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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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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
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Better Online Dating Stock: Bumble or Match Group
August 29, 2021
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MTCH
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BMBL
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MTCH
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Cramer Gives His Opinion On Applied Materials, Coinbase And More
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August 24, 2021
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August 23, 2021
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PLBY Group CEO Ben Kohn on the Future of Playboy and Other Parts of the Business
August 23, 2021
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MTCH
NKE
PLBY
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IAC
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Unusual Options Activity Insight: Match Group
August 18, 2021
Tickers
MTCH
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Market News
Options
MTCH
From
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Why Bumble's Stock Is Getting No Love
August 18, 2021
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BMBL
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MTCH
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3 Reasons to Buy Bumble, and 1 Reason to Sell
August 17, 2021
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MTCH
ZM
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ZM
BMBL
From
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Why Match Group's Earnings Report Should Make You Bullish on the Stock
August 17, 2021
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MTCH
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MTCH
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Angi: Buy the Dip?
August 17, 2021
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EXPE
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MTCH
COST
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August 16, 2021
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NFLX
From
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August 16, 2021
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MTCH
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Market News
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MTCH
From
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3 Reopening Tech Stocks to Buy in August
August 15, 2021
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ACN
BTC
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From
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What Will the Stock Market Do Today, Aug. 13? 3 Big Stories to Watch.
August 13, 2021
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BA
BMBL
CHWY
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ZOM
TRU/USD
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Bumble Stock Is a Hot Date
August 12, 2021
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Market News
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New Senate bill targets Apple and Google’s app store tactics
August 11, 2021
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GOOG
GOOGL
MTCH
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SPOT
AAPL
MTCH
From
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Understanding Match Group's Unusual Options Activity
August 10, 2021
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MTCH
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Market News
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BZI/UOA
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2 Stocks That Could Turn $200,000 Into $1,000,000 in 10 Years
August 10, 2021
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ABT
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August 09, 2021
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What Investors Need to Know About the Vimeo Spin-Off
August 07, 2021
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IAC feels a sting from Angi rebrand in first earnings report after Vimeo spinoff
August 04, 2021
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MGM
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ANGI
From
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Match Group, inc (MTCH) Q2 2021 Earnings Call Transcript
August 04, 2021
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MTCH
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MTCH
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Motley Fool
Why Match Group's Stock Is Trading Lower Today
August 04, 2021
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There’s no obvious catalyst for a stock-market pullback, but Citi strategist fears one may emerge in September
August 04, 2021
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Why Did These 2 Growth Stocks Fall Tuesday Night?
August 03, 2021
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August 03, 2021
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Recap: Match Group Q2 Earnings
August 03, 2021
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Match sales grow faster than expected as U.S. dating scene recovers, but earnings miss hits stock
August 03, 2021
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SPX
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SPX
From
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Earnings Scheduled For August 3, 2021
August 03, 2021
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Why Our Interns Are Watching Tesla and Bumble
August 02, 2021
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