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Default Rates
What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
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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What Should Investors Watch in Regional Bank Earnings?
April 19, 2023
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Death Cross Looms Over Regions Finl Investors
April 10, 2023
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March 31, 2023
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Where Regions Finl Stands With Analysts
March 23, 2023
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Benzinga
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10 Financials Stocks Whale Activity In Today's Session
March 23, 2023
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14 Bank Stocks to Buy After the Recent Silicon Valley Bank Collapse
March 23, 2023
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CS
Tags
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FRC
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US Stocks Poised To Rebound From Yellen-Inflicted Damage: Fed May Have Jumped The Gun By Signaling A Pause, Analyst Says
March 23, 2023
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Super-Regional Banks Weren't Nearly as Reckless as SVB Financial
March 22, 2023
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Financial stocks in ‘the cheap seats’ as top banks widely underperform the sector, says DataTrek
March 21, 2023
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24 bank stocks that contrarian bottom-feeders can feast on now
March 21, 2023
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3 Banks That Played Interest Rates Right and Avoided the Bond Fiasco
March 17, 2023
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If battered bank stocks look tempting now, these buying tips can help you cash in
March 15, 2023
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March 13, 2023
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Bank analysts reshuffle ratings in response to seismic shifts in industry
March 13, 2023
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Bank Stocks Alert: Why First Republic Bank (FRC) Stock Is Down 60% Today
March 13, 2023
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Tags
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KeyCorp's Deposit Franchise Is Outperforming Its Peer Group
March 08, 2023
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MTB
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After Great Performance, This Will Be Regions Financial's Next Challenge
February 13, 2023
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Tags
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Regions Financial Has Engineered a Remarkable Turnaround Since the Great Recession
February 12, 2023
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'I Think It's A Terrific Buy, Even At These Levels': Cramer On This Stock Up 8% Over Last Month
January 31, 2023
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Big Tech Layoffs; Signs of Trouble in the Housing Market
January 23, 2023
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2 Best Stocks to Own for Passive Income in 2023
January 22, 2023
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$1000 Invested In Regions Financial 10 Years Ago Would Be Worth This Much Today
January 20, 2023
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News
RF
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Regions Financial (RF) Q4 2022 Earnings Call Transcript
January 20, 2023
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Earnings Preview: Regions Financial
January 19, 2023
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Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2023
January 10, 2023
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A
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Deposits Now Matter Again: 5 Bank Stocks to Buy
January 06, 2023
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