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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
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
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MARKET RESEARCH
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Articles published by Opendoor Technologies Inc.
Earnings & Chill: Opendoor To Stream Earnings Direct to Investors on Robinhood, Debuting New 'Financial Open House' Format and Interactive Q&A for Shareholders
October 30, 2025
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Opendoor to Report Third Quarter 2025 Financial Results on November 6th, 2025
October 09, 2025
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Opendoor Announces Inducement Grants for Newly Appointed Chief Executive Officer Under Nasdaq Listing Rule 5635(c)(4)
September 17, 2025
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Via
GlobeNewswire
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OPEN
Opendoor Names Kaz Nejatian as CEO; Founders Rabois and Wu Rejoin Board
September 10, 2025
From
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Via
GlobeNewswire
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Opendoor Announces CEO Search in Support of Next Phase of Growth and Innovation
August 15, 2025
From
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Via
GlobeNewswire
Tickers
OPEN
Opendoor Announces Second Quarter of 2025 Financial Results
August 05, 2025
From
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Via
GlobeNewswire
Tickers
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Opendoor Regains Compliance with Nasdaq Minimum Bid Price Requirement and Cancels Special Meeting of Stockholders
August 01, 2025
From
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GlobeNewswire
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OPEN
Opendoor to Adjourn Special Meeting of Stockholders to August 27, 2025
July 28, 2025
From
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Via
GlobeNewswire
Tickers
OPEN
Opendoor to Report Second Quarter 2025 Financial Results on August 5th, 2025
July 08, 2025
From
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Via
GlobeNewswire
Tickers
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Opendoor Announces Preliminary Proxy Filing Seeking Approval for Discretionary Reverse Stock Split
June 06, 2025
From
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GlobeNewswire
Tickers
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Opendoor Announces Closing of Convertible Notes Exchange and New Convertible Notes Issuance
May 19, 2025
From
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GlobeNewswire
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Opendoor Announces First Quarter of 2025 Financial Results
May 06, 2025
From
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GlobeNewswire
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OPEN
Opendoor to Report First Quarter 2025 Financial Results on May 6th, 2025
April 08, 2025
From
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Via
GlobeNewswire
Tickers
OPEN
Opendoor Announces Fourth Quarter and Full Year 2024 Financial Results
February 27, 2025
From
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Via
GlobeNewswire
Tickers
OPEN
Opendoor to Report Fourth Quarter and Full Year 2024 Financial Results on February 27th, 2025
January 23, 2025
From
Opendoor Technologies Inc.
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GlobeNewswire
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Opendoor Announces Third Quarter of 2024 Financial Results
November 07, 2024
From
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Via
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Tickers
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Opendoor to Report Third Quarter 2024 Financial Results on November 7th, 2024
October 10, 2024
From
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Via
GlobeNewswire
Tickers
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Opendoor Appoints Selim Freiha as Chief Financial Officer and Shrisha Radhakrishna as Chief Technology & Product Officer
October 01, 2024
From
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David Benson joins Opendoor Board of Directors
September 12, 2024
From
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Via
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Tickers
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Opendoor to Present at Goldman Sachs Communacopia & Technology Conference
August 29, 2024
From
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Via
GlobeNewswire
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Opendoor Announces Second Quarter of 2024 Financial Results
August 01, 2024
From
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Via
GlobeNewswire
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Opendoor to Report Second Quarter 2024 Financial Results on August 1st, 2024
July 08, 2024
From
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Via
GlobeNewswire
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Opendoor to Present at J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference
May 14, 2024
From
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Via
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Eric Feder joins Opendoor Board of Directors
May 02, 2024
From
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Via
GlobeNewswire
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Opendoor Announces First Quarter of 2024 Financial Results
May 02, 2024
From
Opendoor Technologies Inc.
Via
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Opendoor to Report First Quarter 2024 Financial Results on May 2nd, 2024
April 04, 2024
From
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Via
GlobeNewswire
Tickers
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Opendoor to Present at Morgan Stanley Technology, Media & Telecom Conference
February 26, 2024
From
Opendoor Technologies Inc.
Via
GlobeNewswire
Tickers
OPEN
Opendoor Announces Fourth Quarter and Full Year 2023 Financial Results
February 15, 2024
From
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GlobeNewswire
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Opendoor to Report Fourth Quarter 2023 Financial Results on February 15th, 2024
January 04, 2024
From
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Via
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Tickers
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Opendoor to Present at UBS Global Technology Conference
November 16, 2023
From
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