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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 06, 2025
Tickers
ABNB
BABA
GM
MBLY
Tags
VFC
GM
WSM
From
Benzinga
Here's How Much You Would Have Made Owning Williams-Sonoma Stock In The Last 5 Years
January 01, 2025
Tickers
NEWS
WSM
Tags
News
Market News
BZI/POD
From
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
December 20, 2024
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NEWS
WSM
Tags
Benzinga
WSM
Trading Ideas
From
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3 Top Stocks to Buy This Holiday Season
December 09, 2024
Tickers
AMZN
ULTA
WSM
Tags
Recent Press Releases
ULTA
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From
Motley Fool
Why Williams-Sonoma Rallied 28.2% in November
December 08, 2024
Tickers
WSM
Tags
WSM
Recent Press Releases
Market News
From
Motley Fool
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
December 04, 2024
Tickers
CPNG
CROX
DAN
GME
Tags
SHOO
WSM
GME
From
Benzinga
Trump's Tariff Plan Targets Imports: Electronics, Retail Stocks At Risk
November 27, 2024
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ASIA
AZO
BBY
BJ
Tags
Stories That Matter
COST
Analyst Color
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What Drives Investors?
November 26, 2024
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ADBE
AI
AMZN
COST
Tags
NVDA
Recent Press Releases
ADBE
From
Motley Fool
This Analyst With 85% Accuracy Rate Sees Over 30% Upside In Nvidia - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
November 25, 2024
Tickers
J
JPM
NEWS
NVDA
Tags
News
NVDA
Long Ideas
From
Benzinga
This Growth Stock Has Bucked the Housing Downturn and Doubled in a Year. Is It Still a Buy?
November 24, 2024
Tickers
WSM
Tags
Recent Press Releases
Market News
WSM
From
Motley Fool
Super Micro Computer, Snowflake And MicroStrategy Are Among Top 10 Large-Cap Gainers Last Week (Nov 18-Nov 22): Are The Others In Your Portfolio?
November 24, 2024
Tickers
AS
DDOG
ESTC
MSTR
Tags
WSM
SNOW
Trading Ideas
From
Benzinga
Retail Stocks: 2 Winners and 1 That Can't Get Out of Its Own Way
November 23, 2024
Tickers
TGT
WMT
WSM
Tags
Market News
TGT
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From
Motley Fool
9 Consumer Discretionary Stocks Whale Activity In Today's Session
November 22, 2024
Tickers
ABNB
AMZN
BKNG
CROX
Tags
WSM
BKNG
TSLA
From
Benzinga
Stock Of The Day: Williams-Sonoma Gaps Up, Stalls Out
November 21, 2024
Tickers
WSM
Tags
Benzinga
Trading Ideas
Stock of the Day
From
Benzinga
Nvidia To Rally More Than 50%? Here Are 10 Top Analyst Forecasts For Thursday
November 21, 2024
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AN
CRM
DLR
NEWS
Tags
SR
Trading Ideas
UTI
From
Benzinga
Target Plunges 21% While Williams-Sonoma Soars 27% On Same Day
November 20, 2024
Tickers
NEWS
TGT
WSM
Tags
WSM
News
Earnings Misses
From
Benzinga
Williams-Sonoma (WSM) Q3 2024 Earnings Call Transcript
November 20, 2024
Tickers
WSM
Tags
WSM
Recent Press Releases
Market News
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Wednesday's Pre-Market Session
November 20, 2024
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DBGI
FLYE
GDHG
GLBE
Tags
HOFV
WSM
TRNR
From
Benzinga
Why Williams-Sonoma Stock Absolutely Skyrocketed to an All-Time High Today
November 20, 2024
Tickers
WSM
Tags
Market News
Recent Press Releases
WSM
From
Motley Fool
Crude Oil Moves Lower; Williams-Sonoma Shares Gain After Q3 Results
November 20, 2024
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FBRX
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PRFX
QSI
Tags
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Stocks Fall Ahead Of Nvidia Earnings, Dollar Resumes Gains, Bitcoin Reaches New Record Highs: What's Driving Markets Wednesday?
November 20, 2024
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DLB
ECON
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midday update
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Benzinga
Nasdaq Tumbles Over 100 Points; TJX Earnings Top Views
November 20, 2024
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FBRX
NEWS
PRFX
QSI
Tags
XTKG
Mid Day Market Update
Benzinga
From
Benzinga
This Is What Whales Are Betting On Williams-Sonoma
November 20, 2024
Tickers
WSM
Tags
Markets
WSM
Benzinga
From
Benzinga
Williams-Sonoma, Wix.com, Dolby Laboratories And Other Big Stocks Moving Higher On Wednesday
November 20, 2024
Tickers
ALHC
AZTA
BRKR
DLB
Tags
FLEX
KC
Benzinga
From
Benzinga
Williams-Sonoma Shares Spike On Heels Of Earnings Report, $1 Billion Buyback Plan
November 20, 2024
Tickers
NEWS
WSM
Tags
Briefs
Stories That Matter
WSM
From
Benzinga
Earnings Scheduled For November 20, 2024
November 20, 2024
Tickers
BBAR
CAAP
CAN
CLCO
Tags
Earnings
CLCO
CAAP
From
Benzinga
A Preview Of Williams-Sonoma's Earnings
November 19, 2024
Tickers
WSM
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
A Glimpse of Williams-Sonoma's Earnings Potential
November 19, 2024
Tickers
WSM
Tags
WSM
Earnings
BZI/EP
From
Benzinga
1 Stock-Split Stock to Buy Hand Over Fist in October and 1 to Avoid
October 14, 2024
Tickers
CMG
WSM
Tags
Market News
Recent Press Releases
CMG
From
Motley Fool
$100 Invested In Williams-Sonoma 20 Years Ago Would Be Worth This Much Today
October 07, 2024
Tickers
NEWS
WSM
Tags
Benzinga
BZI/POD
WSM
From
Benzinga
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