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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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DLocal Limited - Class A Common Shares
(NQ:
DLO
)
15.14
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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Overview
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TJX, Mercury Systems And 3 Stocks To Watch Heading Into Wednesday
↗
August 16, 2023
With U.S. stock futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
dLocal Stock Earnings: Why Are Shares Soaring After Earnings?
↗
August 15, 2023
A new co-CEO, a potential sale, and rapid growth. Is dLocal stock a buy?
Via
The Motley Fool
DLocal Stock Surges Into The Close On Earnings Leak, Continues To Climb After Hours: What's Going On?
↗
August 15, 2023
DLocal Limited (NASDAQ: DLO) shares soared late Tuesday after the company reported
Via
Benzinga
dLocal Reports 2023 Second Quarter Financial Results
August 15, 2023
From
DLocal Limited
Via
GlobeNewswire
dLocal Appoints Pedro Arnt as Co-Chief Executive Officer alongside Sebastián Kanovich
August 15, 2023
From
DLocal Limited
Via
GlobeNewswire
DLocal's Earnings: A Preview
↗
August 14, 2023
Via
Benzinga
4 Analysts Have This to Say About DLocal
↗
July 25, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 3, 2023
↗
August 03, 2023
Via
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Looking for a Bargain? 3 Fintech Stocks to Buy That Are Down 3% in 2023
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August 01, 2023
These fintech stock bargains are growing as financial technology adoption rates increase and are taking market share from legacy finance.
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Bragar Eagel & Squire, P.C. Is Investigating Integra, Chinook, DLocal, and Comerica and Encourages Investors to Contact the Firm
July 26, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Analyst Expectations for DLocal's Future
↗
May 19, 2023
Via
Benzinga
DLocal: Q1 Earnings Insights
↗
May 17, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 25, 2023
↗
July 25, 2023
Via
Benzinga
dLocal to Report Second Quarter 2023 Financial Results
July 13, 2023
From
DLocal Limited
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Integra, Chinook, DLocal, and Comerica and Encourages Investors to Contact the Firm
July 10, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Integra, Chinook, DLocal, and Comerica and Encourages Investors to Contact the Firm
July 05, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Chinook, DLocal, Comerica, and Advanced Auto Parts and Encourages Investors to Contact the Firm
June 30, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Bowlero, Integra, Chinook, and DLocal and Encourages Investors to Contact the Firm
June 24, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Reata, DLocal, Comerica, and Advance Auto Parts and Encourages Investors to Contact the Firm
June 19, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
dLocal engages with Argentine authorities and announces further investments in the country
June 15, 2023
From
DLocal Limited
Via
GlobeNewswire
dLocal Announces Appointment of Sergio Fogel as Co-President and Chief Strategy Officer, and completion of major share purchase by key shareholders
June 07, 2023
From
DLocal Limited
Via
GlobeNewswire
DLOCAL ALERT: Bragar Eagel & Squire, P.C. is Investigating DLocal Ltd on Behalf of DLocal Stockholders and Encourages Investors to Contact the Firm
May 30, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
dLocal issues response to the press article allegations
May 26, 2023
From
DLocal Limited
Via
GlobeNewswire
3 Stocks That Could Turn $1,000 Into $2,000 by 2026
↗
May 19, 2023
These companies are all growing by around 50% annually.
Via
The Motley Fool
Why DLocal Stock Edged Past the Market Today
↗
May 18, 2023
The financial services company notched modest first-quarter beats on the top and bottom lines.
Via
The Motley Fool
Why Hibbett Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
May 26, 2023
Gainers Onfolio Holdings, Inc. (NASDAQ: ONFO) gained 73% to $2.02 after the company announced it completed development of a generative AI search tool.
Via
Benzinga
Why Monro Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
May 18, 2023
Gainers CaliberCos Inc. (NASDAQ: CWD) shares jumped 65.6% to $9.94 amid post-IPO volatility.
Via
Benzinga
Netflix, Synopsys, Madison Square Garden Entertainment And Other Big Stocks Moving Higher On Thursday
↗
May 18, 2023
U.S. stocks traded mixed, with the Dow Jones dropping around 50 points on Thursday. Here are some big stocks recording gains in today’s session. Urstadt Biddle Properties Inc. (NYSE: UBP) shares surged...
Via
Benzinga
Why DLocal Shares Are Trading Lower By 11%; Here Are 20 Stocks Moving Premarket
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May 18, 2023
Gainers SeaStar Medical Holding Corporation (NASDAQ: ICU) shares surged 101.7% to $1.19 in pre-market trading after dropping around 13% on Wednesday. SeaStar Medical Holding recently reported a...
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May 18, 2023
It's time to start the day with a breakdown of all the biggest pre-market stock movers worth reading about on Thursday!
Via
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