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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
MARKET RESEARCH
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Marriott Intl: Dividend Insights
May 22, 2023
Tickers
MAR
Tags
Dividends
MAR
Market News
From
Benzinga
A Look Into Marriott Intl's Debt
May 18, 2023
Tickers
MAR
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BZI/Debt
Market News
News
From
Benzinga
(MAR) - Analyzing Marriott Intl's Short Interest
May 12, 2023
Tickers
MAR
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MAR
Market News
BZI/SHORTHIST
From
Benzinga
How Apple Pleased Investors
May 12, 2023
Tickers
AAPL
AMZN
ATVI
BKNG
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AMZN
Recent Press Releases
ATVI
From
Motley Fool
Marriott Intl Unusual Options Activity
May 10, 2023
Tickers
MAR
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Benzinga
Market News
MAR
From
Benzinga
3 Travel Stocks Set to Profit This Summer
May 05, 2023
Tickers
ABNB
BKNG
MAR
Tags
NASDAQ:ABNB,NASDAQ:BKNG,NASDAQ:MAR
ABNB
Stocks to Buy
From
InvestorPlace
$100 Invested In Marriott Intl 10 Years Ago Would Be Worth This Much Today
May 04, 2023
Tickers
MAR
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Market News
BZI/POD
News
From
Benzinga
The Latest Analyst Ratings for Marriott Intl
May 04, 2023
Tickers
MAR
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Analyst Ratings
Market News
BZI/AAR
From
Benzinga
TD Cowen Maintains Outperform Rating for Marriott Intl: Here's What You Need To Know
May 03, 2023
Tickers
MAR
Tags
BZI/AAR/UPDATE
MAR
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 3, 2023
May 03, 2023
Tickers
AEYE
AMD
BZ
CCOI
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CLAR
TAP
Downgrades
From
Benzinga
Marriott International Gets Price Target Hikes By Analysts Following Upbeat Q1 Results
May 03, 2023
Tickers
MAR
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Analyst Ratings
MAR
Benzinga
From
Benzinga
AMD To Rally Around 32%? Here Are 10 Other Analyst Forecasts For Wednesday
May 03, 2023
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ABC
AMD
COIN
DENN
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DENN
News
Price Target
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Benzinga
7 Meme Stocks That Investors Can Actually Trust
May 02, 2023
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CVX
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CVX
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AMZN
From
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Marriott Intl Unusual Options Activity For May 02
May 02, 2023
Tickers
MAR
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Benzinga
MAR
BZI/UOA
From
Benzinga
Marriott Posts Q1 Earnings Above Street View; Raises FY23 Guidance
May 02, 2023
Tickers
MAR
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Equities
Benzinga
MAR
From
Benzinga
Pfizer, Ford And 3 Stocks To Watch Heading Into Tuesday
May 02, 2023
Tickers
AMD
F
MAR
PFE
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Pre/Market Outlook
Trading Ideas
Consumer Discretionary
From
Benzinga
Investor Optimism Improves Slightly Following JPMorgan's Purchase Of First Republic's Assets
May 02, 2023
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F
FRC
JPM
KRE
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KRE
News
Market News
From
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Hotel-housekeeping jobs have fallen by 102,000 during the pandemic. What happened?
May 01, 2023
Tickers
H
HLT
MAR
WYNN
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MAR
HLT
WYNN
From
MarketWatch
10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 01, 2023
Tickers
CHGG
CMG
GM
LVS
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MAR
GM
ULTA
From
Benzinga
The 3 Top Travel Stocks to Buy for May 2023
May 01, 2023
Tickers
ABNB
MAR
MGM
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ABNB
Stocks to Buy
MGM
From
InvestorPlace
Amazon made earnings look better – can Apple continue the momentum?
April 30, 2023
Tickers
AAPL
AMC
AMD
AMZN
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WWE
AMZN
SBUX
From
MarketWatch
Here's How Much You Would Have Made Owning Marriott Intl Stock In The Last 10 Years
April 26, 2023
Tickers
MAR
Tags
Earnings
Dividends
Benzinga
From
Benzinga
Marriott Intl Unusual Options Activity For April 25
April 25, 2023
Tickers
MAR
Tags
BZI/UOA
MAR
Market News
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
April 24, 2023
Tickers
CHWY
GME
HD
LVS
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HD
Market News
GME
From
Benzinga
Hospitality Software Provider Agilysys Is Capturing Share From Outdated Legacy Suppliers, Bullish Analyst Says
April 20, 2023
Tickers
AGYS
MAR
TECH
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News
Market News
Price Target
From
Benzinga
Looking At Marriott Intl's Recent Unusual Options Activity
April 18, 2023
Tickers
MAR
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Markets
Options
Market News
From
Benzinga
Thinking Of Buying WP Carey? Here Are The Properties And Tenants You'd Add To Your Portfolio
April 18, 2023
Tickers
AAP
EXR
LSI
MAR
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Market News
EXR
REIT
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
April 17, 2023
Tickers
F
HD
KMX
MAR
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Market News
HD
WYNN
From
Benzinga
The Latest Analyst Ratings for Marriott Intl
April 17, 2023
Tickers
MAR
Tags
BZI/AAR
MAR
Analyst Ratings
From
Benzinga
‘Junk fee’ reforms haven’t passed Congress, but travelers may already be seeing some changes
April 17, 2023
Tickers
ABNB
MAR
SAVE
UAL
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UAL
MAR
ABNB
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