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about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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
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
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Stock futures mixed, with regional lenders continuing to rise as Fed loan data looms
May 08, 2023
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Benzinga
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Western Digital Data Breach: Hackers Demand Huge Ransom In Exchange Of Sensitive Data
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Chip Companies Continue to Dominate – This One is My Favorite
April 13, 2023
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MU, NVDA, AAPL, HPQ, WDC, TSM, VZN
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Samsung Cuts Memory Production, and It's a Huge Win for Micron
April 12, 2023
Tickers
MU
WDC
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Why Is Western Digital (WDC) Stock Up 8% Today?
April 10, 2023
Tickers
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SSNLF
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NASDAQ:WDC,OTCMKTS:SSNLF,NASDAQ:MU
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April 10, 2023
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What's Going On With Western Digital And Seagate Shares Today?
April 10, 2023
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Micron, Tesla, Apple, Tupperware and other stocks on the move
April 10, 2023
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April 03, 2023
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March 29, 2023
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March 28, 2023
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Micron earnings: What to expect when the memory-chip company reports Tuesday
March 28, 2023
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Is Micron selling memory chips for less than they cost to make? That may mean the bottom is near.
March 27, 2023
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Tags
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The tech hardware industry is full of red flags, and this analyst sees only one exception
March 23, 2023
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GFS
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Benzinga's Top Ratings Upgrades, Downgrades For March 2, 2023
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AXON
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BTE
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7 Overlooked Tech Stocks That Could Be the Next Big Thing
February 19, 2023
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CTSH
FISV
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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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This Analyst Upgrades Major Semiconductor Stocks, Sees Demand Improvement In 2H
February 10, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2023
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Nasdaq Index Alert: Why Tech Stocks Gained 10% in January 2023
February 02, 2023
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WBD
WDC
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NASDAQ:TSLA,NASDAQ:WBD,NASDAQ:WDC
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WBD
From
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The 5 Most Undervalued Tech Stocks for Your February Buy List
February 02, 2023
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ACN
AMZN
BBAI
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NOW
INTC
From
InvestorPlace
Should You Still Buy the S&P 500's Best-Performing January Stocks?
February 02, 2023
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TSLA
WBD
WDC
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WDC
WBD
Recent Press Releases
From
Motley Fool
7 Sorry Semiconductor Stocks to Sell in February Before It’s Too Late
February 01, 2023
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AAPL
AMAT
AMD
INTC
Tags
INTC
QCOM
Market News
From
InvestorPlace
Western Digital Gross Margins Vulnerable To Pricing, Minimal Cost-Down, Analyst Says
February 01, 2023
Tickers
SSNLF
TECH
WDC
Tags
Movers
Analyst Ratings
Market News
From
Benzinga
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