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home
about us
Investment Approach
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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CP, KCS Now Shipping Heavy Canadian Crude to Gulf Coast
December 16, 2021
Tickers
CP
KSU
Tags
Benzinga
KSU
Partner Content
From
Benzinga
Canadian Pacific's Megadeal for Kansas City Southern Is Done... Sorta
December 15, 2021
Tickers
CNI
CP
KSU
Tags
CNI
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From
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Jim Cramer Shares His Thoughts On Canadian Pacific Railway, Royalty Pharma And More
December 10, 2021
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DAC
IONS
KSU
Tags
CP
SLI
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From
Benzinga
EPAM Stock Alert: Mark Your Calendars for Dec. 14 as EPAM Systems Joins the S&P 500
December 08, 2021
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CP
EPAM
KSU
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Today's Market
EPAM
CP
From
InvestorPlace
Why Are EPAM Shares Trading Higher Premarket?
December 08, 2021
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KSU
TECH
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Movers
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News
From
Benzinga
If You Invested $1000 Over The Past 5 Years In This Stock, Here's How Much You Would Have Today
December 03, 2021
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KSU
Tags
Earnings
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BZI/POD
From
Benzinga
Deutsche Bank Slows Approach to Transportation Stocks in 2022
November 29, 2021
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CP
CSX
DB
FDX
Tags
XPO
GXO
News
From
Benzinga
Union Pacific Wants STB to Put CP-KCS Merger Application on Ice
November 22, 2021
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CNI
CP
CSX
KSU
Tags
Freight
CP
Benzinga
From
Benzinga
U.S. companies are rushing to borrow ahead of Thanksgiving
November 18, 2021
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COMP
KSU
SPX
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SPX
COMP
BX:TMUBMUSD30Y
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7 Superstocks That Have Returned Over 10,000% In 30 Years
November 08, 2021
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BB
GBCI
KO
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MSFT
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From
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Surface Transportation Board Proposes Schedule to Review CP-KCS Merger
November 03, 2021
Tickers
CP
KSU
Tags
Freightwaves
Market News
Government
From
Benzinga
Is Canadian National a Buy After Its Unsuccessful Merger Attempt With Kansas City Southern?
November 03, 2021
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CNI
CP
KSU
SNOW
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Market News
CNI
CP
From
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Key Takeaways From Canadian National's Q3 Earnings Report
November 03, 2021
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CNI
CP
IBKR
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IBKR
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3 Railroad Stocks to Board Before a Breakout
November 03, 2021
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CP
JPM
KSU
NSC
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JPM
CP
KSU
From
InvestorPlace
CP and KCS File Merger Application, CN Adds Board Member
November 01, 2021
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BRK-B
CNI
CP
KSU
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Partner Content
KSU
M&A
From
Benzinga
After a Derailed Merger, Canadian National Gets Back on Track
October 21, 2021
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CNI
CP
KSU
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KSU
CP
CNI
From
Motley Fool
Where Kansas City Southern Stands With Analysts
October 20, 2021
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KSU
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Market News
Benzinga
Analyst Ratings
From
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CN CEO: Railway 'Not On the Clock' for Choosing Successor
October 20, 2021
Tickers
CNI
KSU
Tags
Market News
Freightwaves
General
From
Benzinga
Kansas City Southern (KSU) Q3 2021 Earnings Call Transcript
October 19, 2021
Tickers
KSU
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KSU
Market News
From
Motley Fool
CN Leadership Has to Go, Activist Investor Insists
October 19, 2021
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CNI
CSX
KSU
UNP
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Freightwaves
Market News
UNP
From
Benzinga
Lower Than Expected Housing Starts and Building Permits Could Be Problems for Homebuilders
October 19, 2021
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AMH
BLK
INVH
JNJ
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From
Benzinga
Kansas City Southern Q3 Result Misses Estimates, Carload Volumes Decline 3%
October 19, 2021
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News
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Earnings Scheduled For October 19, 2021
October 19, 2021
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AMOV
AMX
BK
CATC
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AMOV
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Craig Johnson Recommends This Transportation Stock Ahead Of Earnings
October 18, 2021
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KSU
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Piper Jaffray
Benzinga
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Price Over Earnings Overview: Kansas City Southern
October 15, 2021
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KSU
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Benzinga
From
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What 4 Analyst Ratings Have To Say About Kansas City Southern
October 14, 2021
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KSU
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BZI/AAR
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Kansas City Southern Engages Commtrex To Boost Supply Chain Efficiencies
October 11, 2021
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Contracts
Benzinga
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Where Kansas City Southern Stands With Analysts
October 07, 2021
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BZI/AAR
Analyst Ratings
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CN, Shareholder Publicly Scuffle Over Railway's Leadership and Direction
October 06, 2021
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CNI
CP
KSU
UNP
Tags
Benzinga
CNI
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From
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STB Keeps Busy With Mergers, Last-Mile Data, Reciprocal Switching
September 22, 2021
Tickers
CP
KSU
NSC
UNP
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Commodities
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From
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