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home
about us
Investment Approach
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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
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A Glimpse Into The Expert Outlook On Mosaic Through 4 Analysts
February 22, 2024
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Tags
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Health Care Becomes Most Overweighted Sector As Hedge Funds Crowd Into Magnificent 7
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February 14, 2024
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January 30, 2024
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Forecasting The Future: 4 Analyst Projections For Mosaic
January 24, 2024
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A Look Into Basic Materials Sector Value Stocks
December 29, 2023
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News
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December 20, 2023
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Overview Of Value Stocks In The Basic Materials Sector
November 17, 2023
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Monday.Com To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Tuesday
November 14, 2023
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What 6 Analyst Ratings Have To Say About Mosaic
November 14, 2023
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Tags
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Benzinga
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3 Growth Stocks Set to Dominate the Decade
November 14, 2023
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OSK
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Mosaic (MOS) Q3 2023 Earnings Call Transcript
November 08, 2023
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Mosaic: Q3 Earnings Insights
November 07, 2023
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November 06, 2023
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Reliance On Small Number Of Countries A Key Risk Driver For Phosphate Supply – Arianne Phosphate's Lac à Paul Project Could Be The Answer
November 02, 2023
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The Latest Analyst Ratings for Mosaic
October 23, 2023
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October 09, 2023
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October 04, 2023
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Analyst Ratings
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What 11 Analyst Ratings Have To Say About Mosaic
September 13, 2023
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Tuesday Is Your Last Chance To Buy Mosaic Before The Dividend Payout
September 01, 2023
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Want to diversify your stock-market investments away from top-heavy indexes? Here’s another easy way.
August 29, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For August 14, 2023
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August 14, 2023
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August 10, 2023
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Analyst Expectations for Mosaic's Future
August 08, 2023
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Benzinga
MOS
Analyst Ratings
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Mosaic (MOS) Q2 2023 Earnings Call Transcript
August 02, 2023
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Recent Press Releases
MOS
Market News
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Mosaic Q2 Highlights: 37% Revenue Decline, Lower Selling Prices, EPS Miss & More
August 02, 2023
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MOS
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Earnings Preview: Mosaic
July 31, 2023
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Market News
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