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about us
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
RSVP-Signup Form
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Earnings Scheduled For February 5, 2024
February 05, 2024
Tickers
ACM
AMG
AMKR
APD
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CCK
HI
SSD
From
Benzinga
Preview: ON Semiconductor's Earnings
February 02, 2024
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ON
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BZI/EP
Market News
Benzinga
From
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3 Growth Stocks Down Between 18.4% and 36.2% So Far This Year That Could Recover
January 30, 2024
Tickers
ACHR
AEHR
ENPH
ON
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Recent Press Releases
ACHR
Market News
From
Motley Fool
Buying Nvidia Stock? Here Is What Artificial Intelligence (AI) Stock Investors Should Know About the Semiconductor Market
January 29, 2024
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AI
AMAT
AMD
AMZN
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Market News
From
Motley Fool
3 Semiconductor Stocks to Turn $200,000 Into $1 Million: January 2024
January 24, 2024
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AMAT
ASML
GOOG
GOOGL
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GOOG
From
InvestorPlace
Nvidia and AMD Rule The Charts - Here Are Other Semiconductor Plays That Analysts Root For
January 23, 2024
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ADI
AMD
GFS
INTC
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ON
MU
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From
Benzinga
Looking At ON Semiconductor's Recent Unusual Options Activity
January 23, 2024
Tickers
ON
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Market News
Options
BZI/UOA
From
Benzinga
Here's How Much $100 Invested In ON Semiconductor 10 Years Ago Would Be Worth Today
January 22, 2024
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ON
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BZI/POD
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From
Benzinga
Jim Cramer Likes This Bank 'Very, Very Much,' Says Stock Is Up 7% Over Past 6 Months
January 22, 2024
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AAL
CBSH
CPRX
HD
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Benzinga
CBSH
ON
From
Benzinga
Semiconductor Secrets: 7 Chip Stocks to Buy Instead of Nvidia
January 20, 2024
Tickers
ADI
AMD
MRVL
NVDA
Tags
NASDAQ:NVDA,NASDAQ:AMD,NASDAQ:QCOM,NASDAQ:MRVL,NYSE:TSM,NASDAQ:ADI,NASDAQ:SIMO,NASDAQ:ON
SIMO
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From
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3 Semiconductor Stocks Poised for a Super Cycle Surge in 2024
January 19, 2024
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ON
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3 Superstar Stocks Leading the Silicon Carbide Revolution
January 17, 2024
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MCHP
ON
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ON
ALGM
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CES 2023 Sparks Analyst Optimism: Nvidia Leads with AI Innovation, Market on Positive Trend
January 16, 2024
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AMD
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Briefs
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Benzinga
1 Favorite Electric Vehicle Tech Stock Just Got Clobbered -- Time to Buy in 2024?
January 14, 2024
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ON
WOLF
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Q1’s Rising Stars: 3 EV Charging Stocks for Your Must-Watch List
January 13, 2024
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Maize And Blue Stock Pitch Competition: Nurturing The Next Generation Of Finance Leaders
January 12, 2024
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ON
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University of Michigan
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Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
January 10, 2024
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From
Benzinga
A Closer Look at ON Semiconductor's Options Market Dynamics
January 10, 2024
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ON
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ON
Markets
Benzinga
From
Benzinga
A Look Into ON Semiconductor Inc's Price Over Earnings
January 09, 2024
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ON
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Market News
News
Benzinga
From
Benzinga
$100 Invested In ON Semiconductor 10 Years Ago Would Be Worth This Much Today
January 08, 2024
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ON
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Benzinga
Market News
News
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Benzinga
The Semiconductor Sector Rocketed 73% Higher in 2023, But These 3 Players Still Look Like Bargains
January 05, 2024
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AMD
KLIC
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SMH
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KLIC
AMD
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Motley Fool
Nasdaq 100 Marks Fifth Consecutive Negative Session In Worst Tech Stock Downturn In Nearly 14 Months
January 04, 2024
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AAPL
AMAT
AMD
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ON Semiconductor Options Trading: A Deep Dive into Market Sentiment
January 04, 2024
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ON
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Markets
ON
Benzinga
From
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Semiconductor Stocks Tumble, Wiping Out $100 Billion Amid US-China Trade Tensions: Rocky Start To 2024
January 02, 2024
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ADI
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From
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3 Great Long-Term Growth Stocks to Buy in the New Year
January 02, 2024
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ON
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ON
From
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Here's the Best Way to Invest in 2024
December 29, 2023
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FDX
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Market News
From
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Looking Into ON Semiconductor's Recent Short Interest
December 28, 2023
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ON
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Short Sellers
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Benzinga
From
Benzinga
Semiconductor Stocks Soar To All-Time Highs: On Track For Strongest Year Since 2008, But Are They Too Expensive Now?
December 26, 2023
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ACLS
ADI
AMAT
AMD
Tags
RMBS
Small Cap
ENTG
From
Benzinga
Plug Into Profits: 3 EV Charging Stocks to Buy as 2023 Ends
December 25, 2023
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EVGO
F
ON
TSLA
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Market News
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F
From
InvestorPlace
3 Semiconductor Stocks You’ll Regret Not Buying Soon: December Edition
December 25, 2023
Tickers
AAPL
AEHR
NVDA
ON
Tags
AEHR
ON
SWKS
From
InvestorPlace
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