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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
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MARKET RESEARCH
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Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2022
February 10, 2022
Tickers
AIG
AMBA
ARVN
AXP
Tags
ARVN
LICY
BZI/Ratings
From
Benzinga
Supply chain disruptions could benefit off-price chains like TJ Maxx and Burlington Stores
February 01, 2022
Tickers
BURL
ROST
SPX
Tags
SPX
ROST
BURL
From
MarketWatch
This sector of the S&P 500 is expected to show the fastest sales and dividend growth in 2022 and 2023
January 20, 2022
Tickers
AMZN
APTV
BBWI
BBY
Tags
SPX
NCLH
BBWI
From
MarketWatch
I lost my job at 58. Here’s how I was able to get by until retirement
January 10, 2022
Tickers
ROST
TJX
Tags
ROST
TJX
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For January 3, 2022
January 03, 2022
Tickers
ACC
ADTH
ALNY
AVB
Tags
NU
CHTR
NAVI
From
Benzinga
Analyst Ratings For Ross Stores
January 03, 2022
Tickers
ROST
Tags
BZI/AAR
ROST
Market News
From
Benzinga
10 Biggest Price Target Changes For Monday
January 03, 2022
Tickers
AVB
CAKE
EXC
KC
Tags
CAKE
Restaurants
PYPL
From
Benzinga
4 Great GARP Stocks to Get for Growth at a Reasonable Price
December 29, 2021
Tickers
AFRM
AMZN
BB
DKNG
Tags
AFRM
DKNG
TDOC
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
December 16, 2021
Tickers
ABNB
ACBI
ADNT
AGEN
Tags
AIRG
RL
VEEV
From
Benzinga
Stock Wars: Kohl's Vs. Ross Stores
December 08, 2021
Tickers
KSS
ROST
Tags
Top Stories
News
General
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 7, 2021
December 07, 2021
Tickers
APD
APPS
ARVN
AZN
Tags
Initiation
ZBH
SMG
From
Benzinga
10 Biggest Price Target Changes For Tuesday
December 07, 2021
Tickers
ACAD
COUP
GTLB
HQY
Tags
GTLB
COUP
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From
Benzinga
Retail Inventories Up Ahead of Holidays but Replenishment Cycle Still Lengthy
December 01, 2021
Tickers
AMZN
DLTR
HD
KSS
Tags
Markets
ROST
Partner Content
From
Benzinga
Nordstrom Analysts Break Down Q3 Earnings: 'Ongoing Market Share Loss'
November 24, 2021
Tickers
JWN
M
ROST
TJX
Tags
Reiteration
News
Credit Suisse
From
Benzinga
Smart Investors Should Buy the Dip in Ross Stores Stock
November 23, 2021
Tickers
ROST
Tags
Recent Press Releases
Market News
ROST
From
Motley Fool
Who's the Top Dog in the Resale Market?
November 22, 2021
Tickers
ETSY
FTCH
POSH
REAL
Tags
FTCH
ROST
TDUP
From
Motley Fool
52 Biggest Movers From Friday
November 22, 2021
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AHI
AKYA
AMAT
AMSWA
Tags
UWMC
GTEC
BGFV
From
Benzinga
ThredUp Has a Lot of Optionality
November 21, 2021
Tickers
REAL
ROST
TDUP
TJX
Tags
TDUP
ROST
Recent Press Releases
From
Motley Fool
ThredUp's Unique Approach to the Resale Market
November 20, 2021
Tickers
ADDYY
CROX
FTCH
HNNMY
Tags
Market News
REAL
CROX
From
Motley Fool
33 Stocks Moving In Friday's Mid-Day Session
November 19, 2021
Tickers
AKYA
AMAT
AQB
ARVL
Tags
VNET
Top Gainers
CNTX
From
Benzinga
Palo Alto Networks and Intuit Keeping the Nasdaq in the Black
November 19, 2021
Tickers
AAL
ALGT
AMAT
BA
Tags
General
AAL
Partner Content
From
Benzinga
20 Stocks Moving in Friday's Pre-Market Session
November 19, 2021
Tickers
AMAT
AQB
AUR
BHTG
Tags
RDHL
Benzinga
Small Cap
From
Benzinga
5 Stocks To Watch For November 19, 2021
November 19, 2021
Tickers
BKE
FL
INTU
ROST
Tags
Trading Ideas
ROST
Markets
From
Benzinga
Ross Stores, inc (ROST) Q3 2021 Earnings Call Transcript
November 18, 2021
Tickers
ROST
Tags
ROST
Market News
Recent Press Releases
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
November 18, 2021
Tickers
ATER
AYRO
CAL
EDTK
Tags
GRIL
EDTK
YTRA
From
Benzinga
Ross Stores: Q3 Earnings Insights
November 18, 2021
Tickers
ROST
Tags
Earnings
BZI/Recaps
ROST
From
Benzinga
Inflation, Semiconductors, & Labor Themes Continue Through Earnings Season
November 18, 2021
Tickers
AMZN
BABA
BIG
BURL
Tags
Commodities
NVDA
DG
From
Benzinga
Earnings Scheduled For November 18, 2021
November 18, 2021
Tickers
AMAT
AMSWA
ATHM
ATKR
Tags
Benzinga
VIPS
KNOP
From
Benzinga
Earnings Outlook For Ross Stores
November 17, 2021
Tickers
ROST
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
Price To Earnings Ratio Insights For Ross Stores
November 16, 2021
Tickers
ROST
Tags
News
Market News
ROST
From
Benzinga
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