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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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Latest News about SHOP
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Forget the "Magnificent Seven:" This Beaten-Down Growth Stock Is the Next Trillion-Dollar Company
March 02, 2024
Tickers
AMZN
SHOP
Tags
Recent Press Releases
Market News
AMZN
From
Motley Fool
Analysts Alert: 3 Stocks to Sell While You Can
February 29, 2024
Tickers
HSBC
LULU
NKE
NVDA
Tags
Stocks to Sell
NVDA
Market News
From
InvestorPlace
Shopify Stock Just Hit a $100 Billion Milestone: Should You Buy Right Now?
February 29, 2024
Tickers
SHOP
Tags
Market News
SHOP
Recent Press Releases
From
Motley Fool
Can This Beaten-Down Growth Stock Outperform the "Magnificent Seven" Over the Next 5 Years?
February 28, 2024
Tickers
SHOP
Tags
Market News
SHOP
Recent Press Releases
From
Motley Fool
This Magnificent Growth Stock Is Expecting Huge Sales Gains in 2024
February 28, 2024
Tickers
SHOP
Tags
Recent Press Releases
SHOP
Market News
From
Motley Fool
Forget Etsy: Buy These 3 E-Commerce Stocks Instead
February 28, 2024
Tickers
MELI
PDD
SHOP
Tags
PDD
Recent Press Releases
Market News
From
Motley Fool
Here's How Much $1000 Invested In Shopify 15 Years Ago Would Be Worth Today
February 27, 2024
Tickers
NEWS
SHOP
Tags
Market News
SHOP
BZI/POD
From
Benzinga
History Says Nvidia's Stock Will Fall for 1 Simple Reason
February 27, 2024
Tickers
AAPL
AMZN
CSCO
META
Tags
SHOP
CSCO
AMZN
From
Motley Fool
Cathie Wood’s Big Ideas: 3 Stock Picks for the $50B Digital Wallet Windfall
February 27, 2024
Tickers
CARR
NKE
SHOP
SOFI
Tags
TOST
Market News
SQ
From
InvestorPlace
3 Juggernaut Stocks for Sustained Portfolio Strength
February 26, 2024
Tickers
JPM
NMIH
SHOP
Tags
Market News
SHOP
NMIH
From
InvestorPlace
Shopify Options Trading: A Deep Dive into Market Sentiment
February 26, 2024
Tickers
SHOP
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Alibaba, Amazon, and Shopify: The Industrial REIT Behind E-Commerce Success
February 26, 2024
Tickers
AMZN
BABA
PLYM
REIT
Tags
Market News
Real Estate Access
Real Estate
From
Benzinga
Stock Market Whiplash
February 24, 2024
Tickers
ABNB
FMS
HD
LYFT
Tags
LYFT
ABNB
Recent Press Releases
From
Motley Fool
Here Are My Top 5 Undervalued Growth Stocks to Buy Right Now
February 24, 2024
Tickers
ABNB
AMZN
DLO
MELI
Tags
Market News
V
ABNB
From
Motley Fool
Better Buy: Amazon vs. Shopify Stock
February 22, 2024
Tickers
AMZN
SHOP
Tags
Market News
SHOP
AMZN
From
Motley Fool
Global-E Online's Q4 Topline Exceed Expectations, But Shares Tumble On Lower-Than-Expected Q1 Revenue Forecast
February 21, 2024
Tickers
GLBE
NEWS
SHOP
Tags
Briefs
Earnings
SHOP
From
Benzinga
3 Reasons to Buy Shopify Stock Right Now
February 21, 2024
Tickers
SHOP
Tags
Market News
SHOP
Recent Press Releases
From
Motley Fool
Shopify Unusual Options Activity
February 20, 2024
Tickers
SHOP
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Shopify Stock: Buy the Dip?
February 20, 2024
Tickers
SHOP
Tags
Recent Press Releases
SHOP
Market News
From
Motley Fool
Earnings Season Winners: Analyst Upgrades for COIN, SHOP and RACE
February 19, 2024
Tickers
COIN
JPM
RACE
SHOP
Tags
SHOP
NYSE:SHOP,NASDAQ:COIN,NYSE:RACE,NYSE:UBS,NYSE:JPM
JPM
From
InvestorPlace
Stock Stories With a Valentine's Day Theme? Why Not?
February 17, 2024
Tickers
BRK-A
BRK-B
COST
CSCO
Tags
Recent Press Releases
CSCO
SHOP
From
Motley Fool
Shopify Stock Tumbles. Should You Buy the Dip or Run for Cover?
February 17, 2024
Tickers
SHOP
Tags
Recent Press Releases
Market News
SHOP
From
Motley Fool
Why Shopify Stock Was Down This Week
February 16, 2024
Tickers
SHOP
Tags
Market News
SHOP
Recent Press Releases
From
Motley Fool
The Next Apple? 3 Tech Stocks That Investors Shouldn’t Ignore.
February 16, 2024
Tickers
SHOP
SNOW
TSLA
Tags
SHOP
Stocks to Buy
SNOW
From
InvestorPlace
Smart Money Is Betting Big In SHOP Options
February 15, 2024
Tickers
SHOP
Tags
SHOP
Markets
Options
From
Benzinga
Why Shopify Stock Is Probably a Buy After Its Post-Earnings Pullback
February 15, 2024
Tickers
SHOP
Tags
SHOP
Market News
Recent Press Releases
From
Motley Fool
Light First Quarter Guidance Dimmed Shopify's Q4 Beat And Massive Potential
February 14, 2024
Tickers
ADBE
AMZN
CRM
NEWS
Tags
News
CRM
Market News
From
Benzinga
Shopify Stock Bounces Back As Analysts React To Q4 Earnings
February 14, 2024
Tickers
NEWS
SHOP
Tags
Benzinga
why it's moving
News
From
Benzinga
Citigroup To Rally Over 19%? Here Are 10 Top Analyst Forecasts For Wednesday
February 14, 2024
Tickers
BIIB
BRKR
C
CRWD
Tags
analyst forecasts
PT Changes
BIIB
From
Benzinga
Beyond the "Magnificent Seven" Stocks: 2 Remarkable Growth Stocks to Buy With $100 Right Now
February 14, 2024
Tickers
ROKU
SHOP
Tags
Recent Press Releases
ROKU
Market News
From
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