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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
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Team Biographies
Firm ADV PDFs
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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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Shopify Q1 Preview: Analysts Predict Strong Sales Growth
May 07, 2024
Tickers
SHOP
Tags
Reiteration
SHOP
Terry Tillman
From
Benzinga
Did Someone Say "Free Money"?
May 07, 2024
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AMZN
AXP
BIP
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AMZN
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Is Shopify an Overlooked Artificial Intelligence (AI) Powerhouse?
May 06, 2024
Tickers
AI
SHOP
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Market News
Recent Press Releases
SHOP
From
Motley Fool
Shopify Unusual Options Activity For May 03
May 03, 2024
Tickers
SHOP
Tags
Markets
Market News
SHOP
From
Benzinga
Here's How Much $100 Invested In Shopify 10 Years Ago Would Be Worth Today
May 02, 2024
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NEWS
SHOP
Tags
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SHOP
Market News
From
Benzinga
Google AI Predicts These 3 Stocks Can Make You Rich by 2026
May 01, 2024
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AMZN
GOOG
GOOGL
NET
Tags
Market News
GOOG
SHOP
From
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3 Sexy Stocks to Have a Spring Fling With
May 01, 2024
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PLTR
SHOP
TSLA
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SHOP
PLTR
From
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3 Amazing Internet Stocks That Could Help Set You Up for Life
May 01, 2024
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DKNG
SHOP
SPOT
Tags
SPOT
SHOP
DKNG
From
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Behind the Scenes of Shopify's Latest Options Trends
April 30, 2024
Tickers
SHOP
Tags
SHOP
Market News
Markets
From
Benzinga
Stripe Just Opened $1 Trillion Market to Crypto
April 30, 2024
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BLK
COIN
SHOP
SOL
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SOL
COIN
Market News
From
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Bye Bye, Bob Bakish! PARA Stock Pops as Paramount Eyes CEO Ouster.
April 29, 2024
Tickers
CAUD
MULN
PARA
SHOP
Tags
Today's Market
NASDAQ:PARA,NYSE:SONY,NASDAQ:CAUD,NASDAQ:MULN,NYSE:SHOP
MULN
From
InvestorPlace
Why Is Collective Audience (CAUD) Stock Up 98% Today?
April 29, 2024
Tickers
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CAUD
MULN
SHOP
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SHOP
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From
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Why Is Mullen Automotive (MULN) Stock Up 27% Today?
April 29, 2024
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DCPH
MULN
SHOP
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DCPH
Market News
From
InvestorPlace
Citi Just Raised Its Price Target on Shopify (SHOP) Stock
April 29, 2024
Tickers
BIDU
DCPH
DPZ
SHOP
Tags
Today's Market
DPZ
NYSE:SHOP,NASDAQ:BIDU,NASDAQ:DCPH,NYSE:DPZ
From
InvestorPlace
Coinbase Global To Rally Around 27%? Here Are 10 Top Analyst Forecasts For Monday
April 29, 2024
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CHTR
CL
COIN
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April 28, 2024
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SHOP
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Is Baozun's Risky Leap Into Brand Management Starting To Pay Off?
April 25, 2024
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BABA
BZUN
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Tags
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From
Benzinga
Shopify Options Trading: A Deep Dive into Market Sentiment
April 24, 2024
Tickers
SHOP
Tags
Options
Benzinga
BZI/UOA
From
Benzinga
3 Stocks to Scoop Up at a Discount While the AI Rally Takes a Breather
April 24, 2024
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META
SHOP
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GOOGL
SHOP
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InvestorPlace
3 Stocks With the Potential to Surpass Analyst Expectations for 2024
April 23, 2024
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CRM
LLY
NVO
SHOP
Tags
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NVO
From
InvestorPlace
Decoding Shopify's Options Activity: What's the Big Picture?
April 22, 2024
Tickers
SHOP
Tags
Markets
Market News
SHOP
From
Benzinga
1 Wall Street Analyst Thinks Shopify Stock Is Going to $85. Is It a Buy at Around $69?
April 20, 2024
Tickers
BIRD
CARR
MAT
SHOP
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SHOP
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From
Motley Fool
Netflix To Rally Around 31%? Here Are 10 Top Analyst Forecasts For Friday
April 19, 2024
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ALK
DELL
DHI
NEWS
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TSCO
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DHI
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3 Tech Stock Winners to Buy Now for a Huge 2024
April 18, 2024
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CTSH
GOOG
GOOGL
META
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GOOG
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This Magnificent Growth Stock Has Tripled in the Past 5 Years: Should You Buy It Right Now?
April 18, 2024
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SHOP
Tags
Market News
SHOP
Recent Press Releases
From
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Dog Products Maker BARK To Migrate Its DTC Businesses To Shopify
April 16, 2024
Tickers
BARK
NEWS
SHOP
Tags
SHOP
Market News
Contracts
From
Benzinga
Is It Time to Buy the Dip in Shopify Stock?
April 16, 2024
Tickers
SHOP
Tags
Market News
Recent Press Releases
SHOP
From
Motley Fool
Smart Money Is Betting Big In SHOP Options
April 15, 2024
Tickers
SHOP
Tags
BZI/UOA
Benzinga
Options
From
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RDDT Stock: Reddit Might Not Be a Blue Chip, but at Least It’s a Real Business
April 15, 2024
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DJT
MNST
PINS
RDDT
Tags
Stocks to Buy
PINS
NASDAQ:DJT,NYSE:RDDT,NASDAQ:MNST,NYSE:SHOP,NYSE:PINS
From
InvestorPlace
3 Tech Stocks Set to Be the Next Wall Street Darlings
April 13, 2024
Tickers
AVGO
QCOM
SHOP
Tags
QCOM
SHOP
Market News
From
InvestorPlace
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