
Artificial intelligence
Start/ups
Technology
From
CNBC.com News
Firefly Aerospace sets IPO range that would value rocket maker at $5.5 billion
July 28, 2025
Tickers
IPO
IPOS
Tags
Transportation
Lockheed Martin Corp
Breaking News: Technology
From
CNBC.com News
Figma raises IPO range to $30-$32 per share, in deal that could value company at nearly $19 billion
July 28, 2025
Tickers
IPO
IPOS
Tags
Business
IPOs
CNBC Disruptor 50
From
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AI startups raised $104 billion in first half of year, but exits tell a different story
July 22, 2025
Tickers
IPO
IPOS
Tags
Slide Insurance Holdings Inc
FinTech
AI / Artificial Intelligence
From
CNBC.com News
Rocket maker Firefly Aerospace files to go public under ticker FLY
July 11, 2025
Tickers
IPO
IPOS
Tags
Meta Platforms Inc
Technology
Business
From
CNBC.com News
London IPO fundraising hits a three-decade low in another blow to the UK capital
July 04, 2025
Tickers
IPO
IPOS
Tags
Markets
AstraZeneca PLC
MHA PLC
From
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IPO market gets boost from Circle's 500% surge, sparking optimism that drought may be ending
July 03, 2025
Tickers
IPO
IPOS
Tags
Investing
Enterprise
Breaking News: Investing
From
CNBC.com News
London stock market could weather its biggest blow yet if AstraZeneca exits
July 02, 2025
Tickers
IPO
IPOS
Tags
Biotech and Pharmaceuticals
Pharmaceuticals
IPO
From
CNBC.com News
Figma files for NYSE debut as tech IPO market gains steam
July 01, 2025
Tickers
IPO
IPOS
Tags
IPOs
Business
Goldman Sachs Group Inc
From
CNBC.com News
Chime's IPO Marks Another Successful Wall Street Debut
June 15, 2025
Tickers
CHYM
CRCL
CRWV
IPO
Tags
CRCL
News
Trading Ideas
From
Benzinga
Chime opens at $43 in Nasdaq debut after pricing IPO above expected range
June 12, 2025
Tickers
IPO
IPOS
Tags
eToro Group Ltd
Chime Financial Inc
FinTech
From
CNBC.com News
Chime prices IPO at $27 per share, valuing fintech company at $11.6 billion ahead of Nasdaq debut
June 11, 2025
Tickers
IPO
IPOS
Tags
PayPal Holdings Inc
IPOs
Crypto
From
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Circle IPO Success Suggests Markets Open To New Listings, Especially From Crypto Businesses, Says SPAC King Chamath Palihapitiya
June 10, 2025
Tickers
COIN
CRL
IPO
IPOS
Tags
Trading Ideas
COIN
IPOs
From
Benzinga
Ex-Goldman Executive On Circle's 168% IPO Spike: Don't Rush To Buy Stock As Bankers Engineer A 'Pop' — Cites Facebook Example
June 09, 2025
Tickers
CRCL
CRL
IPO
META
Tags
$USDC
News
USDC
From
Benzinga
Omada shares open at $23 in Nasdaq debut after health-tech company's IPO
June 06, 2025
Tickers
IPO
IPOS
Tags
Circle Internet Group Inc
IPO
Technology
From
CNBC.com News
Stablecoin issuer Circle soars 124% in NYSE debut after pricing IPO above expected range
June 05, 2025
Tickers
IPO
Tags
IPO
Marathon Digital Holdings Inc
Circle Internet Group Inc
From
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Chamath Palihapitiya Says Circle IPO Valued At $7 Billion Means It's A 'Genius' Buy For Coinbase, Here's Why
June 05, 2025
Tickers
COIN
IPO
IPOS
NEWS
Tags
$USDC
ripple
News
From
Benzinga
Shein's embattled IPO signals mounting troubles for fast fashion giant
May 30, 2025
Tickers
IPO
IPOS
Tags
e/commerce
boohoo group plc
IPO
From
CNBC.com News
Omada Health aims to go public with market cap of up to $1.1 billion
May 29, 2025
Tickers
IPO
IPOS
Tags
Technology
Health & Science
Health care industry
From
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Instacart names Chris Rogers as CEO after Fidji Simo's exit for OpenAI
May 28, 2025
Tickers
IPO
IPOS
Tags
Instacart (Maplebear Inc)
Food and Beverage
IPO
From
CNBC.com News
Circle IPO has peculiar Facebook-like characteristic
May 27, 2025
Tickers
IPO
IPOS
Tags
US: News
eToro Group Ltd
Enterprise
From
CNBC.com News
Why Dan Loeb Just Made Kenvue One Of His Top Holdings
May 27, 2025
Tickers
EL
IPO
JNJ
KVUE
Tags
Benzinga
Wizards
Market News
From
Benzinga
Shares in China's CATL jump over 17% in Hong Kong debut as battery maker rides electric-vehicle boom
May 19, 2025
Tickers
IPO
IPOS
Tags
IPOs
Asia News
China Markets
From
CNBC.com News
Klarna doubles losses in first quarter as IPO remains on hold
May 19, 2025
Tickers
IPO
IPOS
Tags
IPOs
Finance
Deals & IPOs
From
CNBC.com News
Birkenstock Keeps Its Footing, Ups Guidance Despite Global Uncertainty
May 16, 2025
Tickers
BIRK
IPO
NEWS
Tags
Benzinga
Market News
Large Cap
From
Benzinga
Nvidia owned $900 million in CoreWeave stock as of March, filing shows
May 15, 2025
Tickers
IPO
IPOS
Tags
Enterprise
US: News
AI Effect
From
CNBC.com News
Birkenstock CEO Is Confident Tariffs Is Not A Disadvantage For The Brand
May 15, 2025
Tickers
BIRK
IPO
NEWS
Tags
IPO
Guidance
Market News
From
Benzinga
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