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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Latest News about WW
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How Ozempic Just Sent Weight Watchers (WW) Stock Up 30%
March 07, 2023
Tickers
TSLA
WW
Tags
WW
NASDAQ:WW,NASDAQ:TSLA
Today's Market
From
InvestorPlace
Dick's Sporting Goods, WW International, Sea Limited And Other Big Stocks Moving Higher On Tuesday
March 07, 2023
Tickers
ACRS
ALLK
BBIO
DISH
Tags
News
PROK
SWIM
From
Benzinga
US Stocks Mixed Ahead Of Powell Testimony; Dick's Sporting Goods Posts Upbeat Earnings
March 07, 2023
Tickers
ARIS
CARA
DKS
GNLX
Tags
Eurozone
SEAT
Earnings
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
March 07, 2023
Tickers
AACG
FEDU
FUV
KAVL
Tags
KAVL
WW
FEDU
From
Benzinga
Meta shares rise after new wave of layoffs, WeightWatchers’ stock makes gains after results and acquisition; Grindr’s stock falls after profit drop
March 07, 2023
Tickers
ADIL
CARA
GRND
META
Tags
WW
SQSP
NTNX
From
MarketWatch
Weight Watcher’ sales forecast comes up short, and subscribers are down. But it’s reportedly buying its way into telehealth, with diabetes and obesity drugs
March 06, 2023
Tickers
WW
Tags
WW
From
MarketWatch
10 Consumer Discretionary Stocks Whale Activity In Today's Session
March 06, 2023
Tickers
ABNB
AMZN
BABA
CVNA
Tags
KMX
Benzinga
TSLA
From
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's Intraday Session
March 06, 2023
Tickers
BWMX
FEDU
GMBLP
GNS
Tags
SOND
MPAA
Movers
From
Benzinga
Why the stock market rally can keep going, says Wall Street strategist who only recently warned of a death zone.
March 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD10Y
TRKA
AAPL
From
MarketWatch
A Preview Of WW International's Earnings
March 03, 2023
Tickers
WW
Tags
Earnings
Market News
WW
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
February 13, 2023
Tickers
ABNB
BABA
BBBY
CZR
Tags
PDD
Market News
LVS
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
January 31, 2023
Tickers
AMZN
BABA
DASH
F
Tags
Market News
WW
F
From
Benzinga
Analyst Expectations for WW International's Future
January 25, 2023
Tickers
WW
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Why KNOT Offshore Partners Shares Are Trading Lower By Around 38%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
January 12, 2023
Tickers
ADCT
AGBA
AMV
APPH
Tags
HOWL
Industrials
MEDS
From
Benzinga
10 Stocks Under $10 for 2023
January 03, 2023
Tickers
AMZN
AWK
CCL
COST
Tags
REAL
SWIM
BTC/USD
From
InvestorPlace
Stocks That Hit 52-Week Lows On Thursday
December 29, 2022
Tickers
KERN
KOSS
KRC
KREF
Tags
NXGL
USEG
MLGO
From
Benzinga
WW International In Right Hands To Kindle Growth, Says Analyst
December 21, 2022
Tickers
WW
Tags
Industrials
WW
Penny Stocks
From
Benzinga
Why American Eagle Outfitters Shares Climbed Over 18%; Here Are 78 Biggest Movers From Yesterday
November 23, 2022
Tickers
A
AEO
AGBA
ANF
Tags
GOEV
EUDA
WMG
From
Benzinga
Why Dollar Tree Shares Are Trading Lower By 10%? Here Are 53 Stocks Moving In Tuesday's Mid-Day Session
November 22, 2022
Tickers
A
AENZ
AEO
AGBA
Tags
POND
ELEV
MOV
From
Benzinga
12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
November 22, 2022
Tickers
AEO
ANF
BBY
BURL
Tags
EJH
WW
BBY
From
Benzinga
Best Buy, Abercrombie & Fitch, Burlington Stores And Some Other Big Stocks Moving Higher On Tuesday
November 22, 2022
Tickers
A
AENZ
AEO
ANF
Tags
WW
SYM
News
From
Benzinga
12 Consumer Discretionary Stocks Moving In Monday's After-Market Session
November 21, 2022
Tickers
CZOO
EBET
LOTZ
NOGN
Tags
WW
VEDU
WEN
From
Benzinga
Why Target Shares Are Trading Lower By 14%? Here Are 56 Stocks Moving In Wednesday's Mid-Day Session
November 16, 2022
Tickers
AAP
AEVA
AFMD
AIRS
Tags
SATX
FRSX
BIG
From
Benzinga
12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
November 16, 2022
Tickers
AAP
CAAS
CCL
FRSX
Tags
HZN
WW
TBLT
From
Benzinga
23 Penny Stocks to Buy for a MASSIVE Bull Market in 2023
November 07, 2022
Tickers
AAL
AAPL
AEVA
APPH
Tags
REAL
NLS
SWIM
From
InvestorPlace
Analyst Ratings for WW International
November 04, 2022
Tickers
WW
Tags
Benzinga
WW
BZI/AAR
From
Benzinga
Oprah snubbing Dr. Oz to endorse Fetterman days before the 2022 midterms is raising some questions
November 04, 2022
Tickers
WW
Tags
WW
From
MarketWatch
Where WW International Stands With Analysts
November 04, 2022
Tickers
WW
Tags
Market News
Analyst Ratings
WW
From
Benzinga
Earnings Scheduled For November 3, 2022
November 03, 2022
Tickers
PWP
PWR
PYPL
PZZA
Tags
STGW
WLK
WMC
From
Benzinga
Oprah’s Favorite Things List 2022 celebrates small businesses owned by women and people of color
November 01, 2022
Tickers
AMZN
WW
Tags
WW
AMZN
From
MarketWatch
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