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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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MARKET RESEARCH
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Toyota Inks Battery Supply Deal With LG Energy For US EV Production
October 05, 2023
Tickers
EVS
TECH
TM
Tags
Toyota
Media
General
From
Benzinga
Like TSLA? 3 Better Ways to Invest in Electric Vehicles
October 05, 2023
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ALB
APTV
BYDDY
DRIV
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TSLA
QCOM
RIVN
From
InvestorPlace
3 Signs the (New and Used) Car Market Is Heading for a Crash
October 04, 2023
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F
GM
HMC
HYMTF
Tags
HMC
Market Analysis
STLA
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
October 04, 2023
Tickers
CVNA
DKNG
HD
KBH
Tags
TSLA
Benzinga
W
From
Benzinga
UAW Strike Overshadows Strong Q3 Deliveries
October 04, 2023
Tickers
F
GM
RIVN
STLA
Tags
News
automakers
STLA
From
Benzinga
The 2024 Mazda CX-90: pricing, specs and more for this all-new, 8-seater SUV
October 04, 2023
Tickers
AAPL
HMC
MZDAY
TM
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KR:000270
KR:005380
TM
From
MarketWatch
Why EVs and Auto Stocks Are Taking It on the Chin Today
October 03, 2023
Tickers
QS
RIVN
TM
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Recent Press Releases
TM
Market News
From
Motley Fool
GM sales jump 21% in the third quarter
October 03, 2023
Tickers
F
GM
RIVN
SPX
Tags
F
TM
JP:7203
From
MarketWatch
Q4 Stock Predictions: 7 Auto Stocks Ready to Roar Into 2024
October 02, 2023
Tickers
BYDDF
CHPT
F
GM
Tags
CHPT
NYSE:TM,NYSE:MGA,NYSE:F,NYSE:CHPT,OTCMKTS:BYDDF,NYSE:GM,NYSE:HMC
F
From
InvestorPlace
Q4 Stock Predictions: 3 Flying Car Stocks Ready to Roar Into 2024
October 02, 2023
Tickers
ACHR
BA
DAL
FDX
Tags
Market News
NYSE:JOBY,NYSE:ACHR,NASDAQ:FTXR,NYSE:DAL,NYSE:TM,NYSE:BA,NASDAQ:UAL,NASDAQ:TSLA,NYSE:FDX
DAL
From
InvestorPlace
Can Japan's Economy Continue To Blossom If Bank of Japan Raises Rates? Apparently So.
October 02, 2023
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ASIA
BAC
HMC
MFG
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TM
MS
SONY
From
Benzinga
Tesla's Competition Is Here. Or Is It?
October 01, 2023
Tickers
TM
TSLA
Tags
Market News
Recent Press Releases
TM
From
Motley Fool
Spate Of Hong Kong IPOs Provides Glimmer Of Hope For Chinese Investors Amid Week-Long Sell-off
September 29, 2023
Tickers
ASIA
BABA
BYDDY
F
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TM
Tech
From
Benzinga
Toyota's August Production & Sales Climb; Here's The Details
September 28, 2023
Tickers
TM
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Market News
News
Eurasia
From
Benzinga
Looking At Toyota Motor's Recent Unusual Options Activity
September 27, 2023
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TM
Tags
TM
Benzinga
BZI/UOA
From
Benzinga
Nissan Walks Its EV Talk
September 26, 2023
Tickers
F
GM
NSANY
STLA
Tags
Markets
Tech
UAW
From
Benzinga
UAW Strike 2023: 7 Stocks That Could Actually Benefit From the Disruption
September 26, 2023
Tickers
HMC
LKQ
ORLY
RIVN
Tags
TM
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ORLY
From
InvestorPlace
If You Aren’t Watching JOBY Stock, You Could Be Missing Out
September 26, 2023
Tickers
DAL
JOBY
JPM
TM
Tags
Market News
DAL
NYSE:JOBY,NYSE:TM,NYSE:DAL,NYSE:JPM
From
InvestorPlace
Investor Alert: Is Li Auto’s Hybrid Model a Buy Before Full EV Shift?
September 26, 2023
Tickers
BABA
BYDDF
LI
MNSO
Tags
PDD
NASDAQ:LI,NYSE:TM,NASDAQ:TSLA,NASDAQ:BABA,OTCMKTS:TCEHY,OTCMKTS:BYDDF,NASDAQ:PDD,NASDAQ:MNSO
Market News
From
InvestorPlace
These are 2023’s safest new cars
September 26, 2023
Tickers
HMC
HYMTF
TM
TSLA
Tags
JP:7270
VLVLY
TM
From
MarketWatch
3 Climate Change Stocks to Profit From the Eco-Trends Boom
September 25, 2023
Tickers
FSLR
NEE
TM
Tags
Market News
Stocks to Buy
TM
From
InvestorPlace
UAW Strike Expansion Did Not Target Pickup Production But Dealerships
September 25, 2023
Tickers
F
GM
STLA
TECH
Tags
electric vehicles
TM
Tech
From
Benzinga
Why Is Li Auto (LI) Stock Down Today?
September 25, 2023
Tickers
BYDDF
LI
NIO
TM
Tags
NASDAQ:LI,NYSE:NIO,NASDAQ:TSLA,OTCMKTS:BYDDF,NYSE:TM
NIO
TM
From
InvestorPlace
3 Flying Car Stocks That Should Be on Every Investor’s Radar This Fall
September 25, 2023
Tickers
ACHR
BA
ERJ
EVEX
Tags
JOBY
ERJ
NYSE:JOBY,NYSE:ACHR,NYSE:EVEX,NYSE:TM,NYSE:STLA,NASDAQ:UAL,NYSE:BA,NYSE:ERJ
From
InvestorPlace
What to do if you get ghosted by a vacation rental host
September 25, 2023
Tickers
ABNB
TM
TSLA
Tags
TURO
ABNB
TSLA
From
MarketWatch
Elon Musk Cozies Up To World Leaders, Lucid's Saudi Progress, Nikola Spikes After New COO Appointment: Biggest EV Stories Of The Week
September 23, 2023
Tickers
ARVL
EVS
FFIE
FSR
Tags
ARVL
Mary Chan
Elon Musk
From
Benzinga
This Is What Whales Are Betting On Toyota Motor
September 22, 2023
Tickers
TM
Tags
Market News
Markets
Options
From
Benzinga
Toyota Charges Forward - Aiming 600K EV Production By 2025: Report
September 22, 2023
Tickers
TM
Tags
Equities
Media
Benzinga
From
Benzinga
Tesla And Toyota Could Emerge As Winners Of The Unprecedented UAW Strike
September 22, 2023
Tickers
F
GM
STLA
TECH
Tags
automakers
Market News
STLA
From
Benzinga
Another Reason To Get A Tesla? These 3 Vehicle Models Are Among The Least Stolen
September 22, 2023
Tickers
BMWYY
GM
HMC
NSANY
Tags
TM
Tesla Model X
electric vehicles
From
Benzinga
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