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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Featured Quarterly Newsletter
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Snapchat shares jump on Amazon deal as Beauty Health stock slumps on guidance cut
November 14, 2023
Tickers
AZTA
FSR
SKIN
SNAP
Tags
SNAP
AZTA
THRX
From
MarketWatch
Continental Layoffs 2023: What to Know About the Latest CTTAY Job Cuts
November 13, 2023
Tickers
BA
CTTAY
KIND
NIO
Tags
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NIO
KIND
From
InvestorPlace
Clouded Visions: 3 Tech Stocks That Might Not Live Up to Their Promises
November 11, 2023
Tickers
COIN
SNAP
WIT
Tags
NYSE:WIT,NASDAQ:COIN,NYSE:SNAP
Stocks to Sell
WIT
From
InvestorPlace
Snap's Evolving Structure: More Layoffs To Streamline Decision-Making, Cut Overhead
November 10, 2023
Tickers
SNAP
Tags
Market News
Layoffs
Benzinga
From
Benzinga
Snapchat Parent Company Announces Layoffs in Product Team Overhaul
November 10, 2023
Tickers
GOOG
GOOGL
META
SNAP
Tags
SNAP
META
Benzinga
From
Benzinga
Snap Layoffs 2023: What to Know About the Latest SNAP Job Cut
November 09, 2023
Tickers
SNAP
Tags
Market News
Today's Market
SNAP
From
InvestorPlace
High Risk Alert: 7 Vulnerable Stocks to Dump Now
November 07, 2023
Tickers
DKNG
DLR
DUOL
MRNA
Tags
Market News
NASDAQ:MRNA,NYSE:RCL,NYSE:DLR,NYSE:SNAP,NASDAQ:DKNG,NASDAQ:PARA,NASDAQ:DUOL
DUOL
From
InvestorPlace
The Elections Are Coming, And There's A Limit To Using AI Tools, Meta Says
November 07, 2023
Tickers
GOOG
GOOGL
META
SNAP
Tags
Briefs
Regulations
Government
From
Benzinga
A Bull Market Is Coming: Buy This Unrivaled Growth Stock That's Massively Outperforming Its Peers
November 07, 2023
Tickers
GOOG
GOOGL
META
SNAP
Tags
Market News
GOOGL
GOOG
From
Motley Fool
Unlocking Tech Treasures: Experts Reveal Hidden Value in 3 Great Stocks
November 05, 2023
Tickers
META
ON
SNAP
TTD
Tags
SNAP
Recent Press Releases
TTD
From
Motley Fool
2 Stocks Under $15 to Consider Buying
November 03, 2023
Tickers
SNAP
Tags
Recent Press Releases
SNAP
Market News
From
Motley Fool
10 Communication Services Stocks With Whale Alerts In Today's Session
November 03, 2023
Tickers
AMC
DIS
GOOGL
META
Tags
RBLX
DIS
TTD
From
Benzinga
Snap, Accenture And 2 Other Stocks Insiders Are Selling
November 03, 2023
Tickers
ACN
NET
SNAP
TTD
Tags
TTD
Benzinga
Markets
From
Benzinga
3 Reasons Snap Is Still a Risky Buy
November 02, 2023
Tickers
SNAP
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Market News
SNAP
Recent Press Releases
From
Motley Fool
4 Stocks to Avoid at All Cost
November 02, 2023
Tickers
BLNK
CHPT
PLUG
SNAP
Tags
BLNK
CHPT
PLUG
From
Motley Fool
Ad Revenue Trends
November 01, 2023
Tickers
AAPL
META
SNAP
Tags
Market News
META
AAPL
From
Motley Fool
Pinterest Shares Surge As 7 Analysts Revise Forecasts After Strong Q3 Print
October 31, 2023
Tickers
AMZN
META
PINS
SNAP
Tags
Analyst Ratings
Piper Sandler
Price Target
From
Benzinga
Elon Musk Lost More Money In The Past Month Than The Entire Value Of Delta Airlines, eBay And These Other Companies
October 31, 2023
Tickers
DAL
EBAY
QQQ
SNAP
Tags
News
Market News
SNAP
From
Benzinga
1 Super Stock Down 88% You'll Wish You'd Bought on the Dip
October 31, 2023
Tickers
SNAP
Tags
Market News
SNAP
Recent Press Releases
From
Motley Fool
5 Tech Stocks to Sell Before They are Six Feet Under
October 31, 2023
Tickers
COIN
CVNA
HOOD
LULU
Tags
PTON
LULU
Stocks to Sell
From
InvestorPlace
Pinterest’s stock surges on jump in revenue, earnings
October 30, 2023
Tickers
GOOG
GOOGL
META
PINS
Tags
META
PINS
SNAP
From
MarketWatch
Better Stock Buy: Meta Platforms vs. Snap
October 29, 2023
Tickers
META
SNAP
Tags
SNAP
Recent Press Releases
META
From
Motley Fool
Middle East Unrest Overshadowed Meta's And Snap's Strong Quarterly Results
October 27, 2023
Tickers
META
SNAP
Tags
Social Media
advertising
Middle East
From
Benzinga
Where Will Snap Stock Be in 1 Year?
October 27, 2023
Tickers
SNAP
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Market News
Recent Press Releases
SNAP
From
Motley Fool
Magnificent Seven’s bonds shrug off equity weakness as Nasdaq falls into correction territory
October 26, 2023
Tickers
AMD
AMZN
DIS
GOOG
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NKE
META
MSFT
From
MarketWatch
Why Snap Stock Popped, Then Dropped, Today
October 25, 2023
Tickers
SNAP
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Market News
SNAP
Recent Press Releases
From
Motley Fool
Is the Recession Over? Big Tech Earnings Go From Slump to Surge
October 25, 2023
Tickers
GOOGL
MSFT
SNAP
V
Tags
NASDAQ:MSFT,NASDAQ:GOOGL,NYSE:V;NYSE:SNAP
SNAP
MSFT
From
InvestorPlace
Snap's Q3 Revenue Surprises, But Growth Concerns Persist: Analysts Weigh In
October 25, 2023
Tickers
AMZN
GOOGL
META
SNAP
Tags
Benzinga
Price Target
GOOGL
From
Benzinga
SNAP Stock: Snap Reports Strong Earnings but Issues Ad-Spend Warning
October 25, 2023
Tickers
SNAP
Tags
Market News
Today's Market
SNAP
From
InvestorPlace
Snap Stock Is Attracting Buyers Wednesday: What's Going On?
October 25, 2023
Tickers
SNAP
Tags
SNAP
Movers
Earnings
From
Benzinga
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