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Analyzing the Credit Quality of General Obligation Bonds
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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
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TAF sm Program
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EVENTS
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Municipal Bond Presentation
TAM
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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
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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
Featured Articles
Contrarian Notes Blog
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Mattel, Paramount working on American Girl movie
December 13, 2023
Tickers
MAT
PARA
Tags
PARA
MAT
From
MarketWatch
Paramount’s bond spreads tighten in heavy volume amid reports of a possible deal
December 13, 2023
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CHTR
CMCSA
DIS
NFLX
Tags
DIS
PARA
NFLX
From
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Beating the Odds: 3 Stock Market Winners Following AutoZone’s Lead
December 12, 2023
Tickers
ABNB
AIZ
AZO
PARA
Tags
ABNB
Stocks to Buy
AIZ
From
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Barbie Vs. Taylor Swift: 2024 Golden Globe Nominations Put Two Top 2023 Females Against Each Other For New Award
December 11, 2023
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AAPL
AMC
AMZN
CMCSA
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AMZN
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AMC
From
Benzinga
What 9 Analyst Ratings Have To Say About Paramount Global
December 11, 2023
Tickers
PARA
Tags
Market News
Analyst Ratings
PARA
From
Benzinga
Can David Ellison Save Paramount (PARA) Stock?
December 11, 2023
Tickers
AAPL
AMC
PARA
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PARA
Today's Market
Market News
From
InvestorPlace
The loser of Time Magazine’s person of the year nailed the soft landing. What now?
December 11, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AAPL
PARA
PLTR
From
MarketWatch
Shari Redstone reportedly in talks to sell Paramount parent to Skydance
December 10, 2023
Tickers
CMCSA
DIS
PARA
WBD
Tags
CMCSA
WBD
DIS
From
MarketWatch
Why Paramount Global Stock Popped Today
December 08, 2023
Tickers
PARA
Tags
Recent Press Releases
Market News
PARA/A
From
Motley Fool
US Stocks Reacts To Upbeat Economic Data, Dollar Rebounds As Yields Surge: What's Driving Markets Friday?
December 08, 2023
Tickers
AUVI
DIA
ECON
FCX
Tags
Federal Reserve
QQQ
Mid Cap
From
Benzinga
Why Is Paramount Global (PARA) Stock Up 12% Today?
December 08, 2023
Tickers
PARA
Tags
NASDAQ:PARA
Today's Market
Market News
From
InvestorPlace
Why Comtech Telecommunications Shares Are Trading Lower By Over 16%? Here Are Other Stocks Moving In Friday's Mid-Day Session
December 08, 2023
Tickers
AAGR
AGRO
ALXO
ARVN
Tags
CURV
BITF
SLDB
From
Benzinga
Paramount’s stock soars 13% on a report that David Ellison and RedBird are eying the company
December 08, 2023
Tickers
ORCL
PARA
SPX
Tags
ORCL
PARA
SPX
From
MarketWatch
Torrid Reports Upbeat Results, Joins MBIA, Virco Mfg. And Other Big Stocks Moving Higher On Friday
December 08, 2023
Tickers
AAOI
ALXO
APLD
ARVN
Tags
PARA
NETI
Benzinga
From
Benzinga
What's Going With Media And Entertainment Conglomerate Paramount Stock Today?
December 08, 2023
Tickers
PARA
Tags
Briefs
Rumors
AI Generated
From
Benzinga
Index Futures Fall, Dollar Rallies As Labor Market Strength Dampens Fed Rate Cut Speculation
December 08, 2023
Tickers
AMD
AUVI
CARR
ECON
Tags
RBLX
Broad U/S/ Equity ETFs
Large Cap
From
Benzinga
7 Tech Stocks to Light Up Your Portfolio This Holiday Season
December 08, 2023
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CRM
EXTR
FROG
JNJ
Tags
NYSE:PFE,NASDAQ:FROG,NYSE:JNJ,NYSE:CRM,NASDAQ:EXTR,NASDAQ:ON,NASDAQ:PARA
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EXTR
From
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The 7 Best S&P 500 Stocks to Buy in December
December 07, 2023
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BRK-A
BRK-B
HAS
LHX
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LHX
HAS
O
From
InvestorPlace
Trump's GOP Lead Returns To Record 53 Points Ahead Of Fourth Republican Primary Debate: A Look At Where Five Candidates Stand
December 06, 2023
Tickers
FOX
FOXA
GOP
PARA
Tags
2024 election
FOXA
election poll
From
Benzinga
Netflix, Disney and other big streaming names are shifting their strategy. What can you expect?
December 05, 2023
Tickers
AMZN
APP
CMCSA
DIS
Tags
PARA
NFLX
APP
From
MarketWatch
These Streaming Stocks Are Doomed for 1 Reason
December 02, 2023
Tickers
CMCSA
DIS
NFLX
PARA
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Recent Press Releases
CMCSA
WBD
From
Motley Fool
Why Paramount Global Stock Soared 9% Higher on Friday
December 01, 2023
Tickers
AAPL
PARA
Tags
Recent Press Releases
PARA
Market News
From
Motley Fool
Paramount’s stock gets a lift amid report of potential Apple streaming bundle
December 01, 2023
Tickers
AAPL
PARA
Tags
PARA
AAPL
From
MarketWatch
Are Apple & Paramount Teaming Up? Potential Bundle Deal Could Shake Up Streaming Wars
December 01, 2023
Tickers
AAPL
PARA
VZ
WBD
Tags
AI Generated
WBD
why it's moving
From
Benzinga
Here’s what’s worth streaming in December 2023: Not much new, yet still a lot to watch
December 01, 2023
Tickers
AAPL
AMZN
CMCSA
DIS
Tags
AMZN
CMCSA
WBD
From
MarketWatch
AI Godfathers Quarrel Over The Risk Of AI Taking Over Humanity, Again
November 25, 2023
Tickers
META
MSFT
PARA
PARAA
Tags
META
Geoffrey Hinton
Tech
From
Benzinga
Best Black Friday Streaming Deals: Max, Disney+, Paramount Premium And More
November 23, 2023
Tickers
AAPL
CMCSA
DIS
MAX
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Paramount Premium
Disney+
DIS
From
Benzinga
Here's Why The Detroit Lions, Dallas Cowboys Always Have Thanksgiving Day NFL Games
November 23, 2023
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CMCSA
DKNG
FOX
FOXA
Tags
Benzinga
Thanksgiving Day
FOX
From
Benzinga
How To Watch 2023 Macy's Thanksgiving Day Parade: New Balloons Include A Netflix Movie And An NFT Collection
November 22, 2023
Tickers
AAPL
CMCSA
DTC
M
Tags
Peanuts
Cool Cats
Thanksgiving Day
From
Benzinga
9 Communication Services Stocks With Whale Alerts In Today's Session
November 22, 2023
Tickers
BIDU
CMCSA
GOOG
GOOGL
Tags
CMCSA
GOOG
NFLX
From
Benzinga
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