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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Bond Fund Seminar
RSVP-Signup Form
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Will Workhorse Stock Recover in 2023?
November 19, 2022
Tickers
AXL
WKHS
Tags
AXL
Market News
WKHS
From
Motley Fool
3 EV Stocks to Sell Right Now … and 1 to Buy
November 16, 2022
Tickers
ALB
HYZN
SOLO
WKHS
Tags
Stocks to Sell
NASDAQ:WKHS,NASDAQ:HYZN,NASDAQ:SOLO,NYSE:ALB
WKHS
From
InvestorPlace
3 EV Stocks Smart Investors Shouldn’t Touch With a 10-Foot Pole
November 15, 2022
Tickers
LCID
MULN
TSLA
WKHS
Tags
MULN
LCID
Market News
From
InvestorPlace
Elon Musk's 'Golden Child' Tesla At Crossroads, Rivian Flags Spending Cut, Lucid Strikes Funding Deals And More: Week's Biggest EV Stories
November 12, 2022
Tickers
AAPL
FFIE
GOEV
HNHPF
Tags
Tech
RIDE
electric vehicles
From
Benzinga
Workhorse Group Q3 Earnings Miss Street View; Launches Stables & Stalls Initiative
November 08, 2022
Tickers
WKHS
Tags
Market News
News
WKHS
From
Benzinga
23 Penny Stocks to Buy for a MASSIVE Bull Market in 2023
November 07, 2022
Tickers
AAL
AAPL
AEVA
APPH
Tags
POAHY
WKHS
HTZ
From
InvestorPlace
Tesla Investors Cheer Lack Of Stock Sale By Elon Musk, Toyota Plotting Model 3 Rival In China, Europe Plans EV Pivot By 2035: Week's Biggest EV Stories
October 29, 2022
Tickers
FFIE
LCID
TECH
TM
Tags
Penny Stocks
Media
WKHS
From
Benzinga
Why Workhorse Stock Is Rising
October 25, 2022
Tickers
LCID
TSLA
WKHS
Tags
Trading Ideas
LCID
Movers
From
Benzinga
3 EV Stocks to Sell Before They Crash
October 24, 2022
Tickers
ARVL
NKLA
RIDE
RIVN
Tags
NASDAQ:RIDE,NASDAQ:NKLA,NASDAQ:WKHS,NASDAQ:TSLA,NASDAQ:RIVN,NASDAQ:ARVL,NYSE:RMO
RIDE
Today's Market
From
InvestorPlace
Don’t Get Caught Holding Any of These Stocks to Sell in 2023
October 24, 2022
Tickers
ACB
SNDL
WKHS
Tags
Stocks to Sell
WKHS
SNDL
From
InvestorPlace
Tesla Tops Auto Stocks For Short Sellers: How Do Ford, Nio, Lucid And Rivian Rank?
October 14, 2022
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F
FSR
LCID
NIO
Tags
RIVN
Analyst Ratings
Small Cap
From
Benzinga
Short Interest Sector Focus: Consumer Cyclical Sector
October 11, 2022
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BBBY
BBIG
BGFV
BLNK
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Trading Ideas
EYE
Benzinga
From
Benzinga
Tesla's AI Day Announcements, Lordstown, Fisker On Track With Production Plans, Faraday Future Gets A Lifeline And More: Week's Biggest EV Stories
October 01, 2022
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FFIE
FSR
HNHPF
LCID
Tags
Penny Stocks
LI
FSR
From
Benzinga
Why Workhorse Stock Is Falling
September 29, 2022
Tickers
WKHS
Tags
Small Cap
Trading Ideas
Benzinga
From
Benzinga
Short Interest Sector Focus: Consumer Cyclical Sector
September 20, 2022
Tickers
BBBY
BGFV
BLNK
EYE
Tags
Trading Ideas
EYE
W
From
Benzinga
Short Interest Sector Focus: Consumer Cyclical Sector
August 24, 2022
Tickers
BBBY
BGFV
BLNK
EYE
Tags
Short Ideas
Small Cap
BGFV
From
Benzinga
7 Electric Vehicle Stocks With the Most Potential for 2023 and Beyond
August 23, 2022
Tickers
ARVL
F
GM
PTRA
Tags
WKHS
ARVL
NASDAQ:RIVN,NYSE:F,NASDAQ:PTRA,NYSE:GM,NYSE:WKHS,NASDAQ:ARVL,NYSE:QS
From
InvestorPlace
7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News
August 16, 2022
Tickers
AMZN
BLNK
CHPT
DTRUY
Tags
RIVN
FSR
Market News
From
InvestorPlace
3 EV Stocks That Won’t Exist by 2024
August 16, 2022
Tickers
ARVL
F
GM
MULN
Tags
RIVN
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NASDAQ:RIDE,NASDAQ:WKHS,NASDAQ:MULN,NYSE:F,NYSE:GM,NASDAQ:RIVN,NASDAQ:ARVL
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2022
August 10, 2022
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ALLO
AMRS
APRN
ARCT
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AMRS
EVO
OKTA
From
Benzinga
Why Avalo Therapeutics Surged 32%; Here Are 111 Biggest Movers From Yesterday
August 10, 2022
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AEL
AEO
AERC
AHCO
Tags
VRNA
SGC
NCLH
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
August 09, 2022
Tickers
BBBY
BBQ
BODY
BQ
Tags
BZI/TFM
Market News
BBQ
From
Benzinga
Workhorse Group Shares Plummet Post Q2 Results
August 09, 2022
Tickers
WKHS
Tags
Earnings
Penny Stocks
Movers
From
Benzinga
Workhorse Stock Is Getting Hammered Today: Here's Why
August 09, 2022
Tickers
WKHS
Tags
Trading Ideas
Small Cap
WKHS
From
Benzinga
Why Workhorse Stock Plunged Today
August 09, 2022
Tickers
WKHS
Tags
Market News
WKHS
Recent Press Releases
From
Motley Fool
Recap: Workhorse Q2 Earnings
August 09, 2022
Tickers
WKHS
Tags
Benzinga
WKHS
BZI/Recaps
From
Benzinga
Workhorse Stock Is Popping Off Today: Here's Why
August 08, 2022
Tickers
WKHS
Tags
Small Cap
Trading Ideas
Benzinga
From
Benzinga
Why Are EV Stocks WKHS, NKLA, FSR, PSNY Up Today?
August 04, 2022
Tickers
FSR
NKLA
PSNY
TSLA
Tags
NASDAQ:WKHS,NASDAQ:NKLA,NYSE:FSR,NASDAQ:PSNY,NASDAQ:TSLA
Market News
Today's Market
From
InvestorPlace
7 Cheap Electric Vehicle Stocks to Buy Before They Boom
August 04, 2022
Tickers
ARVL
F
GOEV
HNHPF
Tags
ARVL
WKHS
Market News
From
InvestorPlace
Cheap Stocks to Buy Now if You Have $100 to Spend
August 01, 2022
Tickers
AAL
F
KGC
LYG
Tags
NOK
LYG
NYSE:NOK,NYSE:F,NASDAQ:SOFI,NYSE:KGC,NASDAQ:WKHS,NASDAQ:AAL,NYSE:LYG
From
InvestorPlace
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