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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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
Featured Quarterly Newsletter
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What's Going On With Intel Stock Tuesday?
September 05, 2023
Tickers
INTC
TECH
TSEM
Tags
TSEM
News
Briefs
From
Benzinga
Earnings Scheduled For September 5, 2023
September 05, 2023
Tickers
ASAN
ASND
AVAV
BRC
Tags
BRC
GRIN
ASAN
From
Benzinga
Tower Semiconductor's Earnings Outlook
September 04, 2023
Tickers
TSEM
Tags
TSEM
Benzinga
Earnings
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
August 29, 2023
Tickers
LOV
LSDI
MDGS
METX
Tags
VNCE
NVCR
TSEM
From
Benzinga
ARM IPO and Recent Acquisition Updates That Semiconductor Investors Should Know About
August 29, 2023
Tickers
AVGO
INTC
TSEM
VMW
Tags
TSEM
AVGO
VMW
From
Motley Fool
Stocks That Hit 52-Week Lows On Wednesday
August 23, 2023
Tickers
OTRK
PBLA
PHUN
PINC
Tags
STRC
VINO
YS
From
Benzinga
Qualcomm-Autotalks Deal Under EU Scrutiny Over V2X Chips
August 18, 2023
Tickers
INTC
NVDA
QCOM
SFTBF
Tags
Regulations
INTC
AI Generated
From
Benzinga
Why Tower Semiconductor Fell This Week
August 18, 2023
Tickers
INTC
TSEM
Tags
Recent Press Releases
INTC
TSEM
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2023
August 17, 2023
Tickers
ADBE
ADN
ALC
AMX
Tags
APPF
JBGS
ADN
From
Benzinga
Should Intel Stock Investors Be Worried About Failed Tower Semiconductor Acquisition?
August 17, 2023
Tickers
INTC
TSEM
Tags
INTC
Recent Press Releases
TSEM
From
Motley Fool
Intel's $5.4 Billion Bid for Tower Semiconductor Just Fell Through Thanks to Regulators. Is Either Stock a Buy?
August 17, 2023
Tickers
INTC
TSEM
Tags
Market News
TSEM
Recent Press Releases
From
Motley Fool
NVIDIA's Top Stories: How It's Beating Competition in AI in US and Overseas
August 16, 2023
Tickers
INTC
NVDA
TSEM
Tags
TSEM
News
Top Stories
From
Benzinga
Why Intel Stock Wilted on Wednesday
August 16, 2023
Tickers
INTC
TSEM
Tags
Market News
INTC
Recent Press Releases
From
Motley Fool
Synopsys stock rises as chip-design company’s earnings, outlook top Street view
August 16, 2023
Tickers
INTC
NVDA
SNPS
SPX
Tags
SPX
INTC
SNPS
From
MarketWatch
Why Intel Stock Is Trading Down Today
August 16, 2023
Tickers
INTC
TSEM
Tags
Movers
why it's moving
News
From
Benzinga
Intel’s Tower deal falls apart, but Wall Street doesn’t seem too broken up about it
August 16, 2023
Tickers
AMD
INTC
SOX
SPX
Tags
AMD
INTC
TSEM
From
MarketWatch
Why Tower Semiconductor Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
August 16, 2023
Tickers
AAOI
AKU
ARHS
BPTS
Tags
TCRT
RVLP
News
From
Benzinga
Why Tower Semiconductor Stock Is Sinking Today
August 16, 2023
Tickers
INTC
TSEM
Tags
Market News
Recent Press Releases
INTC
From
Motley Fool
Fed Minutes Ahead, China Tells Funds To Not Sell Stocks, Intel Deal Scrapped Because Of China
August 16, 2023
Tickers
AAPL
AMZN
ASIA
GLD
Tags
NVDA
MSFT
GLD
From
Benzinga
Dear NIO Stock Fans, Mark Your Calendars for Aug. 29
August 16, 2023
Tickers
CVX
NIO
TSEM
Tags
Today's Market
Market News
NIO
From
InvestorPlace
Chevron (CVX) Stock Pops on Analyst Upgrade
August 16, 2023
Tickers
AMC
CVX
TSEM
Tags
TSEM
NYSE:CVX,NASDAQ:TSEM,NYSE:AMC
AMC
From
InvestorPlace
Elon Musk's X Accused Of Slowing Traffic to Sites Criticized By Him, Federal Approval For Coinbase's New Futures Offering, Tower Semiconductor Deal Falls Prey to US-China Tensions: Today's Top Stories
August 16, 2023
Tickers
CAR
COIN
EMR
INTC
Tags
TGT
SPY
Benzinga
From
Benzinga
Tower Semiconductor (TSEM) Stock Tanks as Intel Abandons Deal
August 16, 2023
Tickers
AMC
COIN
IMPL
INTC
Tags
NASDAQ:TSEM,NASDAQ:INTC,NYSE:TSM,NYSE:AMC,NASDAQ:COIN,NASDAQ:IMPL
AMC
Market News
From
InvestorPlace
Why DLocal Shares Are Trading Higher By 25%; Here Are 20 Stocks Moving Premarket
August 16, 2023
Tickers
BPTS
COHR
CTCX
CTM
Tags
Small Cap
Penny Stocks
Pre/Market Outlook
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
August 16, 2023
Tickers
AMRS
COHR
CTM
DLO
Tags
PIXY
Today's Market
LIFW
From
InvestorPlace
Tower Semiconductor Falls Prey to US-China Tensions, Stock Plunges
August 16, 2023
Tickers
INTC
NVDA
SFTBF
SFTBY
Tags
SFTBY
TSEM
Tech
From
Benzinga
Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies
August 16, 2023
Tickers
AAPL
ABBV
ADBE
ADP
Tags
AMAT
NIO
HRB
From
MarketWatch
Coherent, Mercury Systems, Canoo And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
August 16, 2023
Tickers
COHR
GOEV
MRCY
NIO
Tags
Benzinga
big losers
Market News
From
Benzinga
Intel set to call off $5.4 billion purchase of Tower Semiconductor: report
August 15, 2023
Tickers
INTC
SOX
TSEM
Tags
TSEM
INTC
SOX
From
MarketWatch
Stocks That Hit 52-Week Lows On Thursday
August 10, 2023
Tickers
SEER
SHPH
SKIN
SLRX
Tags
YTEN
BZI/ftw
VOR
From
Benzinga
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