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about us
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Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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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This Chip Company Is Seeing Booming Silicon Carbide Revenue
August 22, 2023
Tickers
ON
Tags
Recent Press Releases
Market News
ON
From
Motley Fool
P/E Ratio Insights for ON Semiconductor
August 16, 2023
Tickers
ON
Tags
ON
Markets
BZI/PE
From
Benzinga
3 Big Catalysts for On Semiconductor in 2024
August 15, 2023
Tickers
GFS
ON
WOLF
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WOLF
GFS
Recent Press Releases
From
Motley Fool
$1000 Invested In ON Semiconductor 5 Years Ago Would Be Worth This Much Today
August 14, 2023
Tickers
ON
Tags
ON
BZI/POD
Dividends
From
Benzinga
3 Semiconductor Stocks You’ll Regret Not Buying Soon
August 10, 2023
Tickers
EVR
INTC
NVDA
NXPI
Tags
NASDAQ:NXPI,NASDAQ:INTC,NASADAQ:ON,NASDAQ:NVDA,NYSE:EVR
NVDA
Stocks to Buy
From
InvestorPlace
These 3 Unique Stocks Have Undeniable Long-Term Upside
August 10, 2023
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BA
EADSY
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ON
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HXL
Market News
TRMB
From
Motley Fool
3 Cheap Autonomous Driving Stocks That Smart Investors Will Snap Up Now
August 04, 2023
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AUR
ON
VWAGY
XPEV
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Market News
From
InvestorPlace
Onsemi Just Grew Auto Sales by 35%. Is the Stock a Buy?
August 04, 2023
Tickers
ON
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Recent Press Releases
Market News
ON
From
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(ON) - Analyzing ON Semiconductor's Short Interest
August 03, 2023
Tickers
ON
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Market News
BZI/SHORTHIST
Benzinga
From
Benzinga
ON Semiconductor Unusual Options Activity
August 02, 2023
Tickers
ON
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Markets
ON
Benzinga
From
Benzinga
These 4 stocks also led tech’s last 7-month winning streak 9 years ago
August 01, 2023
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AAPL
ADBE
AMD
AVGO
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AAPL
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From
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SiC Execution Drives ON Semiconductor's Beat And Raise: 4 Analysts Raise Forecasts
August 01, 2023
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ON
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Top Stories
News
Tore Svanberg
From
Benzinga
The Latest Analyst Ratings for ON Semiconductor
August 01, 2023
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Benzinga
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Markets Remain Bullish After S&P 500 Rises For Fifth Consecutive Month
August 01, 2023
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AMD
CAT
ON
PFE
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Benzinga
CAT
ON
From
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US Stocks Edge Higher; ON Semiconductor Earnings Beat Expectations
July 31, 2023
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FOXO
FWAC
ON
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Intraday Update
From
Benzinga
Trucking Firm Yellow Ceases Operations, Walmart Buys Out Tiger Global's Stake, Former Disney Executives Join As Advisers To CEO Bob Iger: Today's Top Stories
July 31, 2023
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BTGOF
DIS
GOOG
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WMT
TLSNF
From
Benzinga
ON Semiconductor Stock Jumps After Q2 Earnings - Here's How It Performed
July 31, 2023
Tickers
ON
TECH
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Market News
Movers
why it's moving
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Benzinga
US Stocks Brace For Sluggish Start To Fresh Week: Analyst Explains Why Current Bull Market Rally Is Sustainable
July 31, 2023
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Earnings Scheduled For July 31, 2023
July 31, 2023
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ADUS
AER
AESI
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FANG
CWK
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Stock futures steady as Wall Street eyes five-month winning streak
July 31, 2023
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COMP
DJIA
ON
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ES00
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From
MarketWatch
ON Semiconductor, Western Digital And 3 Stocks To Watch Heading Into Monday
July 31, 2023
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HMST
NAAS
ON
THC
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Pre/Market Outlook
WDC
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From
Benzinga
Fear & Greed Index Remains In 'Extreme Greed' Zone After Dow Records 3rd Week Of Gains
July 31, 2023
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ON
PG
THC
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Benzinga
ON
CNN Business Fear & Greed Index
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10 Information Technology Stocks With Whale Alerts In Today's Session
July 28, 2023
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CRM
CRWD
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Earnings Outlook For ON Semiconductor
July 28, 2023
Tickers
ON
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BZI/EP
Market News
Benzinga
From
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Here's How Much You Would Have Made Owning ON Semiconductor Stock In The Last 5 Years
July 27, 2023
Tickers
ON
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News
Market News
ON
From
Benzinga
Looking At ON Semiconductor's Recent Unusual Options Activity
July 25, 2023
Tickers
ON
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ON
Markets
Benzinga
From
Benzinga
Ahead Of Semiconductor Earnings, Analysts Expect AI To Serve As 'Shining Pillar' To Guide Through Muted Chip Demand
July 24, 2023
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AI
AMC
AMD
GOOG
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Joseph Moore
Market News
AMD
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 24, 2023
July 24, 2023
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AA
ABR
AMLX
APP
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Z
COMM
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Apple To Rally Over 17%? Here Are 10 Other Analyst Forecasts For Monday
July 24, 2023
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ABT
AXP
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Markets
ZI
From
Benzinga
3 EV Stocks That Are Screaming Buys Right Now: July 2023
July 21, 2023
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ALB
F
GM
NIO
Tags
ON
NYSE:F,NYSE:GM,NYSE:NIO,NASDAQ:ON,NYSE:ALB,NASDAQ:TSLA
ALB
From
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