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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
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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
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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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Looking Into MPLX's Recent Short Interest
November 27, 2023
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MPLX
Tags
Short Sellers
MPLX
Trading Ideas
From
Benzinga
Power Surge: 3 Dividend Energy Stocks Fueling Up for a Bullish Run
November 15, 2023
Tickers
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WES
Tags
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NYSE:WES,NYSE:MPLX,NASDAQ:ARLP
ARLP
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InvestorPlace
Got $1,000? Here's How to Turn It Into $97 of Annual Income (With Even More in the Future)
November 15, 2023
Tickers
MPC
MPLX
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Recent Press Releases
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3Q23 Midstream/MLP Buybacks: C-Corps Remain More Active
November 14, 2023
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ENLC
EPD
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Down 34% to 57%, These Dividend Stocks Are Screaming Buys
November 10, 2023
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MPC
MPLX
PLD
TXN
Tags
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PLD
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Looking for More Income? These Great Dividend Stocks Just Gave Their Investors Another Big Raise.
November 09, 2023
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COP
EOG
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MPLX
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3Q23 Midstream Dividend Recap: MLPs Bring the Growth
November 07, 2023
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AMZ
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AMZ
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Looking for Big-Time Income? Check Out This 9.5%-Yielding Dividend Stock.
November 05, 2023
Tickers
MPLX
Tags
Market News
MPLX
Recent Press Releases
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Peering Into MPLX's Recent Short Interest
November 03, 2023
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Tags
Market News
BZI/SHORTHIST
Short Ideas
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Marathon Petroleum Q3: Earnings Beat, Strong Cash Generation & More
October 31, 2023
Tickers
MPC
MPLX
Tags
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MPLX
MPC
From
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Earnings Preview For MPLX
October 30, 2023
Tickers
MPLX
Tags
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MPLX
Market News
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MPLX: Dividend Insights
October 30, 2023
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MPLX
Market News
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Examining Midstream/MLP Dividend Growth by Company
October 10, 2023
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DTM
Tags
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GEI
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What 6 Analyst Ratings Have To Say About MPLX
October 06, 2023
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Analyst Ratings
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$100 Oil Is Back! Here's What Smart Investors Should Do Now
September 25, 2023
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Investing Legend Bill Gross Makes a Call on These High-Yield Dividend Stocks
September 22, 2023
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MPLX
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How Is The Market Feeling About MPLX?
September 19, 2023
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MPLX
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Trading Ideas
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Midstream Sees Strong Free Cash Flow Generation in 2023
September 05, 2023
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Tags
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ETF Trends
Peering Into MPLX's Recent Short Interest
August 31, 2023
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Market News
Benzinga
Short Ideas
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Want More Income? You Won't Want to Miss These Ultra-High-Yielding Investments.
August 30, 2023
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Love Dividends? Here Are 3 Great Income Stocks From the Energy Patch.
August 27, 2023
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August 20, 2023
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Analyst Expectations for MPLX's Future
August 16, 2023
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Benzinga
BZI/AAR
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