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home
about us
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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5 Most Promising Trucking Stocks to Buy as We Roll Into 2022
December 21, 2021
Tickers
CVLG
JBHT
KNX
LSTR
Tags
Stocks to Buy
Market News
CVLG
From
InvestorPlace
Trucking Stocks: The ‘Driver Shortage’ News Pressuring JBHT, ODFL, KNX Stocks
November 19, 2021
Tickers
JBHT
KNX
ODFL
Tags
NASDAQ:JBHT,NASDAQ:ODFL,NYSE:KNX
ODFL
JBHT
From
InvestorPlace
Lobbyist for truckers on the ‘driver shortage’: ‘If the job that you’re offering sucks, is the solution really go find more suckers, or should you improve the job?’
November 18, 2021
Tickers
JBHT
KNX
LSTR
ODFL
Tags
JBHT
SPX
ODFL
From
MarketWatch
40% of America’s trucking capacity is left on the table every day, MIT expert tells Congress
November 17, 2021
Tickers
JBHT
KNX
LSTR
ODFL
Tags
KNX
LSTR
SNDR
From
MarketWatch
Here's How Much You Would Have Made Owning JB Hunt Transport Servs Stock In The Last 20 Years
November 16, 2021
Tickers
JBHT
Tags
Earnings
BZI/POD
Dividends
From
Benzinga
Orderful Raises $19M to Simplify EDI Integrations for Logistics Community
November 12, 2021
Tickers
DG
JBHT
WMT
XPO
Tags
Freight
Benzinga
WMT
From
Benzinga
Supply Chain Dislocation to Last Through '22, Transportation Execs Say
November 11, 2021
Tickers
JBHT
RLGT
WERN
Tags
Freight
Economics
WERN
From
Benzinga
The Supply Chain Is Broken, but There Are Huge Opportunities in Fixing It
November 05, 2021
Tickers
JBHT
UBER
Tags
Market Insight, Financial Articles
UBER
JBHT
From
InvestorPlace
31 stocks have hit a trifecta so far this earnings season
November 03, 2021
Tickers
AAL
AMD
CBOE
CBRE
Tags
FANG
VLO
HES
From
MarketWatch
3 Top Takeaways from J.B. Hunt's Outstanding Q3
October 28, 2021
Tickers
JBHT
Tags
JBHT
Market News
From
Motley Fool
UPS stock soars toward a record after profit and revenue beats, upbeat outlook
October 26, 2021
Tickers
DJT
FDX
JBHT
UPS
Tags
FDX
UPS
DJT
From
MarketWatch
What 6 Analyst Ratings Have To Say About JB Hunt Transport Servs
October 20, 2021
Tickers
JBHT
Tags
Analyst Ratings
JBHT
Market News
From
Benzinga
Truckload: Higher Rates Drive OR Improvement Despite Labor Headwinds
October 19, 2021
Tickers
DB
HTLD
JBHT
MS
Tags
HTLD
Market News
JBHT
From
Benzinga
JB Hunt Transport: Q3 Earnings Insights
October 19, 2021
Tickers
JBHT
Tags
BZI/Recaps
News
JBHT
From
Benzinga
Analysts Lift JB Hunt Price Target After Q3 Results
October 18, 2021
Tickers
JBHT
Tags
Benzinga
Price Target
Analyst Color
From
Benzinga
Expert Ratings For JB Hunt Transport Servs
October 18, 2021
Tickers
JBHT
Tags
BZI/AAR
JBHT
Analyst Ratings
From
Benzinga
10 Biggest Price Target Changes For Monday
October 18, 2021
Tickers
AR
DIS
FBHS
GS
Tags
OCUL
INFN
NTAP
From
Benzinga
Freight bellwether J.B. Hunt expects strong shipping demand to extend into 2022
October 15, 2021
Tickers
JBHT
Tags
JBHT
From
MarketWatch
Wage inflation is the new normal, trucker J.B. Hunt says, but stock soars to a record after profit and revenue beats
October 15, 2021
Tickers
DJT
JBHT
SPX
Tags
JBHT
SPX
DJIA
From
MarketWatch
JB Hunt Transport Services Inc (JBHT) Q3 2021 Earnings Call Transcript
October 15, 2021
Tickers
JBHT
Tags
Market News
JBHT
From
Motley Fool
7 Transportation Stocks to Buy as Supply Concerns Mount
October 15, 2021
Tickers
DAC
JBHT
KEX
NMM
Tags
DAC
KEX
UPS
From
InvestorPlace
J.B. Hunt Rolls Past Q3 Expectations
October 15, 2021
Tickers
JBHT
Tags
JBHT
Freightwaves
Market News
From
Benzinga
Health Care Sector Appears to Be a Drag on Positive UnitedHealth Earnings
October 15, 2021
Tickers
AMN
BDX
CCRN
CRSR
Tags
Market News
JNJ
GS
From
Benzinga
J B Hunt Transport Stock Gains After Q3 Earnings Beat
October 15, 2021
Tickers
JBHT
Tags
Trading Ideas
Earnings
Briefs
From
Benzinga
A Peek Into The Markets: US Stock Futures Gain; Goldman Sachs Earnings In Focus
October 15, 2021
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AA
AVGO
GS
JBHT
Tags
A Peek Into The Markets
Global
Pre/Market Outlook
From
Benzinga
5 Stocks To Watch For October 15, 2021
October 15, 2021
Tickers
AA
GS
JBHT
NIO
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TM
Stocks to Watch
Earnings
From
Benzinga
Earnings Scheduled For October 15, 2021
October 15, 2021
Tickers
BANF
BMI
CLPS
GS
Tags
Market News
GS
BANF
From
Benzinga
How to play the ‘no empty shelves trade’ amid supply-chain worries, according to Citi
October 14, 2021
Tickers
CHRW
CSX
JBHT
NSC
Tags
CSX
NSC
XPO
From
MarketWatch
Where JB Hunt Transport Servs Stands With Analysts
October 14, 2021
Tickers
JBHT
Tags
BZI/AAR
JBHT
Analyst Ratings
From
Benzinga
Earnings are headed for an all-time high, if supply-chain and staffing woes don’t get in the way
October 11, 2021
Tickers
AA
BAC
BLK
C
Tags
UNH
DJIA
FRC
From
MarketWatch
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