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about us
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Form CRS
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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
Services, Fees and Compensation
Client Information
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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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Could Snap Become the Next Meta Platforms?
February 21, 2024
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SNAP
From
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Wedbush's Dan Ives Expresses Investors' Growing Frustration With Snap: 'Every Quarter There Is Another Dog Ate The Homework Excuse'
February 19, 2024
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From
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Big Wins in Burritos, Music, and Ride-Hailing
February 17, 2024
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F-Rated SNAP Stock Is Destined to Stagnate Near $10. Sell Shares Now.
February 15, 2024
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META
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From
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New York City Sues TikTok, Facebook, YouTube In Their Home Turf Los Angeles Over Alleged Harm To Kids' Mental Health
February 14, 2024
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Market News
From
Benzinga
Can Snap Stock Snap Back? Why Its Recent 36% Plunge Might Be a Buying Opportunity
February 14, 2024
Tickers
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Recent Press Releases
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From
Motley Fool
Snapchat Previously Rejected Mark Zuckerberg's $3B Buyout — Now Abysmal Earnings Worry Investors That Meta's Too Far Ahead To Catch
February 13, 2024
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META
SNAP
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SNAP
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From
Benzinga
Snap, American Express And 2 Other Stocks Insiders Are Selling
February 13, 2024
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February 12, 2024
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Market News
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Benzinga
Snap Got Crushed By Growth Concerns
February 12, 2024
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GOOG
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PINS
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Benzinga
From
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Post-Earnings Purge: 3 Stocks to Sell After Disastrous Reports
February 12, 2024
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GOOGL
PEP
PINS
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GOOGL
NYSE:SNAP,NYSE:PINS,NASDAQ:PEP,NASDAQ:GOOG,NASDAQ:GOOGL
Stocks to Sell
From
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CymaBay Therapeutics, ContextLogic, Snap And Other Big Stocks Moving Higher On Monday
February 12, 2024
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ARM
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From
Benzinga
Could Snap Stock Help You Become a Millionaire?
February 11, 2024
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SNAP
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SNAP
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Are Investors Underestimating McDonald's?
February 10, 2024
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MCD
From
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Sell This Stock Before It's Too Late
February 10, 2024
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SNAP
Recent Press Releases
Market News
From
Motley Fool
Should Investors Buy the Dip in Snap Stock?
February 09, 2024
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Pinterest Gets Google's Help In An Amazon-Like Partnership As It Continues To Try To Make Monetization Happen
February 09, 2024
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Benzinga
Super Bowl Commercials Preview: Celebrities, Movie Trailers And The Taylor Swift Effect
February 09, 2024
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Why Snap Stock Is Plummeting This Week
February 09, 2024
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Snap CEO Evan Spiegel: 'Snapchat Is Different Than Social Media'
February 08, 2024
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META
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From
Benzinga
3 Doomed Stocks to Dump Before They Dive: February 2024
February 08, 2024
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BA
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10 Communication Services Stocks With Whale Alerts In Today's Session
February 08, 2024
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Benzinga
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February 08, 2024
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3 Strong Buy Social Media Stocks to Add to Your February Must-Watch List
February 07, 2024
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InvestorPlace
Snap Stock Plummets On Heels Of 'Choppy' Q4 Results: 4 Analysts Await 'Consistent Execution'
February 07, 2024
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GOOG
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Nasdaq Surges Over 100 Points; Yum! Brands Posts Downbeat Results
February 07, 2024
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From
Benzinga
S&P 500 Flirts With 5,000 As Magnificent 7 Tops $13 Trillion, NYCB Sinks: What's Driving Markets Wednesday?
February 07, 2024
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SNAP
From
Benzinga
Why Container Store Group Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
February 07, 2024
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AOSL
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12 Communication Services Stocks Moving In Wednesday's Intraday Session
February 07, 2024
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