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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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MARA Stock Outlook: Marathon Digital’s Long-Term Bet on Bitcoin’s Rise
February 15, 2024
Tickers
BITCOMP
MARA
USD
USD-BITSTAMP
Tags
NASDAQ:MARA,BTC:USD
MARA
Market News
From
InvestorPlace
Bitcoin's $51K Move Puts Crypto Stocks Coinbase, Marathon, Riot Platforms On Investors' Radars — QuantumScape, Tesla Also Trend
February 14, 2024
Tickers
BITCOMP
COIN
MARA
NEWS
Tags
Riot Blockchain
Benzinga
News
From
Benzinga
Why Crypto Mining Stocks Jumped Today
February 14, 2024
Tickers
BTC
CLSK
HUT
IBIT
Tags
RIOT
BTC
MARA
From
Motley Fool
Stocks Rebound As Investor Focus Shifts To Earnings, Bitcoin Tops $1 Trillion Value: What's Driving Markets Wednesday?
February 14, 2024
Tickers
ABNB
AKAM
BITCOMP
COIN
Tags
QDEL
Mid Cap
$BTC
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
February 14, 2024
Tickers
AAPL
AMD
ARM
ENPH
Tags
Market News
MARA
IREN
From
Benzinga
Why Bitcoin Miners Marathon Digital, Riot Platforms Stock Are Up Today
February 14, 2024
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
Cryptocurrency
Markets
$BTC
From
Benzinga
Charles River Laboratories International Posts Upbeat Results, Joins Robinhood, Zillow, Tower Semiconductor And Other Big Stocks Moving Higher On Wednesday
February 14, 2024
Tickers
ALSN
ANGI
CEVA
CLSK
Tags
big gainers
KTOS
Small Cap
From
Benzinga
GMBL Stock Alert: What to Know as Esports Entertainment Preps to Delist
February 14, 2024
Tickers
GMBL
MARA
PLTR
QMCO
Tags
PLTR
Today's Market
MARA
From
InvestorPlace
HSBC Is Souring on Palantir (PLTR) Stock
February 14, 2024
Tickers
AZTR
MARA
PLTR
QMCO
Tags
Today's Market
PLTR
QMCO
From
InvestorPlace
The $1 Trillion Reason Marathon Digital (MARA) Stock Is Up Today
February 14, 2024
Tickers
BLK
IBIT
MARA
USD
Tags
Today's Market
MARA
IBIT
From
InvestorPlace
MARA Stock Outlook: How Marathon Digital Plans to Turn the Tide in 2024
February 14, 2024
Tickers
MARA
Tags
NASDAQ:MARA,CCC:BTC/USD
Market News
BTC/USD
From
InvestorPlace
$1000 Invested In Marathon Digital Holdings 5 Years Ago Would Be Worth This Much Today
February 13, 2024
Tickers
MARA
NEWS
Tags
Trading Ideas
Benzinga
News
From
Benzinga
Looking At Marathon Digital Holdings's Recent Unusual Options Activity
February 13, 2024
Tickers
MARA
Tags
Market News
Options
MARA
From
Benzinga
3 Speculative Stocks to Buy for a 50% Short-Squeeze Rally
February 13, 2024
Tickers
BLNK
MARA
PLUG
Tags
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Market News
BLNK
From
InvestorPlace
MARA Stock Outlook: Be a Crypto Champ With Marathon Digital
February 13, 2024
Tickers
BLK
MARA
Tags
NASDAQ:MARA,CCC:BTC/USD,NYSE:BLK
BTC/USD
Market News
From
InvestorPlace
MARA Stock Forecast: Bitcoin Boom Adds to Marathon Digital’s Potential
February 12, 2024
Tickers
BITCOMP
MARA
USD-BITSTAMP
Tags
bitcoin
MARA
Market News
From
InvestorPlace
10 Information Technology Stocks Whale Activity In Today's Session
February 12, 2024
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AAPL
AMD
ARM
CLSK
Tags
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CLSK
WULF
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Benzinga
What's Going On With Bitcoin Mining Stocks Marathon Digital, Riot Platforms And CleanSpark?
February 12, 2024
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
$BTC
Cryptocurrency
Market News
From
Benzinga
CymaBay Therapeutics, ContextLogic, Snap And Other Big Stocks Moving Higher On Monday
February 12, 2024
Tickers
ALLO
ARM
BTDR
CAN
Tags
WISH
RKLB
ALLO
From
Benzinga
Jack Dorsey Is Bullish on Bitcoin Mining. Should You Be Too?
February 12, 2024
Tickers
BITCOMP
MARA
RIOT
SQ
Tags
MARA
Recent Press Releases
Market News
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Motley Fool
3 Top Tech Stocks Under $20 per Share
February 11, 2024
Tickers
MARA
QS
UMC
Tags
MARA
QS
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
February 09, 2024
Tickers
AI
ARM
HCP
INTC
Tags
BZI/AUOA
PLTR
Options
From
Benzinga
Why Crypto-Mining Stocks Are Soaring This Week
February 09, 2024
Tickers
CLSK
MARA
RIOT
Tags
RIOT
CLSK
MARA
From
Motley Fool
Why Are Crypto Stocks Up Today?
February 09, 2024
Tickers
CLSK
COIN
MARA
MSTR
Tags
Market News
CLSK
Crypto & Blockchain
From
InvestorPlace
Why Is Next eGo (EGOX) Stock Up 116% Today?
February 09, 2024
Tickers
EGOX
MARA
Tags
Today's Market
NASDAQ:EGOX,NASDAQ:MARA
MARA
From
InvestorPlace
Betting on MARA Stock? Here’s Why Marathon Digital Might NOT Be Your Best Crypto Play.
February 09, 2024
Tickers
MARA
Tags
NASDAQ:MARA,CCC:BTC/USD
Market News
BTC/USD
From
InvestorPlace
MARA Stock Short-Squeezes Higher as Bitcoin Takes $45,000
February 08, 2024
Tickers
BITCOMP
GME
MARA
TSLA
Tags
NASDAQ:MARA,CCC:BTC/USD,NASDAQ:TSLA,NASDAQ:GME
Market News
Crypto & Blockchain
From
InvestorPlace
10 Information Technology Stocks With Whale Alerts In Today's Session
February 08, 2024
Tickers
AAPL
ARM
AVGO
CRWD
Tags
TSM
Options
SMCI
From
Benzinga
What's Going On With Marathon Digital And Riot Platforms Stock?
February 08, 2024
Tickers
MARA
NEWS
RIOT
Tags
Cryptocurrency
Market News
$BTC
From
Benzinga
Bitcoin Halving Prompts Record Miner Selling: Bitfinex Report
February 08, 2024
Tickers
BITCOMP
HUT
MARA
RIOT
Tags
$BTC
Cryptocurrency
bitcoin halving
From
Benzinga
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