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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
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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
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12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
April 04, 2022
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DAO
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Is Jumia Technologies Stock a Buy Now?
March 01, 2022
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MELI
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Market News
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Jumia Technologies AG-ADR (JMIA) Q4 2021 Earnings Call Transcript
February 23, 2022
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Market News
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Jumia Clocks 26% Revenue Growth In Q4
February 23, 2022
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TECH
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News
From
Benzinga
Thinking About Buying Stock In Clover Health, Jumia Or Lemonade?
February 22, 2022
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JMIA
LMND
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From
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As investors punish Shopify, these 15 ecommerce stocks are expected to grow sales the most through 2023
February 16, 2022
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BABA
BKNG
CVNA
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
February 07, 2022
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CCL
EXPE
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Benzinga
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From
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Jumia's 3 Keys to Reaching Profitability
February 05, 2022
Tickers
AMZN
JMIA
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JMIA
Recent Press Releases
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12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
February 03, 2022
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AMZN
CAAS
ETSY
F
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12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
February 02, 2022
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AACG
BTBD
BVH
CCS
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From
Benzinga
Jumia's Advertising Spend Needs to Pay Off Big-Time, and Soon
January 22, 2022
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Buy This Stock, Not That One: 2022 Edition
January 15, 2022
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ETSY
FB
HOOD
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Cannabis Movers & Shakers: One World Products, Leafly, TerrAscend, Rapid Dose Therapeutics, HEXO, Harborside
January 06, 2022
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HEXO
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MCMJ
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Scott Cooper
JMIA
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Benzinga
7 Stocks to Buy to Play These Hot Long-Term Trends
January 04, 2022
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F
GOOG
GOOGL
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(JMIA) - Jumia Technologies Short Interest Down 4%
December 31, 2021
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Benzinga
BZI/SHORT
From
Benzinga
Will This Be the Year Jumia Becomes "The Next Mercadolibre"?
December 31, 2021
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AMZN
JMIA
MELI
SE
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SE
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10 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
December 21, 2021
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DAO
FHS
FNKO
HLG
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From
Benzinga
Why Jumia Technologies Stock Was Soaring This Week
December 09, 2021
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Buy Jumia Stock as It Looks to Rapidly Scale Its Platform
December 09, 2021
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Market News
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From
InvestorPlace
Why Jumia Technologies Stock Fell 32% in November
December 08, 2021
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Jumia Stock’s Recent Spike Isn’t a Reason to Buy
December 08, 2021
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JMIA
From
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54 Biggest Movers From Yesterday
December 08, 2021
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AERI
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NTP
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From
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Why Jumia Stock Soared Today
December 07, 2021
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JMIA
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JMIA
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Jumia Shares Are Ripping Higher Tuesday: What's Next?
December 07, 2021
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JMIA
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News
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From
Benzinga
36 Stocks Moving In Tuesday's Mid-Day Session
December 07, 2021
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News
ELEV
From
Benzinga
Midday Market Update: Why Are Stocks Up Today?
December 07, 2021
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APPS
JMIA
SYTA
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NASDAQ:APPS,NYSE:JMIA,NASDAQ:SYTA
SYTA
JMIA
From
InvestorPlace
APPS Stock: 17 Things to Know About Digital Turbine as Shares Surge Today
December 07, 2021
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APPS
JMIA
SYTA
TEF
Tags
TEF
Today's Market
NASDAQ:APPS,NYSE:TEF,NYSE:JMIA,NASDAQ:SYTA
From
InvestorPlace
Why Jumia Shares Are Rising Today
December 07, 2021
Tickers
JMIA
Tags
Trading Ideas
Benzinga
why it's moving
From
Benzinga
JMIA Stock: Why Jumia’s Black Friday News Is Giving the “Amazon of Africa” a Boost Today
December 07, 2021
Tickers
AMZN
JMIA
SYTA
Tags
AMZN
NYSE:JMIA,NASDAQ:AMZN,NASDAQ:SYTA
JMIA
From
InvestorPlace
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