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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
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EVENTS
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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
RSVP-Signup Form
MARKET RESEARCH
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Mid-Afternoon Market Update: Nasdaq Down 300 Points; Annexon Shares Plunge
January 05, 2022
Tickers
ANNX
APCX
BTCS
CLF
Tags
Small Cap
GLDG
APCX
From
Benzinga
Mid-Day Market Update: Nasdaq Tumbles Over 100 Points; Mainz Biomed Shares Climb
January 05, 2022
Tickers
ANNX
APCX
BTCS
DNN
Tags
Markets
Intraday Update
Eurozone
From
Benzinga
Mid-Morning Market Update: Markets Edge Lower; RPM International Posts Mixed Q2 Results
January 05, 2022
Tickers
AACG
AMPY
ANNX
AREC
Tags
Small Cap
DTST
AMPY
From
Benzinga
Recap: RPM International Q2 Earnings
January 05, 2022
Tickers
RPM
Tags
Earnings
Benzinga
RPM
From
Benzinga
A Peek Into The Markets: US Stock Futures Mixed After Dow Records Another High
January 05, 2022
Tickers
INSP
MDC
PINS
RGP
Tags
Markets
RPM
Eurozone
From
Benzinga
Earnings Scheduled For January 5, 2022
January 05, 2022
Tickers
LNDC
RELL
RGP
RPM
Tags
Earnings
BZI/UE
LNDC
From
Benzinga
5 Stocks To Watch For January 5, 2022
January 05, 2022
Tickers
INSP
RGP
RPM
SGH
Tags
Pre/Market Outlook
News
UNF
From
Benzinga
RPM International's Earnings: A Preview
January 04, 2022
Tickers
RPM
Tags
Benzinga
RPM
Market News
From
Benzinga
RPM International's Debt Overview
January 03, 2022
Tickers
RPM
Tags
News
BZI/Debt
RPM
From
Benzinga
Golden Cross Appears Before RPM International Investors
December 10, 2021
Tickers
RPM
Tags
Benzinga
RPM
Markets
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 7, 2021
December 07, 2021
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APD
APPS
ARVN
AZN
Tags
MUR
FXLV
BZI/Ratings
From
Benzinga
7 Tech Stocks That Could Rally In December
November 30, 2021
Tickers
AAL
AFRM
AMAT
AMZN
Tags
ROKU
WK
AAL
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For November 24, 2021
November 24, 2021
Tickers
AEG
AVY
BABA
BERY
Tags
MCS
SPOT
NOAH
From
Benzinga
7 F-Rated Stocks to Sell Before We Reach Christmas
November 10, 2021
Tickers
CGC
FDX
JAZZ
KGC
Tags
RPM
STZ
MKTX
From
InvestorPlace
3 Dividend Aristocrats That Have Been Raising Payments for a Combined 140 Years
October 21, 2021
Tickers
MDT
RPM
WMT
Tags
RPM
Market News
WMT
From
Motley Fool
RPM International: Why the Consumer Business Is Slumping
October 12, 2021
Tickers
RPM
Tags
RPM
Market News
From
Motley Fool
RPM International Earnings: Meeting Low Expectations
October 12, 2021
Tickers
RPM
SHW
Tags
RPM
Market News
SHW
From
Motley Fool
RPM International: Q1 Earnings Insights
October 08, 2021
Tickers
RPM
Tags
Market News
BZI/Recaps
News
From
Benzinga
RPM International (RPM) Q1 2022 Earnings Call Transcript
October 06, 2021
Tickers
RPM
Tags
Market News
RPM
From
Motley Fool
RPM Q1 Earnings Beat Estimates; Warns On Raw Material Shortages
October 06, 2021
Tickers
RPM
Tags
News
Market News
Earnings
From
Benzinga
A Peek Into The Markets: US Stock Futures Down Ahead Of ADP Report
October 06, 2021
Tickers
AAPL
AYI
LEVI
MANU
Tags
Global
STZ
A Peek Into The Markets
From
Benzinga
5 Stocks To Watch For October 6, 2021
October 06, 2021
Tickers
AYI
LEVI
PLTR
RPM
Tags
STZ
Pre/Market Outlook
PLTR
From
Benzinga
Earnings Scheduled For October 6, 2021
October 06, 2021
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EDUC
IDT
LEVI
Tags
RGP
News
LEVI
From
Benzinga
RPM International's Debt Insights
October 01, 2021
Tickers
RPM
Tags
Markets
BZI/Debt
RPM
From
Benzinga
Price To Earnings Ratio Insights For RPM International
October 01, 2021
Tickers
RPM
Tags
Market News
News
BZI/PE
From
Benzinga
RPM International (RPM) Q4 2021 Earnings Call Transcript
July 26, 2021
Tickers
RPM
Tags
RPM
Market News
From
Motley Fool
RPM Q4 Result Tops Consensus; Warns On Supply Chain Challenges, Margin Pressure
July 26, 2021
Tickers
RPM
Tags
Market News
News
Benzinga
From
Benzinga
RPM International: Q4 Earnings Insights
July 26, 2021
Tickers
RPM
Tags
BZI/Recaps
News
Market News
From
Benzinga
Earnings Scheduled For July 26, 2021
July 26, 2021
Tickers
ACC
ADC
AGNC
AGRX
Tags
HTLF
TFII
ACC
From
Benzinga
Earnings Preview For RPM International
July 23, 2021
Tickers
RPM
Tags
RPM
Market News
Benzinga
From
Benzinga
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