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Form CRS
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Expert Ratings for United Rentals
April 12, 2023
Tickers
URI
Tags
URI
Analyst Ratings
Benzinga
From
Benzinga
If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
April 11, 2023
Tickers
URI
Tags
Dividends
News
Earnings
From
Benzinga
My 3 Favorite Stocks Right Now
April 09, 2023
Tickers
ASAN
CRWD
DELL
DOCN
Tags
DELL
URI
Recent Press Releases
From
Motley Fool
Check Out What Whales Are Doing With URI
April 04, 2023
Tickers
URI
Tags
Options
BZI/UOA
URI
From
Benzinga
7 Growth Stocks That Are Trading at a Bargain Price
April 02, 2023
Tickers
AAP
HAL
HBM
LOW
Tags
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OGN
NYSE:PFE,NYSE:LOW,NYSE:AAP,NYSE:URI,NYSE:HAL,NYSE:OGN,NYSE:HBM
From
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Stock Market Sell-Off: Where to Invest $500 Right Now
April 01, 2023
Tickers
LOVE
UDMY
URI
Tags
LOVE
Market News
UDMY
From
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11 Analysts Have This to Say About United Rentals
March 27, 2023
Tickers
URI
Tags
Benzinga
Market News
URI
From
Benzinga
Check Out What Whales Are Doing With URI
March 27, 2023
Tickers
URI
Tags
Markets
Benzinga
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 27, 2023
March 27, 2023
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BLZE
CAT
CNMD
Tags
FDX
Initiation
FYBR
From
Benzinga
Here Are 3 Dividend Stocks That Can Double Their Payouts While Providing Market-Beating Returns
March 27, 2023
Tickers
DG
TSCO
URI
Tags
DG
Market News
URI
From
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US Stocks Poised To Start New Trading Week Higher On Hopes Of Resolving Banking Crisis: Analyst Warns 'No News Would Be Good News'
March 27, 2023
Tickers
BNTX
CAT
CCL
CS
Tags
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KEY
Earnings
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10 Industrials Stocks With Whale Alerts In Today's Session
March 21, 2023
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BA
DAL
DE
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DE
Market News
Benzinga
From
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United Rentals Unusual Options Activity
March 16, 2023
Tickers
URI
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
United Rentals Unusual Options Activity For March 16
March 16, 2023
Tickers
URI
Tags
Options
BZI/UOA
URI
From
Benzinga
United Rentals Unusual Options Activity For March 13
March 13, 2023
Tickers
URI
Tags
URI
BZI/UOA
Options
From
Benzinga
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 5 Years
March 07, 2023
Tickers
URI
Tags
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Market News
Benzinga
From
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3 Boring Industrial Stocks to Buy for Outsized Gains
March 06, 2023
Tickers
APH
ITW
URI
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ITW
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NYSE:ITW,NYSE:URI,NYSE:APH
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10 Best Stocks to Buy in March 2023
March 01, 2023
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CELH
ACLS
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These 20 companies are bucking a mostly negative earnings trend. Here’s what that means for their stocks.
February 14, 2023
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ARE
BA
CCL
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URI
AAL
NEM
From
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February 14, 2023
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CSGP
HAL
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URI
LLY
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Don't Go Into the Next Bull Market Without These 3 Stocks
February 10, 2023
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ULTA
URI
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NVDA
Market News
ULTA
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Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For February 8, 2023
February 08, 2023
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AAL
AAP
ACT
AGRO
Tags
DRVN
Market News
Benzinga
From
Benzinga
Here's How Much $100 Invested In United Rentals 10 Years Ago Would Be Worth Today
February 07, 2023
Tickers
URI
Tags
Dividends
URI
Earnings
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Benzinga
These 20 stocks led the January rally
January 31, 2023
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AAL
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ABNB
ALB
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From
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6 Analysts Have This to Say About United Rentals
January 26, 2023
Tickers
URI
Tags
Market News
Benzinga
Analyst Ratings
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Benzinga
Why United Rentals Stock Soared to an All-Time High Today
January 26, 2023
Tickers
URI
Tags
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URI
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Motley Fool
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January 26, 2023
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URI
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Benzinga
Market News
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Benzinga
Earnings Scheduled For January 25, 2023
January 25, 2023
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ADP
ALRS
AMP
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APH
ABT
HBNC
From
Benzinga
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January 24, 2023
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AAL
BA
CAR
DAL
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CAR
UBER
FDX
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Earnings Preview: United Rentals
January 24, 2023
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URI
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URI
Earnings
Market News
From
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