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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
MARKET RESEARCH
Featured Quarterly Newsletter
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MARA Stock Analysis: Why Marathon Digital May Be a Better Bitcoin Bet
February 23, 2024
Tickers
BITCOMP
MARA
USD-BITSTAMP
Tags
NASDAQ:MARA,CCC:BTC/USD
bitcoin
Market News
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10 Information Technology Stocks Whale Activity In Today's Session
February 22, 2024
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February 21, 2024
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February 21, 2024
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MARA Stock Analysis: Buy Marathon Digital Before Bitcoin’s Next Halving Event?
February 21, 2024
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MARA
USD-BITSTAMP
Tags
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10 Information Technology Stocks With Whale Alerts In Today's Session
February 20, 2024
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AAPL
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Bitcoin Mining Stocks Marathon Digital, Riot Platforms And CleanSpark Are Rising: What's Going On?
February 20, 2024
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
News
CLSK
MARA
From
Benzinga
MARA Stock Outlook: The Future Looks Even Brighter as Bitcoin Prices Soar
February 19, 2024
Tickers
BITCOMP
MARA
USD-BITSTAMP
Tags
BTC/USD
MARA
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From
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Better Bitcoin Mining Stock: Riot or Marathon?
February 19, 2024
Tickers
BITCOMP
MARA
RIOT
USD-BITSTAMP
Tags
Recent Press Releases
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MARA
From
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Bitcoin Surges Past $50,000: Will It Pass $60,000 Before the Summer?
February 18, 2024
Tickers
BITCOMP
BLK
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Tags
MARA
USDT
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From
Motley Fool
Will Bitcoin Mining Stocks Crash After the Next Halving Event? Here's What Happened Last Time
February 17, 2024
Tickers
BITCOMP
BTC
MARA
USD-BITSTAMP
Tags
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Market News
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Why Marathon Digital Stock Is Jumping This Week
February 16, 2024
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February 16, 2024
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Jim Cramer Toasts Anheuser-Busch And Molson Coors, But Recommends Buying This Beer Stock
February 15, 2024
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FWRG
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Bitcoin Is Worth a Trillion Dollars Again. Here Are 4 Different Ways to Invest in the Largest Cryptocurrency.
February 15, 2024
Tickers
ARKB
BITCOMP
BTC
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Tags
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MARA
MSTR
From
Motley Fool
MARA Stock Outlook: Marathon Digital’s Long-Term Bet on Bitcoin’s Rise
February 15, 2024
Tickers
BITCOMP
MARA
USD
USD-BITSTAMP
Tags
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Market News
NASDAQ:MARA,BTC:USD
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Bitcoin's $51K Move Puts Crypto Stocks Coinbase, Marathon, Riot Platforms On Investors' Radars — QuantumScape, Tesla Also Trend
February 14, 2024
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COIN
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Tags
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Why Crypto Mining Stocks Jumped Today
February 14, 2024
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February 14, 2024
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ENPH
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Why Bitcoin Miners Marathon Digital, Riot Platforms Stock Are Up Today
February 14, 2024
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
MARA
RIOT
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Benzinga
Charles River Laboratories International Posts Upbeat Results, Joins Robinhood, Zillow, Tower Semiconductor And Other Big Stocks Moving Higher On Wednesday
February 14, 2024
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GMBL Stock Alert: What to Know as Esports Entertainment Preps to Delist
February 14, 2024
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HSBC Is Souring on Palantir (PLTR) Stock
February 14, 2024
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NYSE:PLTR,NASDAQ:MARA,NASDAQ:QMCO,NYSEMKT:AZTR
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The $1 Trillion Reason Marathon Digital (MARA) Stock Is Up Today
February 14, 2024
Tickers
BLK
IBIT
MARA
USD
Tags
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BLK
IBIT
From
InvestorPlace
MARA Stock Outlook: How Marathon Digital Plans to Turn the Tide in 2024
February 14, 2024
Tickers
MARA
Tags
MARA
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
MARA
News
From
Benzinga
Looking At Marathon Digital Holdings's Recent Unusual Options Activity
February 13, 2024
Tickers
MARA
Tags
Market News
Benzinga
Markets
From
Benzinga
3 Speculative Stocks to Buy for a 50% Short-Squeeze Rally
February 13, 2024
Tickers
BLNK
MARA
PLUG
Tags
Market News
PLUG
MARA
From
InvestorPlace
MARA Stock Outlook: Be a Crypto Champ With Marathon Digital
February 13, 2024
Tickers
BLK
MARA
Tags
Market News
MARA
BTC/USD
From
InvestorPlace
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