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Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Bankrupt Yellow Corp's Freight Flowing In For Saia, Analyst Sees Market Share Gains
September 27, 2023
Tickers
ODFL
SAIA
YELL
Tags
SAIA
Expert Ideas
Analyst Ratings
From
Benzinga
What's Going On With Rite Aid (RAD) Stock?
August 28, 2023
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RAD
TUP
YELL
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RAD
why it's moving
Benzinga
From
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Meta's Threads Prepares To Counter Elon Musk's X, Tesla Data Breach Affects Over 75K People, Medical Properties Trust's Prospect Medical Deal On Hold: Today's Top Stories
August 21, 2023
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AMZN
C
CLF
DD
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FDX
Benzinga
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From
Benzinga
Old Dominion Freight Line Antes Bid For Bankrupt Yellow Terminals
August 21, 2023
Tickers
APO
ODFL
YELL
Tags
Benzinga
Large Cap
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Benzinga
SpaceX On Par With Intel, Disney; US Weight Loss Drugs Pricier; Moderna, Pfizer's Shot Effective Against New Variant: Today's Top Stories
August 18, 2023
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BKE
DE
DIS
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Benzinga
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From
Benzinga
YELLOW Gets $1.3B Acquisition Offer For Its Shipment Centers: Report
August 18, 2023
Tickers
YELL
Tags
Media
YELL
Equities
From
Benzinga
5 Things To Know In Investing This Week - The Surprisingly Weak Macro Issue
August 16, 2023
Tickers
ASIA
CPI
FDX
PPI
Tags
CPI
shipping
Markets
From
Benzinga
Short Squeeze Stocks: APRN, LUNR and 3 Other Names Ready to Surge
August 14, 2023
Tickers
APRN
AURC
GETY
LUNR
Tags
NASDAQ:YELL,NYSE:APRN,NASDAQ:LUNR,NASDAQ:AURC,NYSE:GETY
LUNR
Today's Market
From
InvestorPlace
Why 22nd Century Group Are Trading Lower By Around 20%? Here Are Other Stocks Moving In Monday's Mid-Day Session
August 14, 2023
Tickers
AGBA
AGIL
AIXI
AMC
Tags
BLTE
ZYNE
FWAC
From
Benzinga
10 Short Squeeze Stocks To Watch: Blue Apron, Intuitive Machines, Yellow Corp, Getty Images And More
August 14, 2023
Tickers
APRN
ATIP
AURC
BFRG
Tags
Trading Ideas
LUNR
Stocks To Watch
From
Benzinga
Why US Steel Shares Are Trading Higher By 23%; Here Are 20 Stocks Moving Premarket
August 14, 2023
Tickers
AGBA
AIXI
AMC
AMRS
Tags
Top Gainers
LIFW
Small Cap
From
Benzinga
Here's Why What Happened to Yellow (Probably) Won't Happen to UPS
August 11, 2023
Tickers
UPS
YELL
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UPS
Recent Press Releases
YELL
From
Motley Fool
Yellow Pushes Bankruptcy Loan Talks, Will Select Favorable Deal By Next Week: Report
August 11, 2023
Tickers
YELL
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News
Small Cap
Equities
From
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YELL Stock Alert: Yellow Receives MORE Bankruptcy Loan Offers
August 11, 2023
Tickers
YELL
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NASDAQ:YELL
YELL
Market News
From
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Why Amyris Stock Is Rocketing Higher
August 11, 2023
Tickers
AMRS
TUP
YELL
Tags
YELL
Market News
Penny Stocks
From
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3 Penny Stocks to Sell in August Before They Crash and Burn
August 11, 2023
Tickers
BITF
RGTI
YELL
Tags
BTC/USD
BITF
NASDAQ:YELL,NASDAQ:BITF,NASDAQ:RGTI,CCC:BTC/USD
From
InvestorPlace
Yellow bankruptcy: Treasury’s $700 million pandemic loan is ‘undercollateralized,’ congressman warns
August 10, 2023
Tickers
YELL
Tags
YELL
From
MarketWatch
Why Krispy Kreme Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
August 10, 2023
Tickers
AKA
AKU
ALRM
AMRS
Tags
CPRI
MGNI
MTNB
From
Benzinga
Deep Knowledge Investing - Weekly Points – August 4th, 2023 5 Things To Know In Investing This Week
August 10, 2023
Tickers
ASIA
YELL
Tags
Markets
Penny Stocks
Bank of Japan
From
Benzinga
Why Is Tango Therapeutics (TNGX) Stock Up 117% Today?
August 09, 2023
Tickers
DBTX
TNGX
UP
YELL
Tags
YELL
Market News
NASDAQ:TNGX,NASDAQ:YELL,NYSE:UP,NASDAQ:DBTX
From
InvestorPlace
YELL Stock Alert: Yellow Receives Nasdaq Delisting Notice
August 09, 2023
Tickers
DBTX
DKNG
UP
YELL
Tags
YELL
Market News
DBTX
From
InvestorPlace
Yellow Stock Warning: Flee YELL Now or Risk Everything
August 08, 2023
Tickers
APO
YELL
Tags
YELL
NASDAQ:YELL,NYSE:APO
APO
From
InvestorPlace
A $1.8 trillion wall of corporate debt coming due could cost jobs, Goldman warns
August 07, 2023
Tickers
COMP
DJIA
SPX
YELL
Tags
DJIA
BX:TMUBMUSD10Y
COMP
From
MarketWatch
As Yellow files for Chapter 11, $700 million pandemic bailout in the spotlight
August 07, 2023
Tickers
YELL
Tags
YELL
From
MarketWatch
Dow Gains 1%; Tabula Rasa HealthCare Shares Spike Higher
August 07, 2023
Tickers
HSIC
SAGE
SQNS
TIVC
Tags
TIVC
Global
Penny Stocks
From
Benzinga
Why Krystal Biotech Shares Are Trading Lower By 12%? Here Are Other Stocks Moving In Monday's Mid-Day Session
August 07, 2023
Tickers
AAOI
ACGN
ADTN
AGRI
Tags
Penny Stocks
IEP
MF
From
Benzinga
Crude Oil Down Over 1%; Henry Schein Earnings Top Views
August 07, 2023
Tickers
HSIC
SAGE
SQNS
TIVC
Tags
TIVC
Global
Penny Stocks
From
Benzinga
YELL Stock Alert: Yellow Officially Files for Ch. 11 Bankruptcy
August 07, 2023
Tickers
RXO
XPO
YELL
Tags
RXO
Today's Market
NASDAQ:YELL,NYSE:RXO,NYSE:XPO
From
InvestorPlace
Largest Ever Chinese Russian Warship Group Approached Alaska, Earnings Drop, Meme Stocks Resurgent
August 07, 2023
Tickers
AAPL
AMC
AMZN
ASIA
Tags
Gold
Tech
AMZN
From
Benzinga
PayPal Unveils USD-Backed Stablecoin, Trucking Firm Yellow Corp Files For Bankruptcy, FDA Approves First Oral Treatment For Postpartum Depression: Today's Top Stories
August 07, 2023
Tickers
AAPL
BIIB
BNTX
EADSY
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Cryptocurrency
Small Cap
SPY
From
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