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home
about us
Investment Approach
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Market Analysis Summary
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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
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Benzinga's Top Ratings Upgrades, Downgrades For November 24, 2021
November 24, 2021
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BABA
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Nordstrom's and Gap Bring Retail Inventories Under Scrutiny
November 24, 2021
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Nordstrom Shares Plummet As Q3 EPS Lags Consensus
November 24, 2021
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JWN
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Benzinga
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From
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9 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
November 24, 2021
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EEIQ
FFIE
GPS
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10 Biggest Price Target Changes For Wednesday
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ADSK
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November 24, 2021
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Bear market awaits tech stocks, with Tesla at the center, if this selloff continues, strategist warns
November 24, 2021
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GPS
HPQ
JWN
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USDTRY
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From
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Nordstrom (JWN) Q3 2021 Earnings Call Transcript
November 24, 2021
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Market News
Recent Press Releases
From
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12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
November 23, 2021
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DS
EEIQ
FUV
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Why 2 Tech Stocks Soared While 2 Retail Stocks Got Crushed After Hours Tuesday
November 23, 2021
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GPS
HPQ
JWN
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Nordstrom stock plunges more than 20% on earnings miss, rising costs
November 23, 2021
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From
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Earnings Scheduled For November 23, 2021
November 23, 2021
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ADSK
AEO
AMWD
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Nordstrom Earnings Preview
November 22, 2021
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No Store, No Problem: Via.Delivery Offers BOPIS Option for E-Commerce Sellers
November 16, 2021
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CNBC's Final Trades: Visa, FedEx, Nordstrom And This Auto Major That's Valued Better Than Peers
November 15, 2021
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This Niche Hair Care Stock Is in the Early Stages of Big Gains
November 15, 2021
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3 Options Trades to Play Both Sides of the Market
November 03, 2021
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The Jobs Report and Other Stock Market News
October 29, 2021
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These companies prove that when workers are happy, investors are too
October 20, 2021
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DE
FRC
JWN
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K
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7 Retail Stocks That Could Benefit From the Mad Holiday Rush Ahead
October 19, 2021
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70% of Gen Z shoppers plan to do their holiday shopping in stores. Here’s how the modern brick-and-mortar experience is changing.
October 14, 2021
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AMZN
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Weight gain during COVID-19, especially among younger consumers, is driving changes in the way Americans eat and dress
October 07, 2021
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AEO's Acquisition of AirTerra Melds Separate Parcel Delivery Visions
October 05, 2021
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Delta Prevents Bed Bath & Beyond From Going Beyond
October 01, 2021
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JWN
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Victoria’s Secret introduces a mastectomy bra, part of a breast health campaign for the month of October
October 01, 2021
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JWN
SPX
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It’s Too Late to Get in on Warby Parker Profits
October 01, 2021
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51 Biggest Movers From Yesterday
October 01, 2021
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ALZN
ANGO
ATIF
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Why Macy's, Nordstrom, and Party City Just Crashed
September 30, 2021
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