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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
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What We Normally Don’t Buy
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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
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EVENTS
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Event Schedule
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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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Where Mosaic Stands With Analysts
January 30, 2023
Tickers
MOS
Tags
MOS
Benzinga
BZI/AAR
From
Benzinga
The 3 Best Fertilizer Stocks to Buy for February
January 26, 2023
Tickers
CF
MOS
NTR
Tags
MOS
CF
Market News
From
InvestorPlace
A Look Into Mosaic's Debt
January 25, 2023
Tickers
MOS
Tags
BZI/Debt
Market News
News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 24, 2023
January 24, 2023
Tickers
AEP
AIRC
AKAM
AKTS
Tags
CYBR
HASI
TPG
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2023
January 20, 2023
Tickers
ACGL
AFG
AIG
AJG
Tags
CINF
DK
ACGL
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2023
January 19, 2023
Tickers
AGI
ALPN
BKR
CDE
Tags
GEHC
NBR
RBLX
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2023
January 13, 2023
Tickers
AN
AON
AQN
AWI
Tags
SUNL
DFH
VMC
From
Benzinga
Cramer On This Stock Down 5% In Last Month: 'It's Very Plain Vanilla'
January 13, 2023
Tickers
CF
CLFD
ENTG
HSIC
Tags
STLD
Media
News
From
Benzinga
Analyst Ratings for Mosaic
January 13, 2023
Tickers
MOS
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
The 7 Best Fertilizer Stocks to Buy for 2023
January 04, 2023
Tickers
AVD
CF
CTVA
DD
Tags
FMC
CTVA
NYSE:MOS,NYSE:NTR,NYSE:CF,NYSE:UAN,NYSE:CTVA,NYSE:DD,NYSE:FMC,NYSE:AVD
From
InvestorPlace
10 Best Stock Traders In Congress In 2022 (Spoiler: Nancy Pelosi Isn't No. 1)
January 03, 2023
Tickers
AAPL
AMGN
APEN
DIS
Tags
MSFT
S&P 500
Mark Green
From
Benzinga
A Look Into Basic Materials Sector Value Stocks
December 23, 2022
Tickers
CE
GGB
MOS
NGD
Tags
CE
Market News
GGB
From
Benzinga
The 7 Best Commodity Stocks to Buy for 2023
December 09, 2022
Tickers
BG
BHP
MOS
NEM
Tags
NYSE:BHP,NYSE:RIO,NYSE:VALE,NYSE:NEM,NYSE:WPM,NYSE:BG,NYSE:MOS
BHP
WPM
From
InvestorPlace
This Company Anticipates Massive Results As It Works To Address Food Waste, Loss And Food Safety Challenges
December 06, 2022
Tickers
LXU
MOS
SVFD
UAN
Tags
Benzinga
MOS
Small Cap
From
Benzinga
As Save Foods Looks Toward 2023, Achievements In 2022 Could Propel The Company's Quest To Address Food Waste, Loss And Safety Challenges
November 29, 2022
Tickers
LXU
MOS
SVFD
UAN
Tags
SVFD
Penny Stocks
Save Foods
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,200 Today
November 24, 2022
Tickers
MOS
Tags
Benzinga
MOS
Market News
From
Benzinga
Check Out What Whales Are Doing With MOS
November 22, 2022
Tickers
MOS
Tags
Options
Markets
Benzinga
From
Benzinga
Carolina Panthers Owner David Tepper Shakes Up Portfolio: Sells 8 Stocks, Ups Google Stake
November 15, 2022
Tickers
AMZN
APTV
AR
BABA
Tags
Trading Ideas
META
Mid Cap
From
Benzinga
Mosaic (MOS) Q3 2022 Earnings Call Transcript
November 08, 2022
Tickers
MOS
Tags
MOS
Recent Press Releases
Market News
From
Motley Fool
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,300 Today
November 08, 2022
Tickers
MOS
Tags
Market News
Earnings
News
From
Benzinga
So What's Going On With Mosaic Stock Rising Tuesday?
November 08, 2022
Tickers
MOS
Tags
why it's moving
News
Market News
From
Benzinga
Activision, Take-Two And 3 Stocks To Watch Heading Into Monday
November 07, 2022
Tickers
ATVI
DINO
MOS
TTWO
Tags
UUUU
DINO
Market News
From
Benzinga
Investor Sentiment Increases After Dow Jumps 400 Points
November 07, 2022
Tickers
ATVI
DINO
MOS
SQ
Tags
ATVI
MOS
SQ
From
Benzinga
If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
October 17, 2022
Tickers
MOS
Tags
MOS
Benzinga
News
From
Benzinga
Morgan Stanley, First Republic Bank And Other Big Losers From Friday
October 17, 2022
Tickers
ACMR
BMBL
CF
COIN
Tags
NTR
Markets
Movers
From
Benzinga
Why Laser Photonics Shares Surged By Around 19%; Here Are 70 Biggest Movers From Friday
October 17, 2022
Tickers
ABEO
ACMR
AGFY
ALF
Tags
SHFS
SBFM
PT
From
Benzinga
Why Morgan Stanley Shares Are Trading Lower, Here Are 43 Stocks Moving In Friday's Mid-Day Session
October 14, 2022
Tickers
ACMR
AGFY
ALLR
ANPC
Tags
GEHI
SLRX
RBT
From
Benzinga
Food inflation has soared in the U.S. And now farmers are planting wheat in the most expensive harvest ever
October 10, 2022
Tickers
CF
DBA
GIS
K
Tags
TWNK
MOS
DBA
From
MarketWatch
7 Cheap Large-Cap Stocks to Buy Before They Surge Higher
October 04, 2022
Tickers
AMX
CNQ
MOS
MRO
Tags
NYSE:AMX,NYSE:CNQ,NYSE:MOS,NYSE:MRO,NYSE:PBR,NYSE:SU,NYSE:TS
TS
SU
From
InvestorPlace
What 5 Analyst Ratings Have To Say About Mosaic
October 03, 2022
Tickers
MOS
Tags
MOS
Benzinga
BZI/AAR
From
Benzinga
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