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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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U.S. Global Launches Technology And Aerospace & Defense ETF: Why Its Allocation Makes Sense
January 02, 2025
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BAH
GD
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Peering Into Leidos Holdings's Recent Short Interest
December 20, 2024
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In-Depth Examination Of 15 Analyst Recommendations For Leidos Holdings
December 12, 2024
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History Suggests This Defense Stock Will Outperform the Defense Market
December 08, 2024
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LDOS
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10 Industrials Stocks Whale Activity In Today's Session
December 03, 2024
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(LDOS) - Analyzing Leidos Holdings's Short Interest
November 28, 2024
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Benzinga
From
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Breaking Down Leidos Holdings: 13 Analysts Share Their Views
November 22, 2024
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Super Micro Computer, Moderna And XPeng Were Among Top 10 Large Cap Stocks Losing Big Last Week (November 11-15): Check Out Other Losers
November 17, 2024
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LDOS
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why it's moving
News
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Trump's DOGE Plan: Goldman Sachs Says Defense Stocks Face Risks, IT Firms Could Win
November 15, 2024
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BAH
HII
LDOS
LHX
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XAR
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November 14, 2024
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Amazon, Disney, DuPont, Leidos And A Financial Stock On CNBC's 'Final Trades'
November 06, 2024
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DD
DIS
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What Analysts Are Saying About Leidos Holdings Stock
October 30, 2024
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LDOS
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Why Leidos Stock Is Soaring Today
October 29, 2024
Tickers
LDOS
Tags
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LDOS
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Leidos Q3 Earnings Beat Expectations With Strong Demand In Defense And Health Services, Guidance Raised
October 29, 2024
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Tags
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News
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Benzinga
Do Defense Stocks Cost Too Much?
October 19, 2024
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GD
HII
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Looking Into Leidos Holdings's Recent Short Interest
October 18, 2024
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LDOS
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Evaluating Leidos Holdings: Insights From 11 Financial Analysts
October 02, 2024
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Benzinga
Walmart, Leidos And A Financial Stock: CNBC's 'Final Trades'
September 24, 2024
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NEWS
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WMT
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Leidos Holdings Stock: A Deep Dive Into Analyst Perspectives (10 Ratings)
September 05, 2024
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Tags
LDOS
Benzinga
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Why Leidos Holdings Shares Are Gaining Today
August 14, 2024
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LDOS
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SHLD
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AbbVie, Leidos, KKR And More On CNBC's 'Final Trades'
August 06, 2024
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IYH
KKR
LDOS
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Deep Dive Into Leidos Holdings Stock: Analyst Perspectives (8 Ratings)
August 01, 2024
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LDOS
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These Analysts Raise Their Forecasts On Leidos Following Strong Earnings
July 31, 2024
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LDOS
NEWS
Tags
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Defense Stock Leidos Q2 Revenue Surges 8%, Raises Annual Outlook
July 30, 2024
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LDOS
NEWS
TECH
Tags
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Benzinga
LDOS Stock Earnings: Leidos Holdings Beats EPS, Beats Revenue for Q2 2024
July 30, 2024
Tickers
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Tags
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July 18, 2024
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Cisco, TJX, Leidos And More: CNBC's 'Final Trades'
July 15, 2024
Tickers
CSCO
IJR
LDOS
TJX
Tags
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LDOS
Jim Lebenthal
From
Benzinga
Here's How Much $100 Invested In Leidos Holdings 10 Years Ago Would Be Worth Today
July 12, 2024
Tickers
LDOS
NEWS
Tags
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News
BZI/POD
From
Benzinga
How Is The Market Feeling About Leidos Holdings?
July 10, 2024
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LDOS
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BZI/SHORTHIST
From
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July 10, 2024
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ACHR
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LMT
Tags
NYSE:ACHR,NYSE:LMT,NYSE:LDOS
LDOS
ACHR
From
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