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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Credit Risk
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Maturity Risk
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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
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
Featured Quarterly Newsletter
Featured Articles
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2 Stocks Investors Are Buying Hand-Over-Fist Amid the Market Slump
September 29, 2021
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MTCH
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September 24, 2021
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September 24, 2021
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Barry Diller’s IAC may purchase magazine publisher Meredith
September 23, 2021
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MDP
MTCH
VMEO
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From
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Match To Repurchase Exchangeable Senior Notes Via Equity, Note Offerings
September 22, 2021
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MTCH
TECH
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Great Performers That Are Still Great Stocks
September 21, 2021
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AMZN
ASML
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3 Stocks That Could Double Your Money
September 20, 2021
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September 17, 2021
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FB
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Could Bumble Help You Retire A Millionaire?
September 17, 2021
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Notable Match Group Insider Trades $13.53 Million In Company Stock
September 15, 2021
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Tech Market In Focus After Big Friday Slide From Apple, Alphabet Following Judge's Decision
September 13, 2021
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5 Things You Might Not Know About New Yahoo CEO Jim Lanzone
September 13, 2021
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Apple Shares Slide Following Judge's Ruling In Epic Games App Store Lawsuit
September 10, 2021
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From
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Why Match Group Shares Are Rising
September 10, 2021
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Apollo Global Ropes In Tinder Chief As Yahoo's CEO; Tinder Names New CEO
September 10, 2021
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Apple Hasn't Done Enough To Address Antitrust Concerns, Says Klobuchar As Lawmakers Remain Adamant On Overhaul
September 08, 2021
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72 Biggest Movers From Yesterday
September 08, 2021
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4 Top Stock Trades for Wednesday: Bitcoin, Ethereum, MTCH, BA
September 07, 2021
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'Halftime Report' Traders Weigh In On Rocket Companies, Volta And More
September 07, 2021
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Joe Terranova
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45 Stocks Moving In Tuesday's Mid-Day Session
September 07, 2021
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Have $2,000? 2 Growth Stocks to Buy and Hold for the Long Term
September 07, 2021
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Price To Earnings Ratio Insights For Match Group
September 07, 2021
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Why Are Match Group Shares Trading Higher Today?
September 07, 2021
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This Simple Thing Sent These 3 Nasdaq Stocks Soaring Tuesday
September 07, 2021
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
September 07, 2021
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23 Stocks Moving in Tuesday's Pre-Market Session
September 07, 2021
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Investors are ignoring the parallels between stocks today and ‘heady’ years of 1929, 1999 and 2007. Do this next, says strategist.
September 07, 2021
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From
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5 Publicly Traded Companies That Are Pushing Back Against Texas Anti Abortion Law
September 05, 2021
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BMBL
GDDY
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Logan Green
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‘They’ve been silent’ Many companies are on the sidelines about the new Texas abortion law — will they stay there?
September 03, 2021
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This Growth Stock Has Market-Beating Potential
September 03, 2021
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From
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