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home
about us
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Team Biographies
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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KRISPY KREME DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Krispy Kreme, Inc. and Urgently Encourages Investors to Contact the Firm
July 12, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
DNUT
STRATEGY DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Strategy Incorporated and Urgently Encourages Investors to Contact the Firm
July 12, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
MSTR
IOVANCE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Iovance Biotherapeutics, Inc. and Urgently Encourages Investors to Contact the Firm
July 12, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
IOVA
FINAL ELV DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Elevance Health, Inc. and Urgently Encourages Investors to Contact the Firm
July 11, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
ELV
ZYNEX ALERT: Bragar Eagel & Squire, P.C. is Investigating Zynex, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 10, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
ZYXI
XPLR INFRASTRUCTURE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against XPLR Infrastructure, LP and Encourages Investors to Contact the Firm
July 10, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
XIFR
BIGBEAR ALERT: Bragar Eagel & Squire, P.C. is Investigating BigBear.ai Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 09, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
BBAI
COMPASS ALERT: Bragar Eagel & Squire, P.C. is Investigating Compass Diversified on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 09, 2025
From
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Via
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Tickers
CODI
CENTENE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Centene Corporation and Encourages Investors to Contact the Firm
July 09, 2025
From
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Via
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Tickers
CNC
IROBOT ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against iRobot Corporation and Encourages Investors to Contact the Firm
July 08, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
IRBT
LAMB WESTON ALERT: Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 08, 2025
From
Bragar Eagel & Squire
Via
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LW
WEST ALERT: Bragar Eagel & Squire, P.C. is Investigating West Pharmaceutical Services, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 08, 2025
From
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Via
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Tickers
WST
MARAVAI ALERT: Bragar Eagel & Squire, P.C. is Investigating Maravai LifeSciences Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 08, 2025
From
Bragar Eagel & Squire
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MRVI
DMC GLOBAL ALERT: Bragar Eagel & Squire, P.C. is Investigating DMC Global Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 07, 2025
From
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Via
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Tickers
BOOM
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Red Cat, Reckitt, UroGen and Fortrea and Encourages Investors to Contact the Firm
July 07, 2025
From
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FTRE
RBGLY
RCAT
URGN
AMYLYX ALERT: Bragar Eagel & Squire, P.C. is Investigating Amylyx Pharmaceuticals, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 07, 2025
From
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Via
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AMLX
CENTENE ALERT: Bragar Eagel & Squire, P.C. is Investigating Centene Corporation on Behalf of Centene Stockholders and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
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Tickers
CNC
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Compass Diversified, Digimarc, and Elevance, and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
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CODI
DMRC
ELV
BELLRING BRANDS ALERT: Bragar Eagel & Squire, P.C. is Investigating BellRing Brands Inc. on Behalf of BellRing Brands Stockholders and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
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Tickers
BRBR
Bragar Eagel & Squire, P.C. Is Investigating Apple, Abacus, Lineage, and CTO, and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
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AAPL
ABL
CTO
LINE
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Krispy Kreme, Strategy Incorporated, Organon, and Iovance and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
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Tickers
DNUT
IOVA
MSTR
OGN
FMC ALERT: Bragar Eagel & Squire, P.C. is Investigating FMC Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
FMC
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Hims & Hers, Sarepta, and Petco and Encourages Investors to Contact the Firm
July 07, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
HIMS
SRPT
WOOF
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against UnitedHealth, Bitfarms, and Reddit and Encourages Investors to Contact the Firm
July 07, 2025
From
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Via
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BITF
RDDT
UNH
KBR ALERT: Bragar Eagel & Squire, P.C. is Investigating KBR, Inc. on Behalf of KBR Stockholders and Encourages Investors to Contact the Firm
July 03, 2025
From
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Via
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KBR
QUANTUM ALERT: Bragar Eagel & Squire, P.C. is Investigating Quantum Corporation on Behalf of Quantum Stockholders and Encourages Investors to Contact the Firm
July 02, 2025
From
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Via
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QMCO
KYVERNA ALERT: Bragar Eagel & Squire, P.C. is Investigating Kyverna Therapeutics, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 02, 2025
From
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Via
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Tickers
KYTX
APPLOVIN ALERT: Bragar Eagel & Squire, P.C. is Investigating AppLovin Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 02, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
APP
MALIBU BOATS ALERT: Bragar Eagel & Squire, P.C. is Investigating Malibu Boats, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 02, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
MBUU
ADM ALERT: Bragar Eagel & Squire, P.C. is Investigating Archer-Daniels-Midland Company on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
July 02, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Tickers
ADM
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