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home
about us
Investment Approach
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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
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What Will the Stock Market Do Today, Aug. 17? 3 Big Stories to Watch.
August 17, 2021
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From
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August 17, 2021
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August 16, 2021
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A
ADI
AMAT
AMCR
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From
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Understanding ContextLogic's Unusual Options Activity
August 16, 2021
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Tags
WISH
Benzinga
BZI/UOA
From
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August 16, 2021
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ContextLogic Stock Could Pop as It Moves Into the Fintech Arena
August 16, 2021
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August 16, 2021
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DATS
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News
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Clover Stock Has Limited Rebound Potential, So Stay Away
August 16, 2021
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TLRY
WISH
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Stocks to Sell
TLRY
Market News
From
InvestorPlace
ContextLogic Stock Keeps Proving Why It Is Not the Next Amazon
August 16, 2021
Tickers
AMZN
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Stocks to Sell
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NASDAQ:WISH,NASDAQ:AMZN
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August 16, 2021
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August 16, 2021
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GME
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From
Benzinga
'Long Road Ahead': BofA Downgrades ContextLogic With Revenue Expected To Get Worse Before Better
August 13, 2021
Tickers
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Wish
Bank of America
From
Benzinga
Why ContextLogic Stock Crashed Today
August 13, 2021
Tickers
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Tags
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Market News
From
Motley Fool
What Did the Stock Market Do Today, Aug. 13? 3 Big Stories to Catch Up On.
August 13, 2021
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From
InvestorPlace
eBay And AMD Lead The QQQ Friday
August 13, 2021
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News
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AMD
From
Benzinga
WISH Stock Price Predictions: Is ContextLogic Really Headed to $5?
August 13, 2021
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Today's Market
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From
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Expert Ratings For ContextLogic
August 13, 2021
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Where ContextLogic Stands With Analysts
August 13, 2021
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Benzinga
53 Stocks Moving In Friday's Mid-Day Session
August 13, 2021
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Benzinga
Cowen, JP Morgan Downgrade ContextLogic On Q2 Earnings Disappointment, Slash Price Targets
August 13, 2021
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News
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Benzinga
Wish stock plunges toward a record low as analyst turns tail after disappointing earnings report
August 13, 2021
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From
MarketWatch
Unusual Options Activity Insight: ContextLogic
August 13, 2021
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For August 13, 2021
August 13, 2021
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Wish Stock Tanks Following Q2 Print: Will Bulls Buy The Dip?
August 13, 2021
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Why WISH Shares Are Getting Slammed Today
August 13, 2021
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10 Biggest Price Target Changes For Friday
August 13, 2021
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August 13, 2021
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U.S. stocks hold steady after record run, while Disney surges in premarket after blowout results
August 13, 2021
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From
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