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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
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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
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$100 Invested In Ross Stores 20 Years Ago Would Be Worth This Much Today
July 24, 2023
Tickers
ROST
Tags
Market News
News
Benzinga
From
Benzinga
Thrift store operator Savers Value Village assigned at least six buy ratings after IPO
July 24, 2023
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GENK
IPO
ROST
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From
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(ROST) - Analyzing Ross Stores's Short Interest
July 17, 2023
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BZI/SHORTHIST
Market News
Short Sellers
From
Benzinga
$100 Invested In Ross Stores 15 Years Ago Would Be Worth This Much Today
July 11, 2023
Tickers
ROST
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Benzinga
Dividends
BZI/POD
From
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Looking Into Ross Stores's Recent Short Interest
June 30, 2023
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ROST
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Short Sellers
Benzinga
Short Ideas
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 29, 2023
June 29, 2023
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ARLO
ASH
ASO
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WING
Upgrades
WMG
From
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What 11 Analyst Ratings Have To Say About Ross Stores
June 26, 2023
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ROST
BZI/AAR
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 26, 2023
June 26, 2023
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ASH
BURL
CAKE
CAMP
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SHC
TSLA
Initiation
From
Benzinga
Here's How Much You Would Have Made Owning Ross Stores Stock In The Last 15 Years
June 23, 2023
Tickers
ROST
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BZI/POD
Dividends
ROST
From
Benzinga
Looking for Dividend Growth? These 2 Stocks Have Tripled Their Payouts in the Past Decade
June 23, 2023
Tickers
HRL
ROST
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ROST
HRL
Recent Press Releases
From
Motley Fool
Student-loan payments are coming back — and these are the stocks most at risk
June 20, 2023
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AEO
AMC
BABA
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TSLA
JP:8053
From
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Will Chart Analysts Notice Bad Omen on Ross Stores's Chart
June 19, 2023
Tickers
ROST
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Market News
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Trading Ideas
From
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have $1,000 Today
June 07, 2023
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ROST
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News
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Earnings
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Tech Companies Have Lots of News for Their Investors
June 03, 2023
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AMZN
ANF
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From
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
June 02, 2023
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F
LULU
LVS
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Ross Stores: Dividend Insights
May 31, 2023
Tickers
ROST
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Benzinga
Market News
BZI/ExDiv
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Benzinga
13 retailers posted a good earnings season based on two key measures. Are their stocks worth a look?
May 30, 2023
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AN
AZO
BJ
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URBN
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A Pending Restaurant IPO and AI Buzz
May 27, 2023
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AMZN
BBY
CHGG
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TJX
WMT
SG
From
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Should You Buy This Blue Chip Dividend Stock?
May 25, 2023
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ROST
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Recent Press Releases
Market News
ROST
From
Motley Fool
$100 Invested In Ross Stores 20 Years Ago Would Be Worth This Much Today
May 23, 2023
Tickers
ROST
Tags
Market News
News
Benzinga
From
Benzinga
UBS Maintains Sell Rating for Ross Stores: Here's What You Need To Know
May 19, 2023
Tickers
ROST
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ROST
Market News
Benzinga
From
Benzinga
The Latest Analyst Ratings for Ross Stores
May 19, 2023
Tickers
ROST
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ROST
BZI/AAR
Analyst Ratings
From
Benzinga
Ross Stores Posts Mixed Q1 Earnings, Warns Inflationary Pressures Could Hit Customer Spending
May 19, 2023
Tickers
ROST
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General
News
Market News
From
Benzinga
Ross Stores’ outlook on profit and sales hurts stock, as higher prices continue to pinch consumers
May 18, 2023
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ROST
WMT
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WMT
ROST
From
MarketWatch
Recap: Ross Stores Q1 Earnings
May 18, 2023
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ROST
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Earnings
BZI/Recaps
ROST
From
Benzinga
Retail Roundup: Walmart, Target, Home Depot Beat, Will Ross Stores Follow Down The Aisle?
May 18, 2023
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HD
ROST
TGT
WMT
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News
WMT
TGT
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Benzinga
Debt ceiling is a buy-the-rumor but sell-the-news event, cautions this strategist
May 18, 2023
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Nasdaq, S&P 500 Futures Rise As Traders Eye Walmart Results, Debt-Ceiling Resolution: Analyst Says Brace For More Volatility
May 18, 2023
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BABA
CSCO
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TTWO
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Earnings Scheduled For May 18, 2023
May 18, 2023
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AMAT
ATAT
BABA
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CLIR
CVCO
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From
Benzinga
Ross Stores's Earnings: A Preview
May 17, 2023
Tickers
ROST
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Earnings
ROST
Benzinga
From
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