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What We Buy Currently
What We Normally Don’t Buy
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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
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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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Which of These 3 Restaurant Stocks Looks Delicious for Late 2021?
November 13, 2021
Tickers
CHUY
LOCO
SHAK
Tags
SHAK
CHUY
Recent Press Releases
From
Motley Fool
HUGS Stock Alert: 9 Things for ‘Hungry’ Investors to Know About the Panera SPAC Merger
November 10, 2021
Tickers
DNUT
HUGS
SHAK
Tags
SHAK
NASDAQ:HUGS,NYSE:SHAK,NASDAQ:DNUT
HUGS
From
InvestorPlace
Panera Returning To Public Market With IPO: How You Can Get Early Access Via SPAC Merger
November 09, 2021
Tickers
COTY
HUGS
IPOS
KDP
Tags
COTY
KDP
Restaurants
From
Benzinga
Where Shake Shack Stands With Analysts
November 08, 2021
Tickers
SHAK
Tags
BZI/AAR
Benzinga
Analyst Ratings
From
Benzinga
LCID Stock Alert: Why Is Lucid Motors Powering Higher Today?
November 08, 2021
Tickers
CGC
LCID
SHAK
Tags
SHAK
LCID
Market News
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For November 8, 2021
November 08, 2021
Tickers
ACEL
ACMR
AMTB
APPN
Tags
AVDX
PMCB
EARN
From
Benzinga
92 Biggest Movers From Friday
November 08, 2021
Tickers
AAOI
ABNB
ADGI
ADTX
Tags
PROF
Markets
ANVS
From
Benzinga
Shake Shack Price Predictions: Why One Analyst Sees SHAK Stock Roaring to $100
November 05, 2021
Tickers
SHAK
Tags
Today's Market
SHAK
NYSE:SHAK
From
InvestorPlace
Why Shake Shack Stock Skyrocketed Back Over $100 Today
November 05, 2021
Tickers
SHAK
Tags
SHAK
Recent Press Releases
Market News
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Friday's Intraday Session
November 05, 2021
Tickers
BBBY
DOGZ
FATBB
METX
Tags
Movers
BBBY
TEN
From
Benzinga
64 Stocks Moving In Friday's Mid-Day Session
November 05, 2021
Tickers
AAOI
ABNB
ADGI
ADTX
Tags
EVAX
HSON
IGMS
From
Benzinga
Shake Shack soars as the burger chain heads to $1 billion in sales for the fourth quarter
November 05, 2021
Tickers
SHAK
SPX
Tags
SPX
SHAK
From
MarketWatch
Shake Shack Inc Class A (SHAK) Q3 2021 Earnings Call Transcript
November 05, 2021
Tickers
SHAK
Tags
Market News
Recent Press Releases
SHAK
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For November 5, 2021
November 05, 2021
Tickers
APO
BCE
BGS
BIGC
Tags
NS
IGMS
VMEO
From
Benzinga
3 Restaurant Stocks to Buy as Portillo’s IPO Puts Food in Focus
November 05, 2021
Tickers
BROS
BYND
CMG
FWRG
Tags
FWRG
SHAK
NASDAQ:PTLO,NYSE:MCD,NYSE:CMG,NYSE:SHAK,NYSE:TFC,NASDAQ:BYND,NASDAQ:FWRG,NYSE:BROS
From
InvestorPlace
Recap: Shake Shack Q3 Earnings
November 04, 2021
Tickers
SHAK
Tags
Benzinga
BZI/Recaps
Market News
From
Benzinga
Shake Shack stock slides as revenue, outlook fall short of Street expectations
November 04, 2021
Tickers
SHAK
Tags
SHAK
From
MarketWatch
What 8 Analyst Ratings Have To Say About Shake Shack
November 03, 2021
Tickers
SHAK
Tags
Market News
Analyst Ratings
SHAK
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 3, 2021
November 03, 2021
Tickers
AQUA
ATVI
BABA
BBBY
Tags
SHAK
SKT
LPSN
From
Benzinga
What 7 Analyst Ratings Have To Say About Shake Shack
November 01, 2021
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SHAK
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BZI/AAR
Benzinga
SHAK
From
Benzinga
10 Biggest Price Target Changes For Monday
November 01, 2021
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COST
DXCM
EMN
IP
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IP
Price Target
EMN
From
Benzinga
Holiday earnings forecasts have been lumps of coal so far, and here come the biggest ones
October 24, 2021
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AAPL
AMD
AMZN
BA
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XOM
AMZN
AAPL
From
MarketWatch
7 Restaurant Stocks to Close Out Your Tab On as Economic Woes Return
October 22, 2021
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CMG
DPZ
MCD
PLAY
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CMG
PLAY
PZZA
From
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Snap stock plummets as it blames Apple for sales miss, Facebook and Google also drop
October 21, 2021
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FB
GOOG
GOOGL
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TWTR
PINS
From
MarketWatch
Snap Unveils AR Studio
October 19, 2021
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SHAK
SNAP
TECH
VZ
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VZ
SHAK
SNAP
From
Benzinga
Expert Ratings For Shake Shack
October 13, 2021
Tickers
SHAK
Tags
Analyst Ratings
Market News
SHAK
From
Benzinga
What 5 Analyst Ratings Have To Say About Shake Shack
October 11, 2021
Tickers
SHAK
Tags
SHAK
Analyst Ratings
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2021
October 06, 2021
Tickers
AAL
ABEV
AEM
AGNC
Tags
WH
OI
NUE
From
Benzinga
Here's a Software-as-a-Service Stock I Just Bought
October 02, 2021
Tickers
CAKE
DASH
GRUB
OLO
Tags
CAKE
DASH
OLO
From
Motley Fool
This Growth Stock Could Be 10 Times Larger in 10 Years
September 04, 2021
Tickers
CMG
MCD
SBUX
SHAK
Tags
SHAK
Market News
SBUX
From
Motley Fool
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