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Default Rates
What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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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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Investor Sentiment Declines Slightly Following Inflation Data
May 11, 2023
Tickers
ABNB
NWSA
TPR
TWLO
Tags
Market News
TPR
News
From
Benzinga
U.S. stock futures see volatile trading on Fed and bank angst; Apple results loom
May 04, 2023
Tickers
AAPL
COMP
DJIA
K
Tags
AAPL
COMP
NWSA
From
MarketWatch
Tucker Carlson’s firing was sparked by this inflammatory text: report
May 03, 2023
Tickers
FOX
NWSA
Tags
NWSA
FOX
From
MarketWatch
Biden to address plight of imprisoned journalists at White House Correspondents Dinner: report
April 28, 2023
Tickers
NWS
NWSA
PARA
PARAA
Tags
NWSA
NWS
PARAA
From
MarketWatch
What was Tucker Carlson worth to Fox News? About $650 million, according to Wall Street.
April 24, 2023
Tickers
FOX
NWSA
Tags
FOX
NWSA
From
MarketWatch
Tucker Carlson 'Parts Ways' With Fox News Amid $787M Settlement With Dominion
April 24, 2023
Tickers
FOX
FOXA
HOT
NWS
Tags
2020 presidential election
NWSA
Tucker Carlson
From
Benzinga
After Settling For $787M With Dominion, Fox News Faces Even Bigger Hurdle In $2.7B New York Defamation Case
April 19, 2023
Tickers
DIS
FOX
FOXA
NWSA
Tags
FOX
Benzinga
DIS
From
Benzinga
How much do you need to earn to afford a $500,000 million home? Here is the answer.
April 07, 2023
Tickers
NWSA
Z
Tags
Z
NWSA
From
MarketWatch
Biden administration condemns Russia’s detention of Wall Street Journal reporter
March 30, 2023
Tickers
NWS
NWSA
Tags
NWS
NWSA
From
MarketWatch
Renters in these cities are spending more than 30% of their income on housing
March 21, 2023
Tickers
NWSA
Tags
NWSA
From
MarketWatch
Senate leader Chuck Schumer slams Fox News host Tucker Carlson for ‘lying to his audience’ by ‘cherry-picking’ Jan. 6 footage
March 07, 2023
Tickers
NWSA
Tags
NWSA
From
MarketWatch
How Would Ron DeSantis Handle Ukraine War If Elected President? Here's What He Said
March 05, 2023
Tickers
NWS
NWSA
Tags
General
Joe Biden
NWS
From
Benzinga
Ron DeSantis wants to ‘Make America Florida’ in his new bestselling book
February 28, 2023
Tickers
AMZN
NWSA
Tags
NWSA
AMZN
From
MarketWatch
DeSantis, promoting his ‘Courage’ book, will skip the CPAC conference. Trump is a headliner.
February 28, 2023
Tickers
AMZN
NWS
NWSA
Tags
NWS
NWSA
AMZN
From
MarketWatch
The 20 worst U.S. stocks in February: the biggest loser dropped 36%
February 28, 2023
Tickers
AAPL
ABNB
ADBE
AKAM
Tags
ALGN
MTCH
V
From
MarketWatch
Top House Democrat expresses concern over manner in which Speaker McCarthy provided Tucker Carlson his U.S. Capitol security-camera exclusive
February 22, 2023
Tickers
FOX
FOXA
NWS
NWSA
Tags
FOX
NWSA
FOXA
From
MarketWatch
Why Is CoStar (CSGP) Stock Down 11% Today?
February 22, 2023
Tickers
CSGP
CYRN
LLAP
NWSA
Tags
CSGP
NWSA
LLAP
From
InvestorPlace
Why CoStar Group Stock Is Plunging Today
February 22, 2023
Tickers
CSGP
FOX
FOXA
NWS
Tags
NWSA
FOXA
Briefs
From
Benzinga
News Corp won’t be selling Realtor.com parent Move to CoStar
February 21, 2023
Tickers
CSGP
NWSA
Z
Tags
CSGP
NWSA
Z
From
MarketWatch
Well This Is Awkward: Hosts Hannity, Carlson's Private Views Exposed In Fox/Dominion Election Case
February 17, 2023
Tickers
NWSA
Tags
Rupert Murdoch
NWSA
Tucker Carlson
From
Benzinga
Elon Musk Cozies Up With Murdochs For Super Bowl, Weeks After FIFA World Cup Hangout With Jared Kushner
February 12, 2023
Tickers
FOXA
NWSA
TECH
Tags
twitter
Benzinga
Tech
From
Benzinga
Hyzon Motors (HYZN) Stock Plunges Ahead of Potential Feb. 14 Delisting
February 10, 2023
Tickers
HYZN
JD
NWSA
RGTI
Tags
NWSA
JD
RGTI
From
InvestorPlace
News Corp. Layoffs 2023: What to Know About the Latest NWSA Job Cuts
February 10, 2023
Tickers
GNS
JD
NWSA
XPON
Tags
NASDAQ:NWSA,NASDAQ:JD,NASDAQ:XPON,NYSEMKT:GNS
XPON
GNS
From
InvestorPlace
US Stocks Look Set To Steepen Losses For Week As Nasdaq, S&P Futures Plunge: Focus On Inflation Data, Fed Speech
February 10, 2023
Tickers
AYX
GPN
LYFT
MGA
Tags
MU
University of Michigan Consumer Sentiment Index
Markets
From
Benzinga
US Stocks On Recovery Course As Earnings Lend Support: Fed's Hawkish Stance May Unwind Rally In High-Value Names, Says Analyst
February 09, 2023
Tickers
ABBV
AFRM
AZN
DIS
Tags
MGM
Pre/Market Outlook
Earnings
From
Benzinga
Earnings Scheduled For February 9, 2023
February 09, 2023
Tickers
NLS
NNN
NSIT
NSP
Tags
TM
Earnings
TCX
From
Benzinga
Why is it so difficult for builders to meet America’s insatiable demand for houses? Here are 4 reasons slowing down construction.
February 09, 2023
Tickers
FMCC
NWSA
Tags
FMCC
NWSA
From
MarketWatch
Earnings Preview For News
February 08, 2023
Tickers
NWSA
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
Tom Brady will start as an NFL broadcaster in 2024 as part of his $375 million Fox deal
February 07, 2023
Tickers
DIS
FOX
FOXA
NWSA
Tags
DIS
FOXA
FOX
From
MarketWatch
A record number of U.S. renters spent more than 30% of their income on rent in 2021
February 02, 2023
Tickers
NWSA
Tags
NWSA
From
MarketWatch
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