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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Latest News about PM
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Philip Morris International inc (PM) Q3 2021 Earnings Call Transcript
October 19, 2021
Tickers
PM
Tags
Market News
PM
From
Motley Fool
Lower Than Expected Housing Starts and Building Permits Could Be Problems for Homebuilders
October 19, 2021
Tickers
AMH
BLK
INVH
JNJ
Tags
Market News
OPAD
Futures
From
Benzinga
Marlboro-Maker Philip Morris Beats On Q3 Earnings; Tightens FY21 Adjusted EPS View
October 19, 2021
Tickers
PM
Tags
News
PM
Guidance
From
Benzinga
Earnings Scheduled For October 19, 2021
October 19, 2021
Tickers
AMOV
AMX
BK
CATC
Tags
UCBI
HAL
CNR
From
Benzinga
A Look Into Philip Morris Intl's Debt
October 15, 2021
Tickers
PM
Tags
Benzinga
Market News
PM
From
Benzinga
3 Dependable High-Yield Dividend Stocks to Buy Hand Over Fist Right Now
October 10, 2021
Tickers
BRK-A
BRK-B
BUD
CRON
Tags
PM
MO
BRK/B
From
Motley Fool
These 3 Growth Stocks Did Terribly in September, but Now Is the Time to Buy
October 08, 2021
Tickers
BTI
COST
HD
KR
Tags
PM
TGT
MO
From
Motley Fool
Why Altria, Philip Morris Shares Are Trading Lower Today
September 30, 2021
Tickers
MO
PM
Tags
PM
MO
Benzinga
From
Benzinga
Is Cannabis The Future For Big Tobacco?
September 30, 2021
Tickers
BTI
CBD
IMBBY
PM
Tags
Cannabis
PM
tobacco
From
Benzinga
This Day In Market History: Philip Morris Acquires General Foods
September 27, 2021
Tickers
KHC
MO
PM
Tags
Market News
Benzinga
General
From
Benzinga
3 No-Brainer Stocks to Buy in a Market Crash
September 26, 2021
Tickers
AAPL
ABNB
BTI
CL
Tags
MO
PM
TSLA
From
Motley Fool
Here's My Top Value Stock to Buy Right Now
September 23, 2021
Tickers
BTI
MO
PM
Tags
BTI
Market News
MO
From
Motley Fool
Got $1,000? Here Are 2 Unstoppable Dividend Stocks to Buy
September 19, 2021
Tickers
JNJ
PM
Tags
PM
JNJ
Market News
From
Motley Fool
Philip Morris Rewards Shareholders With Dividend Hike
September 15, 2021
Tickers
PM
Tags
Briefs
Market News
Benzinga
From
Benzinga
Vice Stocks: A Sin Not To Have In Your Portfolio
September 15, 2021
Tickers
BA
BF-A
BJK
BTI
Tags
MCD
TAP
Markets
From
Benzinga
Vaping Stocks: BTI, MO and PM Slip Ahead of FDA E-Cigarette Decisions
September 09, 2021
Tickers
BTI
GME
LCID
MO
Tags
NYSE:BTI,NYSE:MO,NYSE:PM,NYSE:GME,NASDAQ:LCID,NASDAQ:RKLB
MO
PM
From
InvestorPlace
3 Top Value Stocks to Buy in September
September 09, 2021
Tickers
CLX
CRON
MO
PM
Tags
CRON
RGR
PM
From
Motley Fool
2 Top Dividend Stocks to Buy and Hold Forever
August 27, 2021
Tickers
MCD
PM
Tags
PM
MCD
Market News
From
Motley Fool
Have $100? This Stock Will Keep Paying You
August 27, 2021
Tickers
MO
PM
Tags
Market News
PM
MO
From
Motley Fool
The Story Behind a Stock Market Milestone
August 24, 2021
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AAPL
AMZN
BRK-A
BRK-B
Tags
GM
C
SLB
From
InvestorPlace
Stocks That Hit 52-Week Highs On Tuesday
August 17, 2021
Tickers
AAPL
ACGL
AEE
AMR
Tags
ARCH
EVRG
JNJ
From
Benzinga
Philip Morris Launches Smoke Free Product IQOS ILUMA In Japan
August 17, 2021
Tickers
PM
Tags
Briefs
Market News
Benzinga
From
Benzinga
Stocks That Hit 52-Week Highs On Monday
August 16, 2021
Tickers
A
AAPL
ACN
AEE
Tags
YUM
DHR
CB
From
Benzinga
London stocks set to close out week with gains, and Vectura may be at the end of a takeover battle
August 13, 2021
Tickers
BP
PM
PUK
RDS-A
Tags
PUK
GBPUSD
UK:BP
From
MarketWatch
4 Value Stocks That'll Help You Trounce Inflation
August 11, 2021
Tickers
AGNC
JNJ
PM
WBA
Tags
JNJ
AGNC
Market News
From
Motley Fool
What Did the Stock Market Do Today, Aug. 9? 3 Big Stories to Catch Up On.
August 09, 2021
Tickers
BBWI
BNTX
CLOV
DKNG
Tags
LULU
DKNG
MRNA
From
InvestorPlace
HCMC Stock: What’s Going On With Healthier Choices Management Today?
August 09, 2021
Tickers
HCMC
PM
Tags
HCMC
OTCMKTS:HCMC,NYSE:PM
PM
From
InvestorPlace
Philip Morris Acquires Respiratory Drug Development Firm OtiTopic For Undisclosed Sum
August 09, 2021
Tickers
PM
Tags
M&A
Market News
Benzinga
From
Benzinga
Philip Morris Raises Bid For UK Inhaler Group Vectura
August 08, 2021
Tickers
CG
PM
VEC
VEGPF
Tags
General
philip morris
Penny Stocks
From
Benzinga
These Top 15 Cannabis Startups Have Raised Almost $3 Billion Without Going Public
August 07, 2021
Tickers
CERAF
CGC
CRON
CURLF
Tags
Markets
CURLF
CRON
From
Benzinga
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