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home
about us
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Form CRS
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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
Client Contact with Portfolio Manager(s)
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
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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Bithumb's Ambitious Plan To Go Public A Game-Changer For The Crypto Market?
November 13, 2023
Tickers
IPO
Tags
Bithumb
Markets
Market News
From
Benzinga
Cargo Therapeutics rises 2.2% in trading debut after IPO priced at low end of range
November 10, 2023
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CRGX
IPO
SPX
Tags
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IPO
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From
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Ron Baron expects SpaceX's Starlink to go public around 2027
November 10, 2023
Tickers
IPO
IPOS
Tags
Tesla Inc
Business
IPOs
From
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Arm, Instacart and Klaviyo’s earnings are another reason for IPO buyers’ remorse
November 09, 2023
Tickers
APP
ARM
CART
CROX
Tags
DECK
APP
KVYO
From
MarketWatch
The IPO market has grown quiet again. Here's what is behind the shift in sentiment
November 09, 2023
Tickers
IPO
Tags
Investment strategy
Breaking News: Markets
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From
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Circle Stablecoin Success: Could It Be Paving The Way For A Publicly Traded Empire?
November 08, 2023
Tickers
BLK
GS
IPO
USDC
Tags
SPAC merger
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From
Benzinga
Kokusai Electric shares pop 32% on Tokyo debut
October 25, 2023
Tickers
IPO
IPOS
Tags
KKR & Co Inc
Asia Markets
IPOs
From
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IPOs Were Crushed This Year — And Venture Capitalists Are Worried
October 21, 2023
Tickers
ABNB
ARM
CART
IPO
Tags
Markets
Benzinga
Market News
From
Benzinga
European Private Equity CVC Capital Partners Defies Market Pessimism, Weighs Amsterdam IPO Next Week
October 19, 2023
Tickers
IPO
IPOS
Tags
AI Generated
IPOS
General
From
Benzinga
Gensler Compares Bitcoin ETF Review To IPO Process, Says SEC Is Working On Them
October 18, 2023
Tickers
BITCOMP
IPO
SEC
USD-BITSTAMP
Tags
IPO
Digital Assets
Exchange/traded fund
From
Benzinga
Birkenstock’s IPO was one of the worst debuts for a billion-dollar deal in a decade
October 16, 2023
Tickers
APP
BIRK
IPO
SPX
Tags
APP
SPX
IPO
From
MarketWatch
Asia fintech MoneyHero slides on first day of trading after merger with Peter Thiel-backed SPAC
October 13, 2023
Tickers
IPO
IPOS
Tags
IPO
Bridgetown Holdings Ltd
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From
CNBC.com News
Birkenstock’s stock falls 10% in trading debut after IPO priced at lower end of range
October 11, 2023
Tickers
ARM
BIRK
CART
CROX
Tags
SPX
KVYO
DECK
From
MarketWatch
Birkenstock Prices IPO At $46 Per Share: Everything You Need To Know About The German Shoemaker
October 11, 2023
Tickers
ARM
BIRK
CART
CROX
Tags
DECK
KVYO
General
From
Benzinga
Birkenstock IPO expected to prove the next test of investor appetite for deals
October 09, 2023
Tickers
GPAK
IPO
KVYO
SPX
Tags
BIRK
IPO
SPX
From
MarketWatch
This esports company is gearing up to be the first Pakistani entity to list on Nasdaq
October 05, 2023
Tickers
GPAK
IPO
SPX
Tags
SPX
GPAK
IPO
From
MarketWatch
Birkenstock’s valuation is too high and investors may not make money in its IPO, analyst says
October 04, 2023
Tickers
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ARM
BIRD
CART
Tags
CROX
ARM
DECK
From
MarketWatch
Instacart’s stock hits fresh lows after another analyst says don’t buy
October 02, 2023
Tickers
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IPO
SPX
Tags
CART
IPO
SPX
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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IPO
IPOS
Tags
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Breaking News: Technology
From
CNBC.com News
IPO market shows fatigue as trio of big tech deals languish in second week of trading
September 25, 2023
Tickers
ARM
CART
COMP
IPO
Tags
SPX
KVYO
COMP
From
MarketWatch
Saudi Arabian auto rental firm Lumi pops 30% in stock market debut
September 25, 2023
Tickers
IPO
IPOS
Tags
Markets
IPO
IPOs
From
CNBC.com News
Arm’s stock is not a buy at current levels, another analyst says
September 22, 2023
Tickers
ARM
IPO
SPX
Tags
SPX
IPO
ARM
From
MarketWatch
Wall Street's 'meh' response to tech IPOs shows Silicon Valley's valuation problem
September 21, 2023
Tickers
IPO
IPOS
Tags
Technology
T Rowe Price Group Inc
Social media
From
CNBC.com News
Instacart and Arm's Stock Decline Sparks Concerns Over Tech Sector IPOs
September 21, 2023
Tickers
ARM
CART
IPO
IPOS
Tags
KVYO
AI Generated
ARM
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
SPX
KVYO
IPO
From
MarketWatch
Needham initiates Instacart stock with a ‘hold’ rating
September 20, 2023
Tickers
CART
IPO
TECH
USA
Tags
North America
Tech
USA
From
Invezz
ETF Prime: Nadig on Zero-Day Options ETFs Plus the ROE ETF and Touchstone ETFs
September 19, 2023
Tickers
IPO
IPOS
JEPY
PPI
Tags
touchstone
IPO
ETF Prime
From
ETF Trends
Instacart stock opens with bang, first trade is 40% above the IPO price
September 19, 2023
Tickers
ARM
CART
IPO
SPX
Tags
SPX
IPO
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
IPO
CART
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
Business
IPOs
Amazon/com Inc
From
CNBC.com News
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