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TSL's Turnkey Operation Platform
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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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Amazon Is Getting Into the Wireless Business. Are AT&T and Verizon Doomed?
July 27, 2023
Tickers
AMZN
DISH
T
TMUS
Tags
Market News
T
DISH
From
Motley Fool
2 Top Buffett Stocks to Buy and Hold for the Long Haul
July 27, 2023
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AMZN
BRK-A
BRK-B
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Recent Press Releases
From
Motley Fool
T-Mobile's Network Advantages and Customer Momentum Bolster Investment Thesis, Analyst Says
July 26, 2023
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VZ
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Briefs
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Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth $5,900 Today
July 26, 2023
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TMUS
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Market News
News
Benzinga
From
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3 Warren Buffett Stocks That Have Doubled in Value in 5 Years
July 26, 2023
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AAPL
MA
TMUS
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TMUS
AAPL
MA
From
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This 7.7%-Yielding Dividend Is Growing Safer by The Quarter
July 26, 2023
Tickers
TMUS
VZ
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VZ
Recent Press Releases
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Why Is Dish Stock Trading Higher Wednesday?
July 26, 2023
Tickers
AMZN
DISH
TMUS
VZ
Tags
TMUS
Briefs
News
From
Benzinga
Dish stock soars as company officially plans to sell wireless service on Amazon
July 26, 2023
Tickers
AMZN
DISH
T
TMUS
Tags
AMZN
TMUS
DISH
From
MarketWatch
'Walk Away From It': Jim Cramer On This US Telecom Service Provider
July 25, 2023
Tickers
ENVX
GENI
MCRB
SLB
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MCRB
Markets
TMUS
From
Benzinga
While This 5.9%-Yielding Stock Is Facing Headwinds, it Sees a Growth Re-Acceleration on the Horizon
July 25, 2023
Tickers
AMT
CCI
TMUS
Tags
TMUS
AMT
Market News
From
Motley Fool
Verizon earnings: What to expect as lead-cable concerns linger over wireless stocks
July 24, 2023
Tickers
SPX
T
TMUS
VZ
Tags
TMUS
T
VZ
From
MarketWatch
Telecom Giants AT&T and Verizon Face Investor Skepticism Over Lead-Cable Issue and Debt Load: Report
July 24, 2023
Tickers
T
TMUS
VZ
Tags
T
Benzinga
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From
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Dow Jones Leads Weekly Gains As Tesla, Netflix Sell-Offs Dent Nasdaq; Big Banks Show Resilience To Volatility
July 21, 2023
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ABBV
AMZN
AZN
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UL
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Top Stories
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Benzinga
How Is The Market Feeling About T-Mobile US?
July 20, 2023
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TMUS
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2 Best Value Stocks to Buy Right Now
July 20, 2023
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AXP
BRK-A
BRK-B
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TMUS
Recent Press Releases
KO
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3 High-Growth Stocks That Could Double Your Money
July 20, 2023
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DDOG
SQ
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SQ
NASDAQ:TMUS,NYSE:SQ,NASDAQ:DDOG
DDOG
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InvestorPlace
Are Verizon and AT&T Stocks in Trouble?
July 20, 2023
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TMUS
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VZ
Recent Press Releases
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Looking At T-Mobile US's Recent Unusual Options Activity
July 18, 2023
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Benzinga
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2 Top Warren Buffett Stocks to Buy Right Now
July 18, 2023
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BRK-A
BRK-B
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July 17, 2023
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FYBR
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T
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What's Going On With T-Mobile Stock?
July 17, 2023
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Benzinga
why it's moving
TMUS
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This Is What Whales Are Betting On T-Mobile US
July 17, 2023
Tickers
TMUS
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TMUS
Benzinga
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Benzinga
Why AT&T Stock Was Sliding Today
July 17, 2023
Tickers
T
TMUS
VZ
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Market News
Recent Press Releases
VZ
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Sell AT&T and Verizon: Follow Warren Buffett's Approach With T-Mobile Instead
July 17, 2023
Tickers
BRK-A
BRK-B
T
TMUS
Tags
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WMB
BRK/B
From
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$100 Invested In T-Mobile US 5 Years Ago Would Be Worth This Much Today
July 14, 2023
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News
Market News
TMUS
From
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