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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
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Super Micro Slides: SMCI’s Wild Volatility Strikes Again
January 07, 2025
Tickers
NEWS
SMCI
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News
33
SMCI
From
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3 Premier Artificial Intelligence (AI) Stocks That Can Plunge by Up to 86% in 2025, According to Select Wall Street Analysts
January 07, 2025
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AI
PLTR
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AI, Quantum, And Robotics in Focus – All Eyes On Nvidia CEO Keynote
January 06, 2025
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AMAT
ASML
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Market News
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Why Super Micro Computer Stock Is Soaring Today
January 06, 2025
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NVDA
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MSFT
Market News
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FuboTV, Serve Robotics, SolarEdge Technologies And Other Big Stocks Moving Higher On Monday
January 06, 2025
Tickers
AMPX
ASAN
BB
COIN
Tags
big gainers
QUBT
Benzinga
From
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AI Chip Stocks Nvidia, Broadcom, AMD, Taiwan Semi, Micron, Super Micro Surge Premarket: Whats Going On?
January 06, 2025
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AAPL
AMD
ARM
AVGO
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SMCI
News
ARM
From
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3 Growth Stocks That Could Skyrocket in 2025 and Beyond
January 05, 2025
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AMZN
AXON
CELH
EBAY
Tags
SMCI
AXON
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From
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EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In 2024 — Where Do Tesla, Nvidia, GameStop, Trump Media Stocks Rank?
January 04, 2025
Tickers
AAPL
AMD
AMZN
BA
Tags
Keith Gill
AMZN
SOUN
From
Benzinga
Why Super Micro Computer Stock Surged Today
January 03, 2025
Tickers
META
MSFT
NVDA
SMCI
Tags
Market News
NVDA
SMCI
From
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This Is What Whales Are Betting On Super Micro Computer
January 03, 2025
Tickers
SMCI
Tags
SMCI
Benzinga
Market News
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
January 02, 2025
Tickers
AAPL
AMD
CLSK
DOCU
Tags
BZI/AUOA
SOUN
Options
From
Benzinga
Super Micro Computer Stock Has Been Rallying -- But Here's Why It Could Start to Slow Down
January 02, 2025
Tickers
NDAQ
SMCI
Tags
NDAQ
Recent Press Releases
SMCI
From
Motley Fool
EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In December 2024 — Where Do Tesla, Nvidia, Quantum Computing Stock Rank?
January 01, 2025
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AAPL
AMD
AVGO
CLSK
Tags
LLY
NVDA
Market News
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 31, 2024
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AAPL
AMD
CLSK
KC
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PLTR
Benzinga
KC
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 30, 2024
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AMD
AVGO
INFY
MSTR
Tags
RGTI
AMD
MSTR
From
Benzinga
Super Micro Computer Options Trading: A Deep Dive into Market Sentiment
December 30, 2024
Tickers
SMCI
Tags
Market News
BZI/UOA
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From
Benzinga
Is Supermicro Stock a Buy in 2025?
December 28, 2024
Tickers
AMD
NVDA
SMCI
Tags
NVDA
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SMCI
From
Motley Fool
Super Micro and Nvidia Expand in Taiwan with Green Energy and AI Projects
December 27, 2024
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NEWS
NVDA
SMCI
TECH
Tags
AI Generated
Regulations
Media
From
Benzinga
Here's How Much $100 Invested In Super Micro Computer 15 Years Ago Would Be Worth Today
December 27, 2024
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NEWS
SMCI
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SMCI
Benzinga
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Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 24, 2024
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AAPL
AMAT
AVGO
BBAI
Tags
BZI/AUOA
MRVL
Options
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Benzinga
Smart Money Is Betting Big In SMCI Options
December 24, 2024
Tickers
SMCI
Tags
Options
Markets
BZI/UOA
From
Benzinga
US Stocks To Open Higher As Wall Street Expects 'Santa Rally' In Shortened Trading Week: MicroStrategy, Palantir, Qualcomm Among Stocks In Focus
December 23, 2024
Tickers
ARM
AVXL
BNRG
LAES
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Futures
SMCI
News
From
Benzinga
2 Stock-Split Stocks Billionaires Are Piling Into for 2025
December 23, 2024
Tickers
AVGO
SMCI
Tags
Market News
AVGO
SMCI
From
Motley Fool
Novo Nordisk, Super Micro Computer And Arm Are Among Top Large Cap Losers Last Week (December 16-20): Are The Others In Your Portfolio?
December 22, 2024
Tickers
ARM
CTAS
CVNA
MNDY
Tags
MNDY
Trading Ideas
MU
From
Benzinga
Why Super Micro Computer Stock Plummeted This Week
December 21, 2024
Tickers
DELL
NVDA
SMCI
Tags
SMCI
Recent Press Releases
NVDA
From
Motley Fool
What the Options Market Tells Us About Super Micro Computer
December 20, 2024
Tickers
SMCI
Tags
Market News
BZI/UOA
Markets
From
Benzinga
Nvidia Secures EU Approval For Run:ai Deal, US Probes China Export Breach
December 20, 2024
Tickers
AI
ARM
AVGO
DELL
Tags
SMH
Tech
Briefs
From
Benzinga
Super Micro Computer Rose More Than 300% to Start 2024. Can It Repeat That in 2025?
December 20, 2024
Tickers
NVDA
SMCI
Tags
SMCI
Recent Press Releases
NVDA
From
Motley Fool
What's Going On With Super Micro Computer (SMCI) Stock?
December 19, 2024
Tickers
NEWS
SMCI
Tags
SMCI
KeyProj
Benzinga
From
Benzinga
Super Micro Computer Stock Has Soared Almost 100% in the Past Month. Is a Bigger Rally Coming?
December 19, 2024
Tickers
NDAQ
SMCI
Tags
Market News
NDAQ
SMCI
From
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