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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
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Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2022
February 10, 2022
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AMBA
ARVN
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February 09, 2022
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Recap: 2U Q4 Earnings
February 09, 2022
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TWOU
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Benzinga
BZI/Recaps
TWOU
From
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Earnings Scheduled For February 9, 2022
February 09, 2022
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ACGL
ADN
AEG
AEIS
Tags
TTMI
NVST
CDW
From
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Earnings Preview For 2U
February 08, 2022
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TWOU
Tags
TWOU
Market News
Earnings
From
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Benzinga's Top Ratings Upgrades, Downgrades For February 2, 2022
February 02, 2022
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ACER
AMLX
AMRC
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AMRC
CL
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LDI
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ETSY
GOOGL
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If This 1 Thing Happens in 2022, I'll Buy This Under-the-Radar IPO Stock in a Heartbeat
January 20, 2022
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COUR
TWOU
UDMY
Tags
Market News
UDMY
TWOU
From
Motley Fool
What 4 Analyst Ratings Have To Say About 2U
January 13, 2022
Tickers
TWOU
Tags
BZI/AAR
TWOU
Analyst Ratings
From
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Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2022
January 13, 2022
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AAP
ATVI
AY
AZO
Tags
WMT
HYZN
Benzinga
From
Benzinga
Piper Sandler Downgrades This Edtech Company- Read Why
January 13, 2022
Tickers
TWOU
Tags
Benzinga
Price Target
Small Cap
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
January 05, 2022
Tickers
ABSI
ADN
AEY
ALNA
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News
OSCR
ELYS
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
December 30, 2021
Tickers
BLDE
TDOC
TWOU
Tags
TWOU
TDOC
Market News
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Monitoring Stock Picks
December 01, 2021
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AAPL
CNI
CRM
CRUS
Tags
ODFL
TREX
GOOG
From
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2U's edX, MathWorks Launch MATLAB Course Offering
November 30, 2021
Tickers
TWOU
Tags
Small Cap
Briefs
Benzinga
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
November 24, 2021
Tickers
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FNKO
HCDI
LAIX
Tags
OSW
MKD
VIOT
From
Benzinga
2U, inc (TWOU) Q3 2021 Earnings Call Transcript
November 10, 2021
Tickers
TWOU
Tags
Recent Press Releases
Market News
TWOU
From
Motley Fool
2U Partners With National University Of Singapore For Twelve New Short Courses
November 08, 2021
Tickers
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Briefs
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From
Benzinga
Why Is Everyone Talking About Chegg Stock?
November 04, 2021
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CHGG
COUR
NRDY
TWOU
Tags
CHGG
Recent Press Releases
COUR
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Monday's After-Market Session
November 01, 2021
Tickers
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CHGG
EVK
FORD
Tags
OG
BZI/TFM
Market News
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Benzinga
‘The education industry is experiencing a slowdown,’ Chegg CEO says as stock tanks
November 01, 2021
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CHGG
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TWOU
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UDMY
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MarketWatch
Is Nerdy Stock a Buy?
October 19, 2021
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NRDY
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
October 12, 2021
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GENI
TDOC
TWOU
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Market News
TDOC
GENI
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Unusual Options Activity Insight: 2U
August 10, 2021
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TWOU
Tags
Market News
Movers
BZI/UOA
From
Benzinga
2U, inc (TWOU) Q2 2021 Earnings Call Transcript
July 30, 2021
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Tags
TWOU
Market News
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Motley Fool
Earnings Scheduled For July 29, 2021
July 29, 2021
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MPW
MRC
MRK
MSTR
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NRZ
WFRD
PRFT
From
Benzinga
Will a merger between an online education company and nonprofit founded by Harvard and MIT make online learning viable for higher education?
July 12, 2021
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COUR
TWOU
Tags
TWOU
COUR
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For July 12, 2021
July 12, 2021
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AMG
AOMR
ASTS
Tags
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CNVY
From
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