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Analyzing the Credit Quality of Revenue Municipal Bonds
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Yield Difference
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Maturity Risk
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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
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EVENTS
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Investing During Uncertain Times
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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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Why Nvidia Is a Buy-and-Forget Stock
March 29, 2022
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KR
NVDA
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Recent Press Releases
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March 25, 2022
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Looking Into Kroger Company's Recent Short Interest
March 23, 2022
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KR
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BZI/SHORTHIST
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Kroger Partners With NVIDIA For AI Services
March 22, 2022
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KR
NVDA
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News
NVDA
Briefs
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Benzinga
Have $1,000? 2 All-Weather Dividend Stocks to Buy and Hold Forever
March 22, 2022
Tickers
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UNP
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Recent Press Releases
UNP
From
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Jim Cramer Thinks This Grocery Retailer Can Withstand Inflation Better Than Rivals
March 22, 2022
Tickers
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retail
KR
Long Ideas
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More ways to save on gas, and you may not like some of them
March 22, 2022
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Cocktail Hour? This Company Looks To Shake Things Up With Flavored Liquors
March 21, 2022
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From
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Costco Is a Lifetime Buy With Consistent Growth and Profits
March 21, 2022
Tickers
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WMT
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7 Value Stocks to Look at After Berkshire Hathaway’s Spotlight
March 15, 2022
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Splash Signs New Deal With Customer In Biggest Single Market On West Coast - Tapout In 5 Major Chains
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3 Warren Buffett Stocks That Are Screaming Buys in March
March 14, 2022
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Splash Beverage Expands TapouT Distribution Into Southern California
March 14, 2022
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BUD
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7 Retail Stocks That Look Like Winners Coming Out of Earnings
March 12, 2022
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Why Beyond Meat Stock Went Down in Flames on Friday
March 11, 2022
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Kroger Earnings: The Big Takeaways
March 09, 2022
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Three Dividend Stocks That Hit 52-Week Highs Yesterday
March 08, 2022
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Here’s how retailers are tackling the delivery challenges that come with skyrocketing e-commerce sales post-COVID
March 08, 2022
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Ryan Cohen
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This Week's CPI Will Provide A Framing For The Current Inflation Situation
March 07, 2022
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BBBY
BTU
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Here's How Much $1000 Invested In Kroger 5 Years Ago Would Be Worth Today
March 07, 2022
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10 Biggest Price Target Changes For Monday
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K
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2 Stocks That Soared Friday Despite a Sagging Market
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4 Top Stock Trades for Monday: UAL, NIO, KR, GPS
March 04, 2022
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UAL
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Markets Close Lower As Russia-Ukraine War Escalates
March 04, 2022
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APTV
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Why Kroger Stock Was Up More Than 25% This Week
March 04, 2022
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KR
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Analysts Bump Up Kroger Price Target Post Q4 Results
March 04, 2022
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KR
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