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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Benzinga's Top Ratings Upgrades, Downgrades For December 9, 2021
December 09, 2021
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December 07, 2021
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December 06, 2021
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ODFL
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ODFL
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Analyst Ratings For Old Dominion Freight Line
December 03, 2021
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ODFL
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For December 3, 2021
December 03, 2021
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ACEL
AFL
AGIO
ALHC
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MRVL
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How This Trucking Stock Wins From a Manufacturing Boom
December 03, 2021
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ODFL
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Monitoring Stock Picks
December 01, 2021
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CNI
CRM
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CRM
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KeyBanc Bumps Up Old Dominion Price Target By 7%
November 30, 2021
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Analyst Ratings
Market News
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10 Biggest Price Target Changes For Tuesday
November 30, 2021
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CHD
COST
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Benzinga
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Trucking Stocks: The ‘Driver Shortage’ News Pressuring JBHT, ODFL, KNX Stocks
November 19, 2021
Tickers
JBHT
KNX
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NASDAQ:JBHT,NASDAQ:ODFL,NYSE:KNX
ODFL
JBHT
From
InvestorPlace
Lobbyist for truckers on the ‘driver shortage’: ‘If the job that you’re offering sucks, is the solution really go find more suckers, or should you improve the job?’
November 18, 2021
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KNX
LSTR
ODFL
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ODFL
KNX
From
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40% of America’s trucking capacity is left on the table every day, MIT expert tells Congress
November 17, 2021
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LSTR
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DIS and PYPL Tank On Earnings. Lesser Known Stock Soaring!
November 16, 2021
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November 16, 2021
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November 16, 2021
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November 09, 2021
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LTL Carriers Off to Hot Q4 Start
November 09, 2021
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XPO Logistics Stuck in the Slow Lane After Trucking Mishap
November 06, 2021
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Why XPO Logistics Stock Fell Today
November 03, 2021
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ODFL
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What 10 Analyst Ratings Have To Say About Old Dominion Freight Line
October 28, 2021
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ODFL
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Benzinga
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Old Dominion Freight Line, inc (ODFL) Q3 2021 Earnings Call Transcript
October 27, 2021
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Old Dominion Freight Line Q3 Results Top Street View, Operating Margin Expands
October 27, 2021
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Old Dominion Notes Short-Term Cost Headwinds; Q3 Another Record
October 27, 2021
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Earnings Scheduled For October 27, 2021
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Investing in This ETF Right Now Could Make You a Millionaire Retiree
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BofA Bumps Price Target For Saia, ArcBest, Old Dominion
October 19, 2021
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October 19, 2021
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Retailers Chartering Their Own Supply Ships May Not Stop Shortages This Christmas
October 16, 2021
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Here's Why This Dividend Growth Stock Could Be the Best Buy in a Market Crash
October 16, 2021
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