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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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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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Constellation Brands Earnings: What to Watch
January 03, 2022
Tickers
SAM
STZ
Tags
STZ
Recent Press Releases
SAM
From
Motley Fool
3 Things to Watch in the Stock Market This Week
December 31, 2021
Tickers
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DJI
SAM
STZ
Tags
SAM
Market News
STZ
From
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Benzinga's Top Ratings Upgrades, Downgrades For December 20, 2021
December 20, 2021
Tickers
ANTM
AYLA
BCDA
BEAT
Tags
BCDA
EXR
FRT
From
Benzinga
10 Biggest Price Target Changes For Monday
December 20, 2021
Tickers
ANTM
BIIB
CALT
CHD
Tags
SAM
Analyst Ratings
Small Cap
From
Benzinga
Buy This Stock Before It Pops
December 18, 2021
Tickers
SAM
STZ
TAP
Tags
STZ
TAP
Recent Press Releases
From
Motley Fool
Bud Light Seltzer launching new flavors as hard seltzer prepares to bounce back
December 16, 2021
Tickers
BUD
SAM
SPX
STZ
Tags
BUD
STZ
SAM
From
MarketWatch
Boston Beer Co's Return on Invested Capital Overview
December 16, 2021
Tickers
SAM
Tags
BZI/ROCE
Benzinga
Earnings
From
Benzinga
Gratitude in 2021
December 14, 2021
Tickers
AAPL
GOOG
GOOGL
SAM
Tags
GOOGL
TWTR
Recent Press Releases
From
Motley Fool
Cowen Bumps Up Boston Beer Price Target By 25%
December 06, 2021
Tickers
SAM
Tags
Price Target
Benzinga
SAM
From
Benzinga
Real Estate Investing & More
December 06, 2021
Tickers
BUD
CMG
GOOG
GOOGL
Tags
SFIX
CMG
Market News
From
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Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2021
December 06, 2021
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AAL
AAPL
ACEL
AMGN
Tags
REGN
FB
OMCL
From
Benzinga
10 Biggest Price Target Changes For Monday
December 06, 2021
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ACEL
BIG
DRI
ESPR
Tags
Small Cap
DRI
Benzinga
From
Benzinga
These 60 stocks, including DraftKings, Zillow and Virgin Galactic, are down at least 50% from their 2021 highs
November 29, 2021
Tickers
ADPT
AGL
AI
AMED
Tags
IOVA
DCT
OSH
From
MarketWatch
Bell's Brewery, A Top 10 Craft Beer Brand, Announces Sale: Could More Consolidation Come In The Industry?
November 10, 2021
Tickers
BUD
HEINY
SAM
STZ
Tags
SAM
New Belgium
Benzinga
From
Benzinga
Craft beer icon Bell’s Brewery bought by global conglomerate
November 10, 2021
Tickers
BUD
SAM
Tags
JP:2501
JP:2503
SAM
From
MarketWatch
Boston Beer Needs More Than a SpaceX Gimmick to Rebound
November 10, 2021
Tickers
BUD
FOUR
SAM
Tags
Recent Press Releases
FOUR
BUD
From
Motley Fool
Earnings Roundup: eBay, Ford, Anheuser-Busch InBev
November 05, 2021
Tickers
AAPL
AMZN
BUD
EBAY
Tags
F
EBAY
PYPL
From
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Elon Musk's Net Worth Grew By The Value Of These 3 Companies Combined Today
November 01, 2021
Tickers
BB
HOG
SAM
TSLA
Tags
Benzinga
TSLA
HOG
From
Benzinga
Why These 2 Stocks Are Top Buys After Being Crushed by Over 40%
October 29, 2021
Tickers
BUD
FIVN
SAM
ZM
Tags
BUD
ZM
FIVN
From
Motley Fool
News From Tesla, Chipotle, Netflix, and More
October 28, 2021
Tickers
AAPL
BMBL
CMG
CROX
Tags
DUOL
CMG
TCEHY
From
Motley Fool
Boston Beer Says Big Price Hikes Are Coming
October 28, 2021
Tickers
SAM
Tags
Market News
SAM
From
Motley Fool
Boston Beer Is Drowning in Hard Seltzer
October 27, 2021
Tickers
MNST
SAM
Tags
SAM
MNST
Market News
From
Motley Fool
Expert Ratings For Boston Beer Co
October 22, 2021
Tickers
SAM
Tags
BZI/AAR
SAM
Analyst Ratings
From
Benzinga
The Boston Beer Company, inc (SAM) Q3 2021 Earnings Call Transcript
October 21, 2021
Tickers
SAM
Tags
SAM
Market News
From
Motley Fool
As the hard-seltzer boom fizzles out, Boston Beer falls into a hole
October 21, 2021
Tickers
BUD
SAM
SPX
STZ
Tags
STZ
TAP
BUD
From
MarketWatch
Earnings Scheduled For October 21, 2021
October 21, 2021
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AAL
ABB
ALK
ALLE
Tags
VLRS
BANF
SASR
From
Benzinga
Earnings Preview: Boston Beer Co
October 20, 2021
Tickers
SAM
Tags
Market News
Earnings
SAM
From
Benzinga
Boston Beer Earnings: What to Watch
October 19, 2021
Tickers
SAM
Tags
Market News
SAM
From
Motley Fool
Constellation Brands Still Believes in Hard Seltzer
October 18, 2021
Tickers
SAM
STZ
Tags
Market News
Partner Content
News
From
Benzinga
Boston Beer Earnings Preview: What to Watch
October 17, 2021
Tickers
SAM
STZ
Tags
STZ
Market News
SAM
From
Motley Fool
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