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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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A dozen S&P 500 stocks just had their worst quarter ever, as tech stocks sloughed off nearly $2 trillion in value
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Public Acquires Otis To Bring Fractional NFT Ownership To Users: What You Need To Know
March 09, 2022
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March 08, 2022
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Death Cross Looms Over Otis Worldwide Investors
February 17, 2022
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Benzinga
From
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Otis Worldwide Corporation (OTIS) Q4 2021 Earnings Call Transcript
January 31, 2022
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OTIS
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From
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Otis Worldwide Stock Gains Post Q4 Results, Provides FY22 Guidance
January 31, 2022
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Earnings
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January 31, 2022
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Recap: Otis Worldwide Q4 Earnings
January 31, 2022
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Tags
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Benzinga
BZI/Recaps
From
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Earnings Scheduled For January 31, 2022
January 31, 2022
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January 28, 2022
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January 18, 2022
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Euro-Syns Agrees To Tender Full Zardoya Otis Stake To Otis' Offer
December 21, 2021
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Benzinga
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From
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CNBC's Final Trades: Qualcomm, Berkshire Hathaway, Otis Worldwide And This Financial Services Company
December 17, 2021
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October 28, 2021
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Why it’s wrong to compare today’s inflation surge to 1970s-style ‘stagflation’
October 26, 2021
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Otis’ estimate for how much commodity inflation will hurt is now quadruple what it was in February
October 25, 2021
Tickers
OTIS
SPX
XLI
Tags
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XLI
HRN00
From
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Otis Worldwide Corp (OTIS) Q3 2021 Earnings Call Transcript
October 25, 2021
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Tags
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Market News
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Motley Fool
Otis Worldwide: Q3 Earnings Insights
October 25, 2021
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Benzinga
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Otis Worldwide Q3 Earnings Beat Estimates
October 25, 2021
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Guidance
Benzinga
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Earnings Scheduled For October 25, 2021
October 25, 2021
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October 13, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 8, 2021
October 08, 2021
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Wells Fargo Initiates Coverage On 5 Machinery Stocks With Mixed Ratings
October 08, 2021
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October 07, 2021
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Analyst Ratings For Otis Worldwide
October 04, 2021
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September Sell-Off: How to Navigate the Market
September 24, 2021
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ITW
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Otis To Buyout Interest In Zardoya Otis
September 23, 2021
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7 Dividend Aristocrat Stocks to Buy in September for Gains and Stability
August 31, 2021
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Stocks That Hit 52-Week Highs On Friday
August 27, 2021
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From
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