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Advantages of Our Bid Wanted System
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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
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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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Is It Too Late to Buy Symbotic Stock?
November 27, 2023
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SYM
WMT
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Recent Press Releases
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SYM
From
Motley Fool
3 Things About Symbotic the Smartest Investors Know
November 25, 2023
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Why Symbotic Stock Rallied This Week
November 25, 2023
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A Bull Market May Be Coming: 2 AI Stocks That Are Screaming Buys Now
November 24, 2023
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Recent Press Releases
SYM
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Where Symbotic Stands With Analysts
November 22, 2023
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Benzinga
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DLocal Posts Weak Results, Joins HP, Autodesk And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
November 22, 2023
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3 Stocks That Could Turn $1,000 Into $5,000 by 2030
November 22, 2023
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Gold Rises 1%; Hibbett Shares Spike Higher
November 21, 2023
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GLMD
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12 Industrials Stocks Moving In Tuesday's Intraday Session
November 21, 2023
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Nasdaq Falls Over 100 Points; Burlington Shares Jump After Q3 Results
November 21, 2023
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Symbotic Analysts Increase Their Forecasts After Upbeat Sales
November 21, 2023
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Benzinga
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Agilent Posts Upbeat Results, Joins Burlington Stores, Hibbett And Other Big Stocks Moving Higher On Tuesday
November 21, 2023
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BURL
CAL
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Why Symbotic Stock Skyrocketed on Tuesday
November 21, 2023
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Recent Press Releases
SYM
Market News
From
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Symbotic Stock Is Soaring Tuesday: What's Going On?
November 21, 2023
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SYM
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Earnings
Market News
why it's moving
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
November 21, 2023
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Why Symbotic Shares Are Trading Higher By Around 22%; Here Are 20 Stocks Moving Premarket
November 21, 2023
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
November 21, 2023
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Symbotic Stock Soars 22% as Earnings Beat and Revenue Crushes Estimates
November 21, 2023
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Market News
Recent Press Releases
SYM
From
Motley Fool
Why Symbotic Stock Surges After-Hours
November 20, 2023
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Benzinga
12 Industrials Stocks Moving In Monday's After-Market Session
November 20, 2023
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GFAI
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Benzinga
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Symbotic: Q4 Earnings Insights
November 20, 2023
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Benzinga
BZI/Recaps
From
Benzinga
Earnings Scheduled For November 20, 2023
November 20, 2023
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BLRX
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3 AI Stocks You’ll Regret Not Buying Soon: November 2023
November 19, 2023
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Missed out on Nvidia? 2 No-Brainer Artificial Intelligence (AI) Stocks To Buy Right Now
November 18, 2023
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Earnings Outlook For Symbotic
November 17, 2023
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Market News
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Benzinga
From
Benzinga
Why Symbotic Stock Popped 15% This Week
November 16, 2023
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SYM
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Market News
Recent Press Releases
SYM
From
Motley Fool
Alcohol Distributor Southern Glazer's Wine & Spirits Inks Partnership With Automation Firm Symbotic
November 15, 2023
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Benzinga
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The Race to Automation: 3 Robotics Stocks Engineering the Future
November 08, 2023
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AMZN
NASDAQ:NVDA,NASDAQ:AMZN,NASDQA:SYM,NYSE:WMT,NYSE:TGT,NYSE:ACI,OTCMKTS:SFTBY
From
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3 Dependable AI Stocks to Buy for 2024
November 07, 2023
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From
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