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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
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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
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The 3 Best Cathie Wood Stocks to Buy in December
December 10, 2023
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ARKK
COIN
CRSP
DKNG
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ROKU
ARKK
COIN
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Is Shopify a Buy Now?
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Here's How Much $100 In Solana Today Will Be Worth If SOL Reaches New All-Time Highs
December 09, 2023
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SHOP
SOL
V
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$SOL
staking
SHOP
From
Benzinga
2 Superior Growth Stocks Up 23% and 105% in 2023 to Buy Now and Hold for Years
December 09, 2023
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SHOP
VRTX
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SHOP
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Up 330% in 2023, Coinbase Stock Is Still a Great Buy
December 09, 2023
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ETH
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Best Stock to Buy: Apple vs. Shopify
December 08, 2023
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SHOP
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3 Growth Stocks Redefining Industry Standards
December 08, 2023
Tickers
NVDA
SHOP
TSLA
Tags
NASDAQ:TSLA,NYSE:SHOP,NASDAQ:NVDA
TSLA
NVDA
From
InvestorPlace
2 Unbelievable Tech Growth Stocks to Buy and Hold for the Long Haul
December 08, 2023
Tickers
AAPL
SHOP
Tags
AAPL
Market News
Recent Press Releases
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Motley Fool
Retail Therapy For Year-End Rally? 3 Top Analyst Stock Picks In E-Commerce, Banking
December 07, 2023
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BK
DG
ETSY
PNC
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General
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If You Invested $100 In This Stock 10 Years Ago, You Would Have $2,800 Today
December 07, 2023
Tickers
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Tags
BZI/POD
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SHOP
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1 Cathie Wood Stock to Buy in December That Dominated Black Friday and Cyber Monday
December 07, 2023
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SHOP
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Why Is Shopify Stock Trading Lower Wednesday?
December 06, 2023
Tickers
SHOP
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Dogecoin Price Predictions: What’s Next as DOGE Hits New 52-Week High?
December 06, 2023
Tickers
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AMD Stock Alert: What to Expect From Advanced Micro Devices ‘Advancing AI’ Event
December 06, 2023
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Shopify (SHOP) Stock Falls Following Analyst Downgrade
December 06, 2023
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1 E-Commerce Stock to Choose Over Shopify Heading Into 2024
December 06, 2023
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SHOP
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Cathie Wood Is Selling This Innovative Growth Stock. Should You?
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SHOP
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Better Stock Buy: Shopify vs. Amazon
December 06, 2023
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Market Finale: 3 Stocks to Watch for Significant Year-End Upside
December 05, 2023
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SHOP
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META
NASDAQ:META,NASDAQ:TTWO,NYSE:SHOP,NASDAQ:AMZN
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Fintech Favorites- 3 Stocks Eyeing a December Growth Spurt
December 05, 2023
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SOFI
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A Closer Look at Shopify's Options Market Dynamics
December 05, 2023
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SHOP
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SHOP
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1 Small Fintech Stock That Could Soar in 2024
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FOUR
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You Can't Control Stock Splits, But You Can Control What You Do About Them
December 05, 2023
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Best Stock to Buy: Amazon vs. Shopify
December 05, 2023
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AMZN
RIVN
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AMZN
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Shopify Stock: Bull vs. Bear
December 04, 2023
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SHOP
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The Best Stocks to Buy With $75 Right Now
December 04, 2023
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O
SHOP
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O
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3 Stocks You Can Confidently Buy After a Market Downturn
December 04, 2023
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AAPL
AMD
SHOP
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SHOP
AAPL
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Up Over 100% in 2023, Is Shopify Stock a Buy?
December 04, 2023
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SHOP
Tags
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Recent Press Releases
Market News
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1 Stock-Split Stock to Buy Hand Over Fist in December, and 1 to Avoid Like the Plague
December 04, 2023
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AMZN
DXCM
GOOG
GOOGL
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TSLA
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