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TSL's Turnkey Operation Platform
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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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Tencent Fails To Win Gaming License Since China Lifted Suspension; Although NetEase Makes A Breakthrough
September 13, 2022
Tickers
NAPRF
NTES
TCEHY
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September 09, 2022
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September 08, 2022
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September 08, 2022
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From
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Tencent Suffers Massive Selloff After Alibaba
September 08, 2022
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BYDDY
NAPRF
TCEHY
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From
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TCEHY Stock: What to Know as Tencent Increases Its Stake in Ubisoft
September 07, 2022
Tickers
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Tags
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Today's Market
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JD Tops 500 Private Chinese Enterprises List, Surpasses Alibaba
September 07, 2022
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TECH
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Benzinga
From
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September 02, 2022
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NFLX
TCEHY
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China's E-commerce Giant Pinduoduo Makes US Debut, Intensifies Rivalry With Amazon
September 02, 2022
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PDD
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Market News
Benzinga
From
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7 Chinese Stocks to Sell While You Still Can
September 02, 2022
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JD
LGFRY
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From
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Baidu Stock: Bear vs. Bull
September 02, 2022
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IQ
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September 01, 2022
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3 Big Stocks Tencent Could Sell Off Soon
September 01, 2022
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NIO
PDD
SE
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TCEHY
Today's Market
From
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Meituan shares drop from report of possible Tencent stake sale
September 01, 2022
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JD
SE
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HK:700
HK:3690
From
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Alibaba's Lazada Group Gears Up For Europe Foray To Take On Amazon, Zalando
September 01, 2022
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ASIA
BABA
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Benzinga
From
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Tech Giant Baidu Falls 7% On Revenue Drop: Chinese PMI Data, Sluggish Wall Street Drag Hong Kong Stocks
August 30, 2022
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BABA
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EVS
Tags
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From
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Why Are Chinese Stocks BIDU, PDD, TAL, EDU Surging Today?
August 30, 2022
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EDU
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Microsoft's Down 21%: Is Now the Best Time to Buy?
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August 23, 2022
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August 23, 2022
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Tencent Gets China Patent For Blockchain-Based Missing Person's Poster After 3-Year Wait: Report
August 22, 2022
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3 Red Flags for Tencent's Future
August 22, 2022
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Alibaba Reaches Out To TikTok Parent To Boost Presence: Report
August 19, 2022
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MPNGY
TCEHY
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Benzinga
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Sigh Of Relief For Alibaba, Tencent? China's Top Internet Regulator Seeks 'Affectionate' Relation With Tech Enterprises
August 19, 2022
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ASIA
BABA
DIDIY
TCEHY
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Benzinga
From
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Tencent Targets TikTok Way To Drive Growth, Intensifying Rivalry With The Short Video Specialist
August 18, 2022
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BABA
KUASF
TCEHY
TECH
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KUASF
Media
Tech
From
Benzinga
Tencent Holdings (TCEHY) Q2 2022 Earnings Call Transcript
August 18, 2022
Tickers
TCEHY
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TCEHY
Market News
Recent Press Releases
From
Motley Fool
Here's How Much $1000 Invested In Tencent Holdings 10 Years Ago Would Be Worth Today
August 17, 2022
Tickers
TCEHY
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BZI/POD
Market News
Benzinga
From
Benzinga
Why Tencent Shares Are Trading Higher Today
August 17, 2022
Tickers
BABA
JD
MPNGY
TCEHY
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M&A
JD
Earnings
From
Benzinga
Tencent Clocks First Quarterly Revenue Decline As China's Tech Crackdown, Macro Slowdown Weighs
August 17, 2022
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BABA
MPNGY
TCEHY
TECH
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Market News
Benzinga
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From
Benzinga
Sea Limited (SE) Stock Dives 10% on Earnings Miss
August 16, 2022
Tickers
JD
SE
TCEHY
Tags
NYSE:SE,OTCMKTS:TCEHY,NASDAQ:JD
Today's Market
TCEHY
From
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