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home
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Form CRS
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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
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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2 Soaring Stocks to Buy and Hold
November 09, 2023
Tickers
REGN
ROKU
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REGN
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ROKU
From
Motley Fool
The S&P 500 Just Had Its Best Week of the Year. 1 No-Brainer Stock That Can Keep Rallying.
November 09, 2023
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Cathie Wood's Ark Invest Purchases $9.5M Worth Of Robinhood Shares, Downsizes Holdings Of Grayscale Bitcoin Investment Trust
November 08, 2023
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ARKK
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From
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Why Taboola.com Stock Jumped Wednesday
November 08, 2023
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TBLA
TTD
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ROKU
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3 Stocks That Can Double Again in 2024
November 08, 2023
Tickers
DFH
NU
ROKU
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DFH
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1 Concerning Trend Roku Investors Should Keep an Eye On
November 08, 2023
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ROKU
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ROKU
From
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Roku Stock: 3 Reasons the Best Is Yet to Come
November 08, 2023
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The Next Big Stream: 3 Media Stocks Ready to Challenge Netflix’s Throne
November 07, 2023
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AMZN
GOOG
GOOGL
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AMZN
From
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Cathie Wood's ARKK Trims Roku Stake Following 42% Post-Earnings Surge
November 07, 2023
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ARKF
ARKK
ARKW
ROKU
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Specialty ETFs
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ETFs
From
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3 Things About Roku the Smartest Investors Know
November 07, 2023
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ROKU
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Disney earnings: What to expect when the Magic Kingdom reports
November 06, 2023
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DIS
MSFT
PEP
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DIS
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From
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Roku Stock: Headed to $101?
November 06, 2023
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Revenue Growth Is Reaccelerating for These 3 Downtrodden Growth Stocks
November 06, 2023
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PINS
ROKU
SHOP
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Is It Too Late to Buy Roku Stock?
November 06, 2023
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Disney and other entertainment giants report after upbeat results from peers, but investors are getting harsher on companies that don’t deliver
November 05, 2023
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AMC
CART
CAVA
CNK
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NFLX
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Roku's (Slowing) Growth Isn't Coming Cheap. What's the Long-Term Plan Here?
November 05, 2023
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Is Roku Stock a Buy Right Now?
November 05, 2023
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Why Roku Stock Blasted Nearly 9% Higher on Friday
November 03, 2023
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What's Going On With Walt Disney Company Stock?
November 03, 2023
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DIS
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CMCSA
DIS
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From
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Why Roku Stock Skyrocketed 38% This Week
November 02, 2023
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ARK Funds Add Over $700 Million On Cathie Wood's Best Day In 2023: Which Stocks Are Driving The Rally?
November 02, 2023
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ARKF
ARKG
ARKK
ARKQ
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Benzinga
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IZRL
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Why STAAR Surgical Shares Are Trading Lower By Around 16%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
November 02, 2023
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ACLX
ACXP
ADN
AIRE
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PBI
JAKK
ERII
From
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Treasuries, Stocks Extend Gains Following Fed Meeting As Apple, Jobs Report Loom
November 02, 2023
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AMZN
COP
GOOGL
INTC
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SHOP
PLTR
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Disney, Warner Bros. shares rise as part of broad rally in streaming stocks
November 02, 2023
Tickers
DIS
DJIA
FUBO
NFLX
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DJIA
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DIS
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Roku Shares Jump After Q3 Delivers Many Positives: 7 Analysts Tune Into Into Print, Guide
November 02, 2023
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ROKU
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Starbucks, Teleflex, Roku, Shopify And Other Big Stocks Moving Higher On Thursday
November 02, 2023
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ACLX
ADT
AFRM
AI
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JOBY
OPEN
SHOP
From
Benzinga
Here's Why Roku Stock Skyrocketed Today
November 02, 2023
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ROKU
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From
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Roku Earnings: Why Are Shares Soaring After Earnings?
November 02, 2023
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ROKU
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ROKU
From
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Roku Stock Is Surging Today: What's Going On?
November 02, 2023
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From
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Plot Twist: Roku Stock Turns the Corner
November 02, 2023
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