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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
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Here's How Much $1000 Invested In T-Mobile US 5 Years Ago Would Be Worth Today
August 08, 2024
Tickers
NEWS
TMUS
Tags
Market News
TMUS
News
From
Benzinga
3 Promising Value Stocks to Buy This Month
August 08, 2024
Tickers
JPM
PG
TMUS
Tags
JPM
Stocks to Buy
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From
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5 Surprising Companies Berkshire Hathaway Could Buy With Its $277 Billion Cash Stockpile
August 08, 2024
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AMD
BRK-A
BRK-B
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AMD
TMUS
From
Motley Fool
3 5G Stocks with Potential to Shape Wireless Communication
August 07, 2024
Tickers
T
TMUS
VZ
Tags
NYSE:T,NASDAQ:TMUS,NYSE:VZ
Stocks to Buy
VZ
From
InvestorPlace
7 Stocks to Buy if You Can Only Invest $100 Per Month
August 06, 2024
Tickers
AFL
BRK-A
BRK-B
HON
Tags
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TMUS
BRK/A
From
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NVIDIA And 2 Other Stocks Insiders Are Selling
August 05, 2024
Tickers
NEWS
NVDA
SNAP
TMUS
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SNAP
Trading Ideas
Markets
From
Benzinga
Wall Street Collapses but Verizon, T-Mobile, and AT&T Rise. Here's Why
August 02, 2024
Tickers
T
TMUS
VZ
Tags
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TMUS
Market News
From
Motley Fool
T-Mobile Analysts Raise Their Forecasts After Better-Than-Expected Q2 Results
August 01, 2024
Tickers
NEWS
TMUS
Tags
PT Changes
Trading Ideas
Markets
From
Benzinga
Tech Stocks On Track For Best Session In 5 Months Ahead Of Fed Meeting; Small Caps Target Highest Close Since January 2022: What's Driving Markets Wednesday?
July 31, 2024
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AIG
ALB
AMD
AN
Tags
MTCH
Economics
FSLR
From
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Why T-Mobile US Stock Popped on Wednesday
July 31, 2024
Tickers
TMUS
Tags
Recent Press Releases
TMUS
Market News
From
Motley Fool
Oversold Condition And China Loophole Overpower Microsoft Miss And Japan Rate Hike
July 31, 2024
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AAPL
AMD
AMZN
ASIA
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TSLA
Benzinga
AAPL
From
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T-Mobile US (TMUS) Q2 2024 Earnings Call Transcript
July 31, 2024
Tickers
TMUS
Tags
Recent Press Releases
Market News
TMUS
From
Motley Fool
T-Mobile's Q2 Earnings: Net Postpaid Adds, Record Free Cash Flow, Subscriber Boost And More
July 31, 2024
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Wall Street Remains On Track For AMD-Led Rebound Ahead Of Fed Decision, Meta Earnings: Analyst Says 'The Bull Tends To Remain' Despite Near-Time Volatility
July 31, 2024
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AIG
ALB
AMD
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What Are the Hottest 5G Stocks Right Now? 3 Top Picks.
July 30, 2024
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TMUS
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Apple, Amazon, Microsoft, Meta Lead The Charge As Investors Bank On Tech Cheer For Rally's Reacceleration: Week Ahead In Earnings
July 29, 2024
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AEP
AIG
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Amid Q2 Earnings, Verizon Stock Needs to Do This 1 Thing to Get Back on Track
July 27, 2024
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TMUS
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KKR Bets Big On Education With Instructure Purchase For $4.8B
July 26, 2024
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FMCX
INST
KKR
LBO
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Benzinga
INST
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Here's How Much $1000 Invested In T-Mobile US 10 Years Ago Would Be Worth Today
July 25, 2024
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NEWS
TMUS
Tags
Benzinga
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T-Mobile Dials Up A Major Broadband Expansion: Teams With KKR To Acquire Metronet
July 24, 2024
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KKR
NEWS
NXTV
PKW
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PKW
Equities
Benzinga
From
Benzinga
Breaking Down T-Mobile US: 8 Analysts Share Their Views
July 19, 2024
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TMUS
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Market News
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Analyst Ratings
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3 5G Stocks That Could Be Multibaggers in the Making: July Edition
July 19, 2024
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AVGO
TMUS
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July 16, 2024
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CB
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3 5G Stocks That Could Grow Your Wealth
July 16, 2024
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AVGO
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TMUS
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AVGO
USM
TMUS
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