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Yield Difference
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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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TAF sm Program
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
MARKET RESEARCH
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Buy This Undervalued Stock Before Everyone Else Does
January 29, 2022
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HRL
PG
SJM
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Market News
CPB
From
Motley Fool
The 10 Best Performing Stocks in the S&P 500 for 2021
January 12, 2022
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Expert Ratings For JM Smucker
January 11, 2022
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Analyst Ratings
Market News
SJM
From
Benzinga
Value has beaten growth by a huge margin — these are now top investment newsletters’ best value-stock picks
January 07, 2022
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CVS
INTC
KEY
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WBA
SNA
From
MarketWatch
The J.M. Smucker Company Climbs to Annual-High Share Price
January 06, 2022
Tickers
SJM
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Market News
News
InvestorBrandNetwork
From
Benzinga
This Favorable Sign Appears On JM Smucker's Chart
December 31, 2021
Tickers
SJM
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Benzinga
SJM
Markets
From
Benzinga
A Peek Into The Markets: US Stock Futures Higher Ahead Of Jobless Claims Data
December 02, 2021
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DG
DIS
KR
MUSA
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MUSA
Markets
DIS
From
Benzinga
J M Smucker Divests Private Label Dry Pet Food Business For ~$33M
December 02, 2021
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SJM
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Briefs
Guidance
M&A
From
Benzinga
What 7 Analyst Ratings Have To Say About JM Smucker
November 24, 2021
Tickers
SJM
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SJM
Market News
Benzinga
From
Benzinga
J.M. Smucker (SJM) Q2 2022 Earnings Call Transcript
November 23, 2021
Tickers
SJM
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Recent Press Releases
SJM
Market News
From
Motley Fool
J M Smucker Q2 Earnings Top Estimates
November 23, 2021
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SJM
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News
Movers
Market News
From
Benzinga
A Peek Into The Markets: US Stock Futures Mixed Ahead Of Earnings, PMI Data
November 23, 2021
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Earnings Scheduled For November 23, 2021
November 23, 2021
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A Preview Of JM Smucker's Earnings
November 22, 2021
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BZI/EP
Benzinga
SJM
From
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Ten recommended stocks if you think value will beat growth as inflation surges
November 12, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For November 9, 2021
November 09, 2021
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10 Biggest Price Target Changes For Tuesday
November 09, 2021
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3 Resilient Stocks to Help Solidify Your Portfolio
October 25, 2021
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A Peek Into The Markets: US Stock Futures Edge Higher; Facebook Earnings In Focus
October 25, 2021
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Market News
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5 Stocks To Watch For October 25, 2021
October 25, 2021
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Why the Bowl's More Than Half Full for Sinking Campbell Soup
October 16, 2021
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Will Chart Analysts Notice Bad Omen on JM Smucker's Chart
October 06, 2021
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Benzinga
From
Benzinga
Closing Out the Quarter: Tech Rebounds a Bit but Supply Chain Issues Slam Bed, Bath & Beyond
September 30, 2021
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Earnings
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Benzinga
Is J.M. Smucker Ready to Move Higher?
September 13, 2021
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Market News
SJM
From
Motley Fool
J.M. Smucker (SJM) Q1 2022 Earnings Call Transcript
August 26, 2021
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SJM
Market News
From
Motley Fool
J M Smucker Stock Falls After Slashing FY22 EPS Outlook
August 26, 2021
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SJM
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Market News
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News
From
Benzinga
Thursday's Market Minute: To Taper Or Not To Taper; That Is The Question!
August 26, 2021
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Recap: JM Smucker Q1 Earnings
August 26, 2021
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Benzinga
Earnings
From
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Earnings Scheduled For August 26, 2021
August 26, 2021
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RDHL
RPID
SAFM
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Earnings
RPID
Benzinga
From
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Earnings Preview: JM Smucker
August 25, 2021
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SJM
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BZI/EP
SJM
Market News
From
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