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about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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1 Growth Stock Down 69% You'll Regret Not Buying on the Dip
July 05, 2023
Tickers
PINS
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Recent Press Releases
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PINS
From
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Why Pinterest Stock Jumped 14% in June
July 05, 2023
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July 05, 2023
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Tim Cook Missed Out On $100M Club In 2022 And These CEOs Fetched Much Fatter Pay Checks Than The Apple CEO
July 04, 2023
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AAPL
BX
GOOGL
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2 E-Commerce Stocks to Watch in July
July 03, 2023
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AMZN
PINS
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Recent Press Releases
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Pinterest, Costco And 2 Other Stocks Insiders Are Selling
June 30, 2023
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ABNB
COST
PINS
YELP
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From
Benzinga
2.7 Billion Reasons Why Pinterest Is Poised to Thrive
June 30, 2023
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Market News
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PINS
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Top 5 Tech And Telecom Stocks That Are Ticking Portfolio Bombs
June 30, 2023
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ADV
NYT
PINS
RSI
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News
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Can Pinterest Stock Bounce Back Following a Disappointing Outlook?
June 30, 2023
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PINS
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PINS
Market News
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Better Stock Buy: PayPal vs. Pinterest
June 30, 2023
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Embrace of AI and immigration has turned Toronto into a tech hub: ‘What’s not to like?’
June 29, 2023
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AMZN
GOOG
GOOGL
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Why Eton Pharmaceuticals Shares Are Trading Lower By Over 15%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
June 28, 2023
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Pinterest and Snap offer jarring contrasts in earnings outlook
June 28, 2023
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AMZN
PINS
SNAP
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AMZN
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From
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Benzinga's Top Ratings Upgrades, Downgrades For June 28, 2023
June 28, 2023
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AAP
AEL
AMED
ARRY
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STGW
AZO
From
Benzinga
Why Pinterest Stock Jumped Higher on Wednesday
June 28, 2023
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PINS
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Why Is Xponential Fitness (XPOF) Stock Up 19% Today?
June 28, 2023
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AXSM
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LI
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Snowflake, Beazer Homes, Joby Aviation And Other Big Stocks Moving Higher On Wednesday
June 28, 2023
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Benzinga
Why Is Axsome Therapeutics (AXSM) Stock Down 10% Today?
June 28, 2023
Tickers
AXSM
FLJ
LI
PINS
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NASDAQ:AXSM,NASDAQ:LI,NYSE:PINS,NASDAQ:FLJ
From
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Why Is Pinterest (PINS) Stock Up Today?
June 28, 2023
Tickers
AMZN
ASTS
FLJ
IMBI
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AMZN
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PINS
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Amazon.com To Rally Over 16%? Here Are 10 Other Analyst Forecasts For Wednesday
June 28, 2023
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AMZN
AWR
PINS
PLD
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AWR
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REGN
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Nasdaq, S&P 500 Futures Slip Ahead Of Powell Speech, Bank Stress Test Results: Why This Analyst Rates Stocks 'Overweight' And Says 'Buy Weakness'
June 28, 2023
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BB
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Carson Group
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10 Communication Services Stocks With Whale Alerts In Today's Session
June 27, 2023
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ATVI
BP
DIS
GOOG
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LBTYA
Benzinga
PINS
From
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Huge News for Pinterest Stock Investors
June 26, 2023
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PINS
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PINS
Recent Press Releases
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What's Going On With Pinterest Stock?
June 26, 2023
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PINS
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PINS
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Why Pinterest Could Become the Perfect Anti-AI Stock
June 25, 2023
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PINS
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PINS
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Motley Fool
A Bull Market Is Coming: 3 Reasons to Buy Pinterest Stock
June 24, 2023
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PINS
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Recent Press Releases
Market News
PINS
From
Motley Fool
15 Analysts Have This to Say About Pinterest
June 23, 2023
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PINS
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BZI/AAR
Benzinga
PINS
From
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Elon Musk and Mark Zuckerberg Agree to Cage Fight -- but Can Twitter Fight Off Meta's New Rival App?
June 23, 2023
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META
PINS
TSLA
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Recent Press Releases
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META
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Why Is Everyone Talking About Pinterest Stock Right Now?
June 22, 2023
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PINS
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Market News
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PINS
From
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2 Stocks to Invest $500 In and Hold For 10 Years
June 22, 2023
Tickers
EXAS
PINS
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Market News
Recent Press Releases
EXAS
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