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Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Maturity Risk
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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
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TAF sm Program
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Sample Portfolio
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Read FULL Seminar Here
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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
Featured Quarterly Newsletter
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Wall Street's Most Accurate Analysts Spotlight On 3 Consumer Stocks With Over 5% Dividend Yield
September 16, 2024
Tickers
BLMN
KSS
NEWS
WHR
Tags
Pre/Market Outlook
News
Markets
From
Benzinga
Why a Recent Quote From Home Depot's Management Could Mean Good News for This High-Yield Stock
September 13, 2024
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HD
WHR
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WHR
From
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Jim Cramer Doesn't Like Carnival Right Now: Royal Caribbean Is 'The One You Want'
September 06, 2024
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CCL
DXCM
EPR
NEWS
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3 High-Yield Dividend Stocks That Can Earn You Bundles of Cash
August 15, 2024
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VTS
WHR
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WHR
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(WHR) - Analyzing Whirlpool's Short Interest
August 09, 2024
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WHR
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WHR
Market News
BZI/SHORTHIST
From
Benzinga
Stocks To Buy As World Temperatures Rise: July 2024 Was The Hottest Month Ever For Some Regions
August 08, 2024
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BLD
CARR
CEG
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General
News
OC
From
Benzinga
3 Dividend Stocks to Sell in August Before They Crash & Burn
August 07, 2024
Tickers
STX
WHR
XRX
Tags
Stocks to Sell
NASDAQ:STX,NYSE:WHR,NASDAQ:XRX
STX
From
InvestorPlace
Could This Value Stock Be the "Biggest Beneficiary of a Housing Recovery?" Its CEO Sure Thinks So.
August 02, 2024
Tickers
WHR
Tags
Market News
Recent Press Releases
WHR
From
Motley Fool
Whirlpool Just Cut Its Guidance. Here's Why It's Still an Unstoppable Value Stock
July 31, 2024
Tickers
WHR
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WHR
Recent Press Releases
Market News
From
Motley Fool
Nasdaq, S&P Futures Slide On More Negative Tech Tidings As Focus Shifts To Q2 GDP Data: Strategist Says Trump Trades May Not Work Even If Ex-President Retakes White House
July 25, 2024
Tickers
AAL
ABBV
AZN
BJRI
Tags
Charlie Bilello
KNX
Stories That Matter
From
Benzinga
WHR Stock Earnings: Whirlpool Meets EPS, Beats Revenue for Q2 2024
July 24, 2024
Tickers
WHR
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Market News
Earnings Reports
WHR
From
InvestorPlace
10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 24, 2024
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AMZN
BABA
BC
DASH
Tags
BZI/AUOA
DASH
PENN
From
Benzinga
US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
July 24, 2024
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AAPL
AMZN
BSX
CB
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Benzinga
TMO
Large Cap
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Benzinga
US Stocks Could Open Sharply Lower As Tesla, Alphabet Earnings Offer No Cheer: Analyst Says This Bodes Well For Small-Caps, 'Only Takes A Small Spark To Ignite A Powerful Move'
July 24, 2024
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CHKP
CME
CMG
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GD
John Lynch'
From
Benzinga
Tesla, Alphabet, GM, Ford Lead Earnings Parade This Week As Market Struggles To Sustain The Summer Rally
July 21, 2024
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ABBV
AGYS
ASML
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STM
Market News
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Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 18, 2024
Tickers
AMZN
BABA
CMG
DASH
Tags
F
TSLA
WHR
From
Benzinga
3 Forgotten Blue-Chip Stocks That Could Double Your Money
July 18, 2024
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AFL
DG
DLTR
WHR
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NYSE:AFL,NYSE:DG,NYSE:WHR,NASDAQ:DLTR
Uncategorized
From
InvestorPlace
Looking Into Whirlpool's Recent Short Interest
July 02, 2024
Tickers
WHR
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Market News
BZI/SHORTHIST
WHR
From
Benzinga
Is Whirlpool Being Taken Over? Here's Why It Would Make Sense.
July 02, 2024
Tickers
WHR
Tags
WHR
Market News
Recent Press Releases
From
Motley Fool
Here's Why Shares in Whirlpool Zoomed Higher This Week
June 28, 2024
Tickers
WHR
Tags
Recent Press Releases
Market News
WHR
From
Motley Fool
3 Stocks to Buy Right Now Without Any Hesitation
June 28, 2024
Tickers
FDX
RIVN
WHR
Tags
VOW3
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From
InvestorPlace
Bosch Bid Hype Fades, But Analyst Sees Whirlpool's Potential
June 27, 2024
Tickers
IJH
NEWS
SCHD
WHR
Tags
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Reiteration
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Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
June 26, 2024
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AMZN
ANF
CBRL
CVNA
Tags
TSLA
CVNA
ANF
From
Benzinga
Why Whirlpool Stock Is Up Big Today
June 26, 2024
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JCI
WHR
Tags
JCI
WHR
Recent Press Releases
From
Motley Fool
Billionaire Steve Cohen Just Took a 5.5% Stake in Sphere Entertainment (SPHR) Stock
June 26, 2024
Tickers
CMG
RIVN
SPHR
WHR
Tags
Market News
Today's Market
WHR
From
InvestorPlace
WHR Stock Climbs 12% on News Bosch Is Eyeing a Bid for Whirlpool
June 26, 2024
Tickers
CMG
NVDA
RIVN
WHR
Tags
NYSE:WHR,NYSE:CMG,NASDAQ:RIVN,NASDAQ:NVDA
NVDA
RIVN
From
InvestorPlace
Home Appliances Giant Whirlpool Stock Is Soaring On Wednesday - Here's Why
June 26, 2024
Tickers
IJH
NEWS
SCHD
WHR
Tags
WHR
Movers
Media
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks With Over 6% Dividend Yields
June 24, 2024
Tickers
KSS
NEWS
WEN
WHR
Tags
Markets
Wall Street's Most Accurate Analysts
Trading Ideas
From
Benzinga
7 Dividend Stocks to Sell in June Before They Crash & Burn
June 18, 2024
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BGS
CATO
NEP
WBA
Tags
BGS
XRX
WEN
From
InvestorPlace
3 Stocks to Sell (or Short) Before the Housing Market Cracks
June 12, 2024
Tickers
OPEN
WHR
Z
Tags
NYSE:WHR,NASDAQ:OPEN,NASDAQ:Z
Z
OPEN
From
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