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home
about us
Investment Approach
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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
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Walgreens, Williams-Sonoma And 2 Other Stocks Insiders Are Selling
January 19, 2024
Tickers
CMC
DBX
NEWS
WBA
Tags
CMC
Market News
Benzinga
From
Benzinga
11 Analysts Assess Williams-Sonoma: What You Need To Know
January 11, 2024
Tickers
WSM
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Income Investing Gems: 3 Mid-Cap Stocks With Robust Dividends
January 08, 2024
Tickers
LECO
PII
REGL
RPM
Tags
WSM
NYSE:RPM,BATS:REGL,NYSE:WSM,NASDAQ:LECO,NASDAQ:PII
RPM
From
InvestorPlace
Holiday Showdown: Black Friday Reigns Over Christmas As Top Brands Steal the Shopping Spotlight
January 02, 2024
Tickers
AMZN
BBY
KSS
LEVI
Tags
ULTA
Mid Cap
Trading Ideas
From
Benzinga
Hidden High-Yielders: 3 Lesser-Known Stocks With Attractive Dividends
December 26, 2023
Tickers
EFC
GGG
LECO
NLCP
Tags
GGG
RPM
WSM
From
InvestorPlace
Home-builder ETFs surge to all-time highs as Treasury yields fall after Fed meeting
December 14, 2023
Tickers
DHI
ITB
LEN
NVR
Tags
ITB
WSM
XHB
From
MarketWatch
The Fastest Growing Brands In 2023: ChatGPT, Starry, Zelle, Shein, Tesla, Hulu And More
December 07, 2023
Tickers
AAPL
AMZN
BKNG
BUD
Tags
streaming stocks
Major League Soccer
AAPL
From
Benzinga
Black Friday Winners: 7 Retail Stocks Set for Post-Holiday Gains
December 05, 2023
Tickers
BBY
FIVE
JWN
KIM
Tags
NYSE:BBY,NYSE:TGT,NASDAQ:FIVE,NYSE:WSM,NYSE:KIM,NYSE:JWN,NYSE:M
TGT
Market News
From
InvestorPlace
20 Black Friday Deals: How Much Buying Power Do Shoppers Wield?
November 24, 2023
Tickers
AAPL
AMZN
BBY
BIRK
Tags
Top Stories
MSFT
BIRK
From
Benzinga
Visa, KeyCorp And 2 Other Stocks Insiders Are Selling
November 24, 2023
Tickers
KEY
SFM
V
WSM
Tags
Insider Selling
Short Ideas
Benzinga
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
November 17, 2023
Tickers
CMG
CPRI
FSR
GM
Tags
TJX
BZI/AUOA
WYNN
From
Benzinga
Goldman Sachs Maintains Sell Rating for Williams-Sonoma: Here's What You Need To Know
November 17, 2023
Tickers
WSM
Tags
Analyst Ratings
BZI/AAR/UPDATE
Benzinga
From
Benzinga
Williams-Sonoma, Uber And 2 Other Stocks Insiders Are Selling
November 17, 2023
Tickers
STX
UBER
VRTX
WSM
Tags
WSM
Markets
Trading Ideas
From
Benzinga
Expedia To Rally Around 54%? Here Are 10 Top Analyst Forecasts For Friday
November 17, 2023
Tickers
A
ADI
CMAX
CYBN
Tags
GPS
ADI
Trading Ideas
From
Benzinga
Gold Gains 1%; Williams-Sonoma Posts Upbeat Earnings
November 16, 2023
Tickers
FIXX
PLCE
SONO
UTI
Tags
Benzinga
PLCE
Mid Afternoon Market Update
From
Benzinga
Home Furnishing Retailer Williams-Sonoma Beats On Q3 Bottomline: Details
November 16, 2023
Tickers
WSM
Tags
Equities
Market News
General
From
Benzinga
Williams-Sonoma (WSM) Q3 2023 Earnings Call Transcript
November 16, 2023
Tickers
WSM
Tags
WSM
Market News
Recent Press Releases
From
Motley Fool
Nasdaq, S&P Futures Slip After Walmart, Cisco Earnings; Spotlight Shifts To Data, Fed Speeches
November 16, 2023
Tickers
AMAT
BABA
BZH
CSCO
Tags
News
$BTC
Pre/Market Outlook
From
Benzinga
S&P 500 futures hold near two-month highs after strong rally
November 16, 2023
Tickers
AMAT
BZH
COMP
CSCO
Tags
DJIA
VIX
BZH
From
MarketWatch
Williams-Sonoma Likely To Report Lower Q3 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
November 16, 2023
Tickers
WSM
Tags
Most Accurate Analysts
Benzinga
Markets
From
Benzinga
A Preview Of Williams-Sonoma's Earnings
November 15, 2023
Tickers
WSM
Tags
BZI/EP
Market News
Benzinga
From
Benzinga
Expert Ratings for Williams-Sonoma
November 13, 2023
Tickers
WSM
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
3 Stocks That Are at Their Peak and Ready to Fall
October 23, 2023
Tickers
CLX
COST
PANW
W
Tags
NASDAQ:COST,NASDAQ:PANW,NYSE:WSM,NYSE:CLX,NYSE:W
WSM
W
From
InvestorPlace
7 Hidden Gems That Are Headed Towards All-Time Highs
October 17, 2023
Tickers
AFL
CRM
DRI
GOOG
Tags
AFL
WSM
DRI
From
InvestorPlace
7 ETFs Primed to Profit From the Coming Holiday Season
October 15, 2023
Tickers
AAPL
AFRM
AMD
AMZN
Tags
FL
BIGC
BBY
From
InvestorPlace
3 Top Stocks That Could Double by 2028
October 14, 2023
Tickers
LYV
PLCE
WSM
Tags
Market News
Recent Press Releases
WSM
From
Motley Fool
Citi cuts Tractor Supply, Floor & Decor to neutral on traffic weakness while O’Reilly Automotive gets an upgrade
October 05, 2023
Tickers
AAP
FND
HD
LOW
Tags
LOW
TSCO
VVV
From
MarketWatch
Quality Dividend ETF OUSM Nearing RSI Signal
September 28, 2023
Tickers
ALPS
OUSM
WSM
Tags
quality dividend ETF
WSM
dividend yield
From
ETF Trends
Dividend Aristocrats may shine again if the Fed causes another bad year for the stock market
September 28, 2023
Tickers
ABT
ADM
ADP
AFL
Tags
MMM
NWE
SML
From
MarketWatch
HP, Roblox And 2 Other Stocks Insiders Are Selling
September 28, 2023
Tickers
HPQ
LZB
RBLX
WSM
Tags
Short Ideas
Insider Selling
Benzinga
From
Benzinga
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