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Default Rates
What We Buy Currently
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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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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
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What 5 Analyst Ratings Have To Say About Mosaic
January 04, 2022
Tickers
MOS
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Tesla beat bitcoin over the past year — so did 124 others in the S&P 500
January 03, 2022
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Best Stocks for 2022: Arianne Phosphate Will Soar On Agriculture And EV Demand
December 30, 2021
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CF
DAN
DRRSF
IPI
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IPI
OTCMKTS:DRRSF,TSX:DAN,NASDAQ:TSLA,NYSE:CF,NYSE:IPI,NYSE:MOS,
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This simple strategy of picking cheap stocks has been a repeat winner. Here are a few dozen names to get you started.
December 28, 2021
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December 17, 2021
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ABBV
ACMR
AEIS
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Intraday Update
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Benzinga
5 Value Stocks In The Basic Materials Sector
December 17, 2021
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ERO
HYMC
MOS
RFP
Tags
MOS
Benzinga
RS
From
Benzinga
Overview Of Value Stocks In The Basic Materials Sector
November 12, 2021
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DOW
GGB
HDSN
MERC
Tags
Benzinga
MOS
Market News
From
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31 stocks have hit a trifecta so far this earnings season
November 03, 2021
Tickers
AAL
AMD
CBOE
CBRE
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EXR
ICE
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From
MarketWatch
Mosaic (MOS) Q3 2021 Earnings Call Transcript
November 03, 2021
Tickers
MOS
Tags
Market News
MOS
From
Motley Fool
Why Mosaic Stock Crashed Despite a 50% Dividend Hike
November 02, 2021
Tickers
C
MOS
Tags
C
Market News
MOS
From
Motley Fool
Global Payments stock skids after earnings to pace S&P 500 decliners
November 02, 2021
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FISV
MA
MOS
SPX
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MOS
V
SPX
From
MarketWatch
Earnings Scheduled For November 1, 2021
November 01, 2021
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ADC
ADTN
ADUS
AKTS
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OGS
BRX
From
Benzinga
Earnings Outlook For Mosaic
October 29, 2021
Tickers
MOS
Tags
Market News
Earnings
MOS
From
Benzinga
AgriFORCE and Leading European Agriculture/Horticulture and CEA Consulting Firm Team Up to Try to Create an AgTech Force
October 28, 2021
Tickers
AGRI
BG
MOS
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AgriFORCE
General
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Green Means Go: This Unique Company Just Won the 2021 Product Innovation Award in the Fertilizer Market
October 20, 2021
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MOS
SMG
SNRG
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General
Market News
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Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2021
October 13, 2021
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Here are the worst-performing U.S. stocks as the Evergrande crisis rattles investors
September 20, 2021
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5 Value Stocks To Watch In The Basic Materials Sector
September 10, 2021
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Is Now the Time to Buy These 6 Undervalued Materials Stocks?
August 23, 2021
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FCX
LYB
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Benzinga's Top Ratings Upgrades, Downgrades For August 20, 2021
August 20, 2021
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APRE
ATHE
BPMP
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PWP
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Return on Capital Employed Insights for Mosaic
August 16, 2021
Tickers
MOS
Tags
Benzinga
BZI/ROCE
MOS
From
Benzinga
5 Value Stocks To Watch In The Basic Materials Sector
August 13, 2021
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BAK
CMCL
EQX
MOS
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BZI/VS
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Understanding Mosaic's Unusual Options Activity
August 11, 2021
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MOS
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Movers
BZI/UOA
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Benzinga
Understanding Mosaic's Unusual Options Activity
August 10, 2021
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MOS
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MOS
Benzinga
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Looking into Mosaic's Return on Capital Employed
August 09, 2021
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MOS
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Earnings
Market News
BZI/ROCE
From
Benzinga
Unusual Options Activity Insight: Mosaic
August 06, 2021
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MOS
Tags
BZI/UOA
Movers
Market News
From
Benzinga
Mosaic (MOS) Q2 2021 Earnings Call Transcript
August 04, 2021
Tickers
MOS
Tags
Market News
MOS
From
Motley Fool
Unusual Options Activity Insight: Mosaic
August 03, 2021
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MOS
Tags
Benzinga
MOS
Market News
From
Benzinga
Another Big Earnings Week Ahead
August 03, 2021
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AMCX
AMGN
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ANET
D
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A Peek Into The Markets: US Stock Futures Gain Ahead Of Earnings
August 03, 2021
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BABA
CMI
DD
EMN
Tags
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Pre/Market Outlook
Earnings
From
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