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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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A Closer Look at Ulta Beauty's Options Market Dynamics
May 21, 2024
Tickers
ULTA
Tags
BZI/UOA
Options
Market News
From
Benzinga
NVIDIA To Rally Around 30%? Here Are 10 Top Analyst Forecasts For Monday
May 20, 2024
Tickers
ADI
ANET
EPR
INTU
Tags
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News
NVDA
From
Benzinga
This Beaten-Down Stock Has Crushed the Market Over the Past 10 Years, and It Could Head 71% Higher This Year, According to 1 Wall Street Analyst
May 19, 2024
Tickers
ULTA
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ULTA
Recent Press Releases
Market News
From
Motley Fool
Here's How Much $100 Invested In Ulta Beauty 10 Years Ago Would Be Worth Today
May 15, 2024
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ULTA
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News
ULTA
Market News
From
Benzinga
May’s Markdowns: 7 Bargain Stocks the Street Overlooked
May 15, 2024
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DIN
MOS
NFE
PII
Tags
NASDAQ:NFE,NYSE:MOS,NYSE:DIN,NYSE:PII,NASDAQ:ULTA,NYSE:SMRT,NYSE:RGR
DIN
SMRT
From
InvestorPlace
Deep Dive Into Ulta Beauty Stock: Analyst Perspectives (28 Ratings)
May 14, 2024
Tickers
ULTA
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Benzinga
ULTA
Market News
From
Benzinga
2 No-Brainer Growth Stocks Down 29% and 22% to Buy Hand Over Fist Right Now
May 14, 2024
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DOCS
ULTA
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ULTA
Recent Press Releases
Market News
From
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The Must-Watch List: 3 Stocks to Snap Up as Soon as They Hit Bargain Territory
May 13, 2024
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BROS
LLY
MCD
NVO
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Market News
ULTA
From
InvestorPlace
Barclays Just Slashed Its Price Target on These 3 Stocks
May 13, 2024
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LULU
ULTA
VSCO
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VSCO
Stocks to Sell
Market News
From
InvestorPlace
Is It Time to Buy April's Worst-Performing S&P 500 Stocks?
May 10, 2024
Tickers
GL
INTC
ULTA
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Market News
Recent Press Releases
ULTA
From
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Why Ulta Beauty Stock Dropped by Almost 23% Last Month
May 06, 2024
Tickers
ELF
ULTA
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ELF
Market News
ULTA
From
Motley Fool
Spotlight on Ulta Beauty: Analyzing the Surge in Options Activity
May 06, 2024
Tickers
ULTA
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Markets
Benzinga
BZI/UOA
From
Benzinga
Second Chance Investments: 3 Top Stocks on Sale Now
May 05, 2024
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DECK
ELF
META
NKE
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Stocks to Buy
Market News
From
InvestorPlace
1 Unstoppable Multibagger Up 1,320% Since 2007 Trading Near a Once-in-a-Decade Valuation to Buy Right Now
April 29, 2024
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ULTA
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Market News
Recent Press Releases
ULTA
From
Motley Fool
Got $1,000? These Hot Growth Stocks Are Screaming Buys Right Now.
April 28, 2024
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OLED
ULTA
XMTR
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XMTR
ULTA
Recent Press Releases
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3 Growth Stocks to Buy and Hold Forever
April 28, 2024
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FL
GOOG
GOOGL
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ONON
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From
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$1000 Invested In Ulta Beauty 15 Years Ago Would Be Worth This Much Today
April 26, 2024
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NEWS
ULTA
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ULTA
Market News
News
From
Benzinga
Forecasting The Future: 25 Analyst Projections For Ulta Beauty
April 24, 2024
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ULTA
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Benzinga
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From
Benzinga
Missed the Rally in Costco Stock? 2 Beaten-Down Retailers to Buy Now
April 24, 2024
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LULU
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Ulta Beauty Stock Has Little Upside, According to 1 Wall Street Analyst
April 22, 2024
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ULTA
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ULTA
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(ULTA) - Analyzing Ulta Beauty's Short Interest
April 22, 2024
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ULTA
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ULTA
BZI/SHORTHIST
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Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
April 19, 2024
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BKNG
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Netflix To Rally Around 31%? Here Are 10 Top Analyst Forecasts For Friday
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7 Buyback Kings to Buy as Corporate Cash Floods the Market
April 16, 2024
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ADBE
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NASDAQ:ADBE,NYSE:DRI,NASDAQ:EBAY,NYSE:FDX,NASDAQ:ODP,NYSE:PVH,NASDAQ:ULTA
PVH
From
InvestorPlace
Unpacking the Latest Options Trading Trends in Ulta Beauty
April 16, 2024
Tickers
ULTA
Tags
BZI/UOA
Options
Market News
From
Benzinga
Here's How Much $1000 Invested In Ulta Beauty 15 Years Ago Would Be Worth Today
April 15, 2024
Tickers
NEWS
ULTA
Tags
Benzinga
Trading Ideas
BZI/POD
From
Benzinga
3 Must-Own Stocks for Sustained Growth Over the Next 18 Months
April 12, 2024
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ELF
PUBM
RBLX
TGT
Tags
NYSE:RBLX,NASDAQ:PUBM,NYSE:ELF,NASDAQ:ULTA,NYSE:TGT,NYSE:WMT,NASDAQ:TMDX
Stocks to Buy
TGT
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
April 11, 2024
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AMZN
APTV
KMX
NKE
Tags
TSLA
SBUX
KMX
From
Benzinga
$100K Starter Kit: 3 Stocks to Become a Millionaire by 2034
April 10, 2024
Tickers
EL
F
GE
JOBY
Tags
PM
NYSE:JOBY,NASDAQ:ULTA,NASDAQ:RKLB,NYSE:F,NYSE:GE,NYSE:PM,NYSE:EL
F
From
InvestorPlace
3 Stocks Skyrocketing After Analyst Upgrades: Get In Before It’s Too Late
April 10, 2024
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AMAT
C
JPM
TTWO
Tags
ULTA
Market News
Stocks to Buy
From
InvestorPlace
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