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home
about us
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Firm ADV PDFs
Form CRS
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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
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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
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Looking At Mosaic's Recent Whale Trades
March 11, 2022
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MOS
Tags
BZI/UOA
MOS
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Benzinga
Why Is CF Industries (CF) Stock Up Today?
March 10, 2022
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CTVA
MOS
Tags
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March 10, 2022
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March 10, 2022
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AMZN
CF
EVRZF
INDO
Tags
CF
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From
InvestorPlace
Here's How Much $1000 Invested In Mosaic 5 Years Ago Would Be Worth Today
March 07, 2022
Tickers
MOS
Tags
Benzinga
BZI/POD
Dividends
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Benzinga
Here's How Much You Would Have Made Owning Mosaic Stock In The Last 5 Years
March 07, 2022
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3 Commodity Stocks to Avoid Now That Everyone Loves Them
March 07, 2022
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CVX
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Tags
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XOM
MOS
From
InvestorPlace
This Is What Whales Are Betting On Mosaic
March 07, 2022
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MOS
Tags
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Benzinga
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From
Benzinga
This Week's CPI Will Provide A Framing For The Current Inflation Situation
March 07, 2022
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BBBY
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AUGX
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Markets Close Lower As Russia-Ukraine War Escalates
March 04, 2022
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What Are the Best Stocks to Buy for Inflation? Here Are Our Top 10 Picks
March 04, 2022
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7 Agriculture Stocks As Geopolitics Put Focus on Food Supplies
March 03, 2022
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Stocks That Hit 52-Week Highs On Thursday
March 03, 2022
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What 6 Analyst Ratings Have To Say About Mosaic
February 28, 2022
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February 28, 2022
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No more fresh water? EV-battery shortage? Not enough babies? There are ‘scarcity’ stock plays for all of it
February 24, 2022
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The Mosaic Company (MOS): The Winning Streak Continues
February 24, 2022
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A Peek Into The Markets: US Stock Futures Plunge As Russia Attacks Ukraine; Dow Futures Down 600 Points
February 24, 2022
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Mosaic (MOS) Q4 2021 Earnings Call Transcript
February 23, 2022
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February 23, 2022
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Recap: Mosaic Q4 Earnings
February 22, 2022
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Benzinga's After-Hours Earnings Roundup: Agilent Technologies, Mosaic, Palo Alto Networks And More
February 22, 2022
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CWH
MOS
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Russia-Ukraine conflict is a worry, but this is still the biggest threat for stock investors, says JPMorgan
February 22, 2022
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AMC
AN
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GD
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Earnings Scheduled For February 22, 2022
February 22, 2022
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A
ACC
ADC
AGR
Tags
TXRH
SKIN
SBRA
From
Benzinga
What Are Whales Doing With Mosaic
February 10, 2022
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MOS
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Benzinga
Even the beleaguered tech sector has winners from rising inflation. Here are some of Credit Suisse’s favorites.
January 20, 2022
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AA
AAL
AAPL
ADM
Tags
AAPL
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Benzinga's Top Ratings Upgrades, Downgrades For January 14, 2022
January 14, 2022
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ADTH
AFIB
ATIP
BJ
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Initiation
LEN
From
Benzinga
10 Biggest Price Target Changes For Friday
January 14, 2022
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CB
DPZ
F
FOLD
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MOS
DPZ
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Benzinga
Cramer Gives His Opinion On Oppenheimer Holdings, Mosaic And More
January 05, 2022
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APA
EBIX
IEP
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MOS
From
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