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Analyzing the Credit Quality of General Obligation Bonds
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
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NHA/PHA Bonds
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Municipal Notes
TANs/RANs
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Analyzing Revenue Bonds
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General Price Analysis of Municipal Bonds
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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 sm Program
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EVENTS
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Municipal Bond Presentation
TAM
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TAF
Event Schedule
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Event Schedule
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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
RSVP-Signup Form
MARKET RESEARCH
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Eversource Energy For Income And Total Return
June 17, 2025
Tickers
ES
Tags
Stocks / Equities
Market News
ES
From
TalkMarkets
Arizona's largest utility files for rate increase, citing rising operational costs
June 16, 2025
Tags
Utilities
Energy
From
Business Journals
15 Highest Yielding Utility Stocks
June 15, 2025
Tickers
AES
ALE
AVA
BKH
Tags
UGI
CWEN
ALE
From
TalkMarkets
BEP: A Solid Play For Profiting From Utility Sector M&A
June 14, 2025
Tickers
BEP
BEPC
FE
NGG
Tags
Stocks / Equities
Market News
FE
From
TalkMarkets
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
June 10, 2025
Tickers
AES
AVA
BKH
NEWS
Tags
Markets
Pre/Market Outlook
Expert Ideas
From
Benzinga
5 Reasons Why Constellation Energy Ceg Could Be Powering The Next Wave Of Big Tech Growth
June 06, 2025
Tickers
CEG
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
Vistra Corp: Chart Analysis
June 04, 2025
Tickers
VST
Tags
VST
Market News
Stocks / Equities
From
TalkMarkets
Top 3 Utilities Stocks That May Crash In June
June 02, 2025
Tickers
CEG
KEP
NEWS
NRG
Tags
Overbought stocks
KEP
Utilities
From
Benzinga
Technical Market Report For May 31, 2025
May 31, 2025
Tickers
IWM
NDX
QQQ
SPX
Tags
Utilities
QQQ
SPY
From
TalkMarkets
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields
May 30, 2025
Tickers
CWEN
NEWS
NWN
POR
Tags
POR
Market News
News
From
Benzinga
What Made Oklo Stock Soar 20% On Friday?
May 23, 2025
Tickers
OKLO
Tags
Utilities
OKLO
Stocks / Equities
From
TalkMarkets
Top 2 Utilities Stocks You May Want To Dump In May
May 15, 2025
Tickers
NEWS
NRG
OKLO
RSI
Tags
Markets
RSI
over bought stocks
From
Benzinga
Consumer advocates tell Illinois regulators to slash natural gas rate hike requests from Ameren, Nicor
May 14, 2025
Tags
Utilities
Abe Scarr
Brad Kloeppel
From
Business Journals
New rules for using purified wastewater give Arizona cities more options
May 13, 2025
Tags
Government & Regulations
Sustainability
Utilities
From
Business Journals
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks With Over 4% Dividend Yields
May 13, 2025
Tickers
EIX
NEWS
NWN
POR
Tags
Expert Ideas
Pre/Market Outlook
Markets
From
Benzinga
Forget “Drill, Baby, Drill” – The Real Gushers May Be Green
May 07, 2025
Tickers
NEE
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
Utilities Hit Highest Levels Since 2024 As Trade Jitters Drive Investors To Safety
May 06, 2025
Tickers
AES
CEG
ECON
ED
Tags
XLC
ED
Top Stories
From
Benzinga
Ameren Missouri electricity prices to increase this summer
May 05, 2025
Tags
Infrastructure
Donald Trump
John Coffman
From
Business Journals
South Carolina Can Energize Your Portfolio
May 04, 2025
Tickers
AFRM
DUK
Tags
Market News
Stocks / Equities
DUK
From
TalkMarkets
Staples And Utilities Relatively Close To Their Highs
May 03, 2025
Tickers
SPX
XLP
XLU
Tags
Utilities
Stocks / Equities
SPX
From
TalkMarkets
Where the 'Fast Money' traders see the most promise — and problems — over President Trump's next 100 days
April 29, 2025
Tickers
JOBS
Tags
Amazon/com Inc
Artificial intelligence
Finance
From
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Why Lennar is betting on a startup building backup batteries for Texas homes
April 29, 2025
Tags
Energy
Technology
Clean Start
From
CNBC.com News
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
April 28, 2025
Tickers
AVA
D
NEWS
POR
Tags
Markets
Pre/Market Outlook
Price Target
From
Benzinga
Top 2 Utilities Stocks That May Collapse This Month
April 21, 2025
Tickers
KEP
NEWS
NGG
RSI
Tags
Benzinga
Markets
RSI
From
Benzinga
This fund is designed to help investors withstand wild market swings
April 19, 2025
Tags
Economy
China Politics
Breaking News: Investing
From
CNBC.com News
Top 2 Utilities Stocks That Could Lead To Your Biggest Gains In April
April 17, 2025
Tickers
NEWS
NOVA
PCYO
RSI
Tags
PCYO
RSI
Markets
From
Benzinga
Customers could end up paying for data centers' energy costs in the absence of reform: Experts
April 16, 2025
Tags
Environment
Alternative and sustainable energy
Energy
From
CNBC.com News
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields
April 10, 2025
Tickers
AES
AVA
NEWS
NWN
Tags
Expert Ideas
Pre/Market Outlook
Markets
From
Benzinga
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