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Classifying Municipal Bonds
Revenue Bonds
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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
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
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NHA/PHA Bonds
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Municipal Notes
TANs/RANs
BANs
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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 sm Program
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EVENTS
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Municipal Bond Presentation
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Event Schedule
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
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home
about us
Investment Approach
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Market Analysis Summary
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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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Bond yields hold the key to an emotional market that can change on a dime, says this strategist
August 18, 2023
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AAPL
AMAT
AMC
APE
Tags
NVDA
MULN
FTCH
From
MarketWatch
Mullen’s Former Key Shareholder Just Settled Charges With the SEC
August 17, 2023
Tickers
AULT
MULN
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NASDAQ:MULN,NYSEMKT:AULT
MULN
Market News
From
InvestorPlace
DWAC Stock Alert: Trump SPAC Delays Key Shareholder Meeting
August 17, 2023
Tickers
DWAC
IDEX
MULN
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Market News
MULN
From
InvestorPlace
MULN Stock Alert: Mullen Launches Stock Buyback Program
August 17, 2023
Tickers
MULN
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MULN
Market News
Today's Market
From
InvestorPlace
3 Sorry EV Stocks to Sell in August Before It’s Too Late
August 17, 2023
Tickers
ARVL
KCGI
MULN
SOLO
Tags
SOLO
ARVL
Stocks to Sell
From
InvestorPlace
What's Going On With Mullen Automotive Stock Thursday?
August 17, 2023
Tickers
MULN
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Movers
Market News
MULN
From
Benzinga
‘This is no longer a buy-the-dip market.’ Why this Goldman Sachs veteran is worried about the stock market.
August 17, 2023
Tickers
AAPL
AMAT
AMC
AVT
Tags
CA:TAI
AMC
TSLA
From
MarketWatch
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
August 16, 2023
Tickers
AMBO
BNED
CNXA
DBGI
Tags
DBGI
MOND
AMBO
From
Benzinga
EV Maker Mullen Debuts Ultra-High-Performance FIVE RS Demonstrator
August 16, 2023
Tickers
MULN
Tags
Briefs
Markets
Benzinga
From
Benzinga
3 Meme Stocks Whose Checkered History Makes Them Untouchable
August 16, 2023
Tickers
GME
GNS
MMAT
MULN
Tags
NASDAQ:MMAT,NYSEMKT:GNS,NASDAQ:MULN,NYSE:TUP,NYSE:GME
GNS
GME
From
InvestorPlace
Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies
August 16, 2023
Tickers
AAPL
ABBV
ADBE
ADP
Tags
DXY
CSCO
ES00
From
MarketWatch
5 Investors Betting Big on Mullen (MULN) Stock in Q2
August 15, 2023
Tickers
BLK
MULN
STT
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BLK
MULN
Market News
From
InvestorPlace
Fund managers are the least bearish in more than a year, says Bank of America, wiping out a buy signal.
August 15, 2023
Tickers
A
AAPL
AMC
AMD
Tags
CAH
HD
DXY
From
MarketWatch
Buckle Up! Mullen’s Electric Moves Could Drive MULN Stock Higher.
August 14, 2023
Tickers
MULN
Tags
Stocks to Buy
Market News
MULN
From
InvestorPlace
MULN Stock Alert: Mullen Posts Quarterly Loss of $11.14 a Share
August 14, 2023
Tickers
ELMSQ
MULN
Tags
ELMSQ
Market News
MULN
From
InvestorPlace
3 Sorry Meme Stocks to Sell in August Before It’s Too Late
August 14, 2023
Tickers
GNS
MULN
WE
Tags
WE
Stocks to Sell
GNS
From
InvestorPlace
Legendary investor Seth Klarman just got back into Amazon and bought three other stocks.
August 14, 2023
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AAPL
AMC
AMZN
APE
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NVDA
DG
AMC
From
MarketWatch
3 Meme Stocks that You Should Sell Before they Become the Next Tupperware
August 13, 2023
Tickers
MULN
PTON
TUP
WE
Tags
NASDAQ:PTON,NYSE:TUP,NASDAQ:MULN,NYSE:WE
MULN
Market News
From
InvestorPlace
Stocks That Hit 52-Week Lows On Friday
August 11, 2023
Tickers
MULN
NBSE
NOGN
NSTG
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ORGS
OTMO
YJ
From
Benzinga
What's Going On With Mullen Automotive Stock Friday?
August 11, 2023
Tickers
MULN
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why it's moving
Benzinga
Trading Ideas
From
Benzinga
MULN Stock Struggles to Stay Above $1 Following Mullen’s Reverse Split
August 11, 2023
Tickers
MULN
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NASDAQ:MULN
Market News
MULN
From
InvestorPlace
If America debt spiral gets worse, here’s the stock that may benefit, says fund manager
August 11, 2023
Tickers
AAPL
AMC
CANO
CME
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GME
TSLA
GC00
From
MarketWatch
MULN Stock Alert: Mullen’s Reverse Stock Split Takes Effect TOMORROW
August 10, 2023
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MULN
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Today's Market
MULN
Market News
From
InvestorPlace
MULN Stock Alert: Mullen Launches Class 3 Production
August 10, 2023
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MULN
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Today's Market
MULN
Market News
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InvestorPlace
T2 Biosystems (TTOO) Stock Is Becoming the Next Mullen
August 10, 2023
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GOOG
GOOGL
META
MULN
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Market News
MULN
GOOG
From
InvestorPlace
Danger! These 3 Growth Stocks Are a Definite No-Go for Investors.
August 10, 2023
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CVNA
MS
MULN
NVAX
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CVNA
NVAX
MS
From
InvestorPlace
What's Going On With Mullen Automotive Stock Thursday?
August 10, 2023
Tickers
MULN
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why it's moving
Benzinga
News
From
Benzinga
TTOO vs. RAD Stock: Which New Meme Stock Is the Worst Buy?
August 09, 2023
Tickers
GME
MMAT
MULN
RAD
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MMAT
GME
RAD
From
InvestorPlace
Is TTOO Stock Really Worth $5? Or Just 5 Cents?
August 09, 2023
Tickers
BDX
DHR
MULN
RHHBY
Tags
TTOO
RHHBY
NASDAQ:TTOO,OTCMKTS:RHHBY,NYSE:DHR,NYSE:BDX,NASDAQ:MULN
From
InvestorPlace
Could Rite Aid Become the Next AMC Meme Stock?
August 08, 2023
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BBBYQ
MEME
MULN
RAD
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MEME
WEN
From
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