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Investment Approach
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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
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MercadoLibre Unusual Options Activity For October 03
October 03, 2023
Tickers
MELI
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Options
MELI
Markets
From
Benzinga
Here's How Much You Would Have Made Owning MercadoLibre Stock In The Last 10 Years
October 02, 2023
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3 No-Brainer Stocks to Buy in October
October 02, 2023
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CRWD
From
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3 Stocks That Could Soar in the Near Future
September 30, 2023
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DDOG
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You Don't Have to Pick a Winner in Fintech Stocks. Here's Why.
September 30, 2023
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AFRM
ARKF
AXP
GOOG
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NU
MELI
PYPL
From
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Don't Wait for a Market Crash: These 2 Top Stocks Are On Sale
September 30, 2023
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AMZN
MELI
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AMZN
MELI
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2 Reasons MercadoLibre Is the Stock to Watch Now
September 29, 2023
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MELI
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Don’t Miss the Boom: 3 E-Commerce Stocks Set to Explode Higher
September 28, 2023
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AMZN
CPNG
MELI
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NASDAQ:AMZN,NASDAQ:MELI,NYSE:CPNG
MELI
From
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Looking At MercadoLibre's Recent Unusual Options Activity
September 26, 2023
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MELI
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Benzinga
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BZI/UOA
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Benzinga
7 Growth Stocks to Buy as Fed Maintains Status Quo
September 26, 2023
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ARCO
CMG
CRM
MELI
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PLNT
MELI
NYSE:ARCO,NYSE:PLNT,NASDAQ:NVDA,NASDAQ:TSLA,NYSE:CRM,NASDAQ:MELI,NASDAQ:WING,NYSE:CMG
From
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Stock Split Watch: 1 Magnificent Growth Stock Up 928% in 10 Years to Buy Now and Hold Forever
September 26, 2023
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MELI
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3 Growth Stocks That Can Thrive Despite Higher Interest Rates
September 25, 2023
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ARKK
GOOG
GOOGL
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3 Top Tech Stocks That Could Help Make You Rich by Retirement
September 24, 2023
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3 E-Commerce Stocks You Can Buy and Hold for the Next Decade
September 24, 2023
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AMZN
MELI
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This Is What Whales Are Betting On MercadoLibre
September 22, 2023
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Benzinga
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MercadoLibre Stock Up 51%: 2 Reasons to Buy and 1 Reason for Caution
September 22, 2023
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What's Going On With MercadoLibre Stock?
September 21, 2023
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Crypto May Be in Trouble, but This One Token Is Gaining Traction
September 21, 2023
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The Best Stocks to Invest $1,000 in Right Now
September 21, 2023
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MELI
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3 Reasons to Buy This Top Growth Stock
September 20, 2023
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3 Growth Stocks That Should Be on Every Investor’s Radar This Fall
September 19, 2023
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RBLX
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3 Fintech Stocks That Should Be on Every Investor’s Radar This Fall
September 19, 2023
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AMZN
EBAY
INTU
MELI
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From
InvestorPlace
MercadoLibre Unusual Options Activity For September 18
September 18, 2023
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MELI
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Options
Markets
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Benzinga
Stock Split Watch: 3 Supercharged Growth Stocks That Could Split Their Shares in 2023
September 18, 2023
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BKNG
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3 Companies That Could Benefit From a Stock Split
September 17, 2023
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MELI
NVDA
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MercadoLibre's Revenue Growth Is Slowing. Is the Stock Still a Buy?
September 17, 2023
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Stock Split Watch: 2 Monster Growth Stocks Up 230% and 337% in 5 Years to Buy Now and Hold Forever
September 16, 2023
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HUBS
MELI
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2 Top Growth Stocks to Buy Right Now and Hold for the Long Term
September 16, 2023
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MA
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MA
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2 Growth Stocks That Are Screaming Buys Right Now
September 15, 2023
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AMZN
GPS
JWN
MELI
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URBN
RVLV
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The 'Amazon of Latin America' May Also Be the Market's Best-Kept Secret
September 15, 2023
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