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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
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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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Latest News about SAP
Recent news which mentions SAP
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European stocks trade higher in final week of 2021
December 27, 2021
Tickers
ASML
SAP
SPX
Tags
USDTRY
XE:IFX
XE:LHA
From
MarketWatch
A Bearish Sign Appears On SAP's Chart
December 27, 2021
Tickers
SAP
Tags
Benzinga
Market News
Trading Ideas
From
Benzinga
Europe stocks slide as COVID worries swamp investors
December 20, 2021
Tickers
AZN
BP
RDS-A
SAP
Tags
UK:AZN
EURUSD
TTE
From
MarketWatch
European stocks set to break longest losing streak since early pandemic days, supported by tech rebound
December 15, 2021
Tickers
ASML
BHP
RIO
SAP
Tags
ES:ITX
UK:UKX
ASML
From
MarketWatch
European stocks set for fourth-straight losing session as investors look ahead to central banks
December 14, 2021
Tickers
ASML
COMP
SAP
SPX
Tags
SPX
ASML
UK:UKX
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2021
December 13, 2021
Tickers
ATO
BIGC
BOXL
BRZE
Tags
TASK
GPRO
ESNT
From
Benzinga
UBS Sees Cloud Growth Reacceleration To Lead To SAP's Re-Rating
December 13, 2021
Tickers
IBM
SAP
TECH
Tags
Benzinga
Analyst Color
SAP
From
Benzinga
Daimler Truck rises on first day of trading, bucking weaker session for European stocks
December 10, 2021
Tickers
ASML
BTI
COMP
SAP
Tags
XE:DAI
XX:SXXP
SAP
From
MarketWatch
Supply Chain Crypto VeChain Finds Game-Changers in Pandemic
December 06, 2021
Tickers
ORCL
SAP
Tags
VET/USD
SAP
CCC:VET/USD,NYSE:SAP,NYSE:ORCL
From
InvestorPlace
The Smartest Stocks to Buy With $200 Right Now
December 02, 2021
Tickers
ADBE
CRM
FVRR
MSFT
Tags
MSFT
^GSPC
TTD
From
Motley Fool
Europe stocks under pressure as Goldman Sachs warns of a tough COVID winter ahead
November 23, 2021
Tickers
ASML
SAP
Tags
ASML
UK:UKX
UK:CPG
From
MarketWatch
3 Dow Stocks to Buy Hand Over Fist in November
November 20, 2021
Tickers
ADBE
AMZN
CAT
CRM
Tags
SAP
^DJI
ADBE
From
Motley Fool
If You Invested $1,000 in Salesforce.com In 2011, This Is How Much You Would Have Today
November 20, 2021
Tickers
ADBE
CRM
MSFT
ORCL
Tags
CRM
Market News
Recent Press Releases
From
Motley Fool
UiPath Is a Buy After Its Steep Decline
November 12, 2021
Tickers
MSFT
PATH
PEGA
SAP
Tags
SAP
NYSE:PATH,NASDAQ:MSFT,NYSE:SAP,NASDAQ:PEGA
PEGA
From
InvestorPlace
2 Moonshots That Insiders Are Buying… and 3 They’re Not
November 09, 2021
Tickers
ALIM
AUGX
BWFG
CAR
Tags
CAR
TSLA
MCK
From
InvestorPlace
This Software-as-a-Service Stock Makes Quarterly Accounting a Thing of the Past
November 09, 2021
Tickers
BL
CRM
IT
ORCL
Tags
Market News
CRM
WDAY
From
Motley Fool
Recap: SAP Q3 Earnings
November 04, 2021
Tickers
SAP
Tags
Market News
BZI/Recaps
SAP
From
Benzinga
Tech stocks drag Europe markets lower, as consumer prices hit highest level since 2008
October 29, 2021
Tickers
AAPL
AMZN
BBVA
BUD
Tags
FR:EL
UK:UKX
IT:STM
From
MarketWatch
Got $10,000? 2 Top Software Stocks to Buy for the Long Term
October 28, 2021
Tickers
ADBE
BTC
CRM
MSFT
Tags
SAP
AFTP/Y
ADBE
From
Motley Fool
L’Oreal drives gains and UBS says buy stocks in beaten-down European markets
October 22, 2021
Tickers
ASML
IHG
SAP
Tags
FR:PX1
UK:IHG
DX:DAX
From
MarketWatch
SAP SE (SAP) Q3 2021 Earnings Call Transcript
October 21, 2021
Tickers
SAP
Tags
SAP
Market News
From
Motley Fool
SAP: Q3 Earnings Insights
October 21, 2021
Tickers
SAP
Tags
Market News
BZI/Recaps
SAP
From
Benzinga
Qualtrics Stock Jumps on Earnings Beat and Guidance Raise
October 21, 2021
Tickers
SAP
XM
Tags
Market News
SAP
XM
From
Motley Fool
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
October 21, 2021
Tickers
ALPP
ARBK
ARQQ
CTK
Tags
SAP
HPQ
ARQQ
From
Benzinga
Earnings Scheduled For October 21, 2021
October 21, 2021
Tickers
AAL
ABB
ALK
ALLE
Tags
ALK
IQV
BANF
From
Benzinga
SAP's Earnings Outlook
October 20, 2021
Tickers
SAP
Tags
SAP
Earnings
Benzinga
From
Benzinga
Enterprise Software, Video Software, and More
October 20, 2021
Tickers
IBM
JPM
PYPL
SAP
Tags
SAP
IBM
PYPL
From
Motley Fool
Qualtrics Earnings: What to Watch on Wednesday
October 18, 2021
Tickers
SAP
XM
Tags
SAP
XM
Market News
From
Motley Fool
Some of Europe’s biggest names are reporting next week, but the big beats may be over, says Deutsche Bank
October 15, 2021
Tickers
ASML
BCS
BHP
ERIC
Tags
BHP
NO:YAR
BCS
From
MarketWatch
50 Biggest Movers From Yesterday
October 14, 2021
Tickers
ADGI
ALLO
ANY
ATRA
Tags
NEW
STAB
PALT
From
Benzinga
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