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Maturity Risk
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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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Total Asset Fund (TAF)
TAF sm Program
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EVENTS
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
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MARKET RESEARCH
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5 Stocks To Watch For May 2, 2022
May 02, 2022
Tickers
GPN
MCO
MOS
MSEX
Tags
WMB
Financials
Market News
From
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$1000 Invested In Mosaic 20 Years Ago Would Be Worth This Much
April 29, 2022
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MOS
Tags
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MOS
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April 29, 2022
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April 27, 2022
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Options
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From
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Loss of fertilizer supplies from Russia feeds food inflation, benefits other producers
April 21, 2022
Tickers
CF
MOS
NTR
Tags
MOS
WK22
NGK22
From
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Where Mosaic Stands With Analysts
April 21, 2022
Tickers
MOS
Tags
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Analyst Ratings
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Looking At Mosaic's Recent Whale Trades
April 19, 2022
Tickers
MOS
Tags
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Options
BZI/UOA
From
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Inflation is raging, but these 16 companies have pricing power
April 14, 2022
Tickers
AMD
AMZN
APA
BEN
Tags
MOS
BEN
DRI
From
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3 Agriculture Stocks to Buy as Global Food Shortage Looms
April 12, 2022
Tickers
ADM
DE
MOS
Tags
Stocks to Buy
ADM
NYSE:MOS,NYSE:ADM,NYSE:DE
From
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Check Out What Whales Are Doing With MOS
April 11, 2022
Tickers
MOS
Tags
Benzinga
MOS
Market News
From
Benzinga
Looking At Mosaic's Recent Whale Trades
April 07, 2022
Tickers
MOS
Tags
BZI/UOA
Market News
MOS
From
Benzinga
3 Fertilizer Stocks To Watch As Prices Go Parabolic
April 06, 2022
Tickers
CF
MOS
NTR
Tags
Steve Byrne
Bank of America
Analyst Color
From
Benzinga
Check Out What Whales Are Doing With MOS
April 01, 2022
Tickers
MOS
Tags
Market News
BZI/UOA
Benzinga
From
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Markets Rise Amid Drop In Treasury Yields, Oil Prices
March 29, 2022
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ADM
APTV
CF
DIA
Tags
APTV
ADM
SPY
From
Benzinga
Why Mosaic Stock Crashed on Tuesday
March 29, 2022
Tickers
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Tags
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MOS
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8 Materials Stocks Moving In Tuesday's Pre-Market Session
March 29, 2022
Tickers
AA
BCX
CENX
CF
Tags
Market News
CF
ZKIN
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Here's How Much You Would Have Made Owning Mosaic Stock In The Last 20 Years
March 28, 2022
Tickers
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Tags
Market News
Earnings
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Tesla is one of only 11 stocks in the S&P 500, excluding energy, that enjoys this critical support
March 28, 2022
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AMZN
AVB
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Tags
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Mosaic Whale Trades Spotted
March 28, 2022
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Stock Market Recap: This Week’s 5 Top Stories
March 25, 2022
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CF
CGC
Tags
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CGC
MOS
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Mosaic Whale Trades Spotted
March 25, 2022
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MOS
Tags
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MOS
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Fertilizer Stocks News: Why Are NTR, CF, MOS, ADM Stocks Up Today?
March 24, 2022
Tickers
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CF
MOS
NTR
Tags
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NYSE:NTR,NYSE:MOS,NYSE:ADM,NYSE:CF
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High fertilizer prices are creating pain for consumers and gains for investors
March 24, 2022
Tickers
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BG
CF
MOS
Tags
YUMY
BG
ADM
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MarketWatch
Etsy, Moderna Lead The S&P 500 Higher
March 22, 2022
Tickers
DIA
ETSY
HES
MOS
Tags
After/Hours Center
Benzinga
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These 3 No-Brainer Stocks Are Leading the Market This Quarter. Can You Still Buy?
March 22, 2022
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CVX
MOS
OXY
XOM
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MOS
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Markets See Mixed Day Amid Rising Oil Prices, Treasury Yields
March 21, 2022
Tickers
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COIN
DIA
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MOS
Benzinga
NLSN
From
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Mosaic Whale Trades For March 21
March 21, 2022
Tickers
MOS
Tags
Benzinga
MOS
Market News
From
Benzinga
Where Mosaic Stands With Analysts
March 17, 2022
Tickers
MOS
Tags
Analyst Ratings
Market News
BZI/AAR
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2022
March 15, 2022
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AL
ASND
BIGC
BIVI
Tags
PRDS
PRLD
ZYME
From
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What Are Whales Doing With Mosaic
March 14, 2022
Tickers
MOS
Tags
Markets
Options
MOS
From
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