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Revenue Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
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Analyzing GO Bonds
Analyzing Revenue Bonds
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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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
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MARKET RESEARCH
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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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My 3 Favorite Stocks That Are Screaming Buys Right Now
November 02, 2023
Tickers
KO
MELI
SHOP
Tags
Recent Press Releases
KO
MELI
From
Motley Fool
MercadoLibre (MELI) Q3 2023 Earnings Call Transcript
November 02, 2023
Tickers
MELI
Tags
Recent Press Releases
MELI
Market News
From
Motley Fool
E-Commerce Stars: 3 Top Stock Picks in Online Retail
November 01, 2023
Tickers
BABA
MELI
SHOP
Tags
BABA
Stocks to Buy
SHOP
From
InvestorPlace
7 Very Overvalued Stocks to Sell in November
November 01, 2023
Tickers
CELH
MELI
PLTR
SHOP
Tags
CELH
MELI
SHOP
From
InvestorPlace
5 Incredible Stocks the Stock Market Is Overlooking
November 01, 2023
Tickers
COIN
F
GM
GOOG
Tags
TSLA
RIVN
GM
From
Motley Fool
7 A-Rated Stocks to Buy in Q4
October 31, 2023
Tickers
CELH
LLY
MELI
META
Tags
MELI
TJX
CELH
From
InvestorPlace
MercadoLibre's Earnings Outlook
October 31, 2023
Tickers
MELI
Tags
Benzinga
BZI/EP
Earnings
From
Benzinga
Cathie Wood's Ark Invest Scoops Up More Than $3M Worth Of SoFi Technologies Shares Amid Q3 Earnings Beat From Online Lender
October 30, 2023
Tickers
ARKF
ARKG
BEAM
DSY
Tags
SoFi Technologies
ARKF
Equities
From
Benzinga
7 Low-Risk Stock Picks to Double Your Money
October 30, 2023
Tickers
AMZN
DIS
LNTH
MELI
Tags
Market News
PFE
STNE
From
InvestorPlace
This Is What Whales Are Betting On MercadoLibre
October 30, 2023
Tickers
MELI
Tags
MELI
Options
Markets
From
Benzinga
7 Top-Rated Retail Stocks to Bet on This Holiday
October 30, 2023
Tickers
ANF
BBW
MELI
PDD
Tags
PDD
Market News
BBW
From
InvestorPlace
Nasdaq Bear Market: 3 Stocks to Buy on the Dip
October 25, 2023
Tickers
CRWD
MELI
WDAY
Tags
Market News
NASDAQ:WDAY, NASDAQ:MELI, NASDAQ:CRWD
CRWD
From
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3 Best International Stocks to Buy in 2023
October 25, 2023
Tickers
AMZN
BABA
BIDU
BIRK
Tags
Stocks to Buy
BABA
NASDAQ:BIDU,NASDAQ:MELI,NASDAQ:AMZN,NYSE:BIRK,NYSE:BABA
From
InvestorPlace
MercadoLibre Unusual Options Activity For October 24
October 24, 2023
Tickers
MELI
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Argentina Equities Show Mixed Action After Presidential Election Leaves Far-Right Candidate Gasping For Air
October 23, 2023
Tickers
AGRO
AMZN
ARGT
GGAL
Tags
MELI
Global
PAM
From
Benzinga
Charlie Munger Says the Money Is "in the Waiting." 3 Stocks Investors Should Buy and Forget.
October 21, 2023
Tickers
MELI
PLTR
SHOP
Tags
SHOP
MELI
Market News
From
Motley Fool
A Bull Market Could Be Here: 3 Reasons to Buy MercadoLibre Stock
October 20, 2023
Tickers
MELI
Tags
Market News
MELI
Recent Press Releases
From
Motley Fool
This Is What Whales Are Betting On MercadoLibre
October 17, 2023
Tickers
MELI
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
If You Invested $100 In This Stock 10 Years Ago, You Would Have $900 Today
October 16, 2023
Tickers
MELI
Tags
Benzinga
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Benzinga
3 Stocks I Want to Own for the Rest of My Life
October 16, 2023
Tickers
AAPL
ENB
MELI
Tags
ENB
Recent Press Releases
MELI
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3 Top Stocks to Buy for the Long Haul
October 15, 2023
Tickers
AAPL
DIS
MELI
Tags
Recent Press Releases
DIS
MELI
From
Motley Fool
2 Monster Growth Stocks I'd Buy With $2,000 Right Now and Hold Forever
October 14, 2023
Tickers
MELI
SNOW
Tags
MELI
Market News
SNOW
From
Motley Fool
Looking At MercadoLibre's Recent Unusual Options Activity
October 10, 2023
Tickers
MELI
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Down 37% From Its High, Is This Stock a Screaming Buy? Wall Street Thinks So.
October 10, 2023
Tickers
MELI
Tags
MELI
Market News
Recent Press Releases
From
Motley Fool
Mobile Payments Around the World
October 10, 2023
Tickers
AMZN
BABA
COST
GOOG
Tags
MELI
PYPL
VOD
From
Motley Fool
Join the Top 1% By Investing in These 7 Growth Stocks
October 09, 2023
Tickers
ADBE
AVGO
CELH
FTNT
Tags
NVDA
Market News
TSLA
From
InvestorPlace
3 Extraordinary Stocks to Buy and Hold Forever
October 09, 2023
Tickers
MELI
TSLA
TTD
Tags
Market News
MELI
Recent Press Releases
From
Motley Fool
MercadoLibre Stock: Buy, Sell, or Hold?
October 09, 2023
Tickers
MELI
Tags
Recent Press Releases
Market News
MELI
From
Motley Fool
Is MercadoLibre Stock a Buy Now?
October 07, 2023
Tickers
MELI
Tags
Recent Press Releases
Market News
MELI
From
Motley Fool
This Is What Whales Are Betting On MercadoLibre
October 06, 2023
Tickers
MELI
Tags
Options
Markets
MELI
From
Benzinga
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