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home
about us
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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
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
RSVP-Signup Form
MARKET RESEARCH
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Strive, Inc. - Class A Common Stock
(NQ:
ASST
)
0.8646
+0.1266 (+17.15%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Why Gorilla Technology Group Shares Are Trading Lower By 25%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
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June 28, 2023
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Asset Entities Launches its AI Bot on Discord as part of its AE360DDM Suite of Services
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June 26, 2023
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Why Root Shares Are Trading Higher By 50%; Here Are 20 Stocks Moving Premarket
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June 22, 2023
Gainers ShiftPixy, Inc. (NASDAQ: PIXY) shares surged 100.8% to $2.65 in pre-market trading after dropping 43% on Wednesday.
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Asset Entities – This Social Media Marketing Company Sees Discord As The Future
↗
June 21, 2023
Arshia Sarkhani, CEO of Asset Entities Inc. (NASDAQ: ASST) was recently interviewed by Benzinga. Asset Entities is a web 3.0 multi-media, technology company providing social media marketing, content...
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Asset Entities Engages Bryce Verplank, WLD Pro Golfer, as the Company’s Lead Golf Liaison, Further Expanding Its Reach in the Golfing Community
June 21, 2023
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Cava Stock Makes A Stand In Mixed IPO Landscape: Where Does It Rank Against Other 2023 Wall Street Debuts?
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June 16, 2023
In a year that’s seen a sharp decline in initial public offerings, Washington, D.C.-based Mediterranean restaurant chain Cava Group (NYSE: CAVA) made a striking first public appearance on the New York...
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Asset Entities Gets a “Hole in One” Reaching Pivotal Agreement with Championship Golfer Bryson DeChambeau on the heels of the announcement of the PGA/LIV Merger
June 14, 2023
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GlobeNewswire
11 Communication Services Stocks Moving In Tuesday's Intraday Session
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12 Communication Services Stocks Moving In Tuesday's Pre-Market Session
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Why Manchester United Shares Are Trading Higher By 30%; Here Are 20 Stocks Moving Premarket
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June 13, 2023
Gainers YS Biopharma Co., Ltd. (NASDAQ: YS) shares rose 90.3% to $2.36 in pre-market trading after dropping over 7% on Monday. YS Biopharma's PIKA Rabies Vaccine recently received Phase 3 clinical...
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Why Motorcar Parts of America Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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June 13, 2023
Gainers First Wave BioPharma, Inc. (NASDAQ: FWBI) shares gained 143% to $2.77 after the company achieved its enrollment target for its adrulipase Phase 2 SPAN trial for exocrine pancreatic...
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
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June 13, 2023
It's time to start off the day right with a dive into the biggest pre-market stock movers worth watching on Tuesday morning!
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Nasdaq Gains 1%; US Budget Deficit Widens In May
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June 12, 2023
U.S. stocks traded higher toward the end of trading, with Nasdaq Composite gaining over 100 points on Monday. The Dow traded up 0.19% to 33,939.74 while the NASDAQ rose 1% to 13,391.54. The S&P 500,...
Via
Benzinga
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