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Investment Approach
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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
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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
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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
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MARKET RESEARCH
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7 Unloved Stocks That Deserve a Second Chance in 2023
March 09, 2023
Tickers
DIS
DISH
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NYSE:DIS,NASDAQ:DISH,NASDAQ:MVLA,NYSE:NSC,NASDAQ:PYPL,NYSE:TD,NYSE:FHN,NYSE:VZ
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‘Norfolk Southern will pay for the harm it has caused’ in Ohio derailment, says GOP senator
March 08, 2023
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March 08, 2023
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A Bull Market Is Coming: 3 Dividend Stocks to Buy Before the Next Rally
March 07, 2023
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Is Warren Buffett Wrong About Stock Buybacks? This Economist Thinks So.
March 06, 2023
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After disastrous Ohio derailment, Norfolk Southern announces 6-point safety plan
March 06, 2023
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CSX
NSC
UNP
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NSC
CSX
From
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Norfolk Southern Suffers One More Train Derail In Ohio
March 06, 2023
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NSC
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Benzinga
NSC
Briefs
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China stocks slip after growth target released, as Ciena shares pop on earnings beat
March 06, 2023
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Norfolk Southern CEO personally donates $445,000 to East Palestine scholarship fund — meanwhile, residents want help moving away
March 03, 2023
Tickers
DJIA
NSC
SPX
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NSC
DJIA
From
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Norfolk Southern Joins Federal Close-Call Reporting System Amid Pressure Since Ohio Train Derailment
March 03, 2023
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CNI
CP
CSX
NSC
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News
CNI
NSC
From
Benzinga
3 Reasons Why This Is the Best Railroad Stock to Buy
March 01, 2023
Tickers
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NSC
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From
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Ohio derailment a ‘PR nightmare’ for Norfolk Southern and the rail industry
February 27, 2023
Tickers
CSX
NSC
SPX
UNP
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SPX
UNP
NSC
From
MarketWatch
Norfolk Southern gifts another $1.1 million to East Palestine as some locals turn to GoFundMe following train derailment
February 24, 2023
Tickers
NSC
SPX
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NSC
SPX
From
MarketWatch
Misinformation is among the obstacles Norfolk Southern is contending with at the derailment site in Ohio, says the railroad’s CEO
February 22, 2023
Tickers
NSC
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NSC
From
MarketWatch
Norfolk Southern’s stock extends selloff, and one analyst turns bullish
February 21, 2023
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CSX
NSC
SPX
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NSC
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UNP
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Benzinga's Top Ratings Upgrades, Downgrades For February 21, 2023
February 21, 2023
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AN
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Norfolk Southern, which spent $4 billion on stock buybacks last year, creates $1 million fund for Ohio train-derailment victims
February 18, 2023
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Ohio train derailment’s chemical contamination: Your questions answered
February 17, 2023
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Norfolk Southern is in the spotlight after Ohio derailment disaster. What does it mean for the carrier’s stock?
February 16, 2023
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NSC
SPX
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MarketWatch
Norfolk Southern Under Lens After Ohio Train Derailment; Air, Water & Soil Tests Look For Chemicals
February 15, 2023
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NSC
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Market News
News
General
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Benzinga
After Double-Digit Revenue Growth Last Year, Is Norfolk Southern Stock a Buy?
February 14, 2023
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NSC
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Motley Fool
Norfolk Train Derailed In Ohio: Company Shares Show Resilience To Liability Claims Over Carcinogenic Chemicals Released Into Environment
February 13, 2023
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12 Industrials Stocks Moving In Monday's Pre-Market Session
February 13, 2023
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Here's How Much $100 Invested In Norfolk Southern 20 Years Ago Would Be Worth Today
February 02, 2023
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NSC
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News
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Earnings
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Norfolk Southern's Ex-Dividend Date Is Thursday, Here's What You Need To Know
January 30, 2023
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7 Industrial Stocks That Will Be Big Winners
January 29, 2023
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CSX
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Benzinga's Top Ratings Upgrades, Downgrades For January 26, 2023
January 26, 2023
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BPOP
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Norfolk Southern Shares Fall On Q4 Bottom-Line Miss; Hikes Dividend By 9%
January 25, 2023
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NSC
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NSC
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