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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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US Stock Futures Down Following Friday's Rally; Crude Oil Edges Lower
October 31, 2022
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GEF
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GT
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Futures
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From
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Global Payments, ON Semiconductor And 3 Stocks To Watch Heading Into Monday
October 31, 2022
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Wingstop To Rally Around 13%? Plus This Analyst Cuts PT On Cano Health By 50%
October 27, 2022
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Analyst Ratings for Thermo Fisher Scientific
October 27, 2022
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TMO
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Thermo Fisher Scientific (TMO) Q3 2022 Earnings Call Transcript
October 26, 2022
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TMO
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October 26, 2022
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Thermo Fisher Q3 Earnings Beat Street View, With 14% Organic Sales Growth
October 26, 2022
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Benzinga
Thermo Fisher Scientific: Q3 Earnings Insights
October 26, 2022
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Earnings Scheduled For October 26, 2022
October 26, 2022
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$1000 Invested In This Stock 10 Years Ago Would Be Worth $8,300 Today
October 24, 2022
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October 21, 2022
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October 20, 2022
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October 19, 2022
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Buying These 3 Stocks Could Be the Smartest Move You Ever Make
October 19, 2022
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Here's How Much You Would Have Made Owning Thermo Fisher Scientific Stock In The Last 20 Years
October 17, 2022
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Bio-Rad Laboratories, Qiagen Mull Merger Of Equals
October 11, 2022
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October 09, 2022
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October 04, 2022
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10 Health Care Stocks Whale Activity In Today's Session
September 29, 2022
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2 Dividend Stocks That Have Doubled Their Payouts in 5 Years
September 28, 2022
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Thermo Fisher's Oncomine Dx Test Is First FDA Approved NGS-Based Companion Diagnostic To Detect Thyroid Cancers
September 28, 2022
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FDA To Review Smaller Number Of Emergency Use Requests For COVID-19 Tests
September 27, 2022
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COVID-19 Complacency Pushes Identification Of New Variants To Back Seat, WHO Warns
September 23, 2022
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Thermo Fisher Invests $160M to Expand Bioproduction Capacity
September 20, 2022
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Expert Ratings for Thermo Fisher Scientific
September 12, 2022
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HC Wainwright Cuts Price Target On This Stock By 73%, Also Check Out Other Major PT Changes Here
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Trump Ally Dr. Oz Hyped Unapproved 'Covid Cures' From Companies He Owns Shares Of
September 08, 2022
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$100 Invested In This Stock 15 Years Ago Would Be Worth $1,000 Today
September 02, 2022
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September 01, 2022
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