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home
about us
Investment Approach
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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
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Medifast Reports Mixed Results, Joins Coursera, Chegg And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
April 30, 2024
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ADCT
CDE
CHGG
COUR
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ADCT
Market News
News
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Benzinga
MED Stock Earnings: Medifast Misses EPS, Beats Revenue for Q1 2024
April 29, 2024
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MED
Tags
NYSE:MED
Earnings Reports
MED
From
InvestorPlace
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April 29, 2024
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ALTM
CGEM
DAVE
Tags
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PACB
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Benzinga
How Is The Market Feeling About Medifast?
April 26, 2024
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MED
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Benzinga
(MED) - Analyzing Medifast's Short Interest
April 01, 2024
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MED
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MED
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Hey, Bottom Fishers! 3 Beaten Up Stocks to Buy for Short-Term Gains
March 07, 2024
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AAPL
ACI
LFMD
MED
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MED
NYSE:ACI,NYSE:MED,NASDAQ:AAPL,NASDAQ:LFMD
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Navigating Challenges and Investor Rewards: Nu Skin Enterprises Ensures Steady Distribution amidst Changing Profits
March 06, 2024
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MED
NUS
Tags
Dividends
BZI/DP
NUS
From
Benzinga
Why International Flavors & Fragrances Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
February 21, 2024
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AVGR
BFRI
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CYH
From
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February 21, 2024
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CRWD
CYH
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Recap: Medifast Q4 Earnings
February 20, 2024
Tickers
MED
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Market News
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Earnings Scheduled For February 20, 2024
February 20, 2024
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ADEA
AIP
ALE
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A Preview Of Medifast's Earnings
February 19, 2024
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BZI/EP
MED
Benzinga
From
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Overview Of Value Stocks In The Consumer Cyclical Sector
February 13, 2024
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EXPR
HMC
MED
NEWS
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MED
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Here's How Much You Would Have Made Owning Medifast Stock In The Last 15 Years
February 02, 2024
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December 18, 2023
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Why Despegar.com Shares Are Trading Higher By Over 16%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
December 13, 2023
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Why Is Wellness Company Medifast Stock Trading Lower Today?
December 13, 2023
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Pfizer Issues FY24 Forecast, Joins Target Hospitality, Southwest Airlines And Other Big Stocks Moving Lower On Wednesday
December 13, 2023
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MED
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LifeMD’s stock soars 13% as company and Medifast to create weight-management program that includes GLP-1 drugs
December 13, 2023
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NVO
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7 Doomed Dividend Stocks to Sell in December
November 27, 2023
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Earnings Scheduled For November 6, 2023
November 06, 2023
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November 03, 2023
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October 17, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2023
October 13, 2023
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ARQT
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September 22, 2023
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WBA
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Friday Is Your Last Chance To Buy Medifast Before The Dividend Payout
September 13, 2023
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MED
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Want $500 in Passive Income? 2 High-Dividend Stocks to Snap Up
August 21, 2023
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MED
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BTI
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Motley Fool
Electronic Arts, Tractor Supply And 2 Other Stocks Insiders Are Selling
August 17, 2023
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EA
MED
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USNA
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A Look Into Consumer Cyclical Sector Value Stocks
August 15, 2023
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CHS
DHI
MDC
MED
Tags
BZI/VS
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MDC
From
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Medifast's Earnings: A Preview
August 04, 2023
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MED
Tags
Benzinga
BZI/EP
MED
From
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