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home
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
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Down Almost 50% from All-Time Highs, Is Fiverr Stock a Buy?
August 27, 2021
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FVRR
WIX
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Why Fiverr International Is a Great Buy Right Now
August 27, 2021
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Wix Plunged After Earnings -- Should Investors Be Worried?
August 24, 2021
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When Bad Things Happen to Good Stocks
August 23, 2021
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SQSP
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Market News
TTD
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Why I'm Bullish on Wix Stock After Its Latest Earnings Report
August 21, 2021
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WIX
Market News
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2 International Tech Stocks to Buy Right Now
August 21, 2021
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Market News
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Analyst Ratings For Wix.com
August 19, 2021
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BZI/AAR
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Benzinga
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Where Wix.com Stands With Analysts
August 17, 2021
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Stocks That Hit 52-Week Lows On Tuesday
August 17, 2021
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10 Biggest Price Target Changes For Tuesday
August 17, 2021
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APP
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3 Top E-Commerce Stocks to Buy in August
August 16, 2021
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August 16, 2021
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Why Wix.com Tanked Over 23% This Week
August 13, 2021
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WIX
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What Will the Stock Market Do Today, Aug. 13? 3 Big Stories to Watch.
August 13, 2021
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Stocks That Hit 52-Week Lows On Friday
August 13, 2021
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What 15 Analyst Ratings Have To Say About Wix.com
August 12, 2021
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3 Stocks to Buy While Others Panic By Mistake
August 12, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For August 12, 2021
August 12, 2021
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Analysts Bash Wix.com Following Mixed Q2 Results
August 12, 2021
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August 12, 2021
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66 Biggest Movers From Yesterday
August 12, 2021
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U
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Wix.com (WIX) Q2 2021 Earnings Call Transcript
August 11, 2021
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What Did the Stock Market Do Today, Aug. 11? 3 Big Stories to Catch Up On.
August 11, 2021
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Why Wix.com Stock Looks Sick This Morning
August 11, 2021
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Analyzing Wix.com's Unusual Options Activity
August 11, 2021
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Benzinga
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Wix.com Shares Get Slammed As Uncertainty Clouds Its Business Prospects; Lowers Q3 Guidance
August 11, 2021
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August 11, 2021
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Earnings Scheduled For August 11, 2021
August 11, 2021
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Understanding Wix.com's Unusual Options Activity
August 10, 2021
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Wix.com Earnings Preview
August 10, 2021
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