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home
about us
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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
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Apple is Berkshire’s largest stock holding, but Buffett and Co. own a bigger share of these companies
February 15, 2022
Tickers
AAPL
AMZN
AON
ATVI
Tags
DVA
KO
VZ
From
MarketWatch
Nubank Stock Gets a Boost from $1B Warren Buffett Investment
February 15, 2022
Tickers
BAC
BK
MA
NU
Tags
BTC/USD
NYSE:NU,CCC:BTC/USD,NYSE:V,NYSE:MA,NYSE:BAC,NYSE:BK
MA
From
InvestorPlace
13F Reveal: Which Stocks Did Warren Buffett’s Berkshire Recently Buy and Sell?
February 15, 2022
Tickers
AAPL
AMZN
ATVI
AXP
Tags
VZ
KO
KHC
From
InvestorPlace
3 Disruptive Stocks We Love This Valentine's Day
February 12, 2022
Tickers
NFLX
NU
SNAP
Tags
SNAP
Recent Press Releases
NU
From
Motley Fool
60 Biggest Movers From Yesterday
February 10, 2022
Tickers
ABST
ADGI
AEG
ANGH
Tags
ERYP
GRCL
Top Gainers
From
Benzinga
Why Shares of Upstart, Nu Holdings, and StoneCo Are All Rising Today
February 09, 2022
Tickers
NU
STNE
UPST
Tags
Market News
NU
STNE
From
Motley Fool
40 Stocks Moving In Wednesday's Mid-Day Session
February 09, 2022
Tickers
ABST
ADGI
AEG
APVO
Tags
Markets
AEG
ARGO
From
Benzinga
Better Buy for 2022: Nu Holdings vs. Grab Holdings?
February 02, 2022
Tickers
GRAB
MELI
NU
SE
Tags
GRAB
Market News
NU
From
Motley Fool
Why Shares of Nu Holdings, SoFi, and LendingClub Rose Today
January 31, 2022
Tickers
LC
NU
SOFI
Tags
^IXIC
NU
LC
From
Motley Fool
Try Out a Warren Buffett-Backed Neo-Bank with Nu Holdings
January 26, 2022
Tickers
BRK-A
BRK-B
NU
Tags
BRK/A
NYSE:NU,NYSE:BRK/A,NYSE:BRK/B
BRK/B
From
InvestorPlace
Why Shares of Nu Holdings Are Falling Today
January 24, 2022
Tickers
BRK-A
BRK-B
NU
Tags
NU
BRK/A
Market News
From
Motley Fool
Is This Buffett-Backed IPO a Buy for 2022?
January 23, 2022
Tickers
BRK-A
BRK-B
NU
TCEHY
Tags
Market News
TCEHY
NU
From
Motley Fool
Stocks That Hit 52-Week Lows On Tuesday
January 18, 2022
Tickers
NNDM
NNOX
NRC
NRIX
Tags
PLTR
SPCE
WEA
From
Benzinga
3 Things to Know About the Mark Cuban-Backed Fintech Dave
January 12, 2022
Tickers
DASH
DAVE
LYFT
NU
Tags
DAVE
Market News
DASH
From
Motley Fool
10 Warren Buffett Stocks That Belong on Your 2022 Watchlist
January 06, 2022
Tickers
AAPL
ABBV
AXP
BAC
Tags
Market News
V
CHTR
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2022
January 05, 2022
Tickers
ACAD
ADBE
ADTH
AEL
Tags
IREN
LNC
NJR
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 4, 2022
January 04, 2022
Tickers
AMPS
APAM
APD
AQUA
Tags
PAGS
AXS
BZI/Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 3, 2022
January 03, 2022
Tickers
ACC
ADTH
ALNY
AVB
Tags
Downgrades
CAKE
FTV
From
Benzinga
Buffett-Backed Nubank Just Went Public -- Here's What You Should Know
December 23, 2021
Tickers
BRK-A
BRK-B
NU
STNE
Tags
NU
Market News
TCEHY
From
Motley Fool
The IPOs to expect in 2022: Reddit, Instacart and others could hit Wall Street
December 21, 2021
Tickers
ADBE
AFRM
AMZN
BYND
Tags
SHOP
BYND
SNOW
From
MarketWatch
Better Buy in 2022: SoFi or Nu Holdings?
December 21, 2021
Tickers
GPBI
NU
SOFI
STNE
Tags
NU
Market News
GPBI
From
Motley Fool
Why Shares of Nu Holdings Fell Today
December 20, 2021
Tickers
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
Why Shares of Buffett-Backed Nu Holdings Are Falling Today
December 13, 2021
Tickers
BRK-A
BRK-B
NU
Tags
BRK/B
Recent Press Releases
NU
From
Motley Fool
50 Biggest Movers From Friday
December 13, 2021
Tickers
AGMH
ANGN
AOUT
APRN
Tags
CXM
OSCR
IAIC
From
Benzinga
Digging Into the Nubank IPO
December 11, 2021
Tickers
BRK-A
BRK-B
MA
MELI
Tags
SOFI
BRK/A
MA
From
Motley Fool
Why Shares of the Buffett-Backed Nu Holdings Rose Today
December 10, 2021
Tickers
BRK-A
BRK-B
NU
Tags
BRK/B
Recent Press Releases
NU
From
Motley Fool
36 Stocks Moving In Friday's Mid-Day Session
December 10, 2021
Tickers
AGMH
ANGN
AOUT
APRN
Tags
PEAR
Markets
ARHS
From
Benzinga
18 Stocks Moving in Friday's Pre-Market Session
December 10, 2021
Tickers
AI
APDN
AVCT
AVGO
Tags
Information Technology
CCNC
Top Gainers
From
Benzinga
56 Biggest Movers From Yesterday
December 10, 2021
Tickers
AVCT
AWRE
BITF
BKKT
Tags
BZFD
RNG
WEJO
From
Benzinga
NU Stock IPO: 10 Things to Know as Buffett-Backed Nubank Starts Trading Today
December 09, 2021
Tickers
NU
STNE
Tags
STNE
NU
Today's Market
From
InvestorPlace
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