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home
about us
Investment Approach
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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
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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
EVENTS
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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
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Articles published by Cassava Sciences, Inc.
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Cassava Announces Closure of U.S. Department of Justice Investigation
February 19, 2026
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Announces Publication of Peer-Reviewed Phase 3 Results for Simufilam in Alzheimer’s Disease in the Journal of Prevention of Alzheimer’s Disease
January 13, 2026
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Announces Agreement to Settle Securities Class Action Litigation
December 23, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Reports Q3 2025 Financials Results and Provides Business Update
November 12, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Appoints Dawn C. Bir to the Board of Directors
October 22, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences to Participate in the H.C. Wainwright 27th Annual Global Investment Conference
August 25, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Reports Q2 2025 Financials Results and Provides Business Update
August 14, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Appoints Dr. Joseph Hulihan as Chief Medical Officer
August 07, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Reports Positive Preclinical Study Evaluating Simufilam for TSC-Related Epilepsy
August 04, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Presents Promising Preclinical Simufilam Data at TSC Alliance Meeting
June 30, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Reports Q1 2025 Financials Results, Provides Business Update
May 08, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Appoints Angélique Bordey, PhD, to Enhance Preclinical Program in TSC
May 01, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Announces Retirement of Chief Medical Officer, Dr. Jim Kupiec, and Appointment of Dr. Jack Moore as Senior Vice President, Clinical Development
April 21, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Reports Topline Phase 3 REFOCUS-ALZ Data
March 25, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Reports 2024 Financial Results and Provides Business Update
March 03, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Licenses Simufilam Method of Treatment Patent
February 27, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Provides a Business Update
January 07, 2025
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Topline Phase 3 Data Did Not Meet Co-Primary Endpoints
November 25, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences to Hold Corporate Update on November 25th
November 24, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Appoints Freda Nassif as Chief Commercial Officer
November 18, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Reports Q3 2024 Financial and Operating Results
November 07, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences to Report Third Quarter 2024 Results on November 7, 2024
October 31, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Resolves SEC Investigation
September 26, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Announces Completion of an Interim Safety Review of Oral Simufilam On-going Phase 3 Trials
September 24, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Names Rick Barry as Chief Executive Officer
September 09, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences to Present at the H.C. Wainwright Global Investment Conference
September 03, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Reports Q2 2024 Financial Results and Operational Updates
August 08, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Mourns the Death of Board Member Sanford “Sandy” Robertson
August 05, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences to Hold Conference Call to Discuss Recent Developments and Provide a Company Update on Thursday, August 8, 2024 at 8:30 am ET
August 01, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
Cassava Sciences Announces Expansion of Open-Label Extension Trials
July 30, 2024
From
Cassava Sciences, Inc.
Via
GlobeNewswire
Tickers
SAVA
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