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home
about us
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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
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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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Should You Buy These 3 Food Stocks While They're Down?
November 13, 2021
Tickers
CPB
HRL
KHC
Tags
CPB
HRL
Market News
From
Motley Fool
Consumer prices soar again and push rate of inflation to 31-year high, CPI shows
November 10, 2021
Tickers
DNUT
KHC
SPX
UPS
Tags
SPX
DNUT
UPS
From
MarketWatch
Wheat, Sugar, Coffee & Meat: How Rising Commodity Prices Are Impacting Holiday Grocery Shopping
November 09, 2021
Tickers
DLTR
KHC
MDLZ
WMT
Tags
MDLZ
Markets
Economics
From
Benzinga
Ketchup From Mars? Heinz Project Shows Tomatoes Can Be Grown In Martian Environment
November 08, 2021
Tickers
KHC
Tags
Market News
KHC
News
From
Benzinga
2 Buffett Stocks That Look Like Great Buys in November
November 05, 2021
Tickers
BRK-A
BRK-B
JNJ
K
Tags
BRK/A
WMT
KHC
From
Motley Fool
Facebook Whistleblower Reignites FAANG Vulnerability… or Does it?
October 28, 2021
Tickers
AAPL
AMZN
FB
GM
Tags
NASDAQ:FB,NASDAQ:GOOG,NASDAQ:GOOGL,NASDAQ:AAPL,NASDAQ:AMZN,NASDAQ:NFLX,NYSE:GM,NASDAQ:KHC
GOOGL
Market Insight, Financial Articles
From
InvestorPlace
Kraft Heinz Q3 Earnings Top Estimates, Notes Margin Pressure
October 27, 2021
Tickers
KHC
Tags
Benzinga
Earnings
Guidance
From
Benzinga
The Kraft Heinz Co (KHC) Q3 2021 Earnings Call Transcript
October 27, 2021
Tickers
KHC
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Market News
KHC
From
Motley Fool
Recap: Kraft Heinz Q3 Earnings
October 27, 2021
Tickers
KHC
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Benzinga
Earnings
Market News
From
Benzinga
Earnings Scheduled For October 27, 2021
October 27, 2021
Tickers
EBAY
EHC
ENIA
ENSG
Tags
LOB
VSEC
NOA
From
Benzinga
These 10 Stocks Make Up 87% of Warren Buffett's Portfolio
October 26, 2021
Tickers
AAPL
AXP
BAC
BK
Tags
USB
BYDDY
AAPL
From
Motley Fool
7 Dividend Stocks to Avoid Despite Their Fat Yields
October 25, 2021
Tickers
KHC
MCD
O
PM
Tags
O
NYSE:VTR,NYSE:WELL,NYSE:PPL,NYSE:PM,NASDAQ:KHC,NYSE:O,NYSE:MCD
PPL
From
InvestorPlace
Not-So-Transitory Inflation: In Recent Months, We've Posted Winning Inflation Trades. Here Are Two More Inflation Trade Ideas.
October 15, 2021
Tickers
AFRM
BOIL
CAR
JO
Tags
Market News
SPY
KHC
From
Benzinga
A Peek Into The Markets: US Stock Futures Down; Crude Oil Jumps 2%
October 11, 2021
Tickers
CCXI
KHC
LUV
MNDT
Tags
Markets
Eurozone
MNDT
From
Benzinga
Kraft Heinz CEO Sees Inflation 'Across The Board,' Says Higher Food Prices Are Here To Stay
October 10, 2021
Tickers
KHC
Tags
Media
Market News
Economics
From
Benzinga
3 Top Warren Buffet Stocks to Buy in October
October 10, 2021
Tickers
BRK-A
BRK-B
CVX
KHC
Tags
KO
VZ
CVX
From
Motley Fool
JPMorgan downgrades Conagra and upgrades Hormel, as inflation fears should keep investors in many large food companies on the sidelines
October 08, 2021
Tickers
CAG
HRL
K
KHC
Tags
CAG
HRL
K
From
MarketWatch
Industry Leaders Chart Future of Supply Chain Visibility
October 07, 2021
Tickers
BBY
CAH
DLTR
KHC
Tags
Freight
BBY
CAH
From
Benzinga
2 Ultra-Cheap Stocks Trading Below Their Book Values
October 07, 2021
Tickers
KHC
PFE
VTRS
Tags
PFE
KHC
VTRS
From
Motley Fool
Warren Buffett Loves This High-Yield Dividend Stock. Is it a Buy?
October 06, 2021
Tickers
BRK-A
BRK-B
KHC
STOR
Tags
BRK/A
KHC
Market News
From
Motley Fool
This Day In Market History: Philip Morris Acquires General Foods
September 27, 2021
Tickers
KHC
MO
PM
Tags
Market News
this day in market history
General
From
Benzinga
2 Dirt-Cheap Warren Buffett Stocks to Buy Right Now
September 25, 2021
Tickers
BRK-A
KHC
VZ
Tags
VZ
Market News
KHC
From
Motley Fool
Kraft Heinz To Acquire Brazilian Food Company Hemmer For Undisclosed Sum
September 23, 2021
Tickers
KHC
Tags
Market News
Benzinga
M&A
From
Benzinga
7 Buffett Stocks Trading at a Steep Discount You Need To Keep an Eye On
September 20, 2021
Tickers
AXP
BRK-B
CVX
GM
Tags
SNOW
BRK/B
GM
From
InvestorPlace
85% of Warren Buffett's Portfolio Is in These 3 Sectors
September 20, 2021
Tickers
AAPL
BAC
BRK-A
BRK-B
Tags
BRK/B
USB
AAPL
From
Motley Fool
Companies say they want to close the gender-pay gap. So why are they trying to block relevant disclosures to investors?
September 15, 2021
Tickers
ADBE
AMZN
AXP
BAC
Tags
MSFT
SBUX
ADBE
From
MarketWatch
Notable Kraft Heinz Insider Makes $1.53 Million Sale
September 15, 2021
Tickers
KHC
Tags
Eloi Marcos Lima
Benzinga
BZI/IT
From
Benzinga
4 Stocks Insiders Are Selling
September 15, 2021
Tickers
IVZ
KHC
VG
ZI
Tags
Market News
IVZ
Benzinga
From
Benzinga
1 Big Stock Investment Warren Buffett Got Wrong
September 13, 2021
Tickers
AXP
BRK-A
BRK-B
KHC
Tags
BRK/B
Market News
AXP
From
Motley Fool
2 Stocks That Climbed on a Bad Market Day
September 08, 2021
Tickers
DJI
GIS
KHC
Tags
^GSPC
^DJI
GIS
From
Motley Fool
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