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home
about us
Investment Approach
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Market Analysis Summary
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Investor group aims to buy Macy’s for nearly $6 billion, take it private: report
December 10, 2023
Tickers
M
Tags
M
From
MarketWatch
Investor Group Pitches $5.8 Billion Acquisition Proposal For Macy's
December 10, 2023
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M
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AI Generated
Consumer Discretionary
M&A
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
December 06, 2023
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F
JD
LVS
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Black Friday Winners: 7 Retail Stocks Set for Post-Holiday Gains
December 05, 2023
Tickers
BBY
FIVE
JWN
KIM
Tags
NYSE:BBY,NYSE:TGT,NASDAQ:FIVE,NYSE:WSM,NYSE:KIM,NYSE:JWN,NYSE:M
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
December 01, 2023
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From
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7 Blue-Chip Stocks to Buy for 2024, According to AI
November 30, 2023
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APD
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CI
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From
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Jim Cramer: Buy Shares Of This Personal Computer Giant, Wait For 'A Little Bit Of Pullback'
November 29, 2023
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CAH
COR
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A record number of customers shopped during Thanksgiving weekend—but they spent less
November 28, 2023
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JWN
M
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JWN
M
From
MarketWatch
Black Friday Foot Traffic Reveals Potential 2023 Holiday Shopping Retail Winners: 17 Stock Ideas
November 27, 2023
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BURL
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Macy's Thanksgiving Day Parade Hits All-Time Viewership Record: Here's How Many People Watched
November 27, 2023
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M
NFL
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NBC
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From
Benzinga
20 Black Friday Deals: How Much Buying Power Do Shoppers Wield?
November 24, 2023
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BIRK
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News
Top Stories
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From
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How To Watch 2023 Macy's Thanksgiving Day Parade: New Balloons Include A Netflix Movie And An NFT Collection
November 22, 2023
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AAPL
CMCSA
DTC
M
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From
Benzinga
Signing up for a store credit card for Black Friday discounts? Think twice — especially this year.
November 22, 2023
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ASO
BURL
EFX
Tags
AFRM
M
ASO
From
MarketWatch
2023 Holiday Shopping, Black Friday Survey Reveals Amazon, Walmart As Winners: A Look At The Trends
November 22, 2023
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AMZN
BBY
COST
KSS
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TGT
Benzinga
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Retail Stocks Outlook: The 3 Biggest Surprises From Q3 Earnings
November 22, 2023
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M
TGT
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amzn
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Why I’ll never attend the Macy’s Thanksgiving Day Parade again
November 22, 2023
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META
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META
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
November 21, 2023
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AMZN
BABA
CHWY
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BABA
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Benzinga
Consumer Spending To Increase By 13% On Black Friday Holiday Shopping Despite Economic Headwinds: Deloitte Survey
November 20, 2023
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TGT
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From
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Nvidia is expected to be the biggest contributor to Q3 corporate profits. ‘The bar is very high,’ analyst says
November 19, 2023
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BURL
DKS
GPS
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URBN
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Macy's Analysts Raise Their Forecasts After Better-Than-Expected Earnings
November 17, 2023
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M
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PT Changes
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Benzinga
This is the best Black Friday purchase I ever made — and I’ve made a few
November 17, 2023
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BBY
DELL
LOW
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M
From
MarketWatch
Telsey Advisory Group Maintains Market Perform Rating for Macy's: Here's What You Need To Know
November 17, 2023
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M
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BZI/AAR/UPDATE
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Analyst Ratings
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Benzinga
Macy's (M) Q3 2023 Earnings Call Transcript
November 16, 2023
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M
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M
Recent Press Releases
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Motley Fool
Why Children's Place Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
November 16, 2023
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ADN
ALLT
APLM
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From
Benzinga
Sonos Reports Upbeat Results, Joins Macy's, NICE And Other Big Stocks Moving Higher On Thursday
November 16, 2023
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ARCO
GYRE
KLIC
LVRO
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LVRO
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Why Department Store Major Macy's Shares Are Shooting Higher Today
November 16, 2023
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M
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News
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Benzinga
Macy’s stock soars after big earnings, improved outlook
November 16, 2023
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M
SPX
XRT
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M
From
MarketWatch
Nasdaq, S&P Futures Slip After Walmart, Cisco Earnings; Spotlight Shifts To Data, Fed Speeches
November 16, 2023
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BABA
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Earnings Scheduled For November 16, 2023
November 16, 2023
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ALLT
AMAT
AMSWA
ARCO
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DLB
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S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
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AMAT
BZH
COMP
CSCO
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GPS
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