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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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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Nasdaq OMX Group
(NQ:
NDAQ
)
92.60
+1.54 (+1.69%)
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Updated: 4:00 PM EDT, May 18, 2026
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Nasdaq Verafin Announces Targeted Typology Analytics — An Innovative Approach to Fighting Financial Crime
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From
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Argentina’s BYMA to Adopt Nasdaq’s Clearing Platform
September 19, 2024
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Navigating 7 Analyst Ratings For Nasdaq
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September 04, 2024
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August 15, 2024
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The Latest Analyst Ratings For Nasdaq
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July 26, 2024
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July 25, 2024
Nasdaq's ongoing transformation seems to be paying immediate dividends.
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Nasdaq, Marvell Technology And 2 Other Stocks Executives Are Selling
↗
September 17, 2024
Via
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Should You Buy the 3 Highest-Paying Dividend Stocks in the Nasdaq?
↗
September 16, 2024
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Why Investors Hit the Brakes on Polestar Stock Today
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September 04, 2024
No one likes a drastic price target reduction.
Via
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IPO Rebound And FinTech Growth Potential Is Helping Nasdaq: Analyst Double Upgrades Stock
↗
September 04, 2024
BofA Securities double-upgraded Nasdaq stock (NDAQ) and raised its price target to $90 due to strong financials and potential for growth in IPOs.
Via
Benzinga
Topics
Initial Public Offering
This Nasdaq Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
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September 04, 2024
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Here's the Best Unknown High-Yield Dividend Stock to Buy Right Now With $1,000
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September 03, 2024
This dividend stock yields 4.7% and sales have been growing by an average of 13% during the past decade.
Via
The Motley Fool
Canopy Growth's CEO Is Leaving: Is That a Sign of Trouble for the Cannabis Stock?
↗
August 28, 2024
A change in CEO could help Canopy Growth pivot away from a costly strategy focused on the U.S. pot market.
Via
The Motley Fool
Topics
Cannabis
Nasdaq and CF Benchmarks to Drive Development and Adoption of Digital Asset with New Index Options
August 27, 2024
Nasdaq® Bitcoin Index Options (XBTX) will track CME CF Bitcoin Real-Time Index, providing added transparency, accessibility and reliability to cryptocurrency ecosystem
From
Nasdaq, Inc.
Via
GlobeNewswire
Should You Buy the 3 Highest-Paying Dividend Stocks in the Nasdaq?
↗
August 25, 2024
The dividend yields for these stocks are tempting. But some temptations should be avoided.
Via
The Motley Fool
Salesforce, TJX, Nasdaq And A Health Care Stock On CNBC's 'Final Trades'
↗
August 21, 2024
Analysts mention Nasdaq, Salesforce, UnitedHealth and TJX on CNBC's Halftime Report Final Trades.
Via
Benzinga
Nasdaq Sell-Off: 1 Unstoppable Stock Down 39% to Buy on the Dip, According to Wall Street
↗
August 19, 2024
The Nasdaq Composite index is down 6.5% from its all-time high, but history suggests it's a buying opportunity.
Via
The Motley Fool
Topics
Stocks
Proposed Stricter Nasdaq Delisting Process Could Put Spotlight On Direxion Small Cap Bull And Bear 3X ETFs
↗
August 09, 2024
Via
Benzinga
Is It Time to Buy July's Worst-Performing Nasdaq Stocks?
↗
August 07, 2024
These three Nasdaq stocks saw price drops of more than 35% last month. Are they good buys or too risky to touch today?
Via
The Motley Fool
Market Momentum: Your Weekly Financial Forecast
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August 05, 2024
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Via
Benzinga
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↗
August 03, 2024
Would Kamala Harris legalize marijuana?
Via
The Motley Fool
Topics
Cannabis
The 3 Best Stocks to Buy Doing Successful Secondary Offerings in 2024
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August 02, 2024
Secondary offerings are both the selling of stock by insiders and the sale of new stock to the public. Here are three that do both.
Via
InvestorPlace
Bitvavo Adopts Nasdaq Market Surveillance to Enhance Integrity of its Digital Asset Exchange
July 31, 2024
From
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Via
GlobeNewswire
McDonald's, ON Semiconductor And 3 Stocks To Watch Heading Into Monday
↗
July 29, 2024
Via
Benzinga
Follow the Money: 3 Stocks That Will Gain from Wall Street’s Boom
↗
July 27, 2024
These trading volume stocks are poised to get big boosts from Wall street's current, strong rebound and declining interest rates.
Via
InvestorPlace
Top Stock Reports For Costco, Danaher & ServiceNow
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July 27, 2024
Today's Research Daily features new research reports on 16 major stocks, including Costco, Danaher Corporation and ServiceNow, as well as two micro-cap stocks AMREP Corporation and Autoscope...
Via
Talk Markets
IBM Posts Upbeat Earnings, Joins ServiceNow, Helmerich & Payne, RTX, Nasdaq And Other Big Stocks Moving Higher On Thursday
↗
July 25, 2024
Via
Benzinga
NDAQ Stock Earnings: Nasdaq Beats EPS, Beats Revenue for Q2 2024
↗
July 25, 2024
NDAQ stock results show that Nasdaq beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Nasdaq Q2 Earnings: Revenue Surge, Financial Tech and Index Segments Show Strong Growth
↗
July 25, 2024
Nasdaq reports strong Q2 growth with revenue of $1.16B, beating analyst estimates. ARR also increased by 29%. CEO optimistic about broad-based growth and double-digit Solutions growth.
Via
Benzinga
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