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Yield Difference
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TSL’s Turnkey Operation Platform
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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
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Why Marriott Shares Are Rising
October 01, 2021
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MAR
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Benzinga
MAR
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Third-quarter earnings were fantastic — until you peek below the surface
September 30, 2021
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Luxury from Argentina to Las Vegas
September 28, 2021
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September 28, 2021
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September 28, 2021
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Will Business Travel Make a Comeback?
September 27, 2021
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Market News
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A guide to travel rewards for not-so-frequent flyers and the budget-minded
September 27, 2021
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Moderna And Nvidia Lead The Nasdaq-100
September 23, 2021
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September 21, 2021
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Marriott Signs Deal To Debut W Hotel In Tuscany
September 20, 2021
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September 17, 2021
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Market News
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Companies say they want to close the gender-pay gap. So why are they trying to block relevant disclosures to investors?
September 15, 2021
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New Hotel Development Offering With 31.6% Target Return
September 14, 2021
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Market News
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Moderna, Adobe Lead The Nasdaq-100 Lower
September 13, 2021
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2 Growth Stocks That Could Double Your Money in 5 Years
September 04, 2021
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Moderna And Nvidia Lead The Nasdaq-100
September 03, 2021
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Marriott Intl's Debt Insights
August 20, 2021
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Earnings Roundup: Etsy, Wayfair, and Booking Holdings
August 18, 2021
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MAR
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Should You Buy Airbnb Stock Right Now?
August 18, 2021
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Market News
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Unusual Options Activity Insight: Marriott Intl
August 13, 2021
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MAR
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Benzinga
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From
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Gaucho Holdings Invests in Provincial Luxury Experiences in Bid to Lead Argentina's Post-COVID Tourism Boom
August 11, 2021
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MAR
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MAR
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HotelPlanner, Reservations.com To Merge And Go Public In SPAC Deal: WSJ
August 10, 2021
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Moderna And Netease Gain In A Mixed Day For The Markets
August 09, 2021
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Understanding Marriott Intl's Unusual Options Activity
August 09, 2021
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Not Quite Full-Speed Ahead? Solid Earnings, But Still Awaiting End-Of-Week Jobs Report
August 04, 2021
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Marriott International, inc (MAR) Q2 2021 Earnings Call Transcript
August 03, 2021
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MAR
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Market News
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Unusual Options Activity Insight: Marriott Intl
August 03, 2021
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Another Big Earnings Week Ahead
August 03, 2021
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Marriott International Posts Mixed Q2 Results, Expects Material Impact Due To COVID-19
August 03, 2021
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MAR
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JPMorgan’s Kolanovic pinpoints the moment to start investing in this ravaged asset class again
August 03, 2021
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