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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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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McKesson Buys Rx Savings Solutions For $875M
September 19, 2022
Tickers
MCK
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General
Benzinga
News
From
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Amazon, Target And 3 Other Stocks Insiders Are Selling
September 19, 2022
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MRNA
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MRNA
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3 Stocks to Add to Your Portfolio in a Market Pullback
September 15, 2022
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Market News
SHW
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3 Top Healthcare Stocks Defying the Bear Market
September 15, 2022
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MCK
VRTX
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MCK
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Where McKesson Stands With Analysts
September 12, 2022
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MCK
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BZI/AAR
Market News
Analyst Ratings
From
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Trump Ally Dr. Oz Hyped Unapproved 'Covid Cures' From Companies He Owns Shares Of
September 08, 2022
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MCK
SONY
TMO
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TMO
Mehmet Oz
From
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3 Stocks to Buy If They Take a Dip
September 08, 2022
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FSLR
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^GSPC
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FSLR
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This Stock Is Warren Buffett's Best 2022 Buy
August 28, 2022
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ALLY
BRK-A
BRK-B
C
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MCK
Market News
BRK/A
From
Motley Fool
Where McKesson Stands With Analysts
August 22, 2022
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MCK
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Market News
MCK
Analyst Ratings
From
Benzinga
Morgan Stanley Maintains Overweight Rating for McKesson: Here's What You Need To Know
August 22, 2022
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MCK
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Market News
MCK
Analyst Ratings
From
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Netflix Price Target Cut By This Analyst, Plus Morgan Stanley Predicts $403 For McKesson
August 22, 2022
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AXSM
BURL
COUP
DE
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AXSM
From
Benzinga
These Are the 16 Stocks Warren Buffett Has Bought in 2022
August 19, 2022
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ATVI
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MCK
ATVI
From
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Buffett and Berkshire added big to their bets on Ally, Occidental, Paramount and Activision. But these other 6 stocks also got a vote of confidence.
August 16, 2022
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ALLY
ATVI
BRK-B
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SPX
VOO
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From
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PYPL Up 51% Since July. Time To Buy?
August 16, 2022
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MCK
PYPL
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Trading Ideas
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From
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9 Stocks Warren Buffett Just Bought in the Second Quarter
August 16, 2022
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ALLY
ATVI
BRK-A
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ALLY
MKL
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August 15, 2022
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This Indestructible Buffett Stock Is Soaring, But Is It a Buy?
August 15, 2022
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MCK
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Apple Up 25% Since June: Is It Time to Buy?
August 12, 2022
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AAPL
MCK
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Markets
Trading Ideas
Education
From
Benzinga
10 defensive stocks that can also provide you with growth and dividends over the long term
August 10, 2022
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ABC
BMY
DGX
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IHF
LH
MRK
From
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This Lesser-Known Stock Has Moved 35% Since My Last Update, Here's What I'm Waiting For Next
August 09, 2022
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MCK
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Markets
Trading Ideas
Education
From
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Credit Suisse Lifts Price Targets For Drug Distributors After Solid Q2 Performance
August 08, 2022
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CVS
MCK
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General
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3 Warren Buffett Stocks to Buy That Have Soared 31% to 104% This Year
August 08, 2022
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BRK-A
BRK-B
CVX
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OXY
CVX
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From
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10 Health Care Stocks Whale Activity In Today's Session
August 05, 2022
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ABT
BIIB
BMY
EOLS
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BIIB
ILMN
ISRG
From
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What 6 Analyst Ratings Have To Say About McKesson
August 04, 2022
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MCK
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BZI/AAR
Analyst Ratings
MCK
From
Benzinga
Animal Spirits: Nasdaq Up 19% Off June Lows
August 04, 2022
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eBay To $59? Plus Goldman Sachs Predicts This PT For Costco Wholesale
August 04, 2022
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COST
DISH
EA
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3 Things Most Investors Don't Know About Warren Buffett's Investing Style
August 04, 2022
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AAPL
DVA
JNJ
LLY
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Recent Press Releases
MCK
LLY
From
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McKesson Boosts FY23 Outlook Backed By Strong Contribution From COVID-19 Drugs
August 04, 2022
Tickers
MCK
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Health Care Distributors
Market News
Large Cap
From
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McKesson (MCK) Q1 2023 Earnings Call Transcript
August 04, 2022
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MCK
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MCK
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
August 02, 2022
Tickers
MCK
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Benzinga
Market News
MCK
From
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