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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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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(MCHP) - Analyzing Microchip Technology's Short Interest
June 30, 2023
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MCHP
Tags
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From
Benzinga
The 3 Most Undervalued Semiconductor Stocks to Buy Now
June 30, 2023
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Why PayPal, CrowdStrike, and 2 Semiconductor Stocks Are on My Watch List This Week
June 26, 2023
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Here's How Much You Would Have Made Owning Microchip Technology Stock In The Last 15 Years
June 22, 2023
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MCHP
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Forget Nvidia: A Winning Culture Makes This Chip Stock a Great Long-Term Buy
June 14, 2023
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ADI
MCHP
TXN
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MCHP
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Expert Ratings for Microchip Technology
June 13, 2023
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MCHP
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My Top 10 Stocks for June 2023
June 12, 2023
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AMAT
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3 Dividend-Paying Tech Stocks to Buy in June
June 09, 2023
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AIXXF
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Here's How Much $1000 Invested In Microchip Technology 15 Years Ago Would Be Worth Today
June 06, 2023
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MCHP
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Market News
Earnings
Dividends
From
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3 AI Chip Stocks Much Cheaper Than Nvidia
June 06, 2023
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MCHP
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MCHP
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Beyond Nvidia: 4 Chip Stocks Worth Your Attention
June 05, 2023
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MCHP
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Microchip Technology Unusual Options Activity
May 26, 2023
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MCHP
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Benzinga
Royal Caribbean Cruises And 2 Other Stocks Insiders Are Selling
May 25, 2023
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Is Microchip Technology the Semiconductor Champion to Own?
May 23, 2023
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Here's How Much You Would Have Made Owning Microchip Technology Stock In The Last 20 Years
May 22, 2023
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MCHP
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Looking At Microchip Technology's Recent Unusual Options Activity
May 18, 2023
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MCHP
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3 Must-Have Dividend Stocks to Buy in May
May 14, 2023
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Looking Into Microchip Technology's Recent Short Interest
May 12, 2023
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These 7 Chip Stocks Are on Fire After Posting Stellar Results
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AMD stock ends week higher as post-earnings loss erased by Microsoft AI hopes
May 05, 2023
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These Analysts Cut Price Targets On Microchip Technology Following Q4 Results
May 05, 2023
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Recap: Microchip Technology Q4 Earnings
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Here's How Much $100 Invested In Microchip Technology 10 Years Ago Would Be Worth Today
May 04, 2023
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$1000 Invested In Microchip Technology 15 Years Ago Would Be Worth This Much Today
April 26, 2023
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April 25, 2023
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Susquehanna Maintains Positive Rating for Microchip Technology: Here's What You Need To Know
April 25, 2023
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