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home
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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WSO Stock Earnings: Watsco Misses EPS, Misses Revenue for Q1 2024
April 24, 2024
Tickers
WSO
Tags
NYSE:WSO
Market News
WSO
From
InvestorPlace
Hilton Worldwide Reports Upbeat Results, Joins Hasbro, Vertiv Holdings And Other Big Stocks Moving Higher On Wednesday
April 24, 2024
Tickers
BILI
BSX
CGEM
GPI
Tags
Market News
WAB
NVTS
From
Benzinga
(WSO) - Analyzing Watsco's Short Interest
April 12, 2024
Tickers
WSO
Tags
Benzinga
BZI/SHORTHIST
Short Ideas
From
Benzinga
The 7 Best Retirement Stocks to Buy in April 2024
April 05, 2024
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AMZN
CTAS
MAIN
PG
Tags
PG
Market News
WMT
From
InvestorPlace
Growth Galore: 7 Stocks Set to Soar Beyond Expectations
February 28, 2024
Tickers
CMG
ELF
GOOG
GOOGL
Tags
V
ELF
CMG
From
InvestorPlace
3 Super Stocks Trading Near All-Time Highs That You Can Still Buy
February 21, 2024
Tickers
FIX
NVT
WSO
Tags
Market News
NVT
WSO
From
Motley Fool
Earnings Scheduled For February 13, 2024
February 13, 2024
Tickers
ABNB
ADC
AIG
AKAM
Tags
KTOS
GP
BFAM
From
Benzinga
Earnings Outlook For Watsco
February 12, 2024
Tickers
WSO
Tags
Benzinga
BZI/EP
Earnings
From
Benzinga
3 Top Stocks for Investing Wisely for Maximum Returns
February 02, 2024
Tickers
CELH
PINS
WSO
Tags
PINS
NASDAQ:CELH,NYSE:PINS,NYSE:WSO
Stocks to Buy
From
InvestorPlace
Wall Street Favorites: 7 Dividend Stocks With Strong Buy Ratings for January 2024
February 01, 2024
Tickers
COST
DLR
JPM
LVMUY
Tags
DLR
WSO
COST
From
InvestorPlace
7 High-Dividend Stocks to Buy for a Lifetime of Passive Income
December 06, 2023
Tickers
ABBV
EPD
IIPR
PSA
Tags
Stocks to Buy
EPD
NYSE:PSA,NYSE:IIPR,NYSE:T,NYSE:WSO,NYSE:ABBV,NYSE:EPD,NYSE:TSN
From
InvestorPlace
Got $5,000? Buy and Hold These 2 Value Stocks for Years
October 31, 2023
Tickers
ALV
WSO
Tags
Market News
WSO
Recent Press Releases
From
Motley Fool
Up 1,690% Over the Last 20 Years, Is This Super Stock Still a Buy?
October 27, 2023
Tickers
WSO
Tags
Market News
WSO
Recent Press Releases
From
Motley Fool
Watsco Reports Strong Q3 Performance; CEO Expresses Confidence In Future Growth
October 19, 2023
Tickers
WSO
Tags
Markets
WSO
Earnings
From
Benzinga
Earnings Preview For Watsco
October 18, 2023
Tickers
WSO
Tags
Market News
Earnings
WSO
From
Benzinga
Watsco's Ex-Dividend Date Is Monday, Here's What You Need To Know
October 11, 2023
Tickers
WSO
Tags
WSO
Dividends
Market News
From
Benzinga
Expert Ratings for Watsco
October 10, 2023
Tickers
WSO
Tags
Analyst Ratings
Market News
WSO
From
Benzinga
Where Watsco Stands With Analysts
September 22, 2023
Tickers
WSO
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Jim Cramer Writes Off Entire Telco, Wireless Industry: 'It's Such A Shame'
September 22, 2023
Tickers
AEHR
CRS
CTRA
GLNG
Tags
WSO
Markets
AEHR
From
Benzinga
It's a Great Time of Year for Investors to Look at HVAC Companies
September 02, 2023
Tickers
CARR
COLD
FERG
PLD
Tags
WSO
COLD
Market News
From
Motley Fool
The Latest Analyst Ratings for Watsco
August 02, 2023
Tickers
WSO
Tags
WSO
BZI/AAR
Market News
From
Benzinga
WSO's Strong Foothold And Market Dominance: Analyst's Neutral Stance With $360 Target
July 25, 2023
Tickers
WSO
Tags
Analyst Ratings
Benzinga
Equities
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 25, 2023
July 25, 2023
Tickers
ABBV
AGLE
AI
AVNS
Tags
PLTK
RXT
NKE
From
Benzinga
What to Watch This Earnings Season
July 24, 2023
Tickers
ABNB
AMZN
BOKF
CMG
Tags
WSO
SHOP
TORO
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For July 10, 2023
July 10, 2023
Tickers
AAN
AAP
AMBP
AMCR
Tags
WSO
TMC
GEF
From
Benzinga
9 Analysts Have This to Say About Watsco
July 10, 2023
Tickers
WSO
Tags
BZI/AAR
WSO
Market News
From
Benzinga
3 Dividend Stocks to Buy in July
June 30, 2023
Tickers
SWK
UNP
WSO
Tags
Recent Press Releases
UNP
Market News
From
Motley Fool
Analyst Expectations for Watsco's Future
May 23, 2023
Tickers
WSO
Tags
Benzinga
BZI/AAR
WSO
From
Benzinga
Barrick Gold To Rally Over 47%? Here Are 10 Other Analyst Forecasts For Friday
April 21, 2023
Tickers
ACCD
AXP
BIG
DHI
Tags
GOLD
STX
AXP
From
Benzinga
Why Watsco Stock Rose as Much as 12% at the Open Today
April 20, 2023
Tickers
WSO
Tags
Market News
WSO
Recent Press Releases
From
Motley Fool
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