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TSL's Turnkey Operation Platform
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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
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Sell Alert: 3 Tech Stocks to Dump ASAP
July 31, 2023
Tickers
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HOOD
SNAP
Tags
HOOD
NYSE:AI,NASDAQ:HOOD,NYSE:SNAP
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July 30, 2023
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July 29, 2023
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July 28, 2023
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SNAP
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Benzinga's Top Ratings Upgrades, Downgrades For July 28, 2023
July 28, 2023
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ASML
ASX
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From
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Digital advertising is Meta and Google’s world, and everyone else is coping with it
July 28, 2023
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GOOGL
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From
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Is It Too Late to Buy Snap Stock?
July 28, 2023
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SNAP
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From
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3 Tech Stocks to Buy Before the Breakout
July 27, 2023
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DOCN
GOOG
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Here's Why Snap Stock Is Moving
July 27, 2023
Tickers
SNAP
Tags
News
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Meta Has Rebounded But The Metaverse Is Still Far From Reality
July 27, 2023
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July 27, 2023
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From
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Snap Struggles to Become a Real Business
July 27, 2023
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July 27, 2023
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From
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Zuck beats Musk at his own game with Meta’s year of efficiency
July 26, 2023
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SNAP
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From
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The Fed's Influence Ripples Through US Stocks, ETFs: Wednesday's Winners And Losers Revealed
July 26, 2023
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Meta earnings rise on digital ads, AI push as revenue jumps 11%
July 26, 2023
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Dow Jumps 100 Points; Fed Raises Interest Rates By 0.25%
July 26, 2023
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July 26, 2023
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Why Snap Stock Was Plunging Today
July 26, 2023
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It Will Take Much More Than A Snap For Snap To Overcome Its Challenges
July 26, 2023
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Benzinga
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4 Snap Analysts Size Up Q2 Results, Investors Ghost The Stock: 'Structurally Challenged'
July 26, 2023
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July 26, 2023
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July 26, 2023
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MXL
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BA Stock Alert: Q2 Jet Deliveries Boost Boeing
July 26, 2023
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11 Communication Services Stocks Moving In Wednesday's Pre-Market Session
July 26, 2023
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Why Is Snap (SNAP) Stock Down 17% Today?
July 26, 2023
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PACW
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Today's Market
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Why PacWest Bancorp Shares Are Trading Higher By Over 35%; Here Are 20 Stocks Moving Premarket
July 26, 2023
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AIM
APPH
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Why Snap is ‘running to stay in the same place’ while its rivals thrive
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GOOGL
META
SNAP
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From
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
July 26, 2023
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APPH
AURC
AWIN
BGLC
Tags
SIMO
INVO
TSEM
From
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