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home
about us
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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
MARKET RESEARCH
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Beyond Cloud Nine: 3 Cutting-Edge Tech Stocks Shaping the Future of Computing
January 17, 2024
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DDOG
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GOOGL
NOW
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GOOG
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January 17, 2024
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January 15, 2024
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January 15, 2024
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January 12, 2024
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NOW
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Invest in These 3 Growth Stocks for Massive Upside Potential in 2024
January 11, 2024
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CRM
GE
INTC
MSFT
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Critical Insights From ServiceNow Analyst Ratings: What You Need To Know
January 11, 2024
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Tags
NOW
BZI/AAR
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January 10, 2024
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The Cloud Computing Climb: 3 Stocks to Buy Before They Head Skyward
January 09, 2024
Tickers
AMZN
GOOG
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NOW
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Why I Sold Some Apple Stock to End 2023 and Where I'm Investing Instead
January 08, 2024
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AMZN
CRM
NOW
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$1000 Invested In ServiceNow 5 Years Ago Would Be Worth This Much Today
January 03, 2024
Tickers
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NOW
Tags
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News
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January 02, 2024
Tickers
NOW
Tags
Benzinga
Markets
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Rising Stars in Tech: 3 Cutting-Edge Companies to Invest in for 2024
January 01, 2024
Tickers
MSFT
NOW
NVDA
XLK
Tags
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NVDA
NASDAQ:NVDA,NYSE:NOW,NASDAQ:MSFT,NYSEARCA:XLK
From
InvestorPlace
Top 3 Tech Stock Picks for the New Year
December 29, 2023
Tickers
MNDY
MSFT
NOW
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MSFT
Market News
Stocks to Buy
From
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Cloud Computing Kings: 7 Stocks Dominating the Digital Sky
December 28, 2023
Tickers
DDOG
DOCN
GOOG
GOOGL
Tags
MSFT
DOCN
GOOGL
From
InvestorPlace
EXCLUSIVE: Marc Chaikin Bullish On AI-Enhanced Software Companies, Forecasts S&P 500 Rally To Continue Into 2024
December 28, 2023
Tickers
ADSK
AI
AMD
ANET
Tags
PSTG
ANET
NVDA
From
Benzinga
ServiceNow's Options Frenzy: What You Need to Know
December 27, 2023
Tickers
NOW
Tags
BZI/UOA
NOW
Market News
From
Benzinga
The 3 Best Software Stocks to Buy for 2024
December 26, 2023
Tickers
CDNS
NOW
WDAY
Tags
NASDAQ:NOW,NASDAQ:CDNS,NASDAQ:WDAY
WDAY
NOW
From
InvestorPlace
Looking Into ServiceNow's Recent Short Interest
December 26, 2023
Tickers
NOW
Tags
Trading Ideas
Short Ideas
NOW
From
Benzinga
3 Magnificent Growth Stocks to Buy Right Now and Hold in 2024 and Beyond
December 26, 2023
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CRM
NOW
SNOW
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Why These 3 Growth Stocks Should Be on Your Radar in 2024
December 23, 2023
Tickers
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LULU
NOW
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Market News
LULU
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InvestorPlace
ServiceNow Unusual Options Activity For December 21
December 21, 2023
Tickers
NOW
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Benzinga
Markets
Options
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Benzinga
Here's How Much $1000 Invested In ServiceNow 10 Years Ago Would Be Worth Today
December 21, 2023
Tickers
NOW
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BZI/POD
NOW
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Benzinga
3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- Or Sooner
December 21, 2023
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NOW
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December 20, 2023
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NOW
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Why These 7 Cloud Computing Stocks Should be on Your Radar in 2024
December 19, 2023
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AMKBY
AMZN
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Why This Shopify Analyst Believes Street Expectations May Be Too High
December 18, 2023
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NOW
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Benzinga
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December 18, 2023
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AVGO
NOW
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‘Smidcap’ companies are becoming a big deal. Here’s a look at some of the best.
December 14, 2023
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HUBS
KVYO
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From
MarketWatch
Is ServiceNow Stock a Top Buy for 2024?
December 12, 2023
Tickers
NOW
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Recent Press Releases
Market News
NOW
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