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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
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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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CARLYLE ALERT: Bragar Eagel & Squire, P.C. is Investigating Carlyle Credit Income Fund f/k/a Vertical Capital Income Fund on Behalf of Carlyle Stockholders and Encourages Investors to Contact the Firm
December 31, 2023
From
Bragar Eagel & Squire, P.C.
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Business Wire
Tickers
CCIF
VCIF
VNET ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against VNET Group, Inc. and Encourages Investors to Contact the Firm
December 31, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
VNET
BARCLAYS DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Barclays PLC and Encourages Investors to Contact the Firm
December 29, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
BCS
SOLAREDGE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against SolarEdge Technologies, Inc. and Encourages Investors to Contact the Firm
December 29, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
SEDG
OUTLOOK DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Outlook Therapeutics, Inc. and Encourages Investors to Contact the Firm
December 29, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
OTLK
BRAINSTORM CELL DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Brainstorm Cell Therapeutics Inc. and Encourages Investors to Contact the Firm
December 29, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
BCLI
DERMTECH ALERT: Bragar Eagel & Squire, P.C. is Investigating DermTech, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 28, 2023
From
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DMTK
SUNPOWER ALERT: Bragar Eagel & Squire, P.C. is Investigating SunPower Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 28, 2023
From
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Tickers
SPWR
ADAPTHEALTH ALERT: Bragar Eagel & Squire, P.C. is Investigating AdaptHealth Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 28, 2023
From
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Tickers
AHCO
GRAND CANYON ALERT: Bragar Eagel & Squire, P.C. is Investigating Grand Canyon Education, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 28, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
LOPE
COMPASS MINERALS ALERT: Bragar Eagel & Squire, P.C. is Investigating Compass Minerals International, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 27, 2023
From
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CMP
SENTINELONE ALERT: Bragar Eagel & Squire, P.C. is Investigating SentinelOne, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 27, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
S
UNITY ALERT: Bragar Eagel & Squire, P.C. Is Investigating Unity Software, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
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U
INOTIV ALERT: Bragar Eagel & Squire, P.C. is Investigating Inotiv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
NOTV
FIBROGEN ALERT: Bragar Eagel & Squire, P.C. is Investigating FibroGen, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
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Tickers
FGEN
BIOVENTUS ALERT: Bragar Eagel & Squire, P.C. is Investigating Bioventus Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
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BVS
TORRID ALERT: Bragar Eagel & Squire, P.C. is Investigating Torrid Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
CURV
AMTECH ALERT: Bragar Eagel & Squire, P.C. is Investigating Amtech Systems, Inc. on Behalf of Amtech Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
ASYS
INSPIRE MEDICAL ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Inspire Medical Systems, Inc. and Encourages Investors to Contact the Firm
December 26, 2023
From
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Tickers
INSP
NATERA ALERT: Bragar Eagel & Squire, P.C. is Investigating Natera, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
NTRA
ALLBIRDS ALERT: Bragar Eagel & Squire, P.C. is Investigating Allbirds, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 26, 2023
From
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Tickers
BIRD
DRIVEN ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Driven Brands Holdings, Inc. and Encourages Investors to Contact the Firm
December 26, 2023
From
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Via
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Tickers
DRVN
LIVE NATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Live Nation Entertainment, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
From
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LYV
ENVOY ALERT: Bragar Eagel & Squire, P.C. is Investigating Envoy Medical, Inc. on Behalf of Envoy Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
From
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COCH
BROOGE ALERT: Bragar Eagel & Squire, P.C. is Investigating Brooge Energy Limited on Behalf of Brooge Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
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BROG
TRIPLEPOINT ALERT: Bragar Eagel & Squire, P.C. is Investigating TriplePoint Venture Growth BDC Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
From
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Via
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TPVG
HYWIN ALERT: Bragar Eagel & Squire, P.C. is Investigating Hywin Holdings Ltd. on Behalf of Hywin Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
From
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HYW
ENVIVA ALERT: Bragar Eagel & Squire, P.C. is Investigating Enviva Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
December 22, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
EVA
GOLDEN HEAVEN ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Golden Heaven Group Holdings Ltd. and Encourages Investors to Contact the Firm
December 22, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
GDHG
ADAPTHEALTH DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against AdaptHealth Corp. and Encourages Investors to Contact the Firm
December 22, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
AHCO
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