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What We Buy Currently
What We Normally Don’t Buy
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Yield Difference
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TSL’s Turnkey Operation Platform
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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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EVENTS
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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St. Michael’s Learning Academy C-Suite “Dream Team”
June 03, 2022
Tickers
MOS
PMP
SAP
Tags
sap
Education
veterans
From
PRUnderground
Benzinga's Top Ratings Upgrades, Downgrades For June 1, 2022
June 01, 2022
Tickers
AOMR
BPMC
CF
CTT
Tags
FINV
VRTX
DIBS
From
Benzinga
Where Mosaic Stands With Analysts
May 31, 2022
Tickers
MOS
Tags
Market News
Benzinga
MOS
From
Benzinga
5 Largest Private Companies By Revenue: Will They Ever Go Public?
May 24, 2022
Tickers
MOS
Tags
Education
Koch Industries
listicles
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
MOS
Market News
Earnings
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
Market News
Benzinga
MOS
From
Benzinga
This Is What Whales Are Betting On Mosaic
May 09, 2022
Tickers
MOS
Tags
Options
Markets
BZI/UOA
From
Benzinga
3 Stocks to Buy That Are Jumping After Earnings
May 04, 2022
Tickers
CWH
DVN
MOS
Tags
Market News
DVN
MOS
From
InvestorPlace
Mosaic (MOS) Q1 2022 Earnings Call Transcript
May 03, 2022
Tickers
MOS
Tags
Recent Press Releases
Market News
MOS
From
Motley Fool
Institutional And Retail Traders Differ On Their Bets On Mosaic Earnings
May 03, 2022
Tickers
MOS
Tags
Long Ideas
MOS
Tony Zhang
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
Trading Ideas
Earnings
Briefs
From
Benzinga
Recap: Mosaic Q1 Earnings
May 02, 2022
Tickers
MOS
Tags
MOS
BZI/Recaps
Benzinga
From
Benzinga
4 Top Stock Trades for Tuesday: PFE, MOS, EXPE, UBER
May 02, 2022
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EXPE
MOS
PFE
UBER
Tags
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UBER
Trading Advice
From
InvestorPlace
What Are Whales Doing With Mosaic
May 02, 2022
Tickers
MOS
Tags
Markets
Options
BZI/UOA
From
Benzinga
Monday's Market Minute: Three Things To Know About The Week Ahead
May 02, 2022
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ABNB
BP
CHGG
DKNG
Tags
DVN
Market News
BP
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A Peek Into The Markets: US Stock Futures Higher Following Friday's Sell-Off
May 02, 2022
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GPN
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Earnings Scheduled For May 2, 2022
May 02, 2022
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AIRC
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From
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5 Stocks To Watch For May 2, 2022
May 02, 2022
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GPN
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MOS
MSEX
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From
Benzinga
$1000 Invested In Mosaic 20 Years Ago Would Be Worth This Much
April 29, 2022
Tickers
MOS
Tags
MOS
Market News
Earnings
From
Benzinga
Mosaic Earnings Preview
April 29, 2022
Tickers
MOS
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MOS
BZI/EP
Benzinga
From
Benzinga
Mosaic Whale Trades Spotted
April 27, 2022
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MOS
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BZI/UOA
Options
Markets
From
Benzinga
Loss of fertilizer supplies from Russia feeds food inflation, benefits other producers
April 21, 2022
Tickers
CF
MOS
NTR
Tags
CK22
CF
MOS
From
MarketWatch
Where Mosaic Stands With Analysts
April 21, 2022
Tickers
MOS
Tags
Benzinga
Market News
MOS
From
Benzinga
Looking At Mosaic's Recent Whale Trades
April 19, 2022
Tickers
MOS
Tags
MOS
Market News
Benzinga
From
Benzinga
Inflation is raging, but these 16 companies have pricing power
April 14, 2022
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AMD
AMZN
APA
BEN
Tags
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DOW
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From
MarketWatch
3 Agriculture Stocks to Buy as Global Food Shortage Looms
April 12, 2022
Tickers
ADM
DE
MOS
Tags
NYSE:MOS,NYSE:ADM,NYSE:DE
DE
Market News
From
InvestorPlace
Check Out What Whales Are Doing With MOS
April 11, 2022
Tickers
MOS
Tags
BZI/UOA
Markets
Options
From
Benzinga
Looking At Mosaic's Recent Whale Trades
April 07, 2022
Tickers
MOS
Tags
BZI/UOA
Options
Markets
From
Benzinga
3 Fertilizer Stocks To Watch As Prices Go Parabolic
April 06, 2022
Tickers
CF
MOS
NTR
Tags
Benzinga
NTR
Market News
From
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