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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Is Take-Two Interactive Stock a Buy Now?
September 21, 2023
Tickers
TTWO
Tags
TTWO
Recent Press Releases
Market News
From
Motley Fool
If You Invested $1,000 In Take-Two Stock When Grand Theft Auto V Was Released, Here's How Much You'd Have Today
September 19, 2023
Tickers
TTWO
Tags
Market News
if you invested 1000 catalyst
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From
Benzinga
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September 13, 2023
Tickers
TTWO
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Market News
From
Benzinga
NBA 2K24: PC Gamer Fury Earns It Second-Worst Rating In Steam History
September 12, 2023
Tickers
NBA
TTWO
Tags
Benzinga
video games
Gaming Reviews
From
Benzinga
The 3 Most Undervalued Gaming Stocks to Buy in September 2023
September 12, 2023
Tickers
ATVI
EA
MSFT
TTWO
Tags
Market News
Stocks to Buy
ATVI
From
InvestorPlace
Will GTA 6 Be 750GB In Size And Cost $150? Separating Truth From Clickbait
September 12, 2023
Tickers
GTA
TTWO
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Gaming
Rumors
From
Benzinga
3 Meme Stocks That Could Actually Rebound in Q4
September 09, 2023
Tickers
MRNA
QUAD
TTWO
Tags
QUAD
MRNA
NASDAQ:TTWO,NASDAQ:MRNA,NYSE:QUAD
From
InvestorPlace
How the Consumer Crunch Is Affecting Retailers
September 06, 2023
Tickers
AAPL
BAC
BIG
CHWY
Tags
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DG
DPZ
From
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The 3 Best Gaming Stocks to Buy Now: September 2023
September 04, 2023
Tickers
EA
NERD
TTWO
Tags
NERD
Stocks to Buy
Market News
From
InvestorPlace
What's Coming In 'GTA 6': Release Window, Game Leaks, And A 150 Price Tag?
September 04, 2023
Tickers
GTA
TTWO
Tags
Benzinga
GTA
video games
From
Benzinga
Meta, Alphabet and 10 under-the-radar media stocks expected to soar
August 28, 2023
Tickers
AMCX
ATVI
CARS
CCOI
Tags
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From
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3 Growth Stocks to Ride the Coming Bull Market in Style
August 26, 2023
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GSK
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July Game Sales Surge In Europe: 11.6M Units Sold, 10-Year-Old Grand Theft Auto 5 Dominates Charts
August 22, 2023
Tickers
ATVI
EA
NTDOY
SONY
Tags
Benzinga
EA
Rockstar Games
From
Benzinga
2 Stocks Down 34% and 52% to Buy Right Now
August 20, 2023
Tickers
TGT
TTWO
Tags
Market News
TGT
Recent Press Releases
From
Motley Fool
Spotlight on Upcoming Game Releases for Take-Two and Electronic Arts: Analyst
August 16, 2023
Tickers
EA
TTWO
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EA
Price Target
Benzinga
From
Benzinga
Looking for Tech Stocks? These 2 Are Great Buys
August 16, 2023
Tickers
MSFT
TTWO
Tags
MSFT
Recent Press Releases
TTWO
From
Motley Fool
How In-game Purchases and Subscriptions are Shaping the $60B Gaming Industry: Report
August 16, 2023
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ATVI
EA
MSFT
NTDOF
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Market News
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From
Benzinga
The Mystery Behind Embracer's $2B Partnership Collapse Involves Saudi Arabia: Report
August 15, 2023
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ASIA
EA
NTDOY
THQQF
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Benzinga
EA
Embracer Group
From
Benzinga
Collaboration Between Rockstar, GTA Roleplay Server Experts Sparks 'GTA 6' Discussion
August 11, 2023
Tickers
TTWO
Tags
Gaming
Top Stories
Grand Theft Auto
From
Benzinga
What 25 Analyst Ratings Have To Say About Take-Two Interactive
August 10, 2023
Tickers
TTWO
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Is GTA 6 Nearing? Take-Two's Fiscal Year Projections Trigger 2024 Release Talk
August 09, 2023
Tickers
TTWO
Tags
Benzinga
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GTA 6
From
Benzinga
10 Communication Services Stocks With Whale Alerts In Today's Session
August 09, 2023
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AMC
CMCSA
DISH
GOOG
Tags
TTWO
RBLX
META
From
Benzinga
Penn Entertainment shares surge on ESPN deal, ZipRecruiter stock slumps and other stocks on the move
August 09, 2023
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AKAM
AXON
DKNG
DUOL
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GO
IAC
AKAM
From
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Take-Two Interactive Software (TTWO) Q1 2024 Earnings Call Transcript
August 08, 2023
Tickers
TTWO
Tags
Recent Press Releases
TTWO
Market News
From
Motley Fool
Take-Two stock ticks higher as ‘GTA V’ approaches its 10th birthday, sequel anticipation forgives outlook
August 08, 2023
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ATVI
COMP
EA
MSFT
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JP:6758
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Eli Lilly, Beyond Meat And 3 Stocks To Watch Heading Into Tuesday
August 08, 2023
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BYND
LLY
PARA
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LLY
From
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Ahead Of Key Inflation Reports
August 08, 2023
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CPB
LLY
SOVO
TSN
Tags
LLY
TTWO
SOVO
From
Benzinga
Earnings have beaten Wall Street estimates by more than usual in the second quarter, but the third quarter isn’t looking great
August 06, 2023
Tickers
AMZN
BMBL
BYND
CGC
Tags
LGF/A
AMZN
YELL
From
MarketWatch
A Bull Market Could Be Here: 3 Reasons to Buy Take-Two Stock
August 02, 2023
Tickers
TTWO
Tags
Market News
TTWO
Recent Press Releases
From
Motley Fool
Better Buy: Take-Two Interactive vs. Electronic Arts
July 30, 2023
Tickers
EA
TTWO
Tags
Market News
EA
Recent Press Releases
From
Motley Fool
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