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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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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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Credit Suisse Initiates Coverage On Mosaic, Sees Notable Upside
July 14, 2022
Tickers
MOS
Tags
MOS
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 14, 2022
July 14, 2022
Tickers
AAT
ADTN
AMD
AOS
Tags
MLM
EIX
ILMN
From
Benzinga
Expert Ratings for Mosaic
July 14, 2022
Tickers
MOS
Tags
Analyst Ratings
Market News
MOS
From
Benzinga
3 Best Farming Stocks to Buy
July 08, 2022
Tickers
ADM
DBA
DE
MOS
Tags
DBA
VEGI
Stocks to Buy
From
InvestorPlace
Mosaic Tumbles Around 10%, Here's 71 Biggest Movers From Yesterday
June 24, 2022
Tickers
ADN
AERC
ANEB
APLT
Tags
LLAP
PAVM
SMFL
From
Benzinga
Mining Phosphate When Global Supply Is Low — Seems Like A Good Play, But Who's Doing It?
June 17, 2022
Tickers
DRRSF
MOS
NTR
Tags
Partner Content
Markets
NTR
From
Benzinga
Cramer Gives His Opinion On Equinix, Bausch Health And More
June 15, 2022
Tickers
BHC
EQIX
FPI
MOS
Tags
Trading Ideas
Markets
Jim Cramer
From
Benzinga
Fertilizer prices are soaring – and that’s an opportunity to promote more sustainable ways of growing crops
June 14, 2022
Tickers
DNA
MOS
NTR
Tags
NTR
DNA
MOS
From
MarketWatch
Friday's CPI Print And Recent Price Action Suggest The Market Is Following A 1970's Analog. Bullish For Oil, Bearish For Tech.
June 13, 2022
Tickers
BTU
MOS
Tags
Market News
MOS
BTU
From
Benzinga
7 Beaten-Down Large-Cap Stocks to Buy Now
June 12, 2022
Tickers
BP
COP
CVX
F
Tags
OXY
CVX
COP
From
InvestorPlace
The 7 Best Agriculture Stocks to Buy Now
June 09, 2022
Tickers
BYND
CF
CNHI
DE
Tags
CF
KROP
OTLY
From
InvestorPlace
5 Growth Stocks That a Volatile Market Can’t Stop
June 04, 2022
Tickers
CELU
HAL
MOS
NTR
Tags
MOS
Market News
Stocks to Buy
From
InvestorPlace
St. Michael’s Learning Academy C-Suite “Dream Team”
June 03, 2022
Tickers
MOS
PMP
SAP
Tags
veterans
Education
Government
From
PRUnderground
Benzinga's Top Ratings Upgrades, Downgrades For June 1, 2022
June 01, 2022
Tickers
AOMR
BPMC
CF
CTT
Tags
TTI
NTR
DHR
From
Benzinga
Where Mosaic Stands With Analysts
May 31, 2022
Tickers
MOS
Tags
BZI/AAR
Benzinga
MOS
From
Benzinga
5 Largest Private Companies By Revenue: Will They Ever Go Public?
May 24, 2022
Tickers
MOS
Tags
listicles
Market News
H/E/B
From
Benzinga
If You Invested $100 In Mosaic 5 Years Ago, Here's How Much You Would Have Today
May 24, 2022
Tickers
MOS
Tags
News
Market News
MOS
From
Benzinga
That '70s Show: Wall Street's Most Accurate Analyst Sees A '70s-Style Oil Spike And Tech Wreck. How We're Positioned For It
May 09, 2022
Tickers
BTU
MOS
Tags
Benzinga
Markets
Trading Ideas
From
Benzinga
This Is What Whales Are Betting On Mosaic
May 09, 2022
Tickers
MOS
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
3 Stocks to Buy That Are Jumping After Earnings
May 04, 2022
Tickers
CWH
DVN
MOS
Tags
DVN
CWH
Trading Advice
From
InvestorPlace
Mosaic (MOS) Q1 2022 Earnings Call Transcript
May 03, 2022
Tickers
MOS
Tags
MOS
Recent Press Releases
Market News
From
Motley Fool
Institutional And Retail Traders Differ On Their Bets On Mosaic Earnings
May 03, 2022
Tickers
MOS
Tags
Tony Zhang
Benzinga
Trading Ideas
From
Benzinga
Fertilizer company Mosaic sees high ag commodities prices continuing
May 02, 2022
Tickers
MOS
Tags
MOS
From
MarketWatch
Mosaic Shares Slip Post Q1 Results, Misses Revenue Estimate
May 02, 2022
Tickers
MOS
Tags
Briefs
Trading Ideas
Guidance
From
Benzinga
Recap: Mosaic Q1 Earnings
May 02, 2022
Tickers
MOS
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
4 Top Stock Trades for Tuesday: PFE, MOS, EXPE, UBER
May 02, 2022
Tickers
EXPE
MOS
PFE
UBER
Tags
PFE
NYSE:PFE,NYSE:MOS,NASDAQ:EXPE,NYSE:UBER
Market News
From
InvestorPlace
What Are Whales Doing With Mosaic
May 02, 2022
Tickers
MOS
Tags
Options
Market News
MOS
From
Benzinga
Monday's Market Minute: Three Things To Know About The Week Ahead
May 02, 2022
Tickers
ABNB
BP
CHGG
DKNG
Tags
News
PFE
MRO
From
Benzinga
A Peek Into The Markets: US Stock Futures Higher Following Friday's Sell-Off
May 02, 2022
Tickers
AUDC
EPD
GPN
HZNP
Tags
MCO
AUDC
Small Cap
From
Benzinga
Earnings Scheduled For May 2, 2022
May 02, 2022
Tickers
ADUS
AGNC
AIRC
AIRI
Tags
AKTS
AGNC
MCO
From
Benzinga
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