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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Snapchat's Evan Spiegel Takes Shots At Facebook, Instagram In A Leaked Memo: 'Social Media Is Dead'
January 10, 2024
Tickers
NEWS
SNAP
TECH
Tags
SnapChat
Benzinga
General
From
Benzinga
Social Media Outlook For 2024: Meta Platforms Faces Uncertain Growth While Pinterest and Snap Shine in Analyst Ratings
January 09, 2024
Tickers
AMZN
META
NEWS
PINS
Tags
Price Target
SNAP
Stories That Matter
From
Benzinga
Demystifying Snap: Insights From 10 Analyst Reviews
January 09, 2024
Tickers
SNAP
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
The 3 Best Metaverse Stocks to Buy in January 2024
January 08, 2024
Tickers
RBLX
SE
SNAP
Tags
Market News
NYSE:SNAP,NYSE:SE,NYSE:RBLX
SE
From
InvestorPlace
3 AI Stocks to Sell in January Before They Crash and Burn
January 05, 2024
Tickers
AI
BL
MSFT
NVDA
Tags
NASDAQ:NVDA,NASDAQ:MSFT,NASDAQ:BL,NYSE:SNAP,NYSE:AI
NVDA
Stocks to Sell
From
InvestorPlace
3 Social Media Stocks to Ring in the New Year: SNAP, META, PINS
January 04, 2024
Tickers
META
PINS
SNAP
Tags
Stocks to Buy
PINS
NASDAQ:PINS,NASDAQ:META,NASDAQ:SNAP
From
InvestorPlace
Check Out What Whales Are Doing With SNAP
January 04, 2024
Tickers
SNAP
Tags
Options
SNAP
Markets
From
Benzinga
My Top 10 Growth Stocks to Buy in 2024
January 02, 2024
Tickers
AMZN
CRM
FTNT
FVRR
Tags
Market News
Recent Press Releases
AMZN
From
Motley Fool
24 Spectacular Stocks to Buy Hand Over Fist for 2024 (Including Growth Stocks and Dividend Stocks)
December 30, 2023
Tickers
AMD
AMZN
BABA
CHWY
Tags
KO
CRM
SBUX
From
Motley Fool
Market Whales and Their Recent Bets on SNAP Options
December 29, 2023
Tickers
SNAP
Tags
Market News
Benzinga
BZI/UOA
From
Benzinga
Snap Options Trading: A Deep Dive into Market Sentiment
December 27, 2023
Tickers
SNAP
Tags
BZI/UOA
Market News
Benzinga
From
Benzinga
2 Supercharged Tech Stocks to Buy Without Any Hesitation
December 26, 2023
Tickers
AAPL
HYMTF
NFLX
SNAP
Tags
SOUN
Market News
NFLX
From
Motley Fool
Amazon Echo Frames vs. Meta's Ray-Ban: Exploring the Latest in Smart Glasses for Everyday Americans
December 26, 2023
Tickers
AMZN
GOOG
GOOGL
META
Tags
News
Media
AMZN
From
Benzinga
1 Artificial intelligence (AI) Stock Down 80% to Buy Hand Over Fist for 2024
December 26, 2023
Tickers
AI
SNAP
Tags
SNAP
Recent Press Releases
Market News
From
Motley Fool
Snap Has a Brand New $300 Million Annual Business, and It's Already Grown 40% Since September
December 24, 2023
Tickers
SNAP
Tags
Market News
Recent Press Releases
SNAP
From
Motley Fool
Staying Connected During The Holidays: Best Video Calling Apps And Devices For Christmas
December 23, 2023
Tickers
AAPL
GOOG
GOOGL
META
Tags
News
META
AAPL
From
Benzinga
Here's How Much You Would Have Made Owning Snap Stock In The Last 5 Years
December 21, 2023
Tickers
SNAP
Tags
BZI/POD
SNAP
Trading Ideas
From
Benzinga
Looking Into Snap's Recent Short Interest
December 20, 2023
Tickers
SNAP
Tags
Benzinga
Trading Ideas
Short Ideas
From
Benzinga
This Is What Whales Are Betting On Snap
December 19, 2023
Tickers
SNAP
Tags
Options
Benzinga
Market News
From
Benzinga
Why Snap Shares Are Trending Higher Monday
December 18, 2023
Tickers
SNAP
Tags
Price Target
Social Media
SNAP
From
Benzinga
Perfect Corp (NYSE: PERF): The Vanguard Of Beauty And Fashion Tech Innovation That Helps Brands Drive Sales
December 18, 2023
Tickers
BABA
EL
GOOGL
META
Tags
BABA
Markets
META
From
Benzinga
Snap To Rally Around 36%? Here Are 10 Top Analyst Forecasts For Monday
December 18, 2023
Tickers
ARM
BERY
DRI
EFX
Tags
SNAP
Analyst Ratings
ARM
From
Benzinga
Analyst Ratings for Snap
December 18, 2023
Tickers
SNAP
Tags
SNAP
BZI/AAR
Benzinga
From
Benzinga
Decoding Snap's Options Activity: What's the Big Picture?
December 15, 2023
Tickers
SNAP
Tags
Options
SNAP
Markets
From
Benzinga
$1000 Invested In Snap 5 Years Ago Would Be Worth This Much Today
December 14, 2023
Tickers
SNAP
Tags
Trading Ideas
Market News
Benzinga
From
Benzinga
2 No-Brainer Growth Stocks to Buy With $150 and Hold for 10 Years
December 14, 2023
Tickers
CME
DDOG
FOSL
SNAP
Tags
CME
Market News
FOSL
From
Motley Fool
Elon Musk's Loss Is Mark Zuckerberg's Gain: Disney, Comcast Reportedly Increase Ad Spending On Instagram After Ditching X
December 13, 2023
Tickers
CMCSA
DIS
META
PARA
Tags
Social Media
Consumer Tech
Benzinga
From
Benzinga
How To Create AI-Generated Images on Snapchat: Plus Subscribers Guide
December 13, 2023
Tickers
SNAP
TECH
Tags
Consumer Tech
News
Social Media
From
Benzinga
TikTok And YouTube Are Still The Favorite Social Media Platforms Among US Teens, While Facebook And Twitter Decline
December 12, 2023
Tickers
GOOG
GOOGL
META
SNAP
Tags
Consumer Tech
GOOG
News
From
Benzinga
Missed Snap’s 40% stock rally over the past month? Another could be in store.
December 11, 2023
Tickers
SNAP
Tags
SNAP
From
MarketWatch
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