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about us
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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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Why XP Shares Are Trading Lower By Around 12%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
May 22, 2024
Tickers
ADI
AKTS
AULT
BCG
Tags
BZFD
SYTA
LMFA
From
Benzinga
Target (TGT) Q1 2024 Earnings Call Transcript
May 22, 2024
Tickers
TGT
Tags
Recent Press Releases
Market News
TGT
From
Motley Fool
Stocks Falter, Metals Fall As Traders Turn Cautious Ahead Of Fed Minutes, Nvidia Earnings; First Solar Hits Record Highs: What's Driving Markets Wednesday?
May 22, 2024
Tickers
ADI
BRC
DIA
DY
Tags
semiconductors
Macro Notification
SPWR
From
Benzinga
Target's Sales Decline And EPS Miss: Why Analysts Remain Optimistic
May 22, 2024
Tickers
NEWS
TGT
VDC
XLP
Tags
Price Target
Briefs
TGT
From
Benzinga
Make Or Break Moment For AI Frenzy Ahead – Nvidia Earnings, Hopes Dashed In U.K.
May 22, 2024
Tickers
AAPL
ADI
AI
AMZN
Tags
Market News
News
General
From
Benzinga
TGT Stock Earnings: Target Misses EPS, Beats Revenue for Q1 2024
May 22, 2024
Tickers
TGT
Tags
TGT
Market News
Earnings Reports
From
InvestorPlace
US Stocks Mixed; Target Posts Downbeat Earnings
May 22, 2024
Tickers
AKTS
BDRX
BNED
BZFD
Tags
Benzinga
Mid Morning Market Update
Trading Ideas
From
Benzinga
12 Consumer Staples Stocks Moving In Wednesday's Pre-Market Session
May 22, 2024
Tickers
AGRI
BHIL
BRLS
BTTR
Tags
NUZE
Benzinga
BRLS
From
Benzinga
Why Is Retail Giant Target Stock Plunging Today?
May 22, 2024
Tickers
NEWS
TGT
Tags
Stories That Matter
Market News
Equities
From
Benzinga
Walmart and 3 Other Dividend Kings That Are Outperforming the S&P 500 and Nasdaq Composite in 2024
May 22, 2024
Tickers
EMR
PG
TGT
WMT
Tags
EMR
Recent Press Releases
WMT
From
Motley Fool
Wall Street Braces For Subdued Start Ahead Of Nvidia Earnings, Fed Minutes: Analyst Cautions About Guarding Against 'Over-Exuberance'
May 22, 2024
Tickers
ADI
NEWS
NVDA
PDD
Tags
US market preview
Louis Navellier/
Movers
From
Benzinga
3 Robotics Stocks That Could Be Millionaire-Makers: May Edition
May 22, 2024
Tickers
AMZN
IRBT
SEKEY
SYM
Tags
AMZN
NASDAQ:SYM,NASDAQ:IRBT,OTCMKTS:SEKEY,NYSE:WMT,NYSE:TGT,NASDAQ:AMZN
IRBT
From
InvestorPlace
Target Trips Over Itself in Battle With Amazon
May 22, 2024
Tickers
AMZN
CMG
DASH
TGT
Tags
DASH
AMZN
CMG
From
Motley Fool
2 S&P 500 Dividend Stocks That Could Climb More Than 15% According to a Pair of Wall Street Analysts
May 22, 2024
Tickers
JEF
KR
MSFT
TD
Tags
JEF
TGT
MSFT
From
Motley Fool
Investor Optimism Falls, But S&P 500 Settles At New Record
May 22, 2024
Tickers
LOW
M
NEWS
NVDA
Tags
Earnings
ZM
Markets
From
Benzinga
Target, Nvidia And 3 Stocks To Watch Heading Into Wednesday
May 22, 2024
Tickers
NEWS
NVDA
TGT
TOL
Tags
Stories That Matter
Market News
Stocks To Watch
From
Benzinga
Nvidia, MGO Global, Toll Brothers, Target, Tesla: Why These 5 Stocks Are On Investors' Radars Today
May 21, 2024
Tickers
AI
EVS
MGOL
NEWS
Tags
News
Toll Brothers
AI
From
Benzinga
Target Q1 Earnings Preview: Could Price Cuts Overshadow Results? 'Competitive Dynamics In TGT's Markets,' Analyst Says
May 21, 2024
Tickers
TGT
Tags
retail
Retail Stocks
Target Circle
From
Benzinga
3 Sectors That Will Suffer Most From the Biden China Tariffs
May 21, 2024
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AAPL
BYDDF
NIO
NKE
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Market Analysis
BYDDF
NIO
From
InvestorPlace
How Is The Market Feeling About Target?
May 21, 2024
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TGT
Tags
Short Sellers
Market News
Short Ideas
From
Benzinga
Responsible Investing, Rewarding Returns: 3 ESG Stocks to Feel Good About
May 21, 2024
Tickers
AMAT
PLD
TGT
Tags
TGT
PLD
AMAT
From
InvestorPlace
5 Things TGT Stock Investors Should Know as Target Lowers Prices
May 20, 2024
Tickers
TGT
WMT
Tags
NYSE:TGT,NYSE:WMT
WMT
Market News
From
InvestorPlace
What's Going On With Target Stock?
May 20, 2024
Tickers
NEWS
TGT
Tags
Movers
Earnings
Market News
From
Benzinga
Is This the No. 1 Biggest Risk for Both Visa and Mastercard?
May 20, 2024
Tickers
MA
TGT
V
Tags
V
MA
Recent Press Releases
From
Motley Fool
The Blue-Chip Bounce Back: 3 Stocks Ready to Rebound in 2024
May 18, 2024
Tickers
AMD
ASML
COST
LIN
Tags
Stocks to Buy
AMD
LIN
From
InvestorPlace
3 Retail Stocks to Sell in May Before They Crash & Burn
May 16, 2024
Tickers
BIG
LESL
TGT
Tags
NYSE:BIG,NASDAQ:LESL,NYSE:TGT
Market News
TGT
From
InvestorPlace
What's Going On With Target Stock Today?
May 16, 2024
Tickers
NEWS
TGT
WMT
Tags
why it's moving
Benzinga
TGT
From
Benzinga
Analyst Upgrades: 3 Stocks Getting the Nod From Pros Last Week
May 16, 2024
Tickers
BAC
C
JPM
NVAX
Tags
BAC
C
Market News
From
InvestorPlace
Walmart, Lowe's, Target, Costco Foot Traffic Data Gives Hints About Retail Performance Ahead Of Earnings
May 15, 2024
Tickers
COST
HD
LOW
TGT
Tags
earnings season
WAL
TGT
From
Benzinga
7 Dividend Stocks to Buy as the Fed Mulls Rate Cuts
May 15, 2024
Tickers
APD
BHP
BTI
PEP
Tags
Market News
NYSE:TGT,NYSE:APD,NASDAQ:PEP,NYSE:XOM,NYSE:BHP,NYSE:VZ,NYSE:BTI
BTI
From
InvestorPlace
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