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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
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
MARKET RESEARCH
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Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now.
January 01, 2024
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December 28, 2023
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December 28, 2023
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December 28, 2023
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AMAT
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Benzinga
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1 Stock That Could Be Worth More Than Amazon by 2039
December 28, 2023
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MELI
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2024’s Rising Stars: 3 Top Emerging Market Stocks Poised for Growth
December 27, 2023
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MELI
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Meta To Rally Over 18%? Here Are 10 Top Analyst Forecasts For Wednesday
December 27, 2023
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The Big Leap: 3 Long-Term Growth Stocks to Turn $50k to $1M
December 27, 2023
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MELI
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3 Monster Stocks to Buy Without Any Hesitation
December 27, 2023
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Want $1 Million in Retirement? Invest $300,000 in These 3 Stocks and Wait a Decade
December 26, 2023
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3 Fintech Stocks You’ll Regret Not Buying Soon: December Edition
December 24, 2023
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2 Sizzling Hot Stocks to Buy Right Now
December 21, 2023
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December 20, 2023
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MELI
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December 20, 2023
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APTV
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December 19, 2023
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(MELI) - Analyzing MercadoLibre's Short Interest
December 19, 2023
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Here's How Much $1000 Invested In MercadoLibre 15 Years Ago Would Be Worth Today
December 18, 2023
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The 3 Most Undervalued Fintech Stocks to Buy in December
December 18, 2023
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Headed Into 2024, These 5 Stocks Make Up 40% of My Retirement Portfolio. Here's Why I Don't Plan to Change a Thing.
December 17, 2023
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My Top 10 Stocks to Buy in 2023 Beat the Market by 160%. Should You Buy Them for 2024?
December 16, 2023
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ABNB
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AXP
BROS
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Here Are My Top 10 Stocks for 2024
December 16, 2023
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ADBE
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PYPL
MELI
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99% Of Financial Services Companies Pursued Crypto Projects In 2023: Paxos
December 15, 2023
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IBKR
MA
MELI
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Next-Generation Retail: 7 Stocks Innovating in E-Commerce
December 15, 2023
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GOOG
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‘Smidcap’ companies are becoming a big deal. Here’s a look at some of the best.
December 14, 2023
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KVYO
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LBFIX
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2 Stocks That Will Make You Richer in 2024
December 14, 2023
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TWLO
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1 Top Cryptocurrency to Buy Before It Soars 3,400%, According to Cathie Wood's Ark Invest
December 14, 2023
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Decoding MercadoLibre's Options Activity: What's the Big Picture?
December 12, 2023
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Here Are My 5 Largest Stock Positions Heading Into 2024
December 12, 2023
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BRK-B
DFH
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Argentina's New President Javier Milei Sets Bold Economic Agenda: 'There Is A Light At The End Of The Tunnel'
December 11, 2023
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ARGT
EDN
MELI
TEO
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javier milei
Benzinga
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Got $1,000? Here's 1 E-Commerce Stock to Buy in December. Hint: It's Not Amazon.
December 09, 2023
Tickers
MELI
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Recent Press Releases
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MELI
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