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about us
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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
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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
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(MARA) - Analyzing Marathon Digital Holdings's Short Interest
June 14, 2024
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MARA
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From
Benzinga
Bitcoin Market Remains Strong Despite Miner Troubles Says Analyst: 'Strong Demand Preventing Significant Price Declines'
June 14, 2024
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Benzinga
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10 Information Technology Stocks With Whale Alerts In Today's Session
June 13, 2024
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Bitcoin Made in America: What New Trump Push Could Mean for CLSK, MARA, RIOT
June 12, 2024
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MARA
RIOT
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Crypto & Blockchain
CLSK
From
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10 Information Technology Stocks Whale Activity In Today's Session
June 12, 2024
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AAPL
AMD
ARM
AVGO
Tags
TSM
AVGO
ENPH
From
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Wall Street Loves These Crypto Stocks: 7 to Buy Today
June 12, 2024
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BITO
COIN
HOOD
HUT
Tags
NASDAQ:MSTR,NYSEARCA:BITO,NASDAQ:MARA,NASDAQ:COIN,NASDAQ:RIOT,NASDAQ:HOOD,NASDAQ:HUT
HUT
MARA
From
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3 Stocks to Dump Now Before the Market Takes a Dive
June 11, 2024
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ARM
MARA
SMCI
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SMCI
ARM
Market News
From
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Bitcoin Mining Stocks Marathon Digital, Riot Platforms And CleanSpark Are Moving: What's Going On?
June 11, 2024
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BITCOMP
CLSK
MARA
NEWS
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$BTC
Cryptocurrency
News
From
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The 3 Best Crypto Stocks to Buy in June 2024
June 10, 2024
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CME
COIN
MARA
Tags
SCBBF
MARA
BTC/USD
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What's Going On With Bitcoin-Miner Marathon Digital's Stock?
June 10, 2024
Tickers
BITCOMP
MARA
NEWS
RIOT
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Kerrisdale Capital
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From
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Can Bitcoin Reach $83,000? Key Factors Needed For A Breakout: 10x Research
June 07, 2024
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BTDR
MARA
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$BTC
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From
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10 Information Technology Stocks Whale Activity In Today's Session
June 07, 2024
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AAPL
APP
CRM
MARA
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From
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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $9,700 Today
June 07, 2024
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NEWS
Tags
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Benzinga
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Crypto Picks and Shovels: 3 Bitcoin Mining Stocks to Dig Into Now
June 07, 2024
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BITCOMP
BITF
CLSK
MARA
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CLSK
Crypto & Blockchain
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Behind the Scenes of Marathon Digital Holdings's Latest Options Trends
June 06, 2024
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MARA
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The 3 Most Undervalued Tech Stocks to Buy in June 2024
June 06, 2024
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Stocks Dip Even With Traders Hopeful For September Rate Cut; Bonds Extend Rally, Oil Plummets: What's Driving Markets Tuesday?
June 04, 2024
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CCL
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NCLH
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This Is What Whales Are Betting On Marathon Digital Holdings
June 03, 2024
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MARA
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MARA
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Benzinga
Is It Time To Buy Bitcoin Mining Stocks?
May 31, 2024
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NEWS
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3 Meme Stocks That Could Be Millionaire-Makers: May Edition
May 31, 2024
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GME
MARA
NVAX
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NASDAQ:MARA,CCC:BTC/USD,NASDAQ:TLRY,NASDAQ:PLUG,NYSE:GME,NASDAQ:NVAX
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Unearthing Unknown Stocks: 3 Picks That Could Be the Next Big Thing
May 31, 2024
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AAPL
AMZN
ASTS
FLNC
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NVO
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Riot Platforms May Over Power Marathon Digital As Largest Publicly Traded Bitcoin Miner - Analyst Explains How
May 29, 2024
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BITCOMP
BITF
MARA
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10 Information Technology Stocks Whale Activity In Today's Session
May 28, 2024
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CRDO
CRM
DELL
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Options
CRM
From
Benzinga
Analyst Expectations For Marathon Digital Holdings's Future
May 28, 2024
Tickers
MARA
Tags
Benzinga
BZI/AAR
MARA
From
Benzinga
Why Marathon Digital Stock Is a Great Value Play for Bitcoin Believers
May 27, 2024
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BITCOMP
CLSK
MARA
RIOT
Tags
Market News
CLSK
BTC/USD
From
InvestorPlace
If You'd Invested $1,000 in Marathon Digital Holdings 5 Years Ago, Here's How Much You'd Have Today
May 24, 2024
Tickers
MARA
Tags
MARA
Recent Press Releases
Market News
From
Motley Fool
Marathon Digital Holdings +5% - What's Going On?
May 24, 2024
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MARA
NEWS
Tags
Markets
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Stories That Matter
From
Benzinga
What the Options Market Tells Us About Marathon Digital Holdings
May 22, 2024
Tickers
MARA
Tags
Benzinga
BZI/UOA
Markets
From
Benzinga
Here's How Much $1000 Invested In Marathon Digital Holdings 5 Years Ago Would Be Worth Today
May 21, 2024
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MARA
NEWS
Tags
MARA
BZI/POD
News
From
Benzinga
Crypto-Related Stocks Are Trading Up To 4% Higher Premarket As Ethereum Gains 22% Amid Rising ETF Approval Odds
May 21, 2024
Tickers
COIN
MARA
NEWS
RIOT
Tags
Market News
Stories That Matter
Pre/Market Outlook
From
Benzinga
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