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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
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Market Analysis Summary
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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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Markets Reach New Closing Highs, Netflix Beats On Q2 Earnings
July 17, 2025
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IBKR
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Tags
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July 17, 2025
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F
NEWS
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Tags
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From
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July 17, 2025
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F
GM
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Benzinga
GM
From
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Tesla Doesn't Have A Minivan, Is Model Y L As Close As It Gets?
July 17, 2025
Tickers
TSLA
Tags
Global
Trading Ideas
Benzinga
From
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Earnings Speculation Drives Intrigue For Direxion's TSLA-Focused Bull And Bear Funds
July 17, 2025
Tickers
BYDDF
BYDDY
TSLA
TSLL
Tags
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Short Ideas
Benzinga
From
Benzinga
Elon Musk Changed His Number, Became Unreachable After Trump Feud, Reveals Speaker Mike Johnson: 'I Sent Him A Long Text Message, And Then...'
July 17, 2025
Tickers
TSLA
Tags
Politics
TSLA
Benzinga
From
Benzinga
Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'
July 17, 2025
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
AAPL
TSLA
PLTR
From
Benzinga
Elon Musk's Tesla Achieving Full Autonomy Would Be 'Good For Society' But Bad For Insurance Companies, Says Warren Buffett: 'If Accidents Get Reduced...'
July 17, 2025
Tickers
BRK
TECH
TSLA
Tags
Benzinga
TSLA
Tech
From
Benzinga
Why Tesla Stock Plummeted 21.3% in the First Half of 2025 -- and What Comes Next
July 17, 2025
Tickers
TSLA
Tags
Recent Press Releases
^GSPC
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From
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Elon Musk's xAI Faces Backlash From NAACP, Environmental Groups Over Memphis Data Center's Gas-Burning Turbine Permit
July 17, 2025
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AMD
META
TECH
TSLA
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Benzinga
META
From
Benzinga
Ex-OpenAI Exec Mira Murati Lands $2 Billion Seed Round For AI Startup Backed By Andreessen Horowitz, Nvidia, AMD, Other Tech Giants
July 17, 2025
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From
Benzinga
Should You Buy Tesla Stock Before July 23?
July 17, 2025
Tickers
TSLA
Tags
Recent Press Releases
TSLA
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Motley Fool
Elon Musk's Tesla Under Fire From New York Officials Over Bylaw Blocking Shareholder Lawsuits: Investor Calls It 'Bait-and-Switch'
July 17, 2025
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Tags
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Benzinga
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After Losing More Than $1 Trillion in Market Cap Earlier This Year, Nvidia Has Reclaimed Its Position as the World's Most Valuable Company. Here's Why I Think It's Headed Even Higher.
July 17, 2025
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AMZN
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Elon Musk-Led Tesla Files For Model 3+ Trim In China With 500-Mile Range Amid Surge In Sales: Report
July 17, 2025
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TECH
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Tags
Benzinga
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Tech
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Benzinga
Elon Musk's xAI Faces Industry Backlash Over 'Reckless' AI Safety Practices As Regulatory Scrutiny Intensifies
July 17, 2025
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TECH
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Tags
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Market News
GOOGL
From
Benzinga
Elon Musk's Tesla Did Not Maintain Autopilot Crash Records, Engineer Says Amid Fatal 2019 Accident Trial In Miami
July 17, 2025
Tickers
TECH
TSLA
Tags
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Benzinga
Tech
From
Benzinga
Meta Shareholders Sue Mark Zuckerberg, Peter Thiel For $8 Billion Over Privacy Violations Linked To Cambridge Analytica Scandal
July 16, 2025
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BA
META
NEWS
NFLX
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Media
From
Benzinga
Elon Musk Once Revealed How He Comes Up With 'Crazy Ideas' — And Gets Them Off The Ground Even When Funding Is Scarce
July 16, 2025
Tickers
NEWS
TECH
TSLA
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Benzinga
TSLA
Market News
From
Benzinga
Nvidia And Nothing Else: How One Stock Hijacked The Entire Market
July 16, 2025
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AAPL
AMZN
ASML
NVDA
Tags
Stocks / Equities
AMZN
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From
TalkMarkets
Elon Musk's SpaceX Commits $2 Billion To xAI In $5 Billion Round As AI Startup Hits $113 Billion Valuation Amid Controversy
July 16, 2025
Tickers
NEWS
TSLA
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Market News
news access
News
From
Benzinga
What's Going On With Tesla Stock On Wednesday?
July 16, 2025
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BYDDF
BYDDY
NEWS
TESL
Tags
mobility
Market News
why it's moving
From
Benzinga
Unpacking the Latest Options Trading Trends in Tesla
July 16, 2025
Tickers
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Tags
BZI/UOA
Markets
Options
From
Benzinga
The Magnificent Seven Are Mediocre
July 16, 2025
Tickers
AAPL
AMZN
GOOG
META
Tags
Market News
NVDA
AAPL
From
TalkMarkets
What Happens to Tesla After the Tax Credit Goes Away?
July 16, 2025
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GM
TSLA
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Recent Press Releases
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Mobileye's Massive News for Investors
July 16, 2025
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INTC
MBLY
TSLA
TSM
Tags
VWAP/Y
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Elon Musk's xAI Is Hiring Engineers To Build 'Waifu' Avatars For Grok AI — Salary Up To $440K
July 16, 2025
Tickers
TECH
TSLA
Tags
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Benzinga
Tech
From
Benzinga
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