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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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12 Information Technology Stocks Moving In Thursday's Pre-Market Session
October 27, 2022
Tickers
ARBK
BELFB
CORZ
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Tags
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Benzinga
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
October 27, 2022
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Is This SaaS Giant a Buy Now?
October 27, 2022
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Tags
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Market News
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US Stocks On Track For Mixed Start As Nasdaq Futures Sag Yet Again Amid Big Tech Woes; Traders Look Ahead To Q3 GDP Data, Apple, Amazon Earnings
October 27, 2022
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Tags
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Tags
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US Stock Futures Mostly Higher Ahead Of GDP, Jobless Claims Data; Apple, Amazon Earnings In Focus
October 27, 2022
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AMZN
CAT
GOOG
Tags
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NOW
News
From
Benzinga
Apple, Amazon And 5 Stocks To Watch Heading Into Thursday
October 27, 2022
Tickers
AAPL
AMZN
CAT
MA
Tags
MCD
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Benzinga
From
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ServiceNow, Inc. (NOW) Q3 2022 Earnings Call Transcript
October 26, 2022
Tickers
NOW
Tags
NOW
Recent Press Releases
Market News
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2 Stocks Making Shocking Gains After-Hours Wednesday
October 26, 2022
Tickers
DJI
NOW
PI
Tags
^DJI
Market News
PI
From
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After-Hours Alert: Why ServiceNow Shares Are Soaring
October 26, 2022
Tickers
NOW
Tags
Earnings
Movers
NOW
From
Benzinga
Recap: ServiceNow Q3 Earnings
October 26, 2022
Tickers
NOW
Tags
Market News
Earnings
NOW
From
Benzinga
ServiceNow stock jumps as earnings beat expectations
October 26, 2022
Tickers
NOW
SPX
Tags
JP:6701
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From
MarketWatch
This Is What Whales Are Betting On ServiceNow
October 26, 2022
Tickers
NOW
Tags
Markets
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From
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Big Tech Misses
October 26, 2022
Tickers
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BA
BMY
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Tags
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market update
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Benzinga
Microsoft, Alphabet, Texas Instruments And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
October 26, 2022
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Tags
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October 26, 2022
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Tags
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October 25, 2022
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Tags
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Here's How Much $1000 Invested In ServiceNow 10 Years Ago Would Be Worth Today
October 24, 2022
Tickers
NOW
Tags
NOW
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Benzinga's Top Ratings Upgrades, Downgrades For October 24, 2022
October 24, 2022
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ADI
AMD
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Tags
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7 Software Stock Predictions for 2023
October 19, 2022
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Tags
ZS
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Here's How Much You Would Have Made Owning ServiceNow Stock In The Last 10 Years
October 17, 2022
Tickers
NOW
Tags
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NOW
From
Benzinga
What 23 Analyst Ratings Have To Say About ServiceNow
October 17, 2022
Tickers
NOW
Tags
NOW
Benzinga
BZI/AAR
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14 Stocks 'About To Pop' According To Jim Cramer: Yum! Brands, Domino's, Bank Of America And More
October 14, 2022
Tickers
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AMT
BAC
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Tags
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General
YUM
From
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This Is What Whales Are Betting On ServiceNow
October 11, 2022
Tickers
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Tags
Benzinga
BZI/UOA
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Technology stocks are booming, and these four companies have staying power for years to come
October 04, 2022
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CRWD
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Tags
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NET
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The 7 Best Robotics Stocks to Buy Now
September 29, 2022
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AUR
ESLT
FANUY
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ESLT
From
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ServiceNow Whale Trades For September 28
September 28, 2022
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NOW
Tags
NOW
Markets
Options
From
Benzinga
Check Out What Whales Are Doing With NOW
September 23, 2022
Tickers
NOW
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Why ServiceNow Stock Slipped by Almost 4% Today
September 22, 2022
Tickers
NOW
Tags
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NOW
Recent Press Releases
From
Motley Fool
What 27 Analyst Ratings Have To Say About ServiceNow
September 22, 2022
Tickers
NOW
Tags
NOW
Benzinga
BZI/AAR
From
Benzinga
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