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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Latest News about UK:AZN
Recent news which mentions UK:AZN
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Enhertu significantly delayed breast cancer progression in trial, AstraZeneca says
August 15, 2022
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UK:AZN
From
MarketWatch
AstraZeneca swings to Q2 loss after big FX charge
July 29, 2022
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UK:AZN
From
MarketWatch
AstraZeneca Enhertu breast cancer drug is recommended for EU approval
June 27, 2022
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UK:AZN
From
MarketWatch
U.S. stock futures point to bounce, but S&P 500 facing worst week since 2020
June 17, 2022
Tickers
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COMP
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UK:AZN
XX:SXXP
From
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J&J to end COVID vaccine manufacturing deal with Emergent Biosolutions
June 06, 2022
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EBS
JNJ
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From
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Nasal COVID vaccines are being tested in 7 clinical trials — how would they work?
May 31, 2022
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UK:AZN
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U.S. COVID cases at highest levels since November, while Northeast and Midwest are above delta peak
May 16, 2022
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Pandemic is not over yet, says Dr. Fauci, and WHO says omicron accounted for 99.7% of all cases sequenced in latest week
April 28, 2022
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FTSE 100 skids lower, and U.K. gilt rates fall as investors head to safety amid Ukraine conflict
March 01, 2022
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New global trial to review impact of reduced COVID-19 booster shots, as England drops all restrictions
February 22, 2022
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From
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AstraZeneca reports ‘historic’ trial results for Enhertu cancer treatment
February 22, 2022
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Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
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HSBC
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European stocks and U.S. equity futures wobble as Kremlin says U.S-Russia summit not a done deal
February 21, 2022
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London stocks join global bounce, with AstraZeneca leading on positive drug news
February 15, 2022
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European stocks advance after partial Russian troop withdrawal
February 15, 2022
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AstraZeneca buoys FTSE 100 while Unilever slips on margin guidance
February 10, 2022
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European stocks struggle on mega earnings day as Siemens, AstraZeneca, SocGen and Unilever report
February 10, 2022
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MT
UL
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New Jersey Gov. Murphy to scrap student face mask mandates in March, and Ottawa declares emergency over trucker protest
February 07, 2022
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London stocks ride a global bounce, with retailers and energy names higher
January 11, 2022
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FDA adds Merck antiviral to COVID-19 tool kit for high-risk adults above 18, amid flurry of positive news on boosters
December 23, 2021
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S&P 500 hints at a run toward all-time highs as futures rise in final session before Christmas
December 23, 2021
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AstraZeneca says COVID-19 booster effective against omicron in study
December 23, 2021
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From
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Europe stocks slide as COVID worries swamp investors
December 20, 2021
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A COVID-19 recovery offers low protection against omicron variant but boosters are effective, London study finds
December 17, 2021
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Drug makers move forward with new COVID-19 booster candidates amid omicron’s spread and mass booster campaigns
December 15, 2021
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Omicron cases have been ‘mild,’ says CDC director, though majority so far are in the vaccinated
December 09, 2021
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A new study finds that most COVID-19 vaccines boost immunity, though there is no winning shot
December 03, 2021
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WHO has not seen any reports of deaths caused by omicron variant, urges people not to panic as delta still dominant
December 03, 2021
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WHO urges world leaders not to have knee-jerk reaction to new coronavirus variant from South Africa as UK and EU impose travel bans
November 26, 2021
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Face masks and distancing are most effective measures in reducing COVID-19 spread, study finds, as experts clamor for U.S. to expand booster program
November 18, 2021
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