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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
Featured Quarterly Newsletter
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Clover Health, Palantir, SoFi, Wish, Disney And More — Stocks Buzzing On WallStreeBets Today
August 12, 2021
Tickers
CLOV
DIS
MRNA
MU
Tags
News
Short Squeeze
Reddit
From
Benzinga
10 Stocks Moving In Thursday's After-Hours Session
August 12, 2021
Tickers
ABNB
BIOL
BODY
BOXL
Tags
Movers
BODY
Trading Ideas
From
Benzinga
WISH Plummets On Q2 Earnings: Here's Why Traders Are Saying 'Yikes'
August 12, 2021
Tickers
TECH
WISH
Tags
Benzinga
online stocks
News
From
Benzinga
Wish stock tanks 18% as e-commerce company says demand slowed, costs rose more than expected
August 12, 2021
Tickers
AAPL
WISH
Tags
WISH
AAPL
From
MarketWatch
Earnings Scheduled For August 12, 2021
August 12, 2021
Tickers
MRAM
NBY
NDRA
NEO
Tags
OGN
NYC
OWLT
From
Benzinga
Better E-Commerce Stock: Jumia Technologies or Wish
August 11, 2021
Tickers
AMZN
BABA
JMIA
MELI
Tags
Market News
JMIA
MELI
From
Motley Fool
Unusual Options Activity Insight: ContextLogic
August 11, 2021
Tickers
WISH
Tags
WISH
Benzinga
Movers
From
Benzinga
Analyzing ContextLogic's Unusual Options Activity
August 09, 2021
Tickers
WISH
Tags
WISH
Benzinga
BZI/UOA
From
Benzinga
The 7 Newest Meme Stocks Grabbing Retail Investor Attention
August 09, 2021
Tickers
AMC
AMZN
BB
BBBY
Tags
Market News
BB
GME
From
InvestorPlace
Buy ContextLogic Stock Now, Ahead of Its Likely Comeback
August 09, 2021
Tickers
GOOG
GOOGL
SHOP
W
Tags
W
GOOG
Market News
From
InvestorPlace
Palantir Stock Is Stuck in a Trading Range. Here’s How It Could Spark Higher.
August 06, 2021
Tickers
AMZN
GME
PINS
PLTR
Tags
PLTR
PINS
GME
From
InvestorPlace
Buy WISH Stock For The Growth Potential
August 06, 2021
Tickers
AMZN
BAC
EBAY
WISH
Tags
NASDAQ:WISH,NASDAQ:EBAY,NASDAQ:AMZN,NYSE:BAC
Market News
BAC
From
InvestorPlace
Buy ContextLogic Stock Before It Bounces Back From This Steep Drop
August 06, 2021
Tickers
AMZN
BABA
EBAY
WISH
Tags
NASDAQ:WISH,NASDAQ:AMZN,NYSE:BABA,NASDAQ:EBAY,NYSE:WMT
EBAY
AMZN
From
InvestorPlace
Fading Hype and Too Many Unknowns Signal To Steer Clear of Vinco Ventures
August 06, 2021
Tickers
AMC
BBIG
CLOV
GME
Tags
Market News
GME
Stocks to Sell
From
InvestorPlace
'WISH Will Be Over $100 One Day': Mr. Zack Morris Joins 'Pennies: Going In Raw' Podcast, Talks ContextLogic
August 05, 2021
Tickers
AHT
WISH
Tags
Market News
AHT
Pennies Going In Raw
From
Benzinga
Understanding ContextLogic's Unusual Options Activity
August 05, 2021
Tickers
WISH
Tags
BZI/UOA
Movers
Market News
From
Benzinga
7 Reddit Stocks To Buy if The ‘Meme Stocks’ Trend Has Runway
August 05, 2021
Tickers
CLNE
CLOV
LCID
TLRY
Tags
WKHS
TLRY
Market News
From
InvestorPlace
You Should Still Buy ContextLogic Stock, Even Though Meme Traders Moved on
August 03, 2021
Tickers
ABNB
CSCO
GOOG
SQ
Tags
CSCO
ABNB
Stocks to Buy
From
InvestorPlace
Analyzing ContextLogic's Unusual Options Activity
August 03, 2021
Tickers
WISH
Tags
WISH
Benzinga
Movers
From
Benzinga
Shoppers Love a Bargain, and Investors Should Love ContextLogic Stock
August 03, 2021
Tickers
WISH
Tags
WISH
Stocks to Buy
NASDAQ:WISH
From
InvestorPlace
4 Top Stock Trades for Tuesday: GE, AMD, WISH, BABA
August 02, 2021
Tickers
AMD
BABA
GE
NVDA
Tags
NYSE:GE,NASDAQ:AMD,NASDAQ:NVDA,NASDAQ:WISH,NYSE:BABA
GE
NVDA
From
InvestorPlace
WISH Stock: A Former Google Exec Just Joined the ContextLogic Rocketship
August 02, 2021
Tickers
GOOG
GOOGL
WISH
Tags
WISH
GOOGL
NASDAQ:WISH,NASDAQ:GOOG,NASDAQ:GOOGL
From
InvestorPlace
ContextLogic Appoints Former Google Executive Tarun Jain As Chief Product Officer
August 02, 2021
Tickers
GOOGL
WISH
Tags
Benzinga
Management
Briefs
From
Benzinga
ContextLogic Stock Is a Buy at $10 Per Share
August 02, 2021
Tickers
WISH
Tags
Stocks to Buy
WISH
NASDAQ:WISH
From
InvestorPlace
Could These 5 Stocks Be Worth $500 Billion Decades From Now? Twitter Users Think So
July 31, 2021
Tickers
AYX
BOMN
BYND
DM
Tags
TWTR
Plant Based Food
WISH
From
Benzinga
ContextLogic Should Benefit From China’s Crackdown
July 30, 2021
Tickers
BABA
JD
PDD
WISH
Tags
PDD
NASDAQ:WISH,NYSE:BABA,NASDAQ:JD,NASDAQ:PDD
Market News
From
InvestorPlace
Sell ContextLogic Stock While You Can Before Paper Losses Worsen
July 30, 2021
Tickers
CLOV
JMIA
WISH
Tags
CLOV
WISH
Market News
From
InvestorPlace
Understanding ContextLogic's Unusual Options Activity
July 29, 2021
Tickers
WISH
Tags
Market News
BZI/UOA
Options
From
Benzinga
A WallStreetBets Alternative to Clover Health
July 29, 2021
Tickers
AMC
BRK-A
BRK-B
CLOV
Tags
BRK/B
NASDAQ:CLOV,NYSE:AMC,NASDAQ:WISH,NYSEARCA:SPY,NYSE:BRK/A,NYSE:BRK/B,NYSEARCA:SPAK
BRK/A
From
InvestorPlace
Why Investors Should Think Twice Before Investing in ContextLogic -- or Wish
July 29, 2021
Tickers
WISH
Tags
WISH
Market News
From
Motley Fool
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