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home
about us
Investment Approach
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Team Biographies
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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Carvana
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Carvana Inks New Multi-Year Partnership With Freeride Mountain Bike Star Jaxson Riddle
October 09, 2023
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Carvana to Report Third Quarter 2023 and Host Quarterly Conference Call on November 2
October 05, 2023
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Carvana and NRG Partner to Launch Esports Challenge: The Search for the Next Rocket League Pro Begins
September 25, 2023
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Carvana Adopts Texas DMV E-Odometer System, Further Streamlining the Car Buying Experience
September 13, 2023
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Carvana Champions New Oregon Law Digitizing Car Buying Experience
September 05, 2023
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Carvana to Present at Upcoming Morgan Stanley 11th Annual Laguna Conference
September 05, 2023
From
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Carvana Launches Same Day Vehicle Delivery In Greater Charlotte Area Bringing New Level of Speed and Convenience to Local Shoppers
August 30, 2023
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Carvana-led Coalition Passes Consumer Friendly Home Delivery Legislation In Illinois
August 28, 2023
From
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Via
Business Wire
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Carvana Named Among America’s Best Employers for Women for 2023
August 24, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Debuts Same Day Vehicle Delivery in Indiana Sharing New Level of Speed and Convenience With Local Shoppers
August 23, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Completes All Equity Capital Requirements of Previously Announced Exchange Offer Transaction Support Agreement
August 21, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Expands Footprint On Atlantic Coast With Newest Iconic Car Vending Machine
August 16, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana’s New Value Tracker Campaign Highlights Ease and Fun of Its Online Car Buying and Selling Experience With Kristen Bell and Dax Shepard
August 14, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Launches Value Tracker, Offering Free Custom Vehicle Value Tracking and Insights
August 08, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Launches Same Day Vehicle Delivery In Arizona Bringing New Level of Speed and Convenience to Local Customers
August 03, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Fully Satisfies Public Issuance Requirements of Previously Announced Exchange Offer Transaction Support Agreement, Raising $225 Million Through At-the-Market Equity Offering Program
July 27, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Partners with Kristen Bell and Dax Shepard in Upcoming Campaign To Illustrate the Ease and Fun of its Online Car Buying and Selling
July 20, 2023
From
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Via
Business Wire
Tickers
CVNA
Carvana Announces Agreement With Noteholders That Will Provide The Company Significant Flexibility as It Continues to Execute Its Profitability and Growth Plan by Reducing Total Debt, Extending Maturities and Lowering Near-Term Cash Interest Expense
July 19, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Delivers Best Quarter In Company History For Adjusted EBITDA and Total Gross Profit Per Unit
July 19, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana to Report Second Quarter 2023 and Host Quarterly Conference Call on July 19
July 18, 2023
From
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Via
Business Wire
Tickers
CVNA
What’s Your Dream Car: New Research Commissioned By Carvana Reveals What Americans Want In Their Dream Car
July 17, 2023
From
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Via
Business Wire
Tickers
CVNA
Carvana Releases Top Ten Best-Selling Electric Vehicles in the First Half of 2023, Reveals Exponential Growth in Used EV Unit Sales Reflecting Consumer Demand for More Affordable Options
July 10, 2023
From
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Business Wire
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Carvana to Report Second Quarter 2023 and Host Quarterly Conference Call on August 3
July 06, 2023
From
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Business Wire
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Carvana Announces Top-Selling Vehicles for First Half of 2023
July 05, 2023
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Carvana, Jimmie Johnson Reinvent New LEGACY MOTOR CLUB Paint Scheme Ahead of Chicago Race
June 14, 2023
From
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Business Wire
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Carvana Co. Announces Expiration of Private Exchange Offers Relating to Existing Notes
June 02, 2023
From
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Via
Business Wire
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CVNA
Carvana Ranks Among Best Employers For Diversity in 2023
May 31, 2023
From
Carvana
Via
Business Wire
Tickers
CVNA
Carvana Launches New National Ad Campaign
May 29, 2023
From
Carvana
Via
Business Wire
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CVNA
Carvana Co. Announces Extension of Private Exchange Offers, Withdrawal Deadline and Early Exchange Premium
May 17, 2023
From
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Via
Business Wire
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CVNA
Carvana Champions Accessibility with Pickleball For All, Donates Different Set of Wheels To Para-Athletes
May 15, 2023
From
Carvana
Via
Business Wire
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CVNA
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