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home
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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
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(WHR) - Analyzing Whirlpool's Short Interest
February 03, 2025
Tickers
WHR
Tags
WHR
BZI/SHORTHIST
Market News
From
Benzinga
Why Whirlpool Stock Dropped Nearly 20% This Week
January 31, 2025
Tickers
WHR
Tags
Recent Press Releases
Market News
WHR
From
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Top 4 Consumer Stocks That Are Set To Fly This Month
January 31, 2025
Tickers
CAL
LVWR
MNRO
NEWS
Tags
Benzinga
CAL
Consumer Stocks
From
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Nasdaq Moves Lower; Meta Platforms Posts Strong Sales
January 30, 2025
Tickers
ATHE
CRGX
META
NEWS
Tags
META
News
Commodities
From
Benzinga
Whirlpool Inventory Reduction, Low Discretionary Spending Led To Q4 Revenue Miss, Says Analyst
January 30, 2025
Tickers
WHR
Tags
Goldman Sachs
General
Susan Maklari
From
Benzinga
Market Whales and Their Recent Bets on WHR Options
January 30, 2025
Tickers
WHR
Tags
Markets
BZI/UOA
Benzinga
From
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UPS, Whirlpool, Microsoft And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
January 30, 2025
Tickers
CI
MSFT
NEWS
NOW
Tags
Pre/Market Outlook
News
NOW
From
Benzinga
Why Meta Platforms Shares Are Trading Higher; Here Are 20 Stocks Moving Premarket
January 30, 2025
Tickers
ALTG
ATHE
AWX
CARM
Tags
META
NOW
NAOV
From
Benzinga
Whirlpool Q4 Earnings Highlights: EPS Beat, Revenue Miss, Stock Falls On Guidance
January 29, 2025
Tickers
NEWS
WHR
Tags
Top Stories
News
Trading Ideas
From
Benzinga
Whirlpool Q4 Earnings Assessment
January 29, 2025
Tickers
WHR
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Earnings
BZI/Recaps
Benzinga
From
Benzinga
Recap: Whirlpool Q4 Earnings
January 29, 2025
Tickers
WHR
Tags
WHR
Benzinga
Market News
From
Benzinga
Whirlpool: Q4 Earnings Insights
January 29, 2025
Tickers
WHR
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Earnings Scheduled For January 29, 2025
January 29, 2025
Tickers
ADP
AIT
AMP
ASML
Tags
PB
CHRW
SIGI
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 23, 2025
Tickers
AMZN
CMG
EBAY
F
Tags
F
TSLA
JD
From
Benzinga
Where Whirlpool Stands With Analysts
January 14, 2025
Tickers
WHR
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Analyst Ratings
WHR
Benzinga
From
Benzinga
5 Stocks to Sell Before Trump's Mexico Tariffs
January 07, 2025
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BDX
GM
STZ
SWKS
Tags
Benzinga
SWKS
Opinion
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
December 02, 2024
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AMZN
BABA
CHWY
GME
Tags
PDD
CHWY
Benzinga
From
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Got $5,000? These 5 High-Yield Dividend Stocks Could Turn It Into More Than $300 of Annual Passive Income.
November 11, 2024
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ENB
FYBR
VICI
VZ
Tags
WHR
Market News
WPC
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Motley Fool
This High-Yield Stock Has Huge Potential, but Is It Safe to Buy Now?
November 04, 2024
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WHR
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WHR
Market News
Recent Press Releases
From
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How Is The Market Feeling About Whirlpool?
October 29, 2024
Tickers
WHR
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Short Sellers
Benzinga
Short Ideas
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields
October 29, 2024
Tickers
DIN
KSS
NEWS
WHR
Tags
Market News
Consumer Stocks
KSS
From
Benzinga
2 Stocks Down 12% and 13% to Buy Right Now
October 26, 2024
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OXY
WHR
Tags
WHR
OXY
Recent Press Releases
From
Motley Fool
Tesla To Rally Over 21%? Here Are 10 Top Analyst Forecasts For Friday
October 25, 2024
Tickers
COUR
KDP
LC
LLY
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SKX
WHR
Analyst Ratings
From
Benzinga
Here's Why Whirlpool Surged 13% Today (and Why There Could Be More to Come)
October 24, 2024
Tickers
WHR
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WHR
Recent Press Releases
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UPS Posts Upbeat Q3 Results, Joins Tesla, Celestica, Pool, T-Mobile And Other Big Stocks Moving Higher On Thursday
October 24, 2024
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ACIC
ADT
ASTS
CBRE
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CBRE
Market News
Movers
From
Benzinga
A Preview Of Whirlpool's Earnings
October 22, 2024
Tickers
WHR
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Earnings
Benzinga
Market News
From
Benzinga
Why I Just Swapped These 2 Well-Known Dividend Stocks
October 19, 2024
Tickers
MMM
WHR
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Market News
Recent Press Releases
WHR
From
Motley Fool
Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks With Over 5% Dividend Yields
October 15, 2024
Tickers
F
KSS
NEWS
WHR
Tags
Pre/Market Outlook
News
F
From
Benzinga
Falling Interest Rates Could Send These 2 Stocks Surging
September 29, 2024
Tickers
UPST
WHR
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Recent Press Releases
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WHR
From
Motley Fool
Want Safe Dividend Income in 2024 and Beyond? Invest in These 3 Ultra-High-Yield Stocks.
September 20, 2024
Tickers
MO
O
WHR
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MO
Market News
O
From
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