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Revenue Bonds
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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 Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Revenue Municipal Bonds
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Analyzing Revenue Bonds
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Liquidity
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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
Quarterly Performance Reports
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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Contrarian Notes Blog
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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Why Is Femasys (FEMY) Stock Up 181% Today?
September 26, 2023
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FEMY
WSM
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Today's Market
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FEMY
From
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These 2 Stocks Helped the Market Bounce Back Monday
September 25, 2023
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SE
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Why Williams-Sonoma Stock Popped Today
September 25, 2023
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Motley Fool
Williams-Sonoma (WSM) Stock Just Hit a New 52-Week High
September 25, 2023
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HD
RAD
SHAK
TGT
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TGT
NYSE:WSM,NYSE:RAD,NASDAQ:WOOF,NYSE:SHAK,NYSE:HD,NYSE:TGT
From
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September 25, 2023
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September 25, 2023
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September 25, 2023
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The Next Walgreens CEO? My Top 3 Picks to Replace Roz Brewer.
September 13, 2023
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MOH
WBA
WSM
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From
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5 Value Stocks In The Consumer Cyclical Sector
September 12, 2023
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M
MDC
RUSHA
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M
BZI/VS
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Analyst Ratings for Williams-Sonoma
September 08, 2023
Tickers
WSM
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Analyst Ratings
From
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RH warns that luxury housing will remain challenging amid higher mortgage rates
September 07, 2023
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ETD
RH
WSM
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WSM
ETD
From
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Buy This Superstar Dividend Growth Stock and Thank Yourself Later
September 04, 2023
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WSM
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A Bull Market Is Coming: 2 Dirt-Cheap Stocks to Buy Right Now
September 01, 2023
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ULTA
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WSM
Market News
ULTA
From
Motley Fool
Warren Buffett Says to Buy Unpopular Stocks: Here Are 3 Unloved Stocks That Could Beat the Market From Here
September 01, 2023
Tickers
SE
TRIP
WSM
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WSM
SE
Market News
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Motley Fool
2 Magnificent Dividend Stocks That Have Outperformed the Market Even Without Their Dividends
August 31, 2023
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SBUX
WSM
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WSM
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Nvidia, Gap And 2 Other Stocks Insiders Are Selling
August 31, 2023
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Moat Masters: 3 Top Picks from the VanEck Morningstar SMID ETF
August 31, 2023
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PINS
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Buzzwords of the Earnings Season: AI and Shrink
August 30, 2023
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DDOG
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A Look Into Consumer Cyclical Sector Value Stocks
August 29, 2023
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DXLG
SPWH
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BSET
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The 4 Best Dividend Contenders in August 2023
August 24, 2023
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RF
UFPI
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Benzinga's Top Ratings Upgrades, Downgrades For August 24, 2023
August 24, 2023
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AGTI
CIVI
CNXC
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IFF
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Williams-Sonoma Analysts Increase Their Forecasts After Q2 Earnings
August 24, 2023
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WSM
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NVIDIA To Rally More Than 133%? Here Are 10 Other Analyst Forecasts For Thursday
August 24, 2023
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AGTI
FL
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Williams-Sonoma (WSM) Q2 2023 Earnings Call Transcript
August 23, 2023
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WSM
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Williams-Sonoma's Resilient Cost Management Amidst Sales Decline, Analyst Highlights
August 23, 2023
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WSM
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12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
August 23, 2023
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ANF
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CTRN
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From
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Why Williams-Sonoma Stock Jumped Today
August 23, 2023
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WSM
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WSM
Recent Press Releases
Market News
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2 Retail Stocks Leading Markets Higher Wednesday
August 23, 2023
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ANF
WSM
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Market News
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Why Grab Holdings Are Trading Higher By 9%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
August 23, 2023
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ACMR
AGIL
ALAR
AMC
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BGLC
FMST
From
Benzinga
Stocks Like Rising Yields, Wait What?
August 23, 2023
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AAP
ADI
ADSK
ANF
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WSM
artificial intelligence
From
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