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home
about us
Investment Approach
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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
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Tesla, Amazon, Opiant, Nu, Paramount: Lawsuit, Earnings, Warren Buffett's Increased Stake Draw Investor Attention
November 14, 2022
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AMZN
BRK-A
IZQVD
NU
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IZQVD
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Nu Holdings Q3 Earnings Highlights: Warren Buffett-Backed Digital Bank Sees Shares Rally, Here's Why
November 14, 2022
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Tags
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After/Hours Center
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From
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Earnings Scheduled For November 14, 2022
November 14, 2022
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NBY
NDRA
NGS
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STRS
XELA
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Benzinga's Top Ratings Upgrades, Downgrades For November 11, 2022
November 11, 2022
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APP
BCDA
BXSL
CLVR
Tags
FOA
OB
SPR
From
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
November 10, 2022
Tickers
BAC
BRK-A
BRK-B
MMC
Tags
V
NU
BRK/B
From
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Why Nu Holdings Was Dropping on Wednesday
November 09, 2022
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NU
Recent Press Releases
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From
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2 Top Tech Stocks Under $20 Per Share
November 08, 2022
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NU
SOFI
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SOFI
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From
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Why Nu Holdings Stock Rocketed 8.8% Higher Monday
October 31, 2022
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GS
NU
Tags
NU
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Recent Press Releases
From
Motley Fool
Strangely, Noted Crypto-Skeptic Warren Buffett May Soon Become a Backdoor Cryptocurrency Investor
October 29, 2022
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BRK-A
BRK-B
BTC
NU
Tags
NU
BTC
MATIC
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With This Super New Strategy, Polygon Could Soar in Price Next Year
October 28, 2022
Tickers
DIS
ETH
KO
META
Tags
META
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MATIC
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Is Nu Holdings Stock a Buy?
October 26, 2022
Tickers
NU
Tags
NU
Market News
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7 Cryptos to Watch as the Blockchain Holds Steady
October 25, 2022
Tickers
BRK-B
NU
Tags
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MATIC/USD
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From
InvestorPlace
How Warren Buffett Just Became More Heavily Invested In 'Rat Poison' Cryptocurrency
October 22, 2022
Tickers
AAPL
BTC
KO
NU
Tags
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Ryan Wyatt
Markets
From
Benzinga
7 Penny Stocks That Have That ‘Get Rich’ Potential
October 21, 2022
Tickers
ABEV
AREB
GMBXF
NU
Tags
NU
AREB
GMBXF
From
InvestorPlace
2 Warren Buffett Fintech Stocks That Could Supercharge Your Portfolio
October 19, 2022
Tickers
NU
STNE
Tags
STNE
Recent Press Releases
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Motley Fool
Why Nu Holdings Stock Was Up Monday
October 17, 2022
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NU
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3 Under-the-Radar Fintech Stocks With 200% Upside Potential
October 14, 2022
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BAC
BCS
BP
BRK-B
Tags
Market News
NYSE:NU,NASDAQ:PCTY,NYSE:FLT,NASDAQ:MRNA,NASDAQ:PYPL,NYSE:SQ,NYSE:BRK/B,NYSE:BAC,NYSE:BCS,NYSE:BP
BP
From
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Why Shares of MercadoLibre, Nu Holdings, and XP Are Rising This Week
October 06, 2022
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NU
PBR-A
XP
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NU
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Why Nu Holdings Stock Jumped Today
October 03, 2022
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Why Shares of MercadoLibre, StoneCo, and Nu Holdings Fell Today
September 29, 2022
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NU
STNE
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STNE
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Why Nu Holdings Is Falling Hard Today
September 23, 2022
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NU
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Why Coinbase, Upstart, and Nu Holdings Fell Today
September 19, 2022
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BTC
COIN
NU
UPST
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3 Growth Stocks Down 25% to 75% to Buy Now
September 19, 2022
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NU
SQ
TSLA
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Why Nu Holdings Stock Was Rising on Thursday
September 15, 2022
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NU
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Why Block, Nu Holdings, and Lemonade Shares Plunged Today
September 13, 2022
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BTC
LMND
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Bristol-Myers Squibb, Carvana And Some Other Big Stocks Recording Gains In Today's Pre-Market Session
September 12, 2022
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ASTS
BMY
CVNA
CZOO
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Markets
big gainers
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Why Clovis Oncology Is Trading Higher By 14%; Here Are 28 Stocks Moving Premarket
September 12, 2022
Tickers
ADTX
AGFY
ASLN
ASTS
Tags
JFBR
HYPR
QH
From
Benzinga
Why Shares of Nu Holdings Are Rising Today
September 09, 2022
Tickers
BAC
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
Why Shares of Nu Holdings Rose Today
September 07, 2022
Tickers
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
Here's Why Shares of Nu Holdings Rose 16% in August
September 01, 2022
Tickers
NU
Tags
NU
Recent Press Releases
Market News
From
Motley Fool
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