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about us
Investment Approach
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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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Here's How Much $1000 Invested In Synopsys 15 Years Ago Would Be Worth Today
October 10, 2024
Tickers
NEWS
SNPS
Tags
News
BZI/POD
Market News
From
Benzinga
(SNPS) - Analyzing Synopsys's Short Interest
October 04, 2024
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Tags
SNPS
Trading Ideas
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Synopsys Partners With Taiwan Semi To Power Next-Gen AI Chip Innovations
September 26, 2024
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News
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From
Benzinga
2 Semiconductor Stocks That Could Go Parabolic
September 26, 2024
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SNPS
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Market News
NVDA
Recent Press Releases
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Stock Split Watch: Two Artificial Intelligence (AI) Stocks That Look Ready to Split
September 25, 2024
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AI
CDNS
QCOM
SNPS
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Market News
CDNS
QCOM
From
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Here's How Much You Would Have Made Owning Synopsys Stock In The Last 20 Years
September 24, 2024
Tickers
NEWS
SNPS
Tags
Market News
News
BZI/POD
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $3,400 Today
September 05, 2024
Tickers
NEWS
SNPS
Tags
Trading Ideas
Benzinga
SNPS
From
Benzinga
What's Going On With Taiwan Semiconductor Stock On Tuesday?
September 03, 2024
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AMD
CDNS
META
MSFT
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TDIV
Benzinga
SOXX
From
Benzinga
(SNPS) - Analyzing Synopsys's Short Interest
August 23, 2024
Tickers
SNPS
Tags
Benzinga
BZI/SHORTHIST
Short Ideas
From
Benzinga
US Stocks Fall As Dollar, Treasury Yields Rise Ahead Of Fed's Jackson Hole; Oil Rebounds: What's Driving Markets Thursday?
August 22, 2024
Tickers
A
BILL
BJ
CAVA
Tags
A
Federal Reserve
SNPS
From
Benzinga
US Stocks Poised For Tepid Start Ahead Of Private Sector Activity Data And Jackson Hole Symposium: Analyst Says Market Is Focused On Nvidia Earnings And 'Waiting Is The Hardest Part'
August 22, 2024
Tickers
A
AAP
BIDU
BILI
Tags
WSM
Ryan Detrick
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From
Benzinga
SNPS Stock Earnings: Synopsys Beats EPS, Beats Revenue for Q3 2024
August 21, 2024
Tickers
SNPS
Tags
Earnings Reports
SNPS
NASDAQ:SNPS
From
InvestorPlace
$100 Invested In This Stock 15 Years Ago Would Be Worth $2,600 Today
August 21, 2024
Tickers
NEWS
SNPS
Tags
News
BZI/POD
Market News
From
Benzinga
Nasdaq, S&P 500 Futures Edge Up As Traders Look Ahead To FOMC Minutes: Strategist Flags 3 Trends That Could Help Stocks Withstand Volatility
August 21, 2024
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A
ADI
BBAI
JD
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Pre/Market Outlook
ZM
Stories That Matter
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Benzinga
Evaluating Synopsys: Insights From 9 Financial Analysts
August 15, 2024
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Benzinga
S&P 500 Erases Weekly Losses, Nasdaq 100 Ends 4-Week Slide As Bulls Regain Momentum: Friday's Stock Movers At The Close
August 09, 2024
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EXPE
LLY
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Benzinga
From
Benzinga
$1000 Invested In Synopsys 5 Years Ago Would Be Worth This Much Today
August 07, 2024
Tickers
NEWS
SNPS
Tags
Trading Ideas
Benzinga
SNPS
From
Benzinga
7 Hidden Generative AI Stocks Worthy of the Spotlight
August 05, 2024
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CRNC
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Tags
NYSE:AI,NASDAQ:CRNC,NYSE:ESTC,NASDAQ:INTU,NYSE:PATH,NASDAQ:SNPS,NASDAQ:VERI
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InvestorPlace
Market Whales and Their Recent Bets on SNPS Options
August 02, 2024
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Tags
Benzinga
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Benzinga
3 Stocks Set to Surge Higher After An Impending Merger is Completed
July 31, 2024
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ANSS
CVX
HD
HES
Tags
NYSE:CVX,NYSE:HES,NASDAQ:SNPS,NASDAQ:ANSS,NYSE:HD
Market News
HES
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InvestorPlace
How Is The Market Feeling About Synopsys?
July 30, 2024
Tickers
SNPS
Tags
Market News
BZI/SHORTHIST
Short Ideas
From
Benzinga
Here's How Much $100 Invested In Synopsys 15 Years Ago Would Be Worth Today
July 19, 2024
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NEWS
SNPS
Tags
SNPS
Benzinga
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Benzinga
Looking At Synopsys's Recent Unusual Options Activity
July 17, 2024
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Tags
Benzinga
SNPS
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Benzinga
Apple To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday
July 10, 2024
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AAPL
CRL
JBHT
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MA
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NFLX
From
Benzinga
$100 Invested In Synopsys 15 Years Ago Would Be Worth This Much Today
July 03, 2024
Tickers
NEWS
SNPS
Tags
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News
BZI/POD
From
Benzinga
Decoding 7 Analyst Evaluations For Synopsys
June 27, 2024
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SNPS
Tags
Benzinga
SNPS
Market News
From
Benzinga
3 Semiconductor Stocks That Could Make Your Grandchildren Rich
June 26, 2024
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NVDA
QCOM
SNPS
Tags
SNPS
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QCOM
From
InvestorPlace
7 Growth Stocks to Buy on the Dip: June 2024
June 25, 2024
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CMG
CRWD
CTAS
GOOG
Tags
HUBS
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GOOG
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InvestorPlace
7 Stocks to Buy if You Think We’ll See Nasdaq 20K in 2024
June 20, 2024
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ANSS
AVGO
AXP
CDNS
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AXP
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From
InvestorPlace
Nvidia Analyst Says The AI Party Isn't Over: 'Any Volatility Likely To Be Short-Lived'
June 20, 2024
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ADBE
AI
CRWD
DELL
Tags
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Price Target
Large Cap
From
Benzinga
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