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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Form CRS
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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
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
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Earnings Scheduled For February 26, 2025
February 26, 2025
Tickers
A
AAOI
AAP
ABEV
Tags
RRGB
ACAD
EXE
From
Benzinga
What's Going On With Strategy Shares Tuesday?
February 25, 2025
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HUT
IREN
MARA
MSTR
Tags
Benzinga
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From
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MARA Holdings's Options: A Look at What the Big Money is Thinking
February 19, 2025
Tickers
MARA
Tags
Market News
Options
MARA
From
Benzinga
US Commerce Secretary Howard Lutnick's Cantor Fitzgerald Increases Bitcoin Exposure Via ETFs, MSTR, MARA; Adds Chinese Firms Like BABA, Baidu, JD In Q4
February 19, 2025
Tickers
BABA
BIDU
BITB
BITCOMP
Tags
COIN
JD
Michael Saylor
From
Benzinga
Better Bitcoin Stock: Strategy vs. MARA Holdings
February 19, 2025
Tickers
BITCOMP
BTC
MARA
MSTR
Tags
BTC
bitcoin
Recent Press Releases
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
February 14, 2025
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ALAB
AMD
AUR
AVGO
Tags
AUR
BZI/AUOA
AMD
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
February 13, 2025
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AAPL
APP
ARM
DDOG
Tags
SMCI
INTC
Benzinga
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
February 12, 2025
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IBM
INTC
MARA
MSTR
Tags
NVDA
MARA
RGTI
From
Benzinga
(MARA) - Analyzing MARA Holdings's Short Interest
February 10, 2025
Tickers
MARA
Tags
Benzinga
Short Sellers
Trading Ideas
From
Benzinga
Decoding MARA Holdings's Options Activity: What's the Big Picture?
February 10, 2025
Tickers
MARA
Tags
Markets
Benzinga
MARA
From
Benzinga
Bitcoin Could Surge To $200,000 By Year-End, Says Marathon Digital CEO: Scarcity, US Plans For Strategic BTC Reserve Could Aid Growth
February 08, 2025
Tickers
BITCOMP
BTC
MARA
NEWS
Tags
Markets
BTC
Fred Thiel
From
Benzinga
Meet Wall Street's Most Unusual Bitcoin Stock: A Coal Producer Sporting an Eye-Popping 10% Yield
February 06, 2025
Tickers
ARLP
BITCOMP
BTC
HUT
Tags
MSTR
Market News
RIOT
From
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Spotlight on MARA Holdings: Analyzing the Surge in Options Activity
February 04, 2025
Tickers
MARA
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
What's Going On With Bitcoin Mining Stocks Tuesday?
February 04, 2025
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BITCOMP
CLSK
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NEWS
Tags
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From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
February 03, 2025
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AAPL
AMD
MARA
MCHP
Tags
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From
Benzinga
Shares Of Bitcoin Miner MARA Holdings Are Falling Monday: What's Going On?
February 03, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
bitcoin
why it's moving
Benzinga
From
Benzinga
3 Stocks That Have Turned $5,000 Into More Than $48,000 in 5 Years
February 01, 2025
Tickers
CELH
MARA
SMCI
Tags
SMCI
MARA
CELH
From
Motley Fool
If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today
January 29, 2025
Tickers
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NEWS
Tags
News
MARA
Market News
From
Benzinga
Crypto-Linked Stocks Are Falling Today: What's Going On?
January 27, 2025
Tickers
AI
BTC
COIN
MARA
Tags
why it's moving
Benzinga
DeepSeek
From
Benzinga
Here's How Much $1000 Invested In MARA Holdings 5 Years Ago Would Be Worth Today
January 27, 2025
Tickers
MARA
NEWS
Tags
Market News
MARA
News
From
Benzinga
MARA Holdings Unusual Options Activity For January 27
January 27, 2025
Tickers
MARA
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
January 24, 2025
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AAPL
BTDR
CLSK
CORZ
Tags
CLSK
NVDA
MARA
From
Benzinga
MicroStrategy Devotee Semler Scientific Doubles Down On Bitcoin Buys
January 24, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
SMLR
bitcoin
Stories That Matter
From
Benzinga
This Is What Whales Are Betting On MARA Holdings
January 24, 2025
Tickers
MARA
Tags
Market News
Options
MARA
From
Benzinga
Options Corner: Why Paying For Extra Coverage Makes Sense For MARA Holdings
January 23, 2025
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MARA
RIOT
Tags
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Expert Ideas
RIOT
From
Benzinga
Peering Into MARA Holdings's Recent Short Interest
January 23, 2025
Tickers
MARA
Tags
MARA
Market News
BZI/SHORTHIST
From
Benzinga
Bitcoin Miners Helped Texas Avoid $18 Billion Energy Costs: Report
January 22, 2025
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
WGMI
texas
Markets
From
Benzinga
US Bitcoin Miners Boost Mining Capacity, Capture 30% Of Global Hash Rate — MARA Holdings Sees Sharp Jump In BTC Balance
January 21, 2025
Tickers
BITCOMP
MARA
NEWS
RIOT
Tags
Benzinga
bitcoin
HODL Balance
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
January 21, 2025
Tickers
AAPL
AVGO
CLSK
LAES
Tags
MSTR
RGTI
LAES
From
Benzinga
MicroStrategy Buys 11,000 Bitcoin, Total Holdings Reach 461,000 BTC
January 21, 2025
Tickers
BITCOMP
COIN
HUT
MARA
Tags
bitcoin
Stories That Matter
Benzinga
From
Benzinga
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