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home
about us
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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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GFAI Stock Alert: Guardforce AI Announces New 3-Year Contract
October 17, 2023
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Tupperware Shares Are Trading Higher Tuesday: What's Going On?
October 17, 2023
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October 17, 2023
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October 17, 2023
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CJET
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October 13, 2023
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FTEL
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Tags
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October 13, 2023
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Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
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October 12, 2023
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Investors are asking too much from the stock market, says this strategist.
October 12, 2023
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October 12, 2023
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October 11, 2023
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October 11, 2023
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From
Benzinga
What's Going On With Tupperware Brands Stock Lately?
October 11, 2023
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TUP Stock Alert: Tupperware Squeezes 28% Higher
October 11, 2023
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Why Is Tempest Therapeutics (TPST) Stock Up 325% Today?
October 11, 2023
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TUP Stock Alert: NYSE Grants Tupperware’s Compliance Extension Request
October 10, 2023
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What's Going On With Tupperware Brands Stock?
October 10, 2023
Tickers
TUP
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Benzinga
Tupperware’s stock soars more than 23%, on pace for largest gain since August
October 10, 2023
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SPX
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12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
October 10, 2023
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CTNT
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FTEL
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Benzinga
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BNED
BRLT
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12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
September 19, 2023
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12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
September 18, 2023
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What's Going On With Rite Aid (RAD) Stock?
August 28, 2023
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AMC data indicates ‘panic’ ahead of APE stock conversion, says Stocktwits
August 22, 2023
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NVDA
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5 Investors Betting Big on Tupperware (TUP) Stock
August 21, 2023
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Tags
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Today's Market
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InvestorPlace
TUP Stock Alert: Why Tupperware Is Up 300% This Month
August 21, 2023
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Tags
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InvestorPlace
Why Super League Gaming Are Trading Lower By Around 46%? Here Are Other Stocks Moving In Monday's Mid-Day Session
August 21, 2023
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ACHR
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AGIL
Tags
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Markets
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Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
August 21, 2023
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CLEU
FFIE
GROV
ID
Tags
TUP
ID
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From
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