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home
about us
Investment Approach
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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
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Macy's Whale Trades For December 29
December 29, 2021
Tickers
M
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BZI/UOA
Market News
Options
From
Benzinga
Check Out What Whales Are Doing With Macy's
December 29, 2021
Tickers
M
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M
Markets
Benzinga
From
Benzinga
Macy's Partners With Denise Mercedes, Maria Castellanos For Loungewear Collection
December 29, 2021
Tickers
M
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News
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M
From
Benzinga
After Dropping Over 39% Macy's Stock May Be Picking Up Steam Once Again: Technical Analysis
December 28, 2021
Tickers
M
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M
From
Benzinga
January will be a huge month for these hard-hit stocks. Why now’s the time to load up on riskier names, says JPMorgan.
December 27, 2021
Tickers
AAL
AAPL
AMC
CCL
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UAA
DXY
ES00
From
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Is Macy's Still a Buy After Jumping 121% in 2021?
December 27, 2021
Tickers
M
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M
From
Motley Fool
Why Nike Stock Keeps Proving the Skeptics Wrong
December 23, 2021
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AAPL
JWN
LULU
M
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NOW
JWN
PYPL
From
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The U.S. Needs 1 Billion More Square Feet of Industrial Space: Time to Invest?
December 22, 2021
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AMZN
JLL
M
PLD
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Market News
PLD
WPC
From
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A Look Into Macy's Price Over Earnings
December 22, 2021
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M
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Markets
Earnings
M
From
Benzinga
Is Inflation Going to Cool Down Anytime Soon?
December 11, 2021
Tickers
ADRNY
AMZN
M
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SMEG/F
AMZN
From
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This Retail REIT Thinks the Post-Pandemic World Will Be Better
December 11, 2021
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KIM
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CHS
From
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Macy's Whale Trades For December 10
December 10, 2021
Tickers
M
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Options
Market News
BZI/UOA
From
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Will Physical Retail Die Out Amid the Astronomical Rise of E-Commerce?
December 10, 2021
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ETSY
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RL
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CEOs from Target, CVS and Walgreens ask Congress for help amid retail crime surge
December 10, 2021
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From
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Is Pent-Up Demand the Only Reason Malls Are Doing Well Right Now?
December 09, 2021
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MAC
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4 Top Stock Trades for Wednesday: AAPL, M, COUP, PD
December 07, 2021
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Has Macy's Stock Gone Too Far Too Fast?
December 06, 2021
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Kohl's Urged By Activist Investor To Explore Sale Of E-Commerce Business: Report
December 06, 2021
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M
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Stocks to Be Thankful For
December 05, 2021
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SolarEdge, FactSet and Signature Bank to join S&P 500 index
December 03, 2021
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HBI
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3 Mid-Cap, Most-Shorted Stocks to Trade Alongside the Bears
December 03, 2021
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Don't Ignore Macy's CEO: Physical Retail Is Still Important
December 02, 2021
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Order Food Delivery With GrubHub To Earn Free Bitcoin: Here's The Details
December 01, 2021
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Midday Market Update: Why Are Stocks Down Today?
November 30, 2021
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4 Stocks Billionaires Are Buying Hand Over Fist
November 30, 2021
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KO
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T
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TSLA
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Nordstrom Analysts Break Down Q3 Earnings: 'Ongoing Market Share Loss'
November 24, 2021
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Why Macy's Stock Is Sliding Today
November 24, 2021
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M
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3 Stocks to Buy Now into Support
November 24, 2021
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EXPE
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Big Box Retailers Determined to Save Christmas
November 24, 2021
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GPS
HD
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Spinning Off Macy's Online Business Would Be a Huge Mistake
November 24, 2021
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