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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
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6 Stocks Insiders Are Buying Now
June 28, 2022
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CHGG
CHK
DVA
KD
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KD
PAA
From
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Insiders Have Been Scooping Up Shares Of This Beaten Down 2020 IPO
June 26, 2022
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RKT
Jay Farner
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Why Shares of Rocket Companies, Zillow, and Redfin Are Up This Week
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Z
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June 23, 2022
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EOG
MRVL
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Here's Why Shares of Rocket Companies Are Down 18% This Week
June 16, 2022
Tickers
RKT
Tags
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RKT
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Financials Investor? 3 Dividend Stocks That Are Dirt Cheap Right Now
June 16, 2022
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CINF
FNMA
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‘We could be facing years, not months, of fewer home sales,’ says Redfin CEO announcing 8% layoffs
June 15, 2022
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COMP
RDFN
RKT
Z
Tags
RDFN
RKT
COMP
From
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James Star Significantly Increases His Stake In Pet Products Focused Company Chewy (CHWY)
June 13, 2022
Tickers
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ANET
CG
CHWY
Tags
Market News
News
ALL
From
Benzinga
Rocket Companies Is Down 66% Since Going Public. Is It Time to Buy the Dip?
June 08, 2022
Tickers
RKT
Tags
RKT
Market News
Recent Press Releases
From
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
June 08, 2022
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AYX
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Tags
AYX
Market News
AL
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8 Stocks Moved By Traders On 'Fast Money: Halftime Report'
June 03, 2022
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From
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Here's Why Mr. Cooper Has Outperformed Its Peers This Year
May 31, 2022
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Mortgage Rates Hit Their Highest Level Since 2009: Here's What That Means for Rocket Companies
May 27, 2022
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The Good News for Rocket Companies Doesn’t Make the Bad News Less Bad
May 25, 2022
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How Is The Market Feeling About Rocket Companies?
May 23, 2022
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Here Is How Rocket Will Drive Earnings During a Slump for Mortgage Origination
May 17, 2022
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RKT
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Benzinga's Top Ratings Upgrades, Downgrades For May 16, 2022
May 16, 2022
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5 Stocks Halted In Wednesday's Session: Here's Why
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Why Rocket Companies Stock Is Falling Today
May 11, 2022
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RKT
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What 9 Analyst Ratings Have To Say About Rocket Companies
May 11, 2022
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RKT
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'Remain Cautious On Mortgage Originators': Rocket Companies Analysts React To Mixed Q1 Earnings
May 11, 2022
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RKT
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RKT
Bank of America
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Stay Away From Rocket Companies Until It Trades Below Book Value
May 11, 2022
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Market News
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Benzinga's Top Ratings Upgrades, Downgrades For May 11, 2022
May 11, 2022
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AFRM
ALR
ARCT
ARRY
Tags
HL
AZEK
ARRY
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Why Rocket Companies Shares Are Falling
May 11, 2022
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RKT
Tags
Benzinga
Small Cap
Price Target
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These 2 Former High-Flying Stocks Are Falling With the Market Wednesday Morning
May 11, 2022
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DJI
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10 Biggest Price Target Changes For Wednesday
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May 11, 2022
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AFIB
AMRS
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Tags
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Rocket Companies, Inc. (RKT) Q1 2022 Earnings Call Transcript
May 11, 2022
Tickers
RKT
Tags
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RKT
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Rocket Companies: Q1 Earnings Insights
May 10, 2022
Tickers
RKT
Tags
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RKT
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Benzinga
Rocket Companies Q1 Earnings Takeaways: Revenue And EPS Fall, Refinances And Cash-Out Mortgages See Strength
May 10, 2022
Tickers
RKT
Tags
Small Cap
mortgage stocks
Benzinga
From
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