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home
about us
Investment Approach
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Market Analysis Summary
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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
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$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
April 02, 2025
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ROST
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March 28, 2025
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A Look Into Ross Stores Inc's Price Over Earnings
March 18, 2025
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Here's How Much You Would Have Made Owning Ross Stores Stock In The Last 20 Years
March 13, 2025
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From
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Ross Stores Faces Slower Growth With Shifts In Lower-Income Customers Preference, Says Analyst
March 05, 2025
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Wall Street Awaits Trump's Tariff Decision, Digests Mixed Economic Data: What's Driving Markets Wednesday?
March 05, 2025
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Ross Stores: EPS Rises, Revenue Dips
March 04, 2025
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Stocks Drop As Trade War Escalates: What's Driving Markets Tuesday?
March 04, 2025
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
March 04, 2025
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Ross Stores Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
March 04, 2025
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Target, Best Buy And 3 Stocks To Watch Heading Into Tuesday
March 04, 2025
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Here's How Much You Would Have Made Owning Ross Stores Stock In The Last 20 Years
February 27, 2025
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Forecasting The Future: 4 Analyst Projections For Ross Stores
February 24, 2025
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Here's How Much You Would Have Made Owning Ross Stores Stock In The Last 20 Years
February 10, 2025
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My 2 Favorite Stocks to Buy Right Now
February 01, 2025
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This Apple Analyst Turns Bearish; Here Are Top 5 Downgrades For Tuesday
January 21, 2025
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Peering Into Ross Stores's Recent Short Interest
January 20, 2025
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$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
January 16, 2025
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ROST
Tags
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This Yum! Brands Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
January 10, 2025
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Assessing Ross Stores: Insights From 11 Financial Analysts
January 10, 2025
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Here's How Much You Would Have Made Owning Ross Stores Stock In The Last 15 Years
January 01, 2025
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Tags
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Warby Parker, RH, Bath & Body Works Are 'Stocks With Potential,' Analyst Says
December 25, 2024
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$100 Invested In Ross Stores 20 Years Ago Would Be Worth This Much Today
December 11, 2024
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Dow Settles At Record High As Investor Sentiment Improves: Fear Index Remains In 'Greed' Zone
November 25, 2024
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Analysts See Growth Potential In Ross Stores Amid Holiday Season Optimism: Details
November 22, 2024
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From
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Ross Stores Analysts Boost Their Forecasts After Upbeat Earnings
November 22, 2024
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Crude Oil Gains Over 1%; Ross Stores Earnings Top Views
November 22, 2024
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APTO
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Why Elastic Shares Are Trading Higher By 29%; Here Are 20 Stocks Moving Premarket
November 22, 2024
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Gap, Ross Stores And 3 Stocks To Watch Heading Into Friday
November 22, 2024
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DXLG
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INTU
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News
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From
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