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about us
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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
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
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Featured Quarterly Newsletter
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These 18 tech stocks are this earnings season’s standouts based on three criteria
August 09, 2022
Tickers
AMZN
ANSS
CDAY
CDW
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EA
TWTR
CTXS
From
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Key Takeaways From Rosenblatt's View On Chipmakers' Earnings
August 08, 2022
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AMD
INTC
LSCC
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$1000 Invested In ON Semiconductor 10 Years Ago Would Be Worth This Much Today
August 03, 2022
Tickers
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Tags
BZI/POD
ON
Market News
From
Benzinga
CNBC's Final Trades: Walt Disney, Diamondback Energy, And This 'Great Example Of A Software Stock'
August 03, 2022
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DIS
FANG
ON
WDAY
Tags
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From
Benzinga
ON Set To Gain From Winning Tesla As Customer, Expand Valuation According To Analysts Who Bumped Up Price Targets
August 02, 2022
Tickers
ADI
MPWR
ON
TECH
Tags
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ADI
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Target, Meta Get CNBC Fast Money Mentions: What Stephanie Link Is Buying
August 02, 2022
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FANG
META
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Benzinga
From
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Susquehanna Maintains Positive Rating for ON Semiconductor: Here's What You Need To Know
August 02, 2022
Tickers
ON
Tags
ON
BZI/AAR/UPDATE
Analyst Ratings
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Benzinga
Apple To $177? Here Are 5 Other Price Target Changes For Tuesday
August 02, 2022
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ANET
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MATX
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Markets
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From
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These Analysts Boost Price Targets On ON Semiconductor Following Q2 Results
August 02, 2022
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ON
Tags
News
Earnings
Analyst Ratings
From
Benzinga
ON Semiconductor (ON) Q2 2022 Earnings Call Transcript
August 01, 2022
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ON
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Motley Fool
Why Are Chip Stocks AMD, NVDA, TSM, ON in the Spotlight Today?
August 01, 2022
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NVDA
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August 01, 2022
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Why Is ON Semiconductor (ON) Stock Stumbling Today?
August 01, 2022
Tickers
AMD
INTC
NVDA
ON
Tags
Today's Market
AMD
NVDA
From
InvestorPlace
ON Semiconductor Tops Q2 Backed By Vehicle Electrification, ADAS, Energy Infra, Factory Automation
August 01, 2022
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TECH
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Benzinga
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U.S. Stock Futures Lower Ahead Of Manufacturing Data; Crude Oil Drops 2%
August 01, 2022
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Earnings Scheduled For August 1, 2022
August 01, 2022
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Global Payments, Mosaic And 3 Stocks To Watch Heading Into Monday
August 01, 2022
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MOS
ON
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News
ATVI
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Earnings Outlook For ON Semiconductor
July 29, 2022
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Tags
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These clean energy ETFs are surging after ‘handily’ beating the S&P 500 over the past three months
July 28, 2022
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ARKW
BUG
COMP
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KR:006400
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MarketWatch
7 Semiconductor Stocks to Buy and Hold Forever
July 28, 2022
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Texas Instruments stock rises on earnings beat, outlook
July 26, 2022
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COMP
NXPI
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Tags
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MarketWatch
KeyBanc Sees Semiconductors' Recessionary Fears Largely Priced In; Gives Out Top 5 Picks
July 22, 2022
Tickers
AMD
MRVL
NVDA
ON
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NVDA
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7 Best Semiconductor Stocks to Buy Now
July 22, 2022
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AMD
INTC
KLAC
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Citi Launches Positive Catalyst Watch On NXP, ON; Negative On Intel
July 21, 2022
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AMD
INTC
NXPI
ON
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Benzinga
6 Analysts Have This to Say About ON Semiconductor
July 20, 2022
Tickers
ON
Tags
ON
BZI/AAR
Analyst Ratings
From
Benzinga
Here's How Much $1000 Invested In ON Semiconductor 15 Years Ago Would Be Worth Today
July 20, 2022
Tickers
ON
Tags
Dividends
Earnings
News
From
Benzinga
Ford, General Motors Rally; Check These Other Big Gainers From Yesterday
July 20, 2022
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AMZN
CCL
COIN
CPNG
Tags
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Markets
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From
Benzinga
Ford, General Motors Rally, Check These Other Big Gainers From Yesterday
July 20, 2022
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CCL
COIN
CPNG
Tags
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GM
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Benzinga
Why Crypto-Related Companies Traded Higher; Here Are 72 Biggest Movers From Yesterday
July 20, 2022
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AEZS
AMZN
APLD
APLS
Tags
NCR
WULF
SDIG
From
Benzinga
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