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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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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3M Co
(NY:
MMM
)
148.05
+1.38 (+0.94%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 25, 2026
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Peak Financial Exits $2.75 Million 3M Stake as Industrial Giant Eyes Turnaround
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October 09, 2025
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SECURITIES CLASS ACTION NOTICE: Girard Sharp Law Firm Encourages Current and Former 3M Company (NYSE:MMM) Shareholders Who Received Neogen Corporation (NASDAQ:NEOG) Shares in Connection With Neogen Corporation’s Acquisition of 3M Company’s Food Safety
September 22, 2025
From
Girard Sharp LLP
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September 17, 2025
The U.S. dollar is currently undergoing a significant weakening trend, a development that is sending ripples across global financial markets and international trade. This depreciation is largely fueled...
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SECURITIES CLASS ACTION NOTICE: Girard Sharp Law Firm Encourages Current and Former 3M Company (NYSE:MMM) Shareholders Who Received Neogen Corporation (NASDAQ:NEOG) Shares in Connection With Neogen Corporation’s Acquisition of 3M Company’s Food Safety
September 17, 2025
From
Girard Sharp LLP
Via
GlobeNewswire
3 Reasons to Sell MMM and 1 Stock to Buy Instead
September 17, 2025
3M currently trades at $158.55 per share and has shown little upside over the past six months, posting a middling return of 3.5%. The stock also fell short of the S&P 500’s 16.4% gain during that...
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Neogen Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before September 16, 2025 to Discuss Your Rights - NEOG
September 16, 2025
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Neogen Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before September 16, 2025 to Discuss Your Rights - NEOG
September 16, 2025
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Shareholders That Lost Money on Neogen Corporation (NEOG) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
September 15, 2025
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September 15, 2025
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US Dollar's Reign Challenged: J.P. Morgan Forecasts EM Currency Outperformance Amidst Bearish Greenback Outlook
September 12, 2025
J.P. Morgan Research has issued a compelling and detailed bearish outlook on the US dollar, forecasting a continued period of weakness through 2025 and potentially into 2026. This pronouncement signals...
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Class Action Filed Against Neogen Corporation (NEOG) - September 16, 2025 Deadline to Join - Contact Levi & Korsinsky
September 12, 2025
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Class Action Filed Against Neogen Corporation (NEOG) - September 16, 2025 Deadline to Join - Contact Levi & Korsinsky
September 12, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
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Texas Rep. Julie Johnson Sold Up to $885K Worth of 3M Stock
↗
September 12, 2025
Via
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Shareholders That Lost Money on Neogen Corporation (NEOG) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
September 11, 2025
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Shareholders That Lost Money on Neogen Corporation (NEOG) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
September 11, 2025
Via
TheNewswire.com
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SECURITIES CLASS ACTION NOTICE: Girard Sharp Law Firm Encourages Current and Former 3M Company (NYSE:MMM) Shareholders Who Received Neogen Corporation (NASDAQ:NEOG) Shares in Connection With Neogen Corporation’s Acquisition of 3M Company’s Food Safety
September 11, 2025
From
Girard Sharp LLP
Via
GlobeNewswire
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