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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Decoding 20 Analyst Evaluations For Shake Shack
August 19, 2024
Tickers
SHAK
Tags
Market News
Benzinga
SHAK
From
Benzinga
This HP Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
August 19, 2024
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AU
BROS
CHUY
HPQ
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Benzinga
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Liquidia, Shake Shack And Other Big Stocks Moving Lower In Monday's Pre-Market Session
August 19, 2024
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APLD
BWLP
HSHP
LQDA
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Markets
From
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Meet the Newest Artificial Intelligence (AI) Stock in Nvidia's Portfolio (Hint: It's Not SoundHound AI)
August 17, 2024
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AI
ARM
MGA
NVDA
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MGA
SHAK
From
Motley Fool
Shake Shack Has Outgrown Chipotle Over the Last 5 Years. This 1 Chart Shows Why Chipotle Is Still Crushing Shake Shack in the Stock Market
August 17, 2024
Tickers
CMG
SHAK
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Recent Press Releases
CMG
SHAK
From
Motley Fool
Why Is Serve Robotics (SERV) Stock Up 20% Today?
August 14, 2024
Tickers
SERV
SHAK
UBER
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SERV
Today's Market
NASDAQ:SERV,NYSE:SHAK,NYSE:UBER
From
InvestorPlace
Why Serve Robotics Stock Is Skyrocketing Again Today
August 14, 2024
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MGA
SERV
SHAK
UBER
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SERV
UBER
Recent Press Releases
From
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Serve Robotics Stock Is Surging Wednesday: What's Going On?
August 14, 2024
Tickers
NEWS
NVDA
SERV
SHAK
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News
Movers
why it's moving
From
Benzinga
3 Fast Food Stocks With the Potential to Serve Up Big Returns
August 08, 2024
Tickers
DPZ
SHAK
WING
Tags
NYSE:DPZ,NYSE:SHAK,NASDAQ:WING
WING
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Chipotle, Spotify, UPS...Investors Review Some Big Names
August 07, 2024
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AMZN
CMG
CPNG
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Shake Shack And Lumen Tech Are Among Top 7 Mid Cap Stocks With Max Gains Last Week (July 28-August 3): Are The Others In Your Portfolio?
August 04, 2024
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ACHC
CVLT
CWAN
DRVN
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HWKN
DRVN
From
Benzinga
Shake Shack Analysts Increase Their Forecasts After Upbeat Sales
August 02, 2024
Tickers
NEWS
SHAK
Tags
SHAK
Market News
Benzinga
From
Benzinga
Shake Shack Stock Is Soaring Today While the S&P 500 Drops. Here's Why.
August 01, 2024
Tickers
SHAK
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SHAK
Recent Press Releases
Market News
From
Motley Fool
Air Products Posts Upbeat Earnings, Joins Meta, Exact Sciences, Shake Shack, Clearwater Analytics And Other Big Stocks Moving Higher On Thursday
August 01, 2024
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ACHC
ALNY
APD
APTV
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ERII
FMC
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From
Benzinga
Shake Shack Q2 Earnings: Revenue And Profit Beat, Clocks High Operating Margin And Strong System-wide Sales Growth
August 01, 2024
Tickers
NEWS
SHAK
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Benzinga
Market News
Guidance
From
Benzinga
In-Depth Examination Of 18 Analyst Recommendations For Shake Shack
July 19, 2024
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SHAK
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Benzinga
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SHAK
From
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Short Idea Alert: Beyond Meat, Shake Shack, Plus One Semiconductor Stock Analysts Have On Their Lists Right Now
July 16, 2024
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BYND
GFS
SHAK
TECH
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Benzinga
BYND
From
Benzinga
Wall Street Favorites: 3 Restaurant Stocks With Strong Buy Ratings for June 2024
June 18, 2024
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CAVA
CMG
SHAK
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SHAK
From
InvestorPlace
21 Analysts Assess Shake Shack: What You Need To Know
June 17, 2024
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SHAK
Tags
SHAK
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BZI/AAR
From
Benzinga
Wendy's Is A 'Show Me' Story, Goldman Sachs Analyst Says: Fast Food Joints Like Chipotle, Domino's Are Still Hot
June 13, 2024
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CMG
DPZ
JACK
MCD
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QSR
fast casual
From
Benzinga
The 3 Most Undervalued Restaurant Stocks to Buy in June 2024
June 06, 2024
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DPZ
MCD
SHAK
Tags
NYSE:SHAK,NYSE:MCD,NYSE:DPZ
MCD
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From
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
June 03, 2024
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AMZN
ANF
EXPE
GME
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VSCO
SCI
From
Benzinga
Unveiling 19 Analyst Insights On Shake Shack
May 31, 2024
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SHAK
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SHAK
BZI/AAR
From
Benzinga
3 Restaurant Stocks to Buy Now: May 2024
May 21, 2024
Tickers
CMG
DPZ
SHAK
Tags
Market News
DPZ
Stocks to Buy
From
InvestorPlace
3 Sizzling Restaurant Stocks to Buy as Margins Expand
May 16, 2024
Tickers
BROS
CMG
SBUX
SHAK
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SHAK
CMG
Stocks to Buy
From
InvestorPlace
The Latest Analyst Ratings For Shake Shack
May 03, 2024
Tickers
SHAK
Tags
BZI/AAR
Analyst Ratings
SHAK
From
Benzinga
SHAK Stock Earnings: Shake Shack Beats EPS, Misses Revenue for Q1 2024
May 02, 2024
Tickers
SHAK
Tags
Earnings Reports
Market News
NYSE:SHAK
From
InvestorPlace
Shake Shack Serves Up Mixed Q1 Results With Strong Sales Growth, Stock Rises
May 02, 2024
Tickers
NEWS
SHAK
Tags
Top Stories
News
Briefs
From
Benzinga
California Restaurants Dish Out Price Hikes: Menu Costs Reportedly Surge Amid Minimum Wage Increase
April 29, 2024
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CMG
JACK
MCD
NEWS
Tags
Travel
SHAK
General
From
Benzinga
Author Ethan Mollick on 4 Rules for Using AI
April 16, 2024
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AAPL
ALLY
AMZN
AXP
Tags
Recent Press Releases
WDFC
DFS
From
Motley Fool
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