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about us
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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
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Williams-Sonoma To Absorb Tariff Costs, Maintains Revenue Outlook
May 22, 2025
Tickers
NEWS
WSM
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Benzinga
Earnings
From
Benzinga
US Stock Likely To Open On A Mixed Note After 2-Day Fall: 'We Do Not See The US Economy Dipping Into A Recession This Year,' Says Expert
May 22, 2025
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Williams-Sonoma, Snowflake And 3 Stocks To Watch Heading Into Thursday
May 22, 2025
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Dow Tumbles Over 800 Points Amid Weak Results, Fiscal Policy Concerns: Investor Sentiment Declines, Fear Index Remains In 'Greed' Zone
May 22, 2025
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Earnings Preview: Williams-Sonoma
May 21, 2025
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How To Earn $500 A Month From Williams-Sonoma Stock Ahead Of Q1 Earnings
May 21, 2025
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One of the Newest Stocks in the S&P 500 Has Soared 33,150% Since Its IPO, and It's Still a Buy Right Now, According to a Certain Wall Street Analyst
May 20, 2025
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This United Airlines Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
May 19, 2025
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Netflix To $1,220? Here Are 10 Top Analyst Forecasts For Monday
May 19, 2025
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BP
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May 15, 2025
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Forecasting The Future: 13 Analyst Projections For Williams-Sonoma
May 15, 2025
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Benzinga
From
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This Williams-Sonoma Analyst Begins Coverage On A Bearish Note; Here Are Top 4 Initiations For Thursday
May 15, 2025
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PANW
W
WBTN
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From
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NRG Energy Posts Upbeat Earnings, Joins Tesla, Apple, Amazon And Other Big Stocks Moving Higher On Monday
May 12, 2025
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AMZN
ASO
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From
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$1000 Invested In Williams-Sonoma 15 Years Ago Would Be Worth This Much Today
May 07, 2025
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Benzinga
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From
Benzinga
Is the Market Bullish or Bearish on Williams-Sonoma?
May 06, 2025
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1 No-Brainer Vanguard ETF to Buy in May
May 03, 2025
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2 Under-the-Radar Housing Stocks With Market-Beating Potential
April 30, 2025
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Here's How Much You Would Have Made Owning Williams-Sonoma Stock In The Last 20 Years
April 25, 2025
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Benzinga
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A Glimpse Into The Expert Outlook On Williams-Sonoma Through 13 Analysts
April 25, 2025
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Benzinga
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This Lowe's Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
April 25, 2025
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How Is The Market Feeling About Williams-Sonoma?
April 11, 2025
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Benzinga
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From
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How Will Williams-Sonoma Offset Tariff Risks?
April 04, 2025
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From
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Why Williams-Sonoma Stock Was Wilting This Week
April 04, 2025
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Mark Cuban Warns Of Price Hikes, Says 'Buy Consumables Now,' Before Retailers Blame Tariffs
April 04, 2025
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Goldman Sachs Warns Tariffs Will Hit Apparel And Home Furnishings Hardest, Highlights Most Exposed Stocks
April 03, 2025
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AS
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What the Options Market Tells Us About Williams-Sonoma
April 03, 2025
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Wayfair, Williams-Sonoma Shares Fall After The Bell: Here's Why
April 02, 2025
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HOME
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RH
SPY
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From
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
March 26, 2025
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WSM
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BZI/POD
Trading Ideas
WSM
From
Benzinga
Market Movers: Jerome Powell and Jensen Huang
March 25, 2025
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ACN
AMZN
BYDDY
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Analysts See Profit Pressure For Williams-Sonoma In 2025, But Brand Strength Remains Intact
March 20, 2025
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SMCF
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XMHQ
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