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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
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Why T-Mobile Rose Today
September 07, 2023
Tickers
TMUS
Tags
TMUS
Market News
Recent Press Releases
From
Motley Fool
T-Mobile's Dividend Debut Boosts Stock, $19 Billion Shareholder Return Announced
September 07, 2023
Tickers
TMUS
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Mobile Phones
Market News
Benzinga
From
Benzinga
T-Mobile US to return $19 billion to investors and pay first-ever dividend
September 06, 2023
Tickers
SPX
TMUS
XLC
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SPX
TMUS
XLC
From
MarketWatch
10 Communication Services Stocks With Whale Alerts In Today's Session
September 06, 2023
Tickers
AMC
BIDU
GOOG
GOOGL
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Benzinga
BZI/AUOA
NFLX
From
Benzinga
The 3 Best 5G Stocks to Buy Now: September 2023
September 04, 2023
Tickers
AVGO
QCOM
T
TMUS
Tags
VMW
NASDAQ:TMUS,NASDAQ:QCOM,NASDAQ:AVGO,NYSE:T,NYSE:VZ,NYSE:VMW
Stocks to Buy
From
InvestorPlace
7 Stocks to Buy to Profit from a Flat Market
September 04, 2023
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DFS
GT
TMUS
VLO
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WMT
SKWS
DFS
From
InvestorPlace
Don't Buy These Major Dividend Players, Buy This Telecom Stock Instead
September 01, 2023
Tickers
T
TMUS
VZ
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T
Market News
VZ
From
Motley Fool
10 Communication Services Stocks Whale Activity In Today's Session
August 31, 2023
Tickers
BIDU
EA
GOOG
GOOGL
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Benzinga
EA
Market News
From
Benzinga
Late-Night TV Hosts Launch Podcast To Pay Staff, Raise Awareness For SAG-AFTRA Strike
August 30, 2023
Tickers
SPOT
TECH
TMUS
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News
General
Entertainment
From
Benzinga
What's Going On With Verizon and AT&T Stocks Tuesday?
August 29, 2023
Tickers
T
TMUS
VZ
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News
Upgrades
Market News
From
Benzinga
Another Verizon dividend hike likely on the way despite lead-cable concerns
August 28, 2023
Tickers
T
TMUS
VZ
Tags
TMUS
T
VZ
From
MarketWatch
Best Stocks to Buy: AT&T Stock vs. Verizon Stock vs. T-Mobile Stock
August 28, 2023
Tickers
T
TMUS
VZ
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TMUS
T
Recent Press Releases
From
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Meta, Alphabet and 10 under-the-radar media stocks expected to soar
August 28, 2023
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AMCX
ATVI
CARS
CCOI
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VZ
SML
T
From
MarketWatch
3 Dividend Stocks Likely to Hold Up No Matter the Market Conditions
August 27, 2023
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AMT
CASY
CNI
T
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TMUS
CASY
VZ
From
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Retail News, Vegas Happenings, and a China Check-In
August 26, 2023
Tickers
AMZN
ASTE
BLMN
CBT
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TGT
Market News
NFLX
From
Motley Fool
Here's How Much You Would Have Made Owning T-Mobile US Stock In The Last 5 Years
August 25, 2023
Tickers
TMUS
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News
Market News
Dividends
From
Benzinga
T-Mobile Lays Off 7% of Workforce as Competition Heats Up
August 25, 2023
Tickers
TMUS
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TMUS
Market News
Recent Press Releases
From
Motley Fool
T-Mobile Layoffs 2023: What to Know About the Latest TMUS Job Cuts
August 24, 2023
Tickers
META
MSFT
TMUS
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NASDAQ:TMUS,NASDAQ:MSFT,NASDAQ:META
TMUS
META
From
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T-Mobile Is Laying Off Thousands of Employees -- Here's What Investors Should Know
August 24, 2023
Tickers
T
TMUS
VZ
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TMUS
VZ
Recent Press Releases
From
Motley Fool
What's Going On With T-Mobile US Stock Thursday?
August 24, 2023
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CHTR
CMCSA
T
TMUS
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T
Benzinga
VZ
From
Benzinga
T-Mobile to cut about 5,000 jobs, or 7% of employees
August 24, 2023
Tickers
TMUS
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TMUS
From
MarketWatch
T-Mobile Pushes the Envelope on Pricing
August 24, 2023
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TMUS
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Recent Press Releases
Market News
TMUS
From
Motley Fool
Twilio Dumps Cannabis Industry, Messaging API Platform Says Weed Companies Violate Fed Law
August 23, 2023
Tickers
T
TMUS
TWLO
V
Tags
Regulations
MJBizDaily
Markets
From
Benzinga
5G Wireless Users Spoilt for Choices As More Players Join The Race, Find Out Who
August 23, 2023
Tickers
T
TMUS
VZ
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News
AI Generated
Market News
From
Benzinga
This Is What Whales Are Betting On T-Mobile US
August 21, 2023
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TMUS
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BZI/UOA
Market News
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