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home
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Apple Stock Is Still A Buy. Here’s Why.
January 08, 2024
Tickers
AAPL
BCS
MASI
Tags
AAPL
NASDAQ:AAPL,NASDAQ:MASI,NYSE:BCS
MASI
From
InvestorPlace
There's Uncertainty Around Apple's Patent Appeal For Watch, Masimo's Royalty Exposure Is Priced In - Analyst Downgrades
January 03, 2024
Tickers
AAPL
MASI
NEWS
Tags
Briefs
Large Cap
Health Care Equipment
From
Benzinga
Benzinga Bulls And Bears: Tesla, Apple, Microsoft, Plug Power And Analyst Sees Precursor To Dogecoin Rally
December 30, 2023
Tickers
AAPL
MASI
MSFT
PLUG
Tags
Short Ideas
$BTC
$ETH
From
Benzinga
Apple Is 'Working Desperately' To Overcome Watch Import Ban With Software Redesign, Aiming For January Launch Amid Patent-Infringement Case: Report
December 28, 2023
Tickers
AAPL
MASI
NEWS
TECH
Tags
Apple
White House
Market News
From
Benzinga
Joe Biden Vs. Apple Watch: White House Upholds Ban, Masimo CEO One Of President's 'Closest Friends'
December 28, 2023
Tickers
AAPL
MASI
NEWS
Tags
Joe Biden
Katherine Tai
Politics
From
Benzinga
S&P 500 Inches Higher, Small-Cap Rally Stalls, Bitcoin Sinks: What's Driving Markets Thursday?
December 28, 2023
Tickers
AAPL
AMD
BITCOMP
BTBT
Tags
USO
Economics
OIH
From
Benzinga
Apple’s Market Maneuvers: Is AAPL Stock a Smart Buy at $193?
December 28, 2023
Tickers
AAPL
BRK-A
BRK-B
MASI
Tags
BRK/B
Uncategorized
Market News
From
InvestorPlace
How A Late-Night Email To Tim Cook 10 Years Ago Possibly Triggered Masimo's Battle To Get Apple Watch Banned
December 28, 2023
Tickers
AAPL
MASI
NEWS
TECH
Tags
MASI
News
Apple Watch Ultra
From
Benzinga
US Stocks Pause, Gold Rises As Dollar, Treasury Yields Fall: What's Driving Markets Wednesday?
December 27, 2023
Tickers
AAPL
BTBT
BTC
COIN
Tags
MARA
TSLA
Stories That Matter
From
Benzinga
Apple Wins Temporary Reprieve in Watch Import Ban Over Masimo's Pulse Oximetry Patent Row
December 27, 2023
Tickers
AAPL
AMZN
BBY
COST
Tags
Legal
AI Generated
Large Cap
From
Benzinga
Apple Pauses Watch Sale Due to Technology Dispute. What Should You Do With the Stock?
December 27, 2023
Tickers
AAPL
MASI
Tags
Market News
Recent Press Releases
MASI
From
Motley Fool
Apple Appeals Against Smartwatch Sales Ban After White House Declines To Interfere
December 26, 2023
Tickers
AAPL
MASI
NEWS
TECH
Tags
Consumer Tech
Media
gadgets
From
Benzinga
Apple's $17B Smartwatch Business At Risk, Cutting-Edge AI Tech 'HUGS' And More: This Week In Appleverse
December 24, 2023
Tickers
AAPL
BBY
MASI
NEWS
Tags
TGT
Consumer Tech
masimo
From
Benzinga
'They Haven't Called': Masimo CEO Awaits Apple's Move In Watch Patent Infringement Dispute
December 20, 2023
Tickers
AAPL
MASI
TECH
Tags
masimo
Media
Consumer Tech
From
Benzinga
'They Haven't Called:' Masimo CEO Awaits Apple's Move In Watch Patent Infringement Dispute
December 20, 2023
Tickers
AAPL
MASI
TECH
Tags
Consumer Tech
Joe Kiani
Media
From
Benzinga
Biden Administration 'Tracking' Apple Watch Case — Could White House Veto The Ban?
December 19, 2023
Tickers
AAPL
MASI
TECH
Tags
Market News
Media
benzinga neuro
From
Benzinga
Apple Scrambles To Save $17B Smartwatch Business From Impending Ban: Report
December 18, 2023
Tickers
AAPL
MASI
TECH
Tags
Tech
Appleverse
Benzinga
From
Benzinga
Can Weight-Loss Drug Ozempic Tip The Scales For Tema's New Healthcare ETF?
November 21, 2023
Tickers
CANC
HRST
LLY
MASI
Tags
Benzinga
New ETFs
PFE
From
Benzinga
Wells Fargo Maintains Equal-Weight Rating for Masimo: Here's What You Need To Know
November 08, 2023
Tickers
MASI
Tags
Analyst Ratings
Market News
MASI
From
Benzinga
Robinhood, eBay, Upstart And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
November 08, 2023
Tickers
ARRY
BMBL
CDLX
CPNG
Tags
FLYW
EBAY
ARRY
From
Benzinga
Recap: Masimo Q3 Earnings
November 07, 2023
Tickers
MASI
Tags
BZI/Recaps
Market News
MASI
From
Benzinga
Big Tech Earnings, Results From a Couple of Financial Companies, and a Look at Spotify
November 05, 2023
Tickers
AMZN
GOOG
GOOGL
MA
Tags
MASI
MSFT
AMZN
From
Motley Fool
Masimo Might See Potential Royalty Windfall From ITC's Exclusion Order On Apple Watch: Analyst
October 27, 2023
Tickers
AAPL
MASI
Tags
Reiteration
Health Care
Health Care Equipment
From
Benzinga
Nasdaq, S&P 500 Eye Rebound While Bitcoin Edges Down: Amazon's Q3 Lifts Tech Stocks As Traders Eye Fed's Favorite Inflation Gauge
October 27, 2023
Tickers
AAPL
AMZN
AN
BITCOMP
Tags
ENPH
interest rate
Carson Group
From
Benzinga
Apple's Timepiece Trouble: Patent Dispute Puts Apple Watch Imports in Jeopardy
October 27, 2023
Tickers
AAPL
MASI
TECH
Tags
Media
masimo
Consumer Tech
From
Benzinga
10 Health Care Stocks Whale Activity In Today's Session
September 18, 2023
Tickers
ABBV
BDTX
BNTX
IMVT
Tags
BNTX
ABBV
BZI/AUOA
From
Benzinga
Disney's Lost Decade and Next Act
September 13, 2023
Tickers
ABNB
DIS
HSY
MASI
Tags
Market News
Recent Press Releases
ABNB
From
Motley Fool
What 7 Analyst Ratings Have To Say About Masimo
August 09, 2023
Tickers
MASI
Tags
Benzinga
BZI/AAR
MASI
From
Benzinga
Nasdaq Futures Rise As Focus Turns To Tesla, Netflix Q2 Prints: Analyst Says Earnings Need Some 'Heavy Lifting' For Sustained Rally
July 19, 2023
Tickers
AA
AAL
BAC
BKR
Tags
DFS
Earnings
Ryan Detrick
From
Benzinga
Nasdaq Gains Over 100 Points; Lockheed Martin Profit Tops Expectations
July 18, 2023
Tickers
BPTS
ICAD
LIXT
LMT
Tags
Earnings
Intraday Update
Commodities
From
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