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home
about us
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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
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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
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Implementation
Legal Services
Termination
Professional Alliance Network
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Broker-Dealers & Securities Exchanges ETF
(NY:
IAI
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+1.68 (+0.90%)
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Updated: 8:00 PM EDT, Aug 4, 2026
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What's Going On With Goldman Sachs Shares Tuesday?
↗
August 20, 2024
Goldman Sachs hires veteran banker Matt Beitzel to lead dealmaking with banks and financial services firms in the Americas.
Via
Benzinga
Goldman Sachs Offloads Ireland's Largest Mall To Strategic Value Partners: Report
↗
August 15, 2024
Goldman Sachs reportedly sells Ireland's largest mall to Strategic Value Partners. The complex has 180 stores and eateries with 16 million visitors a year. Occupants include Zara and Hollister.
Via
Benzinga
Goldman Sachs Warns Of Limited Oil Supply Options For Next US Administration
↗
July 26, 2024
Goldman Sachs predicts limited options for US oil supply increase next year, but expects prices to range from $75 to $90 in 2025.
Via
Benzinga
Goldman Sachs Boosts Real Estate Portfolio with Australian Last-Mile Asset: Report
↗
July 23, 2024
Goldman Sachs acquired last-mile logistics properties in Australia for undisclosed amount. Recently reported strong Q2 earnings and made leadership appointments.
Via
Benzinga
Goldman Sachs Bolsters M&A Team With Key Hires: Report
↗
July 19, 2024
Goldman Sachs announces new leadership appointments in investment banking, including former JPMorgan execs.
Via
Benzinga
Goldman Sachs and Betterment Launch Tax-Smart Bonds Portfolio for Savvy Investors: Details
↗
July 18, 2024
Goldman Sachs and Betterment introduce an innovative Tax-Smart Bonds portfolio, aiming to optimize after-tax yield and cater to higher tax bracket investors.
Via
Benzinga
Morgan Stanley's Diversified Business Model Drives Q2 Success, Analyst Projects Increased Shareholder Returns
↗
July 17, 2024
Morgan Stanley Q2 FY24 results beat expectations, with strong investment banking and trading operations. Analyst raises price target to $108.
Via
Benzinga
Schwab's Asset Management Fees Soar, But Interest Income Decline Weighs on Q2: Details
↗
July 16, 2024
SCHW reports Q2 results with a decline in adjusted net income and EPS, but beats consensus estimates. Record asset management fees and strong wealth solutions drive growth.
Via
Benzinga
Goldman Sachs' Strong Q2 Performance Boosts Confidence in Future Returns, Says JP Morgan Analyst
↗
July 15, 2024
JP Morgan analyst sees Goldman Sachs' Q2 FY24 earnings beating expectations, with EPS 5% above estimates. Stock rated Overweight.
Via
Benzinga
Leadership Shuffle At S&P Global: Picks Insider Martina Cheung As CEO
↗
June 28, 2024
Martina Cheung appointed as new CEO of S&P Global, effective Nov 2024. Yann Le Pallec to succeed Cheung as President of S&P Global Ratings.
Via
Benzinga
Topics
Stocks
Nasdaq-EEX Deal Hits Snag: Reportedly Risks Full-Scale Investigation By EU Antitrust Regulators
↗
June 03, 2024
EU may investigate Nasdaq and EEX deal unless Deutsche Boerse improves competition measures. Nasdaq Power acquisition aims to serve Nordics.
Via
Benzinga
April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market
↗
April 30, 2024
Performance in April 2024: Utilities lead, real estate lags. S&P 500, Nasdaq 100, Dow Jones Industrial Average, small-cap and large-cap indices all decline.
Via
Benzinga
Topics
Stocks
Goldman Sachs Mulls GM Credit-Card Program Shift To Barclays: Report
↗
April 30, 2024
Goldman Sachs reportedly considers transferring its General Motors credit-card program to Barclays, signaling a significant shift away from consumer lending. With Barclays emerging as the frontrunner,...
Via
Benzinga
What's Going On With MSCI Stock On Monday?
↗
April 23, 2024
MSCI Inc reported Q1 2024 revenue of $679.97M, missing consensus of $684.14M. Adjusted EPS of $3.52 beat consensus of $3.45. Stock price dipped after results. FY24 outlook reiterated, stock lost 5% in...
Via
Benzinga
Why Morgan Stanley Shares Are Surging Today
↗
April 16, 2024
Morgan Stanley reports better-than-expected Q1 FY24 financial results, with revenues of $15.1B, led by Wealth Management and Investment Banking.
Via
Benzinga
What's Going On With Charles Schwab Shares Today?
↗
April 15, 2024
Charles Schwab Corporation reported Q1 2024 results with a decline in net income and EPS, but beating revenue consensus. Asset management fees rose.
Via
Benzinga
The Short-Term Uptrend May Be On Its Last Legs
↗
December 31, 2023
Believe it or not, the short-term uptrend looks set to continue, but it does appear to be on its last legs. It's time to prepare for a pullback in prices by having cash to deploy back into stocks when...
Via
Talk Markets
Retail Investors' Bullish Sentiment Fuels Rally In Brokerage Stocks: Standout Performers Of Q2 Earnings Season
↗
July 19, 2023
Via
Benzinga
5 Financial ETFs Outperforming The Market
↗
August 19, 2022
The financial sector has been outperforming in recent weeks driven by the comeback of risk-on trade.
Via
Talk Markets
5 Financial ETFs to Buy on Taper Talks
↗
August 20, 2021
While there are a number of ETFs in this corner of the market, here are five funds from different industries.
Via
Talk Markets
Bet on Top-Ranked Sectors With These ETFs & Stocks
↗
August 12, 2021
Investors should look at the ETFs and stocks from the top-performing sectors.
Via
Talk Markets
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