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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
Featured Quarterly Newsletter
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Smartsheet Analysts Boost Their Forecasts After Upbeat Earnings
December 08, 2023
Tickers
SMAR
Tags
Benzinga
Price Target
Analyst Ratings
From
Benzinga
What 6 Analyst Ratings Have To Say About Smartsheet
December 08, 2023
Tickers
SMAR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
SMAR Stock Earnings: Smartsheet Beats EPS, Beats Revenue for Q3 2024
December 07, 2023
Tickers
SMAR
Tags
SMAR
NYSE:SMAR
Today's Market
From
InvestorPlace
Smartsheet (SMAR) Q3 2024 Earnings Call Transcript
December 07, 2023
Tickers
SMAR
Tags
Recent Press Releases
SMAR
Market News
From
Motley Fool
Smartsheet: Q3 Earnings Insights
December 07, 2023
Tickers
SMAR
Tags
Market News
Earnings
SMAR
From
Benzinga
Earnings Scheduled For December 7, 2023
December 07, 2023
Tickers
APDN
AVGO
CDMO
CIEN
Tags
MEI
COO
BZI/UE
From
Benzinga
Earnings Outlook For Smartsheet
December 06, 2023
Tickers
SMAR
Tags
Benzinga
BZI/EP
Market News
From
Benzinga
3 Terrible Tech Stocks With Inflated Valuations
October 29, 2023
Tickers
ASAN
BILL
MNDY
MSFT
Tags
MSFT
SPT
NYSE:BILL;NASDAQ:MNDY;NASDAQ:SPT;NASDAQ:MSFT;NASDAQ:TEAM;NYSE:ASAN,NYSE:SMAR
From
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Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2023
October 12, 2023
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ALHC
ASAN
BILL
BYND
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WELL
RMD
SHOP
From
Benzinga
What 12 Analyst Ratings Have To Say About Smartsheet
October 12, 2023
Tickers
SMAR
Tags
Benzinga
BZI/AAR
SMAR
From
Benzinga
Rule Breaker Investing's "Market Cap Game Show" Rolls On
October 07, 2023
Tickers
ASR
ATVI
COIN
FDX
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Recent Press Releases
MAR
SMAR
From
Motley Fool
Q4 Stock Predictions: 3 Cloud Computing Stocks Ready to Roar Into 2024
October 02, 2023
Tickers
CSCO
MU
NTNX
PAYC
Tags
Stocks to Buy
NTNX
NYSE:SMAR,NASDAQ:PAYC,NASDAQ:NTNX,NASDAQ:MU,NASDAQ:CSCO
From
InvestorPlace
S&P 500, Nasdaq Futures Point To Strong Open Ahead Of Key Inflation Data: Analyst Says New Market Surge Coming In Q4
September 29, 2023
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AAPL
ABM
AI
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QQQ
APRN
From
Benzinga
Nasdaq, S&P 500 Futures Show Edginess As Bond Yields Continue To Surge; Analyst Says Be 'Locked And Loaded' In These Stocks Ahead Of Earnings Season
September 28, 2023
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ABM
ACN
AI
Tags
SAIC
Earnings
MU
From
Benzinga
Smartsheet's Engage Conference Reveals Future Growth Drivers: Analyst Weighs In On AI And Scalability
September 20, 2023
Tickers
SMAR
TECH
Tags
Price Target
Reiteration
News
From
Benzinga
8 Analysts Have This to Say About Smartsheet
September 20, 2023
Tickers
SMAR
Tags
Market News
Analyst Ratings
SMAR
From
Benzinga
Nasdaq, S&P 500 Futures Wobble On Inflation Data Anxiety: Why This Analyst Isn't Sweating Over A Hot Print
September 13, 2023
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ABM
AI
CBRL
Tags
Equities
Fund Strat
Benzinga
From
Benzinga
Smartsheet's Future Prospects: Analyst Sees Larger Customers And AI As Long-Term Growth Drivers
September 08, 2023
Tickers
SMAR
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Price Target
General
Reiteration
From
Benzinga
Why Smartsheet Stock Popped Today
September 08, 2023
Tickers
SMAR
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Market News
SMAR
Recent Press Releases
From
Motley Fool
Why Hooker Furnishings Are Trading Lower By 15%? Here Are Other Stocks Moving In Friday's Mid-Day Session
September 08, 2023
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AGBA
ARQQ
BGLC
BIOC
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BGLC
STIX
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From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
September 08, 2023
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AAPL
AMD
CRWD
INTC
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TXN
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NVDA
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Benzinga
Smartsheet, Kroger, Lantronix And Other Big Stocks Moving Higher On Friday
September 08, 2023
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CBAY
GATO
GWRE
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Trading Ideas
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Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
September 08, 2023
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ARQQ
ASNS
CPTN
GREE
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VERB
WTO
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Benzinga
S&P 500, Nasdaq Face Sea Of Red Again Ahead Of Open — But An Analyst Thinks It's Time For Bargain Hunting
September 08, 2023
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AAPL
DOCU
KR
QQQ
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SPY
SWBI
Louis Navellier
From
Benzinga
Smartsheet Tops Q2 Earnings Estimates, Raises FY24 Outlook
September 08, 2023
Tickers
SMAR
Tags
Briefs
Mid Cap
Guidance
From
Benzinga
Kroger, DocuSign And 3 Stocks To Watch Heading Into Friday
September 08, 2023
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DOCU
HOFT
KR
RENT
Tags
Stocks To Watch
KR
SMAR
From
Benzinga
DocuSign shares rise after earnings, and other movers
September 08, 2023
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DOCU
RH
SMAR
SWBI
Tags
DOCU
SMAR
RH
From
MarketWatch
Smartsheet (SMAR) Q2 2024 Earnings Call Transcript
September 07, 2023
Tickers
SMAR
Tags
Recent Press Releases
Market News
SMAR
From
Motley Fool
12 Information Technology Stocks Moving In Thursday's After-Market Session
September 07, 2023
Tickers
CETXP
CPTN
CYN
GREE
Tags
SMAR
Benzinga
GREE
From
Benzinga
S&P 500, Nasdaq Futures Point to Another Gloomy Start Amid Rate-Hike Worries — But One Analyst Still Sees A Rosy 2024
September 07, 2023
Tickers
AAPL
ABM
AI
CHPT
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Partner at Bel Air Investment Advisors
Market News
SMTC
From
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