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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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3 Social Media Stocks to Avoid Like the Plague Right Now
March 28, 2023
Tickers
AAPL
AMZN
SNAP
YELP
Tags
YELP
NYSE:SNAP,NASDAQ:AMZN,NYSE:YELP,NASDAQ:AAPL
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From
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Joe Biden Seeks To Ban TikTok...But Top 4 Most-Downloaded Apps In US Are Chinese-Owned
March 28, 2023
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AAPL
GOOG
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Benzinga
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From
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TikTok Ban Nearly Certain, Says Analyst — But There Are 2 Ways Out
March 28, 2023
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AAPL
GOOG
GOOGL
META
Tags
Tech
GOOG
Expert Ideas
From
Benzinga
Conflict Of Interest? Congress Members Who Own META, GOOG, SNAP Shares Could Benefit From TikTok Ban
March 27, 2023
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GOOG
GOOGL
KRUZ
META
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META
Scott Franklin
Trading Ideas
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March 27, 2023
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SNAP
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Guggenheim Maintains Neutral Rating for Snap: Here's What You Need To Know
March 27, 2023
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SNAP
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Analyst Ratings
Market News
Benzinga
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Inflation, TikTok, and Other Hot Stories Investors Are Talking About
March 27, 2023
Tickers
AAPL
ACN
CHWY
DFIN
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Recent Press Releases
SNAP
TRUP
From
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Why META Is the Best Stock to Buy If the U.S. Bans TikTok
March 27, 2023
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GOOGL
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PINS
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3 Stocks With Tons of Cash
March 25, 2023
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MSFT
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SNAP
MSFT
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Want To Use TikTok, Instagram Or Twitter? You Might Have To Get Your Parent To Sign A Permission Slip
March 24, 2023
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SNAP
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March 24, 2023
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March 24, 2023
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Why Block Shares Are Trading Lower By Over 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
March 23, 2023
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March 22, 2023
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TikTok At 'Pivotal' Moment, Warns CEO: Ban Could Take App 'Away From All 150 Million Of You'
March 21, 2023
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Meta Launches Paid Verification On Instagram and Facebook In U.S.
March 19, 2023
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1 Growth Stock Down 87% to Buy Right Now
March 19, 2023
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PTRA Stock Alert: Is Proterra on the Brink of Collapse?
March 16, 2023
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Why Is Virgin Galactic (SPCE) Stock Down 5% Today?
March 16, 2023
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SNAP Stock Pops Amid Potential U.S. TikTok Ban
March 16, 2023
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