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about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
April 22, 2025
Tickers
AMZN
BKNG
CPNG
EAT
Tags
Market News
BKNG
TSLA
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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GT
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From
Benzinga
Even with tariffs looming, Jim Cramer says consumer companies must cut prices
April 16, 2025
Tickers
RH
Tags
Markets
U/S/ Markets
LVMH Moet Hennessy Louis Vuitton SE
From
CNBC.com News
Proposed SNAP cuts could pressure low-income shoppers — and retailers that serve them
April 16, 2025
Tickers
RH
Tags
Kroger Co
LVMH Moet Hennessy Louis Vuitton SE
Dollar General Corp
From
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Why This RH Analyst Is Slashing Price Target By Almost 50%
April 14, 2025
Tickers
RH
Tags
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JPMorgan
Expert Ideas
From
Benzinga
3 Brilliant Stocks Down 51% to 77% to Buy Right Now
April 12, 2025
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From
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Amazon, Wayfair, Pinterest Win Analyst Backing Due To Tariff Pause, Supply Chain Relief, Discretionary Spend Recovery
April 10, 2025
Tickers
ACVA
AMZN
GOOG
GOOGL
Tags
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GOOGL
Trumps tariffs
From
Benzinga
Trump's 90-Day Tariff Pause Sends RH Stock Surging, Reversing Heavy Losses from Earnings Miss, Trade War Fears
April 10, 2025
Tickers
NEWS
RH
Tags
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News
Donald Trump
From
Benzinga
Earnings, Acquisitions, Partnerships, Tariffs... A Lot for Investors to Think About
April 09, 2025
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BAC
BCS
COOP
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From
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This Former Buffett Stock Is 1 of the Biggest Losers of the Market Rout, Plunging 40% in 1 Day
April 09, 2025
Tickers
RH
Tags
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Market News
From
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Tariffs, Recession Fears Could Derail Wayfair, RH And Etsy, Says Analyst
April 08, 2025
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W
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From
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Marjorie Taylor Greene Buys The Dip: Congresswoman Purchases Shares Of Apple, Amazon, Nike And More Following Tariff-Related Sell-Off
April 08, 2025
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BRK
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Benzinga
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From
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Why RH Stock Was Popping Today While the Rest of the Stock Market Was Dropping
April 07, 2025
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Tags
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^GSPC
RH
From
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RH Analyst Bullish As Company Addresses 3 Issues Including Tariff Exposure
April 07, 2025
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April 07, 2025
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Five Below, Telix Pharmaceuticals, Dollar Tree And Other Big Stocks Moving Higher On Monday
April 07, 2025
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Benzinga
Amazon, JPMorgan, RH And More: CNBC's 'Final Trades'
April 07, 2025
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RH
Tags
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Down 40% in 1 Day, Is It Time to Buy RH Stock on the Dip?
April 06, 2025
Tickers
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Market News
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From
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Mark Cuban Warns Of Price Hikes, Says 'Buy Consumables Now,' Before Retailers Blame Tariffs
April 04, 2025
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AAPL
AMZN
NEWS
RH
Tags
WMT
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RH, Five Below, Sangamo, Bank Of America, Tesla: Why These 5 Stocks Are On Investors' Radars Amid Trump Tariff Meltdown
April 03, 2025
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Goldman Sachs Warns Tariffs Will Hit Apparel And Home Furnishings Hardest, Highlights Most Exposed Stocks
April 03, 2025
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AS
AZO
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From
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9 Consumer Discretionary Stocks Whale Activity In Today's Session
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BABA
GME
GT
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TSLA
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DMN
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Here's What's Driving the Massive Sell-Off in RH Stock Today
April 03, 2025
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^GSPC
From
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Crude Oil Dips 7%; ISM Services PMI Falls In March
April 03, 2025
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ALDX
GT
LW
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Benzinga
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NIVF
From
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RH Shares Tank After Q4 Disappoints, Analyst Cuts Price Target By 30%; But There's A Silver Lining
April 03, 2025
Tickers
RH
Tags
Benzinga
RH
Analyst Ratings
From
Benzinga
What's Going On With RH Shares Thursday?
April 03, 2025
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April 03, 2025
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RH
TSLA
Tags
Options
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From
Benzinga
These Analysts Slash Their Forecasts On RH Following Downbeat Results
April 03, 2025
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Tags
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From
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