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about us
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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
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Event Schedule
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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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From Apple to Wayfair: A Lot of Earnings Results to Cover
May 07, 2024
Tickers
AAPL
ABNB
AMZN
BA
Tags
NET
WING
BRK/A
From
Motley Fool
Where Will Cloudflare Stock Be in 1 Year?
May 06, 2024
Tickers
NET
Tags
Recent Press Releases
NET
Market News
From
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A Glimpse Into The Expert Outlook On Cloudflare Through 27 Analysts
May 06, 2024
Tickers
NET
Tags
NET
Market News
Analyst Ratings
From
Benzinga
Is Cloudflare Stock Going to $94? 1 Wall Street Analyst Thinks So.
May 06, 2024
Tickers
NET
Tags
Recent Press Releases
NET
Market News
From
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10 Information Technology Stocks Whale Activity In Today's Session
May 03, 2024
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AAPL
AMD
BILL
ENPH
Tags
Benzinga
AMD
NVDA
From
Benzinga
Why Cloudflare Investors Are Dealing With Stormy Weather Today
May 03, 2024
Tickers
NET
Tags
NET
Market News
Recent Press Releases
From
Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
May 03, 2024
Tickers
AIP
GCTS
GSIT
LPSN
Tags
UPLD
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BZI/TFM
From
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Cloudflare Analysts Cut Their Forecasts After Q1 Results
May 03, 2024
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NEWS
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Benzinga
Trading Ideas
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Stem Reports Downbeat Results, Joins Sprout Social, Cloudflare And Other Big Stocks Moving Lower In Friday's Pre-Market Session
May 03, 2024
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
May 03, 2024
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
May 03, 2024
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ALLK
ARDX
AXTI
BBAI
Tags
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Wall Street Looks To Feed Off Apple's Post-Earnings Power But Key Jobs Data May Upset The Cart: Analyst Says 'A Lot Of These Clouds Will Lift' If This Happens
May 03, 2024
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May 03, 2024
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ARDX
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Tags
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Benzinga
AXTI
From
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Cloudflare (NET) Q1 2024 Earnings Call Transcript
May 02, 2024
Tickers
NET
Tags
NET
Market News
Recent Press Releases
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Motley Fool
NET Stock Earnings: Cloudflare Beats EPS, Beats Revenue for Q1 2024
May 02, 2024
Tickers
NET
Tags
NET
Earnings Reports
Market News
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InvestorPlace
Cloudflare Stock Tanks Following Q1 Results, Subpar Guidance - Here's Why
May 02, 2024
Tickers
NET
NEWS
TECH
Tags
Top Stories
Benzinga
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From
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12 Information Technology Stocks Moving In Thursday's After-Market Session
May 02, 2024
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CLFD
DMRC
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Tags
GREE
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From
Benzinga
Nasdaq, S&P 500 Futures Rise Ahead Of Apple Earnings: Why This Analyst Thinks 'No Cut' Scenario May Not Be Negative For Market
May 02, 2024
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AMGN
AMZN
BBAI
Tags
QRVO
Pre/Market Outlook
DKNG
From
Benzinga
Google AI Predicts These 3 Stocks Can Make You Rich by 2026
May 01, 2024
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GOOG
GOOGL
NET
Tags
Market News
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WHR
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InvestorPlace
Will Earnings Cheer Continue To Buoy Markets? Apple, Amazon, Pfizer, Coinbase Lead Flurry Of Q1 Reports This Week
April 29, 2024
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AAPL
ABBV
ACI
Tags
PXD
CYBR
HAL
From
Benzinga
3 Top Cybersecurity Stocks to Buy in April
April 26, 2024
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NET
ZS
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NET
Market News
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Jim Cramer: You're 'Dice Rolling' With This Biopharma Stock, But Vista Energy Is 'A Good Situation'
April 25, 2024
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CCI
FSLR
LQDA
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LQDA
CNBC
From
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Battlefield Bargains: 3 Defense Stocks Primed to Dominate the Market
April 25, 2024
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ARNC
BA
BAH
HII
Tags
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NET
ARNC
From
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3 Cybersecurity Stocks to Buy for Multibagger Returns: April Edition
April 24, 2024
Tickers
CRWD
FTNT
NET
Tags
CRWD
NYSE:NET,NASDAQ:FTNT,NASDAQ:CRWD
Stocks to Buy
From
InvestorPlace
Decoding Cloudflare's Options Activity: What's the Big Picture?
April 17, 2024
Tickers
NET
Tags
Markets
NET
BZI/UOA
From
Benzinga
CPI Ruins the Party: 3 High-Flying Stocks to Cash Out Of
April 16, 2024
Tickers
NET
RGTI
S
Tags
S
RGTI
Market News
From
InvestorPlace
Peeling Back The Layers: Exploring Cloudflare Through Analyst Insights
April 15, 2024
Tickers
NET
Tags
Market News
Analyst Ratings
NET
From
Benzinga
2024 Solar Eclipse: When The Sun Took A Break, So Did The Internet
April 09, 2024
Tickers
ABNB
DIA
NET
TECH
Tags
Dow Jones Industrial Average
Education
Stories That Matter
From
Benzinga
What the Options Market Tells Us About Cloudflare
April 04, 2024
Tickers
NET
Tags
NET
Markets
Benzinga
From
Benzinga
The 3 Best Metaverse Stocks to Buy in April 2024
April 03, 2024
Tickers
META
MSFT
NET
Tags
NYSE:NET,NASDAQ:MSFT,NASDAQ:META
NET
Stocks to Buy
From
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