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home
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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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L2 Aviation and FEAM AERO Announce Strategic Alliance
April 28, 2022
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4 Stocks to Buy as Inflation Surges to 40-Year High
April 27, 2022
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Oil Stocks Alert: Why Are XOM, CVX, MRO, OXY Stocks Down Today?
April 25, 2022
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HAL
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Benzinga's Top Ratings Upgrades, Downgrades For April 25, 2022
April 25, 2022
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A
ABR
AGNC
ALNY
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What 11 Analyst Ratings Have To Say About Marathon Oil
April 22, 2022
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7 Dividend-Paying Undervalued Stocks With Large Buyback Programs to Buy Now
April 21, 2022
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AMP
HPQ
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Marathon Oil Whale Trades For April 20
April 20, 2022
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Benzinga
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Benzinga
Analyzing Marathon Oil Corporation's Short Interest
April 19, 2022
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Markets Fall As Investors Weigh March CPI Report
April 12, 2022
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Benzinga
Marathon Oil Whale Trades Spotted
April 12, 2022
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April 12, 2022
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Even as Crude Oil Prices Pull Back, Marathon Oil Stock Is a Buy at $25
April 11, 2022
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Can Marathon Oil Stock Run 44% to $37 a Share?
April 08, 2022
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How to Buy the Dip in Marathon Oil Stock
April 07, 2022
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April 07, 2022
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What Are Whales Doing With Marathon Oil
April 01, 2022
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Peering Into Marathon Oil Corporation's Recent Short Interest
April 01, 2022
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Which Oil Stocks to Buy Now? 3 Top Picks
March 31, 2022
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Commodities are set for best quarter in 32 years
March 31, 2022
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What Are Whales Doing With Marathon Oil
March 31, 2022
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Why Marathon Stock Has More Upside Ahead
March 31, 2022
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MRO
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Analyst Ratings For Marathon Oil
March 30, 2022
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7 Oil and Gas Stocks With Good Yields That Value Investors Like Now
March 29, 2022
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Marathon Oil and Gas Looks Attractive as a Yield and Buyback Play
March 29, 2022
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How to Profit in an Inflationary Environment
March 25, 2022
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Markets Fall Amid Rising Oil Prices
March 23, 2022
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CRL
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News
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This Is What Whales Are Betting On Marathon Oil
March 22, 2022
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MRO
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Options
Markets
MRO
From
Benzinga
Think of Investing in Marathon Oil as a Marathon, Not a Sprint
March 21, 2022
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MRO
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Market News
NYSE:MRO
MRO
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InvestorPlace
Markets See Mixed Day Amid Rising Oil Prices, Treasury Yields
March 21, 2022
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BA
COIN
DIA
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MRO
QQQ
From
Benzinga
This Is What Whales Are Betting On Marathon Oil
March 21, 2022
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MRO
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MRO
Markets
Options
From
Benzinga
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