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home
about us
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Firm ADV PDFs
Form CRS
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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
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NORTHROP ALERT: Bragar Eagel & Squire, P.C. is Investigating Northrop Grumman Corporation on Behalf of Northrop Stockholders and Encourages Investors to Contact the Firm
February 14, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
NOC
ENSERVCO ALERT: Bragar Eagel & Squire, P.C. is Investigating Enservco Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
February 13, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
ENSV
SUNLIGHT DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Sunlight Financial Holdings, Inc. and Encourages Investors to Contact the Firm
February 10, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
SUNL
GLOBAL PAYMENTS ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Global Payments, Inc. and Encourages Investors to Contact the Firm
February 08, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
GPN
SILVERGATE ALERT: Bragar Eagel & Squire, P.C. is Investigating Silvergate Capital Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
February 08, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
SI
RH ALERT: Bragar Eagel & Squire, P.C. is Investigating RH on Behalf of RH Stockholders and Encourages Investors to Contact the Firm
February 08, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
RH
ATLASSIAN ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Atlassian Corporation Plc and Encourages Investors to Contact the Firm
February 07, 2023
From
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Via
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Tickers
TEAM
PLDT ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against PLDT Inc. and Encourages Investors to Contact the Firm
February 07, 2023
From
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Via
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Tickers
PHI
ALLIANZ ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Allianz SE and Encourages Investors to Contact the Firm
February 07, 2023
From
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Via
Business Wire
Tickers
ALIZY
HONDA ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Honda Motor Co., Ltd. and Encourages Investors to Contact the Firm
February 05, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
HMC
NEOGENOMICS DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against NeoGenomics, Inc. and Encourages Investors to Contact the Firm
February 03, 2023
From
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Via
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Tickers
NEO
SILVERGATE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Silvergate Capital Corporation and Encourages Investors to Contact the Firm
February 03, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
SI
F45 DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against F45 Training Holdings, Inc. and Encourages Investors to Contact the Firm
February 03, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
FXLV
NEWAGE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against NewAge, Inc. and Encourages Investors to Contact the Firm
February 03, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
NBEVQ
INVIVYD ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Invivyd, Inc. and Encourages Investors to Contact the Firm
February 02, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
IVVD
VERU DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Veru Inc. and Encourages Investors to Contact the Firm
February 01, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
VERU
RYVYL ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against RYVYL Inc. and Encourages Investors to Contact the Firm
February 01, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
Tickers
RVYL
GAP DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against The Gap, Inc. and Encourages Investors to Contact the Firm
February 01, 2023
From
Bragar Eagel & Squire, P.C.
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Tickers
GPS
SINGULARITY DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Singularity Future Technology Ltd. and Encourages Investors to Contact the Firm
February 01, 2023
From
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Via
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SGLY
FIGS ALERT: Bragar Eagel & Squire, P.C. is Investigating FIGS, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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Via
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Tickers
FIGS
NATIONAL VISION ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against National Vision Holdings, Inc. and Encourages Investors to Contact the Firm
January 30, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
EYE
UNISYS ALERT: Bragar Eagel & Squire, P.C. is Investigating Unisys Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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Tickers
UIS
FRESHWORKS ALERT: Bragar Eagel & Squire, P.C. is Investigating Freshworks Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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FRSH
VINTAGE WINE ALERT: Bragar Eagel & Squire, P.C. is Investigating Vintage Wine Estates, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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VWE
BIRD ALERT: Bragar Eagel & Squire, P.C. is Investigating Bird Global, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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BRDS
ARGO ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Argo Blockchain Plc, Inc. and Encourages Investors to Contact the Firm
January 30, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
ARBK
ENVIVA ALERT: Bragar Eagel & Squire, P.C. is Investigating Enviva Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2023
From
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Tickers
EVA
GINKGO BIOWORKS ALERT: Bragar Eagel & Squire, P.C. is Investigating Ginkgo Bioworks Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 27, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
DNA
GENERAC DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Generac Holdings, Inc. and Encourages Investors to Contact the Firm
January 27, 2023
From
Bragar Eagel & Squire, P.C.
Via
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Tickers
GNRC
SPRUCE ALERT: Bragar Eagel & Squire, P.C. is Investigating Spruce Power Holding Corp on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 27, 2023
From
Bragar Eagel & Squire, P.C.
Via
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SPRU
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