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home
about us
Investment Approach
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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
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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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A Preview Of Boston Beer Co's Earnings
July 26, 2023
Tickers
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Tags
Earnings
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Market News
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Benzinga
Is Boston Beer On Track For 5% Volume Decline? Wedbush Analyst's Forecast And Expectations For FY23
July 21, 2023
Tickers
SAM
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Market News
Equities
Analyst Ratings
From
Benzinga
Analyst Ratings for Boston Beer Co
July 11, 2023
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BZI/AAR
SAM
Market News
From
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Checking In on Some Stock Picks
June 22, 2023
Tickers
AXON
ETSY
PTON
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TTWO
Recent Press Releases
AXON
From
Motley Fool
Uncle Arnie’s cannabis beverage startup lands backing from Boston Beer Co. founding partners and other big names
June 13, 2023
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C
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CGC
STZ
From
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Is the Beer Industry Worth a Billion-Dollar Bet? Bill Gates Thinks So
June 07, 2023
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BUD
FMX
HEINY
MSFT
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Market News
FMX
TAP
From
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Where Boston Beer Co Stands With Analysts
May 30, 2023
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SAM
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Analyst Ratings
Market News
Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For May 30, 2023
May 30, 2023
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ADXS
CFLT
CHPT
COIN
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Benzinga
KNOP
STE
From
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Bud Light troubles prompt buy calls for Boston Beer, Constellation Brands
May 30, 2023
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BUD
SAM
SPX
STZ
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STZ
SAM
From
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Enjoy Your Cannabis Experience With These Hottest New Arrivals: DripCees, TeaPot, Djot, Cosmic Go Pen & More
May 19, 2023
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Inc/
From
Benzinga
Boston Beer Co's Return On Capital Employed Overview
May 01, 2023
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SAM
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Market News
Benzinga
SAM
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Benzinga
Embracing Competition: Boston Beer's Approach To A Booming Cannabis Beverage Industry
April 29, 2023
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3 Growth Stocks to Buy That Could Be Massive Long-Term Winners
April 28, 2023
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Earnings Scheduled For April 27, 2023
April 27, 2023
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OPRA
ORC
ORI
OSK
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Beer sales stuck between a Kid Rock and a hard seltzer
April 12, 2023
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STZ
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EXCLUSIVE: The Evolution Of Cannabis Beverages And Why Betting On Federal Legalization Is 'A Bad Business Model'
April 11, 2023
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What 9 Analyst Ratings Have To Say About Boston Beer Co
April 06, 2023
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Raise A Glass To Weed-Infused Drinks: Beer Company Chief Lays Out His Vision
March 23, 2023
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March 20, 2023
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CGC
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Benzinga
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Expert Ratings for Boston Beer Co
March 14, 2023
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Benzinga
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Diverse Perspectives, Innovative Solutions: 3 Women Making Waves In Cannabis Science
March 07, 2023
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Shopify Had Mixed News for Investors
February 25, 2023
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CMG
CSCO
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Liquor Beats Beer for First Time Ever, but This Brewer Is the Best Buy Now
February 21, 2023
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SAM
TAP
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Got $3,000? Here Are 3 Stocks to Buy and Hold for the Long Term
February 19, 2023
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BRK-A
BRK-B
ETSY
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ETSY
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Why Boston Beer Stock Is Trading Lower
February 16, 2023
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Earnings
Benzinga
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Investors in These 2 Stocks Are Ready to Revolt
February 16, 2023
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DJI
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^DJI
SHOP
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Why Boston Beer Stock Was Sliding Today
February 16, 2023
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SAM
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Recent Press Releases
Market News
SAM
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Why Boston Beer Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
February 16, 2023
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AMPL
AMV
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SWI
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Watch Super Bowl 2023 ads and trailers: more ‘Caddyshack’ and ‘Clueless’ than crypto
February 03, 2023
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Stock Stories With the "Rule Breaker Investing" Podcast
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