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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
Services, Fees and Compensation
Client Information
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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
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Event Schedule
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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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Bristol-Myers Squibb And 2 Other Stocks Sold By Insiders
March 17, 2022
Tickers
ATVI
BMY
PDCO
Tags
News
Insider Trades
PDCO
From
Benzinga
Insiders Sell More Than $321M Of 4 Stocks
March 16, 2022
Tickers
GOEV
KNTK
MORN
SCCO
Tags
SCCO
Benzinga
Market News
From
Benzinga
Executives Sell More Than $25M Of 4 Stocks
March 15, 2022
Tickers
CPE
JOE
LLY
THRY
Tags
JOE
Markets
Trading Ideas
From
Benzinga
Alphabet And 4 Other Stocks Sold By Insiders
March 14, 2022
Tickers
GOOG
JWN
K
MRNA
Tags
Trading Ideas
MRNA
Markets
From
Benzinga
Meta Platforms And 4 Other Stocks Sold By Insiders
March 11, 2022
Tickers
FB
LLY
THC
TWTR
Tags
TWTR
Markets
THC
From
Benzinga
Executives Sell Over $50M Of 5 Stocks
March 10, 2022
Tickers
BG
GOOG
JOE
MORN
Tags
PCTY
News
Insider Trades
From
Benzinga
Insiders Sell Around $136M Of 4 Stocks
March 09, 2022
Tickers
CPE
EVA
HES
WM
Tags
Trading Ideas
News
Insider Trades
From
Benzinga
Insiders Sell More Than $400M Of 5 Stocks
March 08, 2022
Tickers
ANET
CDEV
CPLG
CRC
Tags
CDEV
Markets
VLDR
From
Benzinga
Executives Sell Around $113M Of 4 Stocks
March 07, 2022
Tickers
BG
IPI
U
VLDR
Tags
Markets
VLDR
U
From
Benzinga
Insiders Sell Around $92M Of 4 Stocks
March 04, 2022
Tickers
CDEV
CPE
UPST
VLDR
Tags
Insider Trades
News
Small Cap
From
Benzinga
Insiders Sell More Than $323M Of 5 Stocks
March 03, 2022
Tickers
ANET
LBRT
MP
MSFT
Tags
Markets
ZETA
LBRT
From
Benzinga
Executives Sell More Than $47M Of 5 Stocks
March 02, 2022
Tickers
ABBV
MORN
PCTY
RIDE
Tags
Markets
MORN
RS
From
Benzinga
Eli Lilly And 3 Other Stocks Sold By Insiders
March 01, 2022
Tickers
DBX
LLY
NOC
SO
Tags
DBX
Trading Ideas
News
From
Benzinga
Coca-Cola And 3 Other Stocks Sold By Insiders
February 28, 2022
Tickers
ABNB
KO
LMT
UNH
Tags
LMT
Aerospace & Defense
ABNB
From
Benzinga
Cisco Systems And 3 Other Stocks Sold By Insiders
February 25, 2022
Tickers
CSCO
DASH
STT
TRN
Tags
CSCO
STT
Trading Ideas
From
Benzinga
Insiders Sell Around $16M Of 4 Stocks
February 24, 2022
Tickers
ED
MORN
SNPS
WMT
Tags
MORN
Markets
SNPS
From
Benzinga
Tesla And 4 Other Stocks Sold By Insiders
February 23, 2022
Tickers
BG
IBKR
NWL
SCHW
Tags
BG
Trading Ideas
TSLA
From
Benzinga
Snap And 4 Other Stocks Sold By Insiders
February 22, 2022
Tickers
HCA
MAR
RL
SNAP
Tags
Trading Ideas
Markets
UNH
From
Benzinga
Delta Air Lines And 4 Other Stocks Sold By Insiders
February 18, 2022
Tickers
AMZN
DAL
GOOG
HPQ
Tags
DAL
Markets
Trading Ideas
From
Benzinga
Insiders Sell More Than $92M Of 4 Stocks
February 17, 2022
Tickers
BG
DDOG
NVEE
ZI
Tags
Small Cap
Insider Selling
Benzinga
From
Benzinga
Executives Sell Over $50M Of 4 Stocks
February 16, 2022
Tickers
AGNC
HLLY
IBKR
PRU
Tags
HLLY
Trading Ideas
PRU
From
Benzinga
ZoomInfo And 3 Other Stocks Sold By Insiders
February 15, 2022
Tickers
CME
JBL
RCL
ZI
Tags
Trading Ideas
Markets
ZI
From
Benzinga
Discover Financial Services And 3 Other Stocks Sold By Insiders
February 14, 2022
Tickers
DFS
EA
LHX
TWTR
Tags
Benzinga
Market News
Insider Selling
From
Benzinga
Executives Sell Around $44M Of 5 Stocks
February 11, 2022
Tickers
ACN
AIT
BILL
GOOG
Tags
Trading Ideas
Markets
AIT
From
Benzinga
American Express And 3 Other Stocks Sold By Insiders
February 10, 2022
Tickers
AXP
GOOG
MS
SNAP
Tags
SNAP
Markets
GOOG
From
Benzinga
Executives Sell More Than $210M Of 5 Stocks
February 09, 2022
Tickers
BSX
CTLT
GOOG
SCHW
Tags
News
SCHW
Insider Trades
From
Benzinga
Apple And 3 Other Stocks Sold By Insiders
February 08, 2022
Tickers
AAPL
GOOG
MORN
TMUS
Tags
Markets
MORN
AAPL
From
Benzinga
Moderna And 4 Other Stocks Sold By Insiders
February 07, 2022
Tickers
AA
GOOG
MRNA
PEG
Tags
Insider Selling
Benzinga
Market News
From
Benzinga
Executives Sell Over $45M Of 5 Stocks
February 04, 2022
Tickers
CG
CRC
FNKO
SCHW
Tags
Markets
UPST
Trading Ideas
From
Benzinga
Alphabet And 4 Other Stocks Sold By Insiders
February 03, 2022
Tickers
ADI
ARES
DHR
FB
Tags
Markets
JBHT
Trading Ideas
From
Benzinga
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