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Revenue Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
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EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
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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
Featured Quarterly Newsletter
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Latest News about PSTH
Recent news which mentions PSTH
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Billionaire Investor Bill Ackman Just Sold This Railway Stock 'With Regret' So He Could Buy the Dip on a Mag Seven Stock At a "Uniquely Attractive Time"
May 28, 2025
Tickers
AMZN
BRK-A
BRK-B
CP
Tags
GOOG
BRK/B
BRK/A
From
Motley Fool
The Clock Is Ticking With 1 Month Left for IPOF Stock
September 13, 2022
Tickers
IPOF
META
PSTH
Tags
IPOF
META
Market News
From
InvestorPlace
Short Volatility Alert: Pershing Square Tontine Holdings
July 26, 2022
Tickers
PSTH
Tags
Short Ideas
Trading Ideas
Benzinga
From
Benzinga
The SPACsplosion is about to become a liquidation frenzy — and that may be for the best
July 15, 2022
Tickers
AAPL
DWAC
ENJYQ
IPO
Tags
IPOS
DWAC
SPCE
From
MarketWatch
3 SPAC Stocks at Risk of Failing Like PSTH
July 13, 2022
Tickers
DWAC
IPOD
IPOF
PSTH
Tags
Today's Market
PSTH
Market News
From
InvestorPlace
Bill Ackman Is Dissolving His $4 Billion SPAC -- Will Others Follow?
July 13, 2022
Tickers
ABNB
CVII
IPOF
LCID
Tags
PSTH
Market News
Recent Press Releases
From
Motley Fool
Dark Pool Activity: What's Up With Institutions Trading $34 Million In Pershing Square Stock?
July 12, 2022
Tickers
AMC
GME
PSTH
Tags
Market News
Top Stories
PSTH
From
Benzinga
Investors Have Just 93 Days for IPOF Stock to Deliver
July 12, 2022
Tickers
IPOF
PSTH
Tags
IPOF
NYSE:IPOF,NYSE:PSTH
Market News
From
InvestorPlace
Why Is Histogen (HSTO) Stock Soaring 35% Today?
July 12, 2022
Tickers
DG
GPS
HSTO
PSTH
Tags
Market News
PSTH
Today's Market
From
InvestorPlace
For PSTH Stock Fans, Bill Ackman’s Next Step Could Take 10 Years
July 12, 2022
Tickers
PSTH
Tags
NYSE:PSTH
Market News
PSTH
From
InvestorPlace
Versus Systems (VS) Stock Roars After Nasdaq Warning
July 12, 2022
Tickers
GLSI
GOEV
PSTH
VS
Tags
GLSI
GOEV
NASDAQ:VS,NASDAQ:GLSI,NYSE:PSTH,NASDAQ:GOEV
From
InvestorPlace
Why Is Greenwich Lifesciences (GLSI) Stock Up Today?
July 12, 2022
Tickers
GLSI
GOEV
PEP
PSTH
Tags
NASDAQ:GLSI,NYSE:PSTH,NASDAQ:GOEV,NASDAQ:PEP
Today's Market
PSTH
From
InvestorPlace
Dear PSTH Stock Fans, Mark Your Calendars for July 26
July 12, 2022
Tickers
PSTH
Tags
NYSE:PSTH
Market News
Today's Market
From
InvestorPlace
Bill Ackman To Wind Down SPAC After Failing to Find Target Company: What Happens To Shareholder Funds?
July 12, 2022
Tickers
PSTH
UNVGY
Tags
UNVGY
Hedge Funds
General
From
Benzinga
Bill Ackman shutting SPAC, will return $4 billion to shareholders
July 11, 2022
Tickers
OTCM
PSTH
Tags
NL:UMG
OTCM
FR:VIV
From
MarketWatch
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
May 17, 2022
Tickers
ALLY
AMZN
ATVI
BRK-B
Tags
NLOK
VZ
THS
From
Benzinga
Corporates and Investors Go In Opposite Directions Over SEC Proposal On Shareholder Reporting
April 25, 2022
Tickers
FDX
PSTH
TSLA
TWTR
Tags
FDX
Markets
TWTR
From
Benzinga
Ford Will Use Stripe's Services To Boost Its E-Commerce Services Like Vehicle Ordering, Reservations, Charging Services
January 18, 2022
Tickers
F
PSTH
TECH
Tags
Retail Sales
e/commerce
Stripe
From
Benzinga
EXCLUSIVE: SPACs Attack In 2021 — The Best Deals And Biggest News Items From A Breakout Year
January 08, 2022
Tickers
ATIP
DWAC
FB
GOOG
Tags
PSTH
Donald Trump
TALK
From
Benzinga
This Buzzed-About Meme Stock Is a No-Brainer Buy at $10
December 13, 2021
Tickers
AMZN
CLOV
FB
IPOF
Tags
OPEN
Market Insight, Financial Articles
FB
From
InvestorPlace
Behind the Wall: Fund Manager Says EV Stocks Will Ride ‘Rising Tide’
December 09, 2021
Tickers
AMZN
BYDDF
F
GGPI
Tags
AMZN
GGPI
NIO
From
InvestorPlace
PSTH Stock Is in Focus as Bill Ackman Debuts ‘SPARC’ Plans. 11 Things to Know.
December 01, 2021
Tickers
PSTH
Tags
NYSE:PSTH
Market News
PSTH
From
InvestorPlace
Ackman’s New SPARs Security Makes PSTH Risky Above $20
November 30, 2021
Tickers
PSTH
Tags
Market News
Hot Stocks
PSTH
From
InvestorPlace
'This Is How You Pump A SPAC, Son:' Google Shows Meme Featuring Trump, Ackman Instead Of Logo On DWAC Page
November 22, 2021
Tickers
DWAC
GOOG
GOOGL
PSTH
Tags
Google
SPACs
News
From
Benzinga
Apple Car Rumors: 16 Things for AAPL Stock Investors to Know About the Company’s EV Plans
November 19, 2021
Tickers
AAPL
PSTH
VOSO
Tags
Today's Market
PSTH
Market News
From
InvestorPlace
PSTH Stock Alert: The Merger News Sending Pershing Square Climbing
November 18, 2021
Tickers
DWAC
PSTH
TWTR
UMGNF
Tags
DWAC
NYSE:PSTH,NASDAQ:DWAC,NYSE:TWTR,OTCMKTS:UMGNF
TWTR
From
InvestorPlace
Trump’s Digital World Acquisition SPAC Barely Gets Passing Grade
November 17, 2021
Tickers
BENE
BODY
DWAC
FB
Tags
PSHZF
PSTH
IPOF
From
InvestorPlace
7 SPACs to Watch After Donald Trump Made Mergers ‘Great Again’
November 11, 2021
Tickers
BENE
BODY
CLOV
DIS
Tags
CLOV
FB
FRXB
From
InvestorPlace
4 Better Buys Than Bill Ackman’s Failed Pershing Square SPAC
November 11, 2021
Tickers
BOIVF
LGDDF
PSHZF
PSTH
Tags
TME
LGDDF
PSHZF
From
InvestorPlace
Panera Returning To Public Market With IPO: How You Can Get Early Access Via SPAC Merger
November 09, 2021
Tickers
COTY
HUGS
IPOS
KDP
Tags
General
SPACs
News
From
Benzinga
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