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What We Buy Currently
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Yield Difference
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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
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home
about us
Investment Approach
Client Service Approach
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
Featured Quarterly Newsletter
Featured Articles
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Why Toast (TOST) Stock Is Trading Higher After Marriott News
June 12, 2023
Tickers
MAR
TOST
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TOST
News
MAR
From
Benzinga
$1000 Invested In This Stock 15 Years Ago Would Be Worth $6,100 Today
June 06, 2023
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MAR
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Benzinga
BZI/POD
MAR
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Marriott Pens Deal To Debut Its Aloft Brand In Singapore
June 06, 2023
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MAR
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Large Cap
Briefs
Benzinga
From
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Apple's Upcoming VR Headset Marks Significant New Product Debut In Almost 10 Years, Regulators Want Tighter Capital Requirements For Large US Banks, Software Configuration Error at Grail Causes Cancer
June 05, 2023
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AAPL
BBBYQ
CMCSA
CS
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Benzinga
Consumer Discretionary
From
Benzinga
Affordable $80 Per Night Extended Stay Lodging - Marriott Plans New Offering In US & Canada
June 05, 2023
Tickers
MAR
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General
Benzinga
Briefs
From
Benzinga
As Summer Arrives, Eye Travel Stocks in JRNY
June 02, 2023
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MAR
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From
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3 Dividend Stocks That Are Raising Their Payouts
June 01, 2023
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AAON
ENOV
ESAB
MAR
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From
InvestorPlace
3 Sizzling Growth Stocks to Buy for 2023’s Second Half
May 31, 2023
Tickers
BKNG
BSX
MAR
SWAV
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Market News
MAR
NASDAQ:MAR,NASDAQ:SWAV,NYSE:BSX,NASDAQ:BKNG
From
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7 Hot Stocks to Buy to Make Your Portfolio Sizzle This Summer
May 30, 2023
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NASDAQ:ABNB,NASDAQ:BKNG,NYSE:CMG,NASDAQ:AAPL,NYSE:F,NASDAQ:TSLA,NYSE:CCL,NASDAQ:MAR
MAR
From
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20 S&P 500 companies that had the best Q1 on 3 key measures — should you buy the stocks?
May 23, 2023
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ALB
ALK
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From
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Here's How Much You Would Have Made Owning Marriott Intl Stock In The Last 10 Years
May 22, 2023
Tickers
MAR
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Dividends
Market News
MAR
From
Benzinga
Marriott Intl: Dividend Insights
May 22, 2023
Tickers
MAR
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Market News
MAR
Dividends
From
Benzinga
A Look Into Marriott Intl's Debt
May 18, 2023
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MAR
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News
BZI/Debt
Intraday Update
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Benzinga
(MAR) - Analyzing Marriott Intl's Short Interest
May 12, 2023
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MAR
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Trading Ideas
MAR
From
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How Apple Pleased Investors
May 12, 2023
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ATVI
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Market News
JNJ
From
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Marriott Intl Unusual Options Activity
May 10, 2023
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MAR
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BZI/UOA
Benzinga
From
Benzinga
3 Travel Stocks Set to Profit This Summer
May 05, 2023
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MAR
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Stocks to Buy
MAR
From
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$100 Invested In Marriott Intl 10 Years Ago Would Be Worth This Much Today
May 04, 2023
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MAR
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News
Dividends
From
Benzinga
The Latest Analyst Ratings for Marriott Intl
May 04, 2023
Tickers
MAR
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Market News
Analyst Ratings
From
Benzinga
TD Cowen Maintains Outperform Rating for Marriott Intl: Here's What You Need To Know
May 03, 2023
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MAR
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MAR
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 3, 2023
May 03, 2023
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AMD
BZ
CCOI
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From
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Marriott International Gets Price Target Hikes By Analysts Following Upbeat Q1 Results
May 03, 2023
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MAR
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MAR
Hotels, Resorts & Cruise Lines
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AMD To Rally Around 32%? Here Are 10 Other Analyst Forecasts For Wednesday
May 03, 2023
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7 Meme Stocks That Investors Can Actually Trust
May 02, 2023
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MAR
From
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Marriott Intl Unusual Options Activity For May 02
May 02, 2023
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Benzinga
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Marriott Posts Q1 Earnings Above Street View; Raises FY23 Guidance
May 02, 2023
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From
Benzinga
Pfizer, Ford And 3 Stocks To Watch Heading Into Tuesday
May 02, 2023
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AMD
F
MAR
PFE
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Market News
F
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
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Pre/Market Outlook
FRC
Earnings
From
Benzinga
Hotel-housekeeping jobs have fallen by 102,000 during the pandemic. What happened?
May 01, 2023
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H
HLT
MAR
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H
MAR
From
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
May 01, 2023
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From
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