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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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2 Explosive Growth Stocks to Buy in 2023
February 04, 2023
Tickers
PINS
TDOC
Tags
Market News
Recent Press Releases
PINS
From
Motley Fool
1 Metric from Meta Platforms and Snap That Forebodes Trouble for Pinterest
February 04, 2023
Tickers
META
PINS
SNAP
Tags
SNAP
PINS
Recent Press Releases
From
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Nasdaq Bear Market: 5 Special Growth Stocks You'll Regret Not Buying on the Dip
February 04, 2023
Tickers
FVRR
ISRG
PINS
TDOC
Tags
Market News
^IXIC
Recent Press Releases
From
Motley Fool
Earnings Outlook For Pinterest
February 03, 2023
Tickers
PINS
Tags
BZI/EP
PINS
Market News
From
Benzinga
Autodesk Latest Company To Join Downsizing Brigade, Says It Remains Committed To Hiring For Key Roles
February 03, 2023
Tickers
ADSK
INTC
PINS
SPLK
Tags
News
ADSK
Media
From
Benzinga
Snap Stock Got Crushed Again, but Here's Why I'm Still Holding
February 03, 2023
Tickers
GOOGL
META
PINS
SNAP
Tags
PINS
SNAP
Recent Press Releases
From
Motley Fool
Alphabet shares dip on slight top- and bottom-line misses
February 02, 2023
Tickers
GOOG
GOOGL
META
PINS
Tags
META
SPX
GOOG
From
MarketWatch
Meta Platforms, Pinterest, W.W. Grainger And Other Big Stocks Moving Higher On Thursday
February 02, 2023
Tickers
AFRM
ALGN
COIN
DASH
Tags
DASH
GWW
big gainers
From
Benzinga
Why Is Biophytis (BPTS) Stock Up 69% Today?
February 02, 2023
Tickers
BPTS
EXAS
OKTA
PINS
Tags
OKTA
BPTS
Today's Market
From
InvestorPlace
Pinterest Layoffs 2023: What to Know About the Latest PINS Job Cuts
February 02, 2023
Tickers
AMZN
GOOG
GOOGL
META
Tags
NYSE:PINS, NASDAQ:AMZN,NASDAQ:META,NYSE:SPOT, NASDAQ:GOOG,NASDAQ:GOOGL
AMZN
SPOT
From
InvestorPlace
Pinterest Bows Down To Macro Uncertainties; Lets Go Of 150 Workers
February 02, 2023
Tickers
AMZN
GOOG
GOOGL
META
Tags
AMZN
Tech
PINS
From
Benzinga
Here's Why Pinterest Is Moving
February 02, 2023
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PINS
Tags
News
PINS
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From
Benzinga
2 Excellent Growth Stocks to Invest $1,000 in This Year
February 02, 2023
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CHGG
PINS
Tags
PINS
CHGG
Market News
From
Motley Fool
Pinterest reportedly lays off about 150 workers
February 01, 2023
Tickers
GOOG
GOOGL
MSFT
PINS
Tags
SPX
GOOG
RIVN
From
MarketWatch
Why Alphabet, Pinterest Shares Are Rising After Hours
February 01, 2023
Tickers
GOOG
META
PINS
SNAP
Tags
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Benzinga
PINS
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Benzinga
12 Communication Services Stocks Moving In Wednesday's After-Market Session
February 01, 2023
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BHAT
CUEN
GOOG
GOOGL
Tags
CUEN
SNAL
SLGG
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Benzinga
The 3 Best Social Media Stocks to Buy Before the Next Bull Market Begins
February 01, 2023
Tickers
META
PINS
SNAP
Tags
PINS
SNAP
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From
InvestorPlace
Snap ‘is between a lot of hard rocks,’ but Facebook and Google may be safer investments, analysts say
February 01, 2023
Tickers
GOOG
GOOGL
META
PINS
Tags
META
SNAP
PINS
From
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10 Communication Services Stocks With Whale Alerts In Today's Session
January 31, 2023
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ATVI
BIDU
GOOGL
Tags
META
AMC
ATVI
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Benzinga
Got $1,000? These 2 Stocks Could Be Bargain Buys for 2023 and Beyond
January 28, 2023
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IIPR
PINS
Tags
Recent Press Releases
Market News
IIPR
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My Favorite Emerging E-Commerce Stocks for 2023
January 27, 2023
Tickers
PINS
ROKU
Tags
Market News
Recent Press Releases
ROKU
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
January 27, 2023
Tickers
CDNA
PINS
TDOC
Tags
TDOC
CDNA
PINS
From
Motley Fool
7 Growth Stocks I've Added to My Own Portfolio
January 26, 2023
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APPN
DFH
PINS
SE
Tags
ZG
SOFI
PINS
From
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Analyst Touts His 3 Stocks That Could Jump 19%-56%
January 24, 2023
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PINS
RKLB
TECH
TRI
Tags
Trading Ideas
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Topics
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Benzinga
Could 2023 Be a Pivotal Year for This Stock?
January 24, 2023
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PINS
Tags
Market News
Recent Press Releases
PINS
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Motley Fool
Elliott Management Is Betting Billions on Salesforce (CRM) Stock
January 23, 2023
Tickers
CRM
EBAY
PINS
Tags
Today's Market
NYSE:CRM,NASDAQ:EBAY,NYSE:PINS
Market News
From
InvestorPlace
Cramer's E-Commerce Recommendations Include 6 Stocks, But Why Didn't Amazon Make The Cut?
January 21, 2023
Tickers
AMZN
CHWY
ETSY
MELI
Tags
Media
Market News
AMZN
From
Benzinga
3 Stocks Down 70% or More That I'm Loading Up On in 2023
January 21, 2023
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PINS
RDFN
SOFI
Tags
PINS
SOFI
Market News
From
Motley Fool
Nasdaq Bear Market: 5 Astonishing Growth Stocks You'll Regret Not Buying on the Dip
January 21, 2023
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AMZN
JD
OKTA
PINS
Tags
PINS
Recent Press Releases
AMZN
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2023
January 20, 2023
Tickers
ACGL
AFG
AIG
AJG
Tags
MRNS
SGML
PVH
From
Benzinga
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