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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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
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TAF sm Program
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EVENTS
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Featured Quarterly Newsletter
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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
Contrarian Notes Blog
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Nine in ten with student debt are worried they can’t meet expenses starting next week. Retailers, look out.
September 25, 2023
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AMC
AMZN
BRBR
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Bill Ackman says go short the long bond. Here’s why.
September 22, 2023
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AMZN
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MarketWatch
MULN Stock Alert: New York Power Authority Purchases Mullen Vehicles
September 21, 2023
Tickers
MULN
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MULN
Market News
Today's Market
From
InvestorPlace
The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs.
September 21, 2023
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AAPL
AMC
AMZN
CART
Tags
M
NQ00
CL/1
From
MarketWatch
Stick with Berkshire Hathaway, says this long-time investor, who’s wary of Nvidia and Tesla
September 20, 2023
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AAPL
AMC
AMZN
BRK-B
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From
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TTOO Stock Alert: T2 Confirms FDA Clearance for Biothreat Panel
September 19, 2023
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MMAT
MULN
TTOO
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Today's Market
MULN
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Don’t Get Head-Faked Into Buying Mullen Stock
September 19, 2023
Tickers
F
GM
MULN
NKLA
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From
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MULN Stock Alert: Mullen Vehicles Are Now Eligible for Federal EV Tax Credit
September 19, 2023
Tickers
GM
MULN
TSLA
Tags
TSLA
Today's Market
Market News
From
InvestorPlace
‘We’re not in there for the next 20%, we’re in there for the next 300%.’ Two veteran managers on a neglected asset.
September 19, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
ES00
AAPL
NKLA
From
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MULN Stock Alert: Mullen Launches Fleet Telematics Solution
September 18, 2023
Tickers
MULN
Tags
MULN
Market News
Today's Market
From
InvestorPlace
Beware! 3 Auto Stocks Waving Massive Red Flags Right Now
September 18, 2023
Tickers
LCID
MULN
Tags
Stocks to Sell
NASDAQ:MULN,NASDAQ:GOEVE,NASDAQ:LCID
LCID
From
InvestorPlace
Why Is T2 Biosystems (TTOO) Stock Up 30% Today?
September 18, 2023
Tickers
MULN
TTOO
Tags
TTOO
NASDAQ:TTOO,NASDAQ:MULN
Today's Market
From
InvestorPlace
7 Meme Stocks to Sell in September Before They Crash & Burn
September 18, 2023
Tickers
AMC
CVNA
FSR
GME
Tags
PTON
WE
Stocks to Sell
From
InvestorPlace
Why Is Mullen Automotive (MULN) Stock Up 9% Today?
September 15, 2023
Tickers
MULN
TSLA
Tags
NASDAQ:MULN,NASDAQ:TSLA
TSLA
Market News
From
InvestorPlace
David Michery Wants You to Buy More Mullen (MULN) Stock
September 15, 2023
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AMC
FSR
GNS
JPM
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Why Novonix Shares Are Trading Higher By 27%? Here Are Other Stocks Moving In Friday's Mid-Day Session
September 15, 2023
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ACB
AGRI
AVTX
AWIN
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From
Benzinga
Tesla and Nio shares rise as EV makers get a broad lift after UAW calls strike
September 15, 2023
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DRIV
F
FSR
GM
Tags
MULN
GM
F
From
MarketWatch
Why Volcon Shares Are Trading Lower By 19%; Here Are 20 Stocks Moving Premarket
September 15, 2023
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AVTX
AXLA
BRSH
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Benzinga
VLCN
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Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
September 15, 2023
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AVTX
AXLA
BETS
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InvestorPlace
7 F-Rated Consumer Discretionary Stocks to Sidestep Immediately
September 15, 2023
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DIS
DISH
FTCH
JRSH
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FTCH
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InvestorPlace
There’s 5.6 trillion reasons why stocks can enjoy a year-end rally.
September 15, 2023
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AAPL
ADBE
AMC
AMZN
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SPX
AAPL
NKLA
From
MarketWatch
MULN Stock Alert: Mullen Announces New Tour Dates
September 14, 2023
Tickers
MULN
Tags
NASDAQ:MULN
Today's Market
Market News
From
InvestorPlace
‘Emerging markets have a China problem.’ This strategist favors India, which just hit a record.
September 14, 2023
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AAPL
AMC
AMZN
ARM
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NQ00
AMZN
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From
MarketWatch
Stay upbeat on U.S. stocks, says SocGen, which just boosted its S&P 500 target
September 13, 2023
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AAPL
ACB
AMC
AMZN
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KULR
NIO
RCKT
From
MarketWatch
The economy is doing better than anyone thinks, but these troubles are in the pipeline, says Bill Ackman
September 12, 2023
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AAPL
ACB
AMC
AMZN
Tags
CASY
IE:SK3
NQ00
From
MarketWatch
MULN Stock Alert: Mullen Acquires Battery Assets From Romeo Power
September 11, 2023
Tickers
MULN
NKLA
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Market News
Today's Market
From
InvestorPlace
Why Avantax Shares Are Trading Higher By Over 27%? Here Are Other Stocks Moving In Monday's Mid-Day Session
September 11, 2023
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AAMC
ACB
AIH
AVTA
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Small Cap
CSL
Top Gainers
From
Benzinga
What's Going On With Mullen Automotive Stock Today?
September 11, 2023
Tickers
MULN
Tags
Benzinga
why it's moving
News
From
Benzinga
Morgan Stanley says it’s a lonely bull, recommending government bonds
September 11, 2023
Tickers
AAPL
AMC
AMZN
CGC
Tags
USDJPY
BX:TMUBMUSD05Y
AMZN
From
MarketWatch
MULN Stock Alert: Mullen Receives Payment from British Airways
September 08, 2023
Tickers
MULN
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MULN
Market News
Today's Market
From
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