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What We Buy Currently
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Advantages of Our Bid Wanted System
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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
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Market Analysis Summary
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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
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Where Will McCormick Stock Be in 3 Years?
January 12, 2023
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Recent Press Releases
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Is McCormick Stock a Buy?
January 12, 2023
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These 15 Dividend Aristocrat stocks have been the best income builders
January 09, 2023
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Is a Raise Enough to Make This Dividend Stock a Buy?
January 02, 2023
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McCormick Is Down 20% From Its High. Time to Buy?
December 22, 2022
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3 Top Stocks to Buy if There Is a Market Pullback
December 18, 2022
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December 15, 2022
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The Smartest Dividend Aristocrats to Buy With $500 Right Now
November 19, 2022
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2 Dividend Stocks That Will Pay You for Life
November 09, 2022
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November 08, 2022
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Investors: Expect Dividend Hikes From These 3 Stocks Before Year-End
November 06, 2022
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Down 24%-45%, 2 Dividend Stocks Worth Buying Right Now
November 06, 2022
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Now's a Good Time to Buy Stocks
November 05, 2022
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November 03, 2022
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Here's a Spicy Stock Pick for Dividend Growth Investors
October 21, 2022
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October 20, 2022
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These 27 stocks can give you a more diversified portfolio than the S&P 500 — and that’s a key advantage right now
October 19, 2022
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October 15, 2022
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Why McCormick Stock Still Looks Appetizing
October 13, 2022
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Here are the companies and sectors that are most vulnerable to the strong dollar this earnings season
October 12, 2022
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October 12, 2022
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Is McCormick Stock Benefiting From 'Seller Exhaustion' After Q3 Earnings? PreMarket Prep Breaks It Down
October 07, 2022
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Too Hot: Jobs Growth Near Estimates, But Still Too Strong for the Market's Liking
October 07, 2022
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McCormick & Co's Return on Invested Capital Insights
October 07, 2022
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2 Simple Stocks to Buy With $3,000 Right Now
October 07, 2022
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October 07, 2022
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McCormick (MKC) Q3 2022 Earnings Call Transcript
October 06, 2022
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McCormick Reports Q3 Earnings Below Estimates; Reaffirms FY22 Outlook
October 06, 2022
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Recap: McCormick & Co Q3 Earnings
October 06, 2022
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Fear & Greed Index Remains In 'Fear' Zone Ahead Of Friday's Jobs Report
October 06, 2022
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MKC
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