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home
about us
Investment Approach
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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
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $400 Today
September 23, 2024
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NET
NEWS
Tags
Benzinga
Trading Ideas
BZI/POD
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$1000 Invested In Cloudflare 5 Years Ago Would Be Worth This Much Today
September 13, 2024
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NET
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Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade
September 13, 2024
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MSTR
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MSTR
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August 30, 2024
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NET
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2 Monster Growth Stocks to Buy Before Sales Soar 94% and 136%, According to Wall Street
August 28, 2024
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NET
SHOP
Tags
Market News
NET
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1 Cybersecurity Stock You Can Buy and Hold for the Next Decade
August 23, 2024
Tickers
NET
Tags
Market News
NET
Recent Press Releases
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EXCLUSIVE: Trump Or Harris? 12 Stocks, 2 ETFs Could Win No Matter Who's President, Says Market Strategist
August 22, 2024
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CHKP
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(NET) - Analyzing Cloudflare's Short Interest
August 16, 2024
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2 Stocks on My Market Sell-Off Watchlist
August 14, 2024
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NET
Tags
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10 Information Technology Stocks With Whale Alerts In Today's Session
August 09, 2024
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August 06, 2024
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Magnificent 7 Lose Over $300B As Volatility Index Surges, Traders Question Fed's Timing: What's Driving Markets Friday?
August 02, 2024
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Why Cloudflare Stock Is Moving Higher on Friday
August 02, 2024
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August 02, 2024
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Cloudflare (NET) Q2 2024 Earnings Call Transcript
August 02, 2024
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Cloudflare Q2 Earnings Highlights: Revenue Beat, EPS Beat, Guidance Shines
August 01, 2024
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August 01, 2024
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CRWD Stock Plunges as CrowdStrike Triggers Massive Global Outage. What to Know.
July 19, 2024
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3 High-Growth Tech Stocks to Buy Now for Massive Gains
July 18, 2024
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Peering Into Cloudflare's Recent Short Interest
July 17, 2024
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Tags
NET
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July 15, 2024
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July 14, 2024
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VRSN
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Stocks to Watch: 7 Under-the-Radar Companies Quietly Building Empires
July 13, 2024
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3 Of the Best ETFs to Buy for AI Stocks Exposure
July 09, 2024
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