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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Yield Difference
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Analyzing Revenue Bonds
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General Price Analysis of Municipal Bonds
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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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Event Schedule
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home
about us
Investment Approach
Client Service Approach
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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
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Why Is BioCryst Pharmaceuticals (BCRX) Stock Down 8% Today?
April 18, 2023
Tickers
AAPL
BCRX
MULN
NVEI
Tags
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MULN Stock Alert: Mullen Forms New EV Technology Entity
April 18, 2023
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Why MULN’s Recent Lawsuit Could Spell Disaster for Investors
April 18, 2023
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UBER Stock Price Prediction: Is Uber Really Worth $49?
April 17, 2023
Tickers
ENPH
MULN
NFLX
UBER
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UBER
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From
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Mullen Files to Resell Up to 2.1 Billion Shares of MULN Stock
April 17, 2023
Tickers
MULN
Tags
NASDAQ:MULN
MULN
Market News
From
InvestorPlace
‘Gradually, then suddenly.’ Earnings expectations may be about to drop, says Morgan Stanley strategist.
April 17, 2023
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AAPL
AMC
APE
BAC
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BBBY
APE
AMC
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7 Stocks to Sell in April Before They Crash and Burn
April 16, 2023
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CHTR
CLX
CRWD
FCEL
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FCEL
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From
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TRKA Stock: Deep Value or Value Trap?
April 15, 2023
Tickers
BBBY
MULN
TRKA
Tags
NASDAQ:TRKA,NASDAQ:BBBY,NASDAQ:MULN
Hot Stocks
TRKA
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Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
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AMZN
APE
BA
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MULN
UNH
NVDA
From
MarketWatch
Why Recent News Is a Red Flag for MULN Stock
April 13, 2023
Tickers
MULN
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Stocks to Sell
NASDAQ:MULN
MULN
From
InvestorPlace
EXCLUSIVE: Top 10 Most Searched Tickers On Benzinga Pro In Q1 2023 – Tesla, Apple, AMC, DWAC And More
April 12, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
SPY
QQQ
Small Cap
From
Benzinga
Mortgage rates are too high to move. Here are four stocks that benefit, according to a money manager.
April 12, 2023
Tickers
AAPL
AMC
APE
BBBY
Tags
NATI
APE
AMC
From
MarketWatch
3 EV Penny Stocks That Are Better Buys Than Mullen
April 11, 2023
Tickers
ARVL
DCFC
GOEV
MULN
Tags
NASDAQ:MULN,NASDAQ:TSLA,NASDAQ:NKLA,NASDAQ:ARVL,NASDAQ:DCFC,NASDAQ:GOEV,NYSE:WMT
TSLA
Today's Market
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Why Is National CineMedia (NCMI) Stock Up 111% Today?
April 11, 2023
Tickers
AMC
MULN
NCMI
NKLA
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NKLA
AMC
Market News
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Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
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AAPL
AMC
BABA
BBBY
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NVDA
HEXO
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From
MarketWatch
MULN Stock: What Should Mullen Do With a $110 Million Windfall?
April 10, 2023
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BABA
ELMSQ
FSR
HYMTF
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PCAR
MULN
QS
From
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NKLA Stock Price Prediction: Is Nikola Really Worth Just $1?
April 10, 2023
Tickers
LCID
MULN
NKLA
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NASDAQ:NKLA,NASAQ:LCID,NASDAQ:MULN
NKLA
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InvestorPlace
EXCLUSIVE: Top 10 Most Searched Tickers On Benzinga Pro In March – Including Tesla, Apple, AMC And More
April 10, 2023
Tickers
AAPL
AI
AMC
AMD
Tags
Exclusives
BABA
GBIO
From
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MULN Stock Alert: Mullen Secures $110 Million in Funding
April 10, 2023
Tickers
MULN
Tags
NASDAQ:MULN
Market News
MULN
From
InvestorPlace
MULN Stock: Don’t Get Too Excited by Mullen’s Recent Deliveries
April 06, 2023
Tickers
MULN
TSLA
Tags
Market News
TSLA
MULN
From
InvestorPlace
7 EV Stocks to Avoid Like the Plague Heading Into April 2023
April 06, 2023
Tickers
FFIE
FUV
GOEV
MULN
Tags
RACE
WKHS
Stocks to Sell
From
InvestorPlace
Bitcoin has been boosted by the banking crisis — and these two other factors, says JPMorgan strategist
April 06, 2023
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AMC
AMZN
APE
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YM00
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From
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The commodity supercycle is still young, these strategists say. Here’s why.
April 05, 2023
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AAPL
AI
AMC
APE
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SPX
JNJ
AAPL
From
MarketWatch
Mullen Automotive Adopts Solid-State Polymer Battery Technology To Boost Range
April 05, 2023
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MULN
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News
General
Penny Stocks
From
Benzinga
MULN Stock Alert: Mullen to Begin Testing New Battery Technology in Q4 2023
April 04, 2023
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MULN
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Today's Market
Market News
MULN
From
InvestorPlace
Should you buy stocks? Watch these crucial levels on the S&P 500 and Nasdaq for answers, says strategist.
April 04, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
BX:TMUBMUSD02Y
ES00
DXY
From
MarketWatch
MULN Stock Alert: What to Know as Mullen Wraps Up Successful LAX Pilot Program
April 03, 2023
Tickers
MULN
Tags
NASDAQ:MULN
MULN
Market News
From
InvestorPlace
Underweight stocks now, says JPMorgan, because there’s a risk-free alternative paying 5%
April 03, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
FRC
NVDA
MULN
From
MarketWatch
Nasdaq Surges Over 100 Points; G Medical Innovations Shares Plunge
March 31, 2023
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CSSE
GMVD
GRPN
INPX
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Intraday Update
CSSE
Eurozone
From
Benzinga
Is the Stock Market Closed on Good Friday 2023?
March 31, 2023
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MULN
VORB
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Today's Market
VORB
MULN
From
InvestorPlace
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