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What We Buy Currently
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Advantages of Our Bid Wanted System
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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
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3 Retail Stocks to Sell in August Before They Crash and Burn
August 08, 2023
Tickers
BHOOY
SFIX
TGT
Tags
OTC:BHOOY,NASDAQ:SFIX,NYSE:TGT
SFIX
Market News
From
InvestorPlace
Why Stitch Fix Stock Jumped 33% in July
August 03, 2023
Tickers
SFIX
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SFIX
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From
Motley Fool
Is Stitch Fix Still in Trouble? Here's What the Balance Sheet Says.
June 28, 2023
Tickers
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Recent Press Releases
SFIX
Market News
From
Motley Fool
3 Stocks That Could Sabotage Your Portfolio
June 28, 2023
Tickers
CELH
COIN
SFIX
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CELH
Market News
SFIX
From
Motley Fool
Stitch Fix Is in a Bind, and AI Probably Can't Save It. 3 Things Investors Should Know.
June 27, 2023
Tickers
SFIX
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SFIX
Market News
Recent Press Releases
From
Motley Fool
Is Stitch Fix Stock a Buy? 3 Things Investors Should Know
June 26, 2023
Tickers
SFIX
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Market News
SFIX
Recent Press Releases
From
Motley Fool
Stitch Fix Has a New CEO. Time to Buy the Stock?
June 23, 2023
Tickers
SFIX
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SFIX
Market News
Recent Press Releases
From
Motley Fool
Stitch Fix's Appointment Of Former Macy's Exec Expected To Boost Digital Growth, Analyst Predicts
June 15, 2023
Tickers
M
SFIX
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Analyst Color
Penny Stocks
SFIX
From
Benzinga
Investors Take Note: 2 Companies Using AI to Disrupt the Fashion Industry
June 15, 2023
Tickers
RVLV
SFIX
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Recent Press Releases
SFIX
RVLV
From
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Why Stitch Fix Stock Was Sliding Today
June 14, 2023
Tickers
SFIX
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Recent Press Releases
SFIX
Market News
From
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11 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
June 14, 2023
Tickers
CZOO
EM
ID
KAVL
Tags
UCAR
VNCE
MULN
From
Benzinga
Stitch Fix Appoints Former Macy's Executive As Its CEO
June 14, 2023
Tickers
M
SFIX
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General
M
Market News
From
Benzinga
Why Coca-Cola, Abercrombie & Fitch, and Stitch Fix Are No-Brainer Buys Right Now
June 13, 2023
Tickers
ANF
KO
SFIX
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Recent Press Releases
KO
ANF
From
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Should Investors Buy Stitch Fix Stock Right Now?
June 12, 2023
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SFIX
Market News
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From
Motley Fool
The Real Reason Stitch Fix Stock Is Soaring
June 12, 2023
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SFIX
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Market News
SFIX
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From
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Executives are talking less about their environmental and social-justice goals — and more about AI
June 11, 2023
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LEN
ORCL
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ADBE
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From
MarketWatch
Cost-Cutting Won't Fix Stitch Fix's Broken Business Model
June 09, 2023
Tickers
SFIX
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SFIX
Market News
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Stitch Fix Stock Pops 28% on Earnings Beat -- but Key Customer Metrics Continue to Drop
June 08, 2023
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LULU
NVDA
SFIX
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Recent Press Releases
NVDA
LULU
From
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Shifting Consumer Trends Favor Stitch Fix Despite Broader Macroeconomic Challenges: Analyst
June 07, 2023
Tickers
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Market News
News
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From
Benzinga
Crude Oil Rises Over 1%; United Natural Foods Posts Downbeat Results
June 07, 2023
Tickers
BASE
FARM
NBR
NINE
Tags
YEXT
PTE
Markets
From
Benzinga
Why Couchbase Shares Are Trading Lower By Around 19%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
June 07, 2023
Tickers
AFRM
AGMH
ALLR
AUR
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Mid/Day Movers
SFIX
RCRT
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
June 07, 2023
Tickers
GNS
MGOL
MOND
MULN
Tags
UCAR
SFIX
MULN
From
Benzinga
Nasdaq Drops Over 100 Points; Campbell Soup Earnings Beat Estimates
June 07, 2023
Tickers
BASE
CPB
FARM
HPK
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Small Cap
Intraday Update
Benzinga
From
Benzinga
Why Stitch Fix Stock Soared Today
June 07, 2023
Tickers
SFIX
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SFIX
Market News
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From
Motley Fool
Stitch Fix, Dave & Buster's Entertainment, Affirm Holdings And Other Big Stocks Moving Higher On Wednesday
June 07, 2023
Tickers
AFRM
AUR
CD
CJET
Tags
Small Cap
big gainers
Intraday Update
From
Benzinga
Why Stitch Fix Stock Is Trading Higher Wednesday
June 07, 2023
Tickers
SFIX
Tags
Small Cap
Benzinga
News
From
Benzinga
Stocks Open Higher; US Trade Deficit Widens In April
June 07, 2023
Tickers
BASE
CJET
CRT
MOND
Tags
Eurozone
CRT
MOND
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
June 07, 2023
Tickers
CURV
EJH
FFIE
LXEH
Tags
SFIX
CURV
EJH
From
Benzinga
AI can further boost the S&P 500, says Goldman Sachs. Here’s how much.
June 07, 2023
Tickers
AAPL
AI
AMC
BABA
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ES00
SFIX
USDTRY
From
MarketWatch
Stitch Fix shares gain, Casey’s General Stores dip
June 07, 2023
Tickers
CASY
PLAY
SFIX
YEXT
Tags
SFIX
CASY
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From
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