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What We Buy Currently
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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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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Expert Ratings For Mosaic
September 24, 2024
Tickers
MOS
Tags
MOS
Benzinga
Market News
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2 Railway Strikes, 3 US Sectors In Trouble: $277B In Goods At Stake As Canadian Unions Call For New Contracts
August 22, 2024
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CNI
CP
F
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Expert Outlook: Mosaic Through The Eyes Of 6 Analysts
August 16, 2024
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Analyst Ratings
Benzinga
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Box, Wynn Resorts And 2 Other Stocks Insiders Are Selling
August 14, 2024
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MOS
MTB
NEWS
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Mosaic (MOS) Q2 2024 Earnings Call Transcript
August 07, 2024
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Market News
MOS
From
Motley Fool
MOS Stock Earnings: Mosaic Misses EPS, Misses Revenue for Q2 2024
August 06, 2024
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NYSE:MOS
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3 Precision Agriculture Stocks Harvesting Big Data
July 18, 2024
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DE
MOS
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DE
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What Analysts Are Saying About Mosaic Stock
July 15, 2024
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MOS
Market News
Benzinga
From
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Better at Half the Price? 3 Stocks at 52-Week Lows to Buy Now
June 16, 2024
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BF-A
BF-B
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What Analysts Are Saying About Mosaic Stock
June 11, 2024
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MOS
Benzinga
Market News
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Harvesting Gains: 3 Agriculture Stocks to Buy Before They Sprout
June 07, 2024
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GLNCY
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May’s Markdowns: 7 Bargain Stocks the Street Overlooked
May 15, 2024
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A Closer Look at 4 Analyst Recommendations For Mosaic
May 03, 2024
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Market News
Benzinga
MOS
From
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Mosaic (MOS) Q1 2024 Earnings Call Transcript
May 02, 2024
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MOS
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MOS
Market News
Recent Press Releases
From
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Behind the Scenes of Mosaic's Latest Options Trends
May 02, 2024
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MOS
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MOS
Benzinga
Market News
From
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3 Sustainable Agriculture Stocks Feeding the World and Fattening Your Portfolio
May 02, 2024
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DE
MOS
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BG
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MOS Stock Earnings: Mosaic Misses EPS, Misses Revenue for Q1 2024
May 01, 2024
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MOS
Tags
MOS
Earnings Reports
NYSE:MOS
From
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Mosaic (MOS) Q4 2023 Earnings Call Transcript
February 22, 2024
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MOS
Tags
Market News
MOS
Recent Press Releases
From
Motley Fool
A Glimpse Into The Expert Outlook On Mosaic Through 4 Analysts
February 22, 2024
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Tags
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Analyst Ratings
Market News
From
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Health Care Becomes Most Overweighted Sector As Hedge Funds Crowd Into Magnificent 7
February 21, 2024
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ACGL
APG
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Earnings Scheduled For February 21, 2024
February 21, 2024
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ADI
AGI
AGR
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Nearly Half Of S&P 500 Stocks Trade Below 50-Day Moving Average: Which One Is The Cheapest?
February 14, 2024
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APD
BA
CHTR
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Jim Chanos
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Stocks to Watch: 3 At-Risk Companies That Rely on Red Sea Shipping Routes
January 30, 2024
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ADM
MOS
TSLA
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Stocks to Sell
Market News
TSLA
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Forecasting The Future: 4 Analyst Projections For Mosaic
January 24, 2024
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MOS
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BZI/AAR
Analyst Ratings
Market News
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Benzinga
A Look Into Basic Materials Sector Value Stocks
December 29, 2023
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MOS
NEWS
ORGN
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VALE
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Why Mosaic Stock Slid Wednesday
December 20, 2023
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why it's moving
Movers
Top Stories
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Overview Of Value Stocks In The Basic Materials Sector
November 17, 2023
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GGB
ICL
LOMA
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Benzinga
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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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AZPN
BNTX
CARA
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Penny Stocks
ANF
From
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What 6 Analyst Ratings Have To Say About Mosaic
November 14, 2023
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MOS
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Market News
Benzinga
MOS
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3 Growth Stocks Set to Dominate the Decade
November 14, 2023
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ALKS
MOS
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Market News
OSK
NASDAQ:ALKS,NYSE:OSK,NYSE:MOS
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