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home
about us
Investment Approach
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Firm ADV PDFs
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
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
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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IPO market braces for first tech unicorns in nearly two years
September 18, 2023
Tickers
ARM
CART
IPO
SPX
Tags
SPX
CART
IPO
From
MarketWatch
Is ARM Holdings Stock Going To Pay Dividends?
September 18, 2023
Tickers
ARM
IPO
NVDA
SFTBY
Tags
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News
From
Benzinga
The tech IPO market is back and deal valuations are rising. Don't get fooled again
September 18, 2023
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IPO
IPOS
Tags
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From
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September 18, 2023
Tickers
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Tags
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From
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Sequoia and Andreessen get hosed on their 2021 Instacart investment, after a 75% plunge in valuation
September 15, 2023
Tickers
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Tags
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From
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Instacart aims for valuation of up to $10 billion in upcoming IPO
September 15, 2023
Tickers
IPO
Tags
Technology
Breaking News: Technology
IPO
From
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The IPO market has 'lost a lot of relevance,' says Swiss asset manager Partners Group
September 14, 2023
Tickers
IPO
IPOS
Tags
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From
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Arm debut will help jump-start IPO market, early Airbnb investor Rick Heitzmann suggests
September 14, 2023
Tickers
IPO
IPOS
Tags
Stock markets
Investment strategy
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From
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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
Mad Money
Markets
stocks
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
Tickers
ARM
CART
CRDO
IOT
Tags
CRDO
JP:9984
IPOS
From
MarketWatch
Cramer calls Arm IPO a 'goldilocks outcome,' says it's a good sign for the IPO market
September 14, 2023
Tickers
IPO
IPOS
Tags
stocks
SoftBank Group Corp
Investment Strategy
From
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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
Tickers
IPO
IPOS
Tags
Technology
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NVIDIA Corp
From
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DoorDash will switch to Nasdaq from the NYSE in rare exchange hop
September 14, 2023
Tickers
IPO
Tags
DoorDash Inc
ContextLogic Inc
Roblox Corp
From
CNBC.com News
Arm opens at $56.10 per share in market debut, after pricing IPO at $51
September 14, 2023
Tickers
IPO
IPOS
Tags
NVIDIA Corp
Arm Holdings PLC
Technology
From
CNBC.com News
Arm China 'doing well,' CEO says, even as SoftBank's Masa Son reduces China exposure
September 14, 2023
Tickers
IPO
IPOS
Tags
Semiconductors and Semiconductor Equipment
Breaking News: Technology
Politics
From
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Arm’s IPO: Shares Priced at $51, Skyrocketing Company Valuation to $54 Billion
September 14, 2023
Tickers
IPO
Tags
Stocks
News
IPO
From
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
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From
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Birkenstock is going public: 5 things to know about the iconic German sandal maker.
September 13, 2023
Tickers
IPO
SPX
TGT
Tags
SPX
IPO
TGT
From
MarketWatch
The Biggest IPOs Of All Time — And 5 Recent Success Stories
September 12, 2023
Tickers
IPO
TECH
Tags
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IPO
News
From
Benzinga
Taiwan chip giant TSMC to invest up to $100 million in Arm IPO
September 12, 2023
Tickers
IPO
IPOS
Tags
NVIDIA Corp
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Technology
From
CNBC.com News
After Nvidia's 200% rally this year, investors look to the Arm IPO — but the two are very different
September 12, 2023
Tickers
IPO
Tags
SoftBank Group Corp
Semiconductor device manufacturing
Mergers and acquisitions
From
CNBC.com News
Instacart clarifies its Snowflake payments in updated IPO prospectus after clash with Databricks
September 11, 2023
Tickers
IPO
Tags
IPO
Business
US: News
From
CNBC.com News
Instacart Targets Less Than $10B Valuation In Upcoming IPO, Significantly Lower Than Previous Funding Round
September 11, 2023
Tickers
IPO
IPOS
Tags
IPOs
News
IPO
From
Benzinga
Golf Startup Surges 600% And Becomes The Year's Biggest IPO
September 08, 2023
Tickers
IPO
TECH
Tags
Startups
startups
Benzinga
From
Benzinga
Arm to be valued at up to $52.3 billion as IPO terms are set
September 05, 2023
Tickers
ARM
IPO
SFTBY
SPX
Tags
ARM
IPO
SPX
From
MarketWatch
SoftBank's Arm Reveals IPO Ambitions With Close To $54 Billion Valuation
September 03, 2023
Tickers
AAPL
AMD
CDNS
GOOGL
Tags
AAPL
RIVN
Benzinga
From
Benzinga
Tech IPOs are coming back — now they have to perform
August 28, 2023
Tickers
IPO
IPOS
Tags
Breaking News: Technology
Social media
Snowflake Inc/
From
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CNBC Daily Open: Powell said high rates. Markets heard hot economy
August 28, 2023
Tickers
IPO
Tags
Asia Markets
Inflation
China Economy
From
CNBC.com News
CNBC Daily Open: Powell said high rates. Markets heard robust economy
August 27, 2023
Tickers
IPO
IPOS
Tags
Technology
US Economy
Interest Rates
From
CNBC.com News
China's Strategic Financial Overhaul Targets Stock Market Revival
August 27, 2023
Tickers
IPO
Tags
China
Top Stories
IPO
From
Benzinga
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