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Default Rates
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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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EVENTS
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Event Schedule
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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
Featured Quarterly Newsletter
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BlackRock says the market is misjudging these key risks. Here’s its advice on stocks and bonds.
December 08, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD10Y
AMZN
MMAT
From
MarketWatch
Why Prometheus Biosciences Shares Are Trading Higher By Over 184%? Here Are 55 Stocks Moving In Wednesday's Mid-Day Session
December 07, 2022
Tickers
ALVO
ANGH
ASO
BIVI
Tags
CDMO
UNIT
XFOR
From
Benzinga
Why Is TransCode Therapeutics (RNAZ) Stock Up 148% Today?
December 07, 2022
Tickers
AAPL
MMAT
RNAZ
SNY
Tags
RNAZ
NASDAQ:RNAZ,NASDAQ:SNY,NASDAQ:MMAT,NASDAQ:AAPL
MMAT
From
InvestorPlace
SNY Stock Alert: Why 1 Analyst Says Zantac Ruling Is ‘Best-Case Scenario’ for Drugmakers
December 07, 2022
Tickers
AAPL
MMAT
PINS
SNY
Tags
NASDAQ:SNY,NASDAQ:MMAT,NASDAQ:AAPL,NYSE:PINS
Today's Market
Market News
From
InvestorPlace
Why Is Meta Materials (MMAT) Stock Up 9% Today?
December 07, 2022
Tickers
MMAT
MMTLP
Tags
NASDAQ:MMAT,OTCMKTS:MMTLP
Market News
Today's Market
From
InvestorPlace
What's Going On With Meta Materials Stock Today?
December 07, 2022
Tickers
MMAT
MMTLP
Tags
Small Cap
Benzinga
why it's moving
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
December 07, 2022
Tickers
CIFR
CXM
IRNT
MDB
Tags
BZI/TFM
OTMO
Market News
From
Benzinga
Why iBio Shares Are Trading Lower By Around 48%; Here Are 23 Stocks Moving Premarket
December 07, 2022
Tickers
COSM
CTRM
DUO
EGIO
Tags
Pre/Market Outlook
TUYA
MMAT
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
December 07, 2022
Tickers
BOIL
BTB
COSM
DUO
Tags
WLDS
MDB
WORX
From
InvestorPlace
MongoDB And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
December 07, 2022
Tickers
EGIO
GHG
GWH
MDB
Tags
Penny Stocks
GHG
News
From
Benzinga
5 Investors Betting on Meta Materials (MMTLP) Preferred Stock
December 06, 2022
Tickers
BLK
MMAT
MMTLP
Tags
BLK
MMTLP
MMAT
From
InvestorPlace
President Biden Is Bringing Taiwan Semi (TSM) Stock a HUGE Catalyst
December 06, 2022
Tickers
GOSS
MMAT
TSM
VVNT
Tags
Today's Market
Market News
NYSE:TSM,NASDAQ:MMAT,NYSE:VVNT,NASDAQ:GOSS
From
InvestorPlace
10 Things to Know About the Upcoming Meta Materials (MMAT) Spinoff
December 02, 2022
Tickers
MMAT
MMTLP
Tags
NASDAQ:MMAT,OTCMKTS:MMTLP
Market News
Today's Market
From
InvestorPlace
Why Are Chinese EV Stocks NIO, LI, XPEV Up Today?
December 02, 2022
Tickers
BBWI
LI
MMAT
NIO
Tags
LI
MMAT
NIO
From
InvestorPlace
Why Are Chinese Stocks BABA, BILI, IQ Up Today?
December 02, 2022
Tickers
BABA
BBWI
BILI
IQ
Tags
MMAT
NYSE:BABA,NASDAQ:BILI,NASDAQ:IQ,NYSE:BBWI,NASDAQ:MMAT,NASDAQ:RIGL
RIGL
From
InvestorPlace
BBWI Stock Climbs as Bath & Body Works Candle Day Sale Kicks Off
December 02, 2022
Tickers
BBWI
MMAT
MULN
RIGL
Tags
Today's Market
BBWI
Market News
From
InvestorPlace
Dear MMAT Stock Fans, Mark Your Calendars for Dec. 12
December 02, 2022
Tickers
MMAT
MMTLP
Tags
MMAT
MMTLP
Market News
From
InvestorPlace
10 Information Technology Stocks With Whale Alerts In Today's Session
December 01, 2022
Tickers
AAPL
AMD
CRM
FIS
Tags
AAPL
Benzinga
Options
From
Benzinga
No, the Meta Materials Spin-Off Is NOT a Reason to Buy MMAT Stock.
December 01, 2022
Tickers
MMAT
Tags
Stocks to Sell
MMAT
NASDAQ:MMAT
From
InvestorPlace
10 Information Technology Stocks With Whale Alerts In Today's Session
November 29, 2022
Tickers
AAPL
AFRM
AMD
CRWD
Tags
AMD
CRWD
MSFT
From
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
November 25, 2022
Tickers
BRQS
BTOG
GDS
INDI
Tags
WULF
INDI
QUBT
From
Benzinga
Why Lufax Holding Shares Are Trading Lower By Over 11%; Here Are 21 Stocks Moving Premarket
November 25, 2022
Tickers
CFMS
CORZ
COSM
FOXO
Tags
Pre/Market Outlook
CFMS
MMAT
From
Benzinga
VEON, Rocket Lab And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
November 25, 2022
Tickers
EGIO
GOEV
MANU
MMAT
Tags
News
Market News
VEON
From
Benzinga
Why Coupa Software Shares Jumped Around 29%; Here Are 72 Biggest Movers From Wednesday
November 25, 2022
Tickers
ADSK
AENZ
ANGO
APYX
Tags
VGFC
OM
GMBL
From
Benzinga
Credit Suisse, Autodesk And Other Big Losers From Wednesday
November 25, 2022
Tickers
ADAP
ADSK
AENZ
ANGO
Tags
News
GRND
EBON
From
Benzinga
Why PagSeguro Digital Shares Are Trading Lower By 18%? Here Are 40 Stocks Moving In Wednesday's Mid-Day Session
November 23, 2022
Tickers
ADSK
ANGO
BIOL
COMS
Tags
CORZ
CVNA
TIGR
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
November 23, 2022
Tickers
ARBKL
BRQS
CORZ
IFBD
Tags
BRQS
BZI/TFM
MICT
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
November 22, 2022
Tickers
AEY
API
ARQQ
BTBT
Tags
RGTI
ARQQ
DAVE
From
Benzinga
Zoom Video, Agora And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
November 22, 2022
Tickers
API
GDYN
GOEV
MMAT
Tags
API
News
GDYN
From
Benzinga
The best-performing sector in 2022 is not finished crushing it, says Citi, offering three stocks to buy
November 22, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
HPQ
DXY
NQ00
From
MarketWatch
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