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home
about us
Investment Approach
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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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Unusual Options Activity Insight: ViacomCBS
August 04, 2021
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VIAC
Tags
Market News
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ViacomCBS Is Losing Multiple Battles in the Streaming Wars
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ViacomCBS: Don’t Hold Your Breath on Big Gains
August 03, 2021
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Price Over Earnings Overview: ViacomCBS
August 03, 2021
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Earnings
Markets
BZI/PE
From
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Even Without a Merger, ViacomCBS Stock Is Compelling
August 03, 2021
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VIAC
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CNBC's David Faber To Guest Host 'Jeopardy!' This Week
August 02, 2021
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Prepare for a Memorable Second Act with ViacomCBS
August 02, 2021
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Videogames entered the mainstream in the pandemic, but the industry faces a rough transition
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Investing In Coinbase, Robinhood Early: Is Nas The Best Rapper Turned Investor?
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Ben Horowitz
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Analyzing ViacomCBS's Unusual Options Activity
July 29, 2021
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VIAC
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Market News
BZI/UOA
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'South Park' Creators Consider Buying Casa Bonita Restaurant
July 29, 2021
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Benzinga
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Here’s what’s worth streaming in August 2021: ‘Nine Perfect Strangers,’ ‘The Chair’ and more
July 28, 2021
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Barstool Sports Lands Sponsorship, Broadcast Rights To NCAA Bowl Game
July 27, 2021
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8 Communication Services Stocks Showing Unusual Options Activity In Today's Session
July 27, 2021
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How Netflix and Disney Helped Hasbro Stock Rocket Higher After Q2 2021
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AT&T's WarnerMedia Just Threw Theater Chains Like AMC and Cinemark Under the Bus
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Shyamalan's 'Old' Is New Box Office Champ, 'Space Jam' Drops To Fourth-Place
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Great News Investors! It's Not Too Late to Invest in Streaming
July 24, 2021
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Understanding ViacomCBS's Unusual Options Activity
July 23, 2021
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BZI/UOA
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7 Cheap Value Stock Plays for August
July 23, 2021
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Here's the Scary Reason Netflix's Q2 Subscriber Growth in the U.S. Was So Poor
July 23, 2021
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3 Dogecoin Alternatives to Buy As Cryptocurrencies Enter A Bear Market
July 21, 2021
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Unusual Options Activity Insight: ViacomCBS
July 21, 2021
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Benzinga
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Here’s where JPMorgan is seeing stock bargains, as the bank lifts its end-year S&P 500 target to 4,600
July 20, 2021
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Comcast, ViacomCMS Discuss Possible Streaming Partnership For International Foray: WSJ
July 20, 2021
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CEOs of Comcast, ViacomCBS met to talk possible streaming partnership overseas
July 19, 2021
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Amid 'Space Jam' Sequel Success, LeBron James' SpringHill Media Seeks Investors
July 19, 2021
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Space Jam: A New Legacy
From
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Analyzing ViacomCBS's Unusual Options Activity
July 19, 2021
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Benzinga
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25 stocks, including Tesla and Nvidia, that are down 30% or more from 52-week highs
July 19, 2021
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Disney Slammed By Theater Owners For Simultaneous Cinema-Streaming Release Of 'Black Widow'
July 19, 2021
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Media
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