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What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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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3 Stocks to Avoid This Week
September 13, 2021
Tickers
CCL
GME
OTLY
S
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Market News
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GME
From
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Why Oatly Shares Are Rising
September 10, 2021
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OTLY
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OTLY
News
Market News
From
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Analyst Ratings For Oatly Group
September 10, 2021
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OTLY
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OTLY
Analyst Ratings
Market News
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Benzinga's Top Ratings Upgrades, Downgrades For September 10, 2021
September 10, 2021
Tickers
ACHC
AEM
AGL
ALHC
Tags
SGFY
Benzinga
CSTM
From
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Close to Its IPO Price, Oatly Stock Seems Due to Rebound Short Term
September 01, 2021
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BYND
OTLY
SBUX
STKL
Tags
TTCF
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VRYYF
From
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Why Tattooed Chef, Oatly, and Arko Shares Are Soaring This Week
August 27, 2021
Tickers
ARKO
BAC
OTLY
SPY
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ARKO
SPY
TTCF
From
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Dare to Invest in Dairy Alternatives with Oatly Stock
August 26, 2021
Tickers
OTLY
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Market News
Stocks to Buy
OTLY
From
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Tesla, Oatly, Didi Global, PaySafe — How Blackstone Adjusted Its Portfolio In Q2
August 20, 2021
Tickers
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DIDI
OTLY
PSFE
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Chinese stocks
13F season
plant/based foods
From
Benzinga
Expert Ratings For Oatly Group
August 19, 2021
Tickers
OTLY
Tags
OTLY
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 19, 2021
August 19, 2021
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AMAT
AMYT
APLS
BILL
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Intraday Update
DBCCF
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Expert Ratings For Oatly Group
August 18, 2021
Tickers
OTLY
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
Where Oatly Group Stands With Analysts
August 17, 2021
Tickers
OTLY
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Analyst Ratings
Market News
OTLY
From
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Stocks That Hit 52-Week Lows On Tuesday
August 17, 2021
Tickers
ONCS
ONEM
ORTX
OSCR
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PSFE
OTLY
POLY
From
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Oatly Group AB (OTLY) Q2 2021 Earnings Call Transcript
August 16, 2021
Tickers
OTLY
Tags
OTLY
Market News
From
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Oatly Group Stock Gains On Solid FY21 Revenue Outlook
August 16, 2021
Tickers
OTLY
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Movers
Market News
Earnings
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Earnings Scheduled For August 16, 2021
August 16, 2021
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ACTG
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AG
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August 13, 2021
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GLG
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Why Oatly's Stock Is Trading Lower Wednesday
August 11, 2021
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OTLY
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Sprucepoint Capital
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Analyzing Oatly Group's Unusual Options Activity
August 11, 2021
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OTLY
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Benzinga
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Benzinga
Analyzing Oatly Group's Unusual Options Activity
August 10, 2021
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BZI/UOA
Benzinga
From
Benzinga
Oatly Stock Looks Worth Betting on at This Point
August 03, 2021
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OTLY
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OTLY
Market News
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Unusual Options Activity Insight: Oatly Group
August 03, 2021
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Benzinga
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Can This Stock Bring Fresh Returns to Your Portfolio?
August 03, 2021
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OTLY
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COST
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Speculation Turns to Consternation With Oatly Stock
July 30, 2021
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Starbucks Says 25% Of All Q3 Milk-Based Beverage Sales Came From Dairy Alternatives
July 28, 2021
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OTLY
SBUX
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vegan
SBUX
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Analyzing Oatly Group's Unusual Options Activity
July 27, 2021
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July 27, 2021
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YJ
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Unusual Options Activity Insight: Oatly Group
July 26, 2021
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OTLY
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July 26, 2021
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METX
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Why Shares Of Oatly Group Are Trading Lower Again On Thursday
July 15, 2021
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Short Sellers
Market News
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