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What We Buy Currently
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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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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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Latest News about NL:ASML
Recent news which mentions NL:ASML
ASML turns to insider to be next CEO
November 30, 2023
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ASML shares fall as Europe’s biggest tech company predicts flat sales in 2024 after 71% order drop
October 18, 2023
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Here’s what Ozempic, ASML and India’s fintech industry all have in common — and how one ETF takes advantage of all three
October 17, 2023
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October 17, 2023
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H&M shares fall as retailer misses sales expectations; CAC 40 leads advance
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ASML boosts sales guidance for the year as it awaits China rules
July 19, 2023
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More than 90% of Apple’s production is still in China. Why Morgan Stanley says that’s a problem.
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ASML sales and gross margin beat guidance, but continues to see mixed demand signals
April 19, 2023
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ASML reports forecast beating profit of $1.96 billion on higher sales
January 25, 2023
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ASML said it expects ‘limited’ impact from new U.S. restrictions on China. Shares jump after better-than-expected results
October 19, 2022
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ASML sales beat forecasts, while net profit falls less than expected
October 19, 2022
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Turbulent times call for a bigger, better moat. These ‘resilient’ companies will help investors get there, says Credit Suisse
September 22, 2022
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Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024
July 27, 2022
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Chip stocks rally despite an ominous forecast, as U.S. semiconductor funding bill advances in Senate
July 20, 2022
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ASML Holding reports net profit rise, but lowers revenue growth guidance
July 20, 2022
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Vanguard adds an ‘impact fund’ that targets social and environmental change
July 18, 2022
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There may be another shoe to drop after Micron’s big outlook miss
July 01, 2022
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February 21, 2022
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European stocks in rally mode as investors wait for Fed decision
January 26, 2022
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European stocks tumble, led by tech stocks, renewables after Wall Street rout
January 21, 2022
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European stocks track U.S. equity rout, with tech under pressure
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European stocks led lower by techs, on rate concerns and Atos warning
January 10, 2022
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European stocks inch closer to all-time high, inspired by Wall Street optimism
December 28, 2021
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Daimler Truck rises on first day of trading, bucking weaker session for European stocks
December 10, 2021
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European stocks enjoying second-best day of the year
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L’Oreal drives gains and UBS says buy stocks in beaten-down European markets
October 22, 2021
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Microchip equipment maker ASML says materials shortage and logistics issues to weigh on fourth-quarter revenue
October 20, 2021
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European earnings roll call sees Nestlé shares rise, while ASML, Akzo Nobel fall
October 20, 2021
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