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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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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3 Best Uranium Stocks to Buy as Nuclear Power Heats Up
February 03, 2022
Tickers
CCJ
DNN
GVXXF
SYHBF
Tags
Stocks to Buy
Market News
NYSE:CCJ;NYSEAMERICAN:UEC;NYSEAMERICAN:DNN,OTCMKTS:GVXXF,OTCMKTS:SYHBF
From
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Could This Company Be Among the Next Group for a Gold Play?
January 24, 2022
Tickers
BX
GDXJ
GLDG
GROY
Tags
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Partner Content
From
Benzinga
10 Uranium And Nuclear Power Stocks To Watch Amid Musk, Dorsey Voicing Support And Kazakhstan Protests
January 07, 2022
Tickers
CCJ
LEU
MIR
NXE
Tags
UEC
URC
Benzinga
From
Benzinga
The Big Reason Uranium Stocks Surged Today
January 05, 2022
Tickers
CCJ
DNN
NXE
UEC
Tags
NXE
URG
UEC
From
Motley Fool
34 Stocks Moving In Wednesday's Mid-Day Session
January 05, 2022
Tickers
AACG
AMBA
ANNX
APCX
Tags
SSNT
FAMI
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From
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January 04, 2022
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AFI
AGE
APLT
ARQQ
Tags
AFI
AGE
KC
From
Benzinga
Why Uranium Energy, Energy Fuels, and Other Uranium Stocks Are White Hot on Monday
January 03, 2022
Tickers
LEU
UEC
URG
UROY
Tags
LEU
URG
UEC
From
Motley Fool
35 Stocks Moving In Monday's Mid-Day Session
January 03, 2022
Tickers
AFI
AGE
APLT
ASRT
Tags
Markets
HIMX
TSLA
From
Benzinga
Why Uranium Stock Popped Today
December 27, 2021
Tickers
UEC
Tags
Market News
UEC
Recent Press Releases
From
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Why Uranium Energy, Energy Fuels, and Ur-Energy Stocks Keep Falling
December 03, 2021
Tickers
UEC
URG
UUUU
Tags
UEC
URG
Market News
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Why Denison Mines, Energy Fuels, and Uranium Energy Plunged Today
November 30, 2021
Tickers
DNN
UEC
UUUU
Tags
DNN
SRUU/F
UUUU
From
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3 Best Uranium Stocks You Can Buy Right Now
November 30, 2021
Tickers
CCJ
UEC
Tags
SRUU/F
CCJ
UEC
From
Motley Fool
Why Denison Mines, Energy Fuels, and Uranium Energy Stocks Soared More Than 10%
November 23, 2021
Tickers
DNN
UEC
UUUU
Tags
UUUU
DNN
SRUU/F
From
Motley Fool
Mid-Morning Market Update: Markets Mostly Lower; Best Buy Posts Upbeat Q3 Earnings
November 23, 2021
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APVO
BBY
GTEC
ISPC
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Commodities
News
Mid/Morning Market Update
From
Benzinga
52 Biggest Movers From Friday
November 22, 2021
Tickers
AHI
AKYA
AMAT
AMSWA
Tags
UEC
OLMA
Benzinga
From
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Why Uranium Energy Stock Cratered on Friday
November 19, 2021
Tickers
UEC
Tags
Recent Press Releases
UEC
Market News
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33 Stocks Moving In Friday's Mid-Day Session
November 19, 2021
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AKYA
AMAT
AQB
ARVL
Tags
Small Cap
ROVR
AUR
From
Benzinga
4 Big Reasons Uranium Energy Stock Surged This Week
November 12, 2021
Tickers
UEC
Tags
Market News
UEC
Recent Press Releases
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Why Uranium Mining Stocks Like Uranium Energy and Ur-Energy Soared Today
November 08, 2021
Tickers
LEU
UEC
URG
Tags
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URG
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Motley Fool
Mid-Afternoon Market Update: eHealth Drops Following Q3 Results; Autolus Therapeutics Shares Gain
November 08, 2021
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AUTL
COTY
EHTH
GTBP
Tags
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AUTL
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Benzinga
Why Uranium Energy Stock Has Rocketed 50% Since October
November 08, 2021
Tickers
UEC
Tags
UEC
Market News
Recent Press Releases
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Uranium Energy Corp.: The Winning Streak Continues
November 05, 2021
Tickers
UEC
Tags
Commodities
Small Cap
News
From
Benzinga
Why Cameco, Uranium Energy, and Uranium Royalty Stocks Are Glowing Green
November 03, 2021
Tickers
CCJ
UEC
UROY
Tags
UEC
Market News
UROY
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Motley Fool
Why Uranium Energy Stock Touched a 52-Week High Monday
October 25, 2021
Tickers
UEC
Tags
Market News
UEC
SRUU/F
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Motley Fool
Why Uranium Energy Stock Just Jumped 11%
October 20, 2021
Tickers
UEC
Tags
UEC
Market News
From
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7 Penny Stocks to Buy – While They’re Still Penny Stocks
October 19, 2021
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AAPL
CIDM
EGY
GSAT
Tags
EGY
SENS
AAPL
From
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3 Cheap Stocks For the Green Energy Boom
October 18, 2021
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ARRY
BE
CCJ
FCEL
Tags
PRYMY
Market News
ARRY
From
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Why Uranium Stocks Jumped Wednesday
October 13, 2021
Tickers
CCJ
DNN
UEC
URG
Tags
CCJ
DNN
SRUU/F
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The 5 Moonshot Stocks Riding America’s “Everything Shortage”
October 12, 2021
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AAPL
BTU
CCJ
CEI
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GOOGL
GOLD
CCJ
From
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7 Penny Stocks to Pick Up if You Have $100 to Spare
October 07, 2021
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AAPL
ASXC
BBIG
GSAT
Tags
MNMD
ISRG
SRUUF
From
InvestorPlace
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