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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Why Cloudflare Shares Are Seeing Blue Skies Today
August 04, 2023
Tickers
NET
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Benzinga
Earnings
Markets
From
Benzinga
Amazon shares pop but Apple’s dip, and other movers
August 04, 2023
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Cloudflare (NET) Q2 2023 Earnings Call Transcript
August 03, 2023
Tickers
NET
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Cloudflare earnings, outlook tops Street estimates; stock rallies more than 5%
August 03, 2023
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Earnings Scheduled For August 3, 2023
August 03, 2023
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TK
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There's Long-Term Potential in Cloudflare Despite Near-Term Macroeconomic Fluctuations, Analyst Says
July 31, 2023
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Palantir is ‘the Messi of AI,’ Wedbush says, initiating coverage of the software maker
July 28, 2023
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Best Growth Stocks: Palantir vs. Cloudflare
July 27, 2023
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Zscaler’s stock rallies after analyst upgrades on ‘much higher degree of confidence’
July 25, 2023
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Better Growth Stock: Cloudflare vs. Confluent
July 25, 2023
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Russia Is Seizing European Company Assets — What US Businesses Are Still At Risk?
July 24, 2023
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3 Metaverse Stocks That Should Make Your July Must-Sell List
July 21, 2023
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10 Information Technology Stocks With Whale Alerts In Today's Session
July 19, 2023
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NET Stock Spotlight: Could This Cybersecurity Underdog Come Out on Top?
July 19, 2023
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Expert Ratings for Cloudflare
July 18, 2023
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NET
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Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
History Says the Stock Market Is Headed Higher in 2023: 2 Remarkable Growth Stocks to Buy Before the Bull Market Begins
July 18, 2023
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HUBS
NET
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Recent Press Releases
NET
Market News
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Best Growth Stocks to Buy: Cloudflare vs. Confluent
July 17, 2023
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CFLT
NET
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Market News
NET
CFLT
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Why SaaS Stars Datadog, Cloudflare, and Zscaler Roared Higher Today
July 17, 2023
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MSFT
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Why Enterprise Software Stocks Jumped in the First Half of 2023
July 14, 2023
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Why Cybersecurity Stocks Like Zscaler and Cloudflare Surged Today
July 13, 2023
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GOOG
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Analyst Defends Zscaler's Technological Advantage Amid Microsoft's Access Proxy Market Entry
July 13, 2023
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PANW
TECH
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2 Growth Stocks to Buy With $1,000 Right Now
July 13, 2023
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Market News
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Why Cloudflare and Palo Alto Networks Shares Got Crushed Today
July 12, 2023
Tickers
MSFT
NET
PANW
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Recent Press Releases
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Microsoft cybersecurity expansion poses long-term ‘ramifications’ for Palo Alto Networks, Cloudflare, others
July 12, 2023
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COMP
CRWD
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From
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3 Cybersecurity Stocks to Sell in July
July 07, 2023
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CHKP
NET
QLYS
S
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Market News
NET
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Why C3.ai, Cloudflare, and Zscaler Fell Today
July 06, 2023
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AI
NET
ZS
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Market News
AI
From
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2 Growth Stocks Gearing Up for a Comeback
July 06, 2023
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NET
TWLO
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Market News
NET
TWLO
From
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3 Top Cybersecurity Stocks to Buy in July
July 04, 2023
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CSCO
NET
ZS
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ZS
Recent Press Releases
Market News
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3 Tech Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2023
July 02, 2023
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LOVE
NET
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Market News
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5 Stocks That AI Predicts Will Double Your Money in a Year
July 01, 2023
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APLD
FSLY
MBLY
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APLD, FSLY, MBLY, NOTE, NET
FSLY
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