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about us
Investment Approach
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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
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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
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Cramer Says This Is An 'Interesting, Good' Stock: 'I Think At $14, You Should Be A Buyer'
January 10, 2024
Tickers
HWM
MODG
MP
NEWS
Tags
CNBC
MODG
Jim Cramer
From
Benzinga
US Stocks Bounce; Chipmakers, Cruise Lines Lead, Dollar Falls: What's Driving Markets Thursday?
December 21, 2023
Tickers
AMD
CCL
DIA
GLD
Tags
XME
NVDA
TLT
From
Benzinga
'Wait For A Pullback:' Jim Cramer On This Materials Stock Up 35% Over Past Month
December 05, 2023
Tickers
CLF
GSM
IDCC
MARA
Tags
CLF
MP
PLUG
From
Benzinga
MP Materials Starts Shipping Rare Earth Metals -- at the Worst Time Possible
November 26, 2023
Tickers
MP
Tags
MP
Recent Press Releases
Market News
From
Motley Fool
Stocks to own ahead of a rally that this $15 billion fund house says is coming soon
October 25, 2023
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ABT
ACN
ADBE
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HLT
PH
ATRC
From
MarketWatch
These Are the 7 Stocks to Buy as Rates Keep Spiking
October 05, 2023
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BRK-B
BUD
CB
Tags
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KHC
NASDAQ:TSLA,NYSE:BUD,NASDAQ:KHC,NYSE:CB,NYSE:BRK/A,NYSE:BRK/B,NYSE:MP,NYSE:LTHM,NASDAQ:WIRE
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 6, 2023
September 06, 2023
Tickers
AAL
AGM
AGRO
ALLE
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SMTC
PETQ
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From
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Benzinga's Top Ratings Upgrades, Downgrades For August 31, 2023
August 31, 2023
Tickers
ANET
CHRD
CHRW
CHWY
Tags
CHRW
OKTA
Intraday Update
From
Benzinga
4 Analysts Have This to Say About MP Materials
August 31, 2023
Tickers
MP
Tags
Benzinga
MP
BZI/AAR
From
Benzinga
Top 5 Materials Stocks You'll Regret Missing This Quarter
August 24, 2023
Tickers
CC
ECVT
MP
RSI
Tags
USGO
Markets
SEE
From
Benzinga
MP Materials Brings Rare-Earth Production Back to America, but at What Cost?
August 07, 2023
Tickers
GM
MP
Tags
Market News
GM
MP
From
Motley Fool
Why MP Materials Stock Is Soaring Today
August 04, 2023
Tickers
MP
Tags
Market News
MP
Recent Press Releases
From
Motley Fool
MP Materials's Earnings: A Preview
August 02, 2023
Tickers
MP
Tags
Earnings
Market News
BZI/EP
From
Benzinga
The Next Gold Rush: 3 Rare Earth Metals Stocks to Buy Now
July 26, 2023
Tickers
BHP
MP
VALE
Tags
Market News
BHP
VALE
From
InvestorPlace
Where MP Materials Stands With Analysts
July 14, 2023
Tickers
MP
Tags
MP
Benzinga
BZI/AAR
From
Benzinga
Could This 1 Stock Be a Winner From China's Possible Export Curbs on Rare Earth Metals?
July 14, 2023
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AAPL
GM
LYSDY
MP
Tags
TSLA
LYSDY
MP
From
Motley Fool
MP Materials Options Traders See Stock Jumping This Much By December Expiration
July 06, 2023
Tickers
MP
Tags
Trading Ideas
Options Action
Markets
From
Benzinga
Why MP Materials Stock Blasted 6% Higher on Wednesday
July 05, 2023
Tickers
MP
Tags
Market News
MP
Recent Press Releases
From
Motley Fool
These 2 Stocks Are Defying a Post-July 4 Down Market
July 05, 2023
Tickers
MP
WOLF
Tags
Market News
WOLF
MP
From
Motley Fool
MP Materials Stock Is Moving Higher: What's Going On?
July 05, 2023
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Tags
News
why it's moving
Market News
From
Benzinga
Unmasking Q2 2023's Stars & Strugglers: Industry ETFs And Top Stock Standouts
June 27, 2023
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AMR
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From
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3 Mining Stocks to Buy for a Commodities Supercycle
May 31, 2023
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MP
NILSY
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Market News
FCX
MP
From
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This Rare Earths Stock Just Crushed Its Earnings Report -- So Why Is No One Buying?
May 09, 2023
Tickers
MP
Tags
Recent Press Releases
MP
Market News
From
Motley Fool
Recap: MP Materials Q1 Earnings
May 04, 2023
Tickers
MP
Tags
BZI/Recaps
Benzinga
MP
From
Benzinga
Earnings Outlook For MP Materials
May 03, 2023
Tickers
MP
Tags
MP
Benzinga
BZI/EP
From
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Top 5 Materials Stocks That May Explode In May
May 01, 2023
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MP
RSI
SXC
Tags
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Benzinga
TRS
From
Benzinga
Stock investors are right to be cautious now, and being bearish is even smarter
April 26, 2023
Tickers
INTC
MP
RKLB
ROK
Tags
MP
WOLF
INTC
From
MarketWatch
Analyst Ratings for MP Materials
April 19, 2023
Tickers
MP
Tags
MP
Benzinga
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 18, 2023
April 18, 2023
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AQN
ARCC
ATER
BAM
Tags
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Upgrades
Downgrades
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5 Investors Betting Big on Tesla (TSLA) Stock Right Now
March 03, 2023
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BYDDY
MP
STT
Tags
Market News
Today's Market
STT
From
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