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Advantages of Our Bid Wanted System
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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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MARA Holdings Options Trading: A Deep Dive into Market Sentiment
October 10, 2024
Tickers
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BZI/UOA
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Options
From
Benzinga
P/E Ratio Insights for MARA Holdings
October 09, 2024
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October 09, 2024
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Here's How Much You Would Have Made Owning MARA Holdings Stock In The Last 5 Years
October 08, 2024
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10 Information Technology Stocks With Whale Alerts In Today's Session
October 07, 2024
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Marathon Digital Shares Weekly Recap: Strong Bitcoin Production and Increased Hash Rate Drive 5% Stock Surge
October 04, 2024
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10 Information Technology Stocks Whale Activity In Today's Session
October 04, 2024
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Should You Forget Bitcoin and Buy Shiba Inu Instead?
October 04, 2024
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From
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10 Information Technology Stocks Whale Activity In Today's Session
October 03, 2024
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What's Going On With Bitcoin Mining Stock Marathon Digital Wednesday?
October 02, 2024
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Benzinga
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Bitcoin Plunges Below $62K As Iran Launches Missile Attack On Israel
October 01, 2024
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Looking At MARA Holdings's Recent Unusual Options Activity
October 01, 2024
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Bitcoin Miner Marathon Digital 'Inexplicably Expensive,' While Riot Platforms 'Cheap,' Says Analyst
October 01, 2024
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RIOT
TECH
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10 Information Technology Stocks With Whale Alerts In Today's Session
September 30, 2024
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From
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What's Going On With Bitcoin Mining Stocks Marathon Digital, Riot Platforms And CleanSpark?
September 30, 2024
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BITCOMP
CLSK
MARA
NEWS
Tags
Benzinga
Market News
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10 Information Technology Stocks Whale Activity In Today's Session
September 27, 2024
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September 26, 2024
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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $10,000 Today
September 26, 2024
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Tags
Benzinga
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Cipher Mining Shares Continue To Climb: What's Going On With Bitcoin Mining Stocks Wednesday?
September 25, 2024
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MARA Holdings's Options Frenzy: What You Need to Know
September 24, 2024
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Benzinga
5 Reasons Why Bitcoin Rallied 10% In 7 Days To $63K: Bernstein
September 23, 2024
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10 Information Technology Stocks With Whale Alerts In Today's Session
September 23, 2024
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AMD
DOCN
HPE
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Benzinga
AMD
From
Benzinga
Looking At MARA Holdings's Recent Unusual Options Activity
September 23, 2024
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BZI/UOA
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Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
September 18, 2024
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$100 Invested In This Stock 5 Years Ago Would Be Worth $900 Today
September 17, 2024
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Behind the Scenes of MARA Holdings's Latest Options Trends
September 16, 2024
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Markets
From
Benzinga
Why Riot Platforms, MARA Holdings, and MicroStrategy Are Rising This Week
September 12, 2024
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MSTR
RIOT
Tags
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MARA
From
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Bitcoin Miner CleanSpark Expands Mining Boundaries, Purchases Seven Facilities For $30M In Tennessee
September 11, 2024
Tickers
BITCOMP
CLSK
CORZ
MARA
Tags
CLSK
MARA
bitcoin
From
Benzinga
MARA Holdings's Options Frenzy: What You Need to Know
September 11, 2024
Tickers
MARA
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
September 10, 2024
Tickers
AMD
COMM
FIVN
MARA
Tags
AMD
MSTR
Benzinga
From
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