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Default Rates
What We Buy Currently
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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
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EVENTS
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home
about us
Investment Approach
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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
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Earnings Scheduled For May 5, 2022
May 05, 2022
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VITL
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XXII
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May 02, 2022
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ZTS
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A dozen S&P 500 stocks just had their worst quarter ever, as tech stocks sloughed off nearly $2 trillion in value
March 31, 2022
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CARR
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INTU
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2 Dirt Cheap Dividend Stocks to Buy Right Now
March 29, 2022
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MRK
PFE
VTRS
ZTS
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ZTS
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The New 'Return On Character' ETF Doesn't Include Musk Or Zuckerberg: Who Made The Cut?
March 25, 2022
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COST
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Tim Cook
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Finding Long-Term Winners in a Rough Market
March 02, 2022
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BA
CMG
ETSY
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3 Beaten-Down Growth Stocks With More Than 50% Upside Potential
February 25, 2022
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RMD
VEEV
ZTS
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No more fresh water? EV-battery shortage? Not enough babies? There are ‘scarcity’ stock plays for all of it
February 24, 2022
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Zoetis's Return On Capital Employed Insights
February 16, 2022
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Zoetis (ZTS) Q4 2021 Earnings Call Transcript
February 15, 2022
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4 Top Stock Trades for Wednesday: NVDA, SPCE, ABNB, ZTS
February 15, 2022
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SPCE
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Zoetis Q4 Sales Cushioned By Higher Companion Animal Product Sales, Issues FY22 Outlook
February 15, 2022
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Benzinga
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Zoetis: Q4 Earnings Insights
February 15, 2022
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Earnings Scheduled For February 15, 2022
February 15, 2022
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Earnings Outlook For Zoetis
February 14, 2022
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2 Stocks That Could Turn $250,000 Into $1,000,000 By 2032
January 23, 2022
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10 Health Care Stocks Whale Activity In Today's Session
January 20, 2022
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January 18, 2022
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Zoetis's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
January 14, 2022
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FDA Approves Zoetis' Solensia To Control Osteoarthritis Pain In Cats
January 14, 2022
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Why Zoetis Stock Gained 47% in 2021
January 12, 2022
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ZTS
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Nearly 8% of the S&P 500 has taken a bath this week — 39 stocks fell at least 10%
January 07, 2022
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ACN
ALGN
BBWI
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4 Top Stock Trades for Wednesday: AVGO, AMD, ARKK, ZTS
January 04, 2022
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ARKK
AVGO
ZTS
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AVGO
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Price To Earnings Ratio Insights For Zoetis
December 08, 2021
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ZTS
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BZI/PE
ZTS
Market News
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Zoetis Raises FY22 Dividend By 30%, Announces New Buyback Program Of $3.5B
December 08, 2021
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ZTS
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Benzinga
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Here's How Much You Would Have Made Owning Zoetis Stock In The Last 5 Years
December 02, 2021
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The ProShares Pet Care ETF Capitalizes on Our Love for Our Pets
November 22, 2021
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IDXX
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Benzinga's Top Ratings Upgrades, Downgrades For November 18, 2021
November 18, 2021
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Will Investors Win With Johnson & Johnson's Planned Spinoff? Here's What History Shows
November 17, 2021
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ZTS
From
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