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What We Buy Currently
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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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EVENTS
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Earnings Scheduled For August 11, 2025
August 11, 2025
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Perion Network (PERI) Q4 2024 Earnings Call Transcript
February 19, 2025
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PERI
Tags
Market News
Recent Press Releases
PERI
From
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Earnings Scheduled For February 19, 2025
February 19, 2025
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AGI
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BHC
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Perion Network (PERI) Q3 2024 Earnings Call Transcript
November 06, 2024
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PERI
Recent Press Releases
From
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Perion Network (PERI) Q2 2024 Earnings Call Transcript
August 01, 2024
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PERI
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PERI
Market News
From
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Perion Network Q2: Retail Media and CTV Bright Spots Amid Overall Weakness
July 31, 2024
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PERI
Tags
Benzinga
Small Cap
Equities
From
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Google Backtracks On Third Party Cookie Policy, Sparks Gains In Ad Tech And Publisher Stocks
July 23, 2024
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July 16, 2024
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Perion Layoffs 2024: What to Know About the Latest PERI Job Cuts
June 26, 2024
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MSFT
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June 17, 2024
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From
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Crude Oil Rises Sharply; ICC Holdings Shares Spike Higher
June 10, 2024
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DO
DSY
ENSV
ICCH
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PERI
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Why Skye Bioscience Shares Are Trading Lower By 19%? Here Are Other Stocks Moving In Monday's Mid-Day Session
June 10, 2024
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AILE
BCDA
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Dow Edges Lower; KWESST Micro Systems Shares Jump
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DO
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US Stocks Mixed; Perion Network Shares Plunge
June 10, 2024
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Perion Network Slashes Q2, FY24 Outlook Amid Microsoft Bing Ad Pricing Changes, Stock Tumbles
June 10, 2024
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Perion Network Cuts Revenue Outlook, Joins Skye Bioscience And Other Big Stocks Moving Lower In Monday's Pre-Market Session
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BWLP
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ECX
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3 Overlooked Stocks to Surge 1,000% by 2027
May 11, 2024
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GTE
NYSEAMERICAN:GTE,NASDAQ:PERI,NASDAQ:SOFI
From
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Why Perion Network Stock Was Falling Today
May 09, 2024
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PERI
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Perion Network (PERI) Q1 2024 Earnings Call Transcript
May 09, 2024
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Recent Press Releases
PERI
From
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Perion Reports Strong Q1 Growth, Navigates New Microsoft Bing Ad Pricing Successfully
May 08, 2024
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Tags
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Guidance
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From
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