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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
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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
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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
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
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Mosaic Co
(NY:
MOS
)
25.00
UNCHANGED
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Insurance Stocks Rebound As Investors Assess Hurricane Milton's Aftermath: 3 Stocks To Watch
↗
October 10, 2024
Hurricane Milton hits Florida, leaving millions without power. Insurance stocks rebound while chemical and generator companies see mixed trading.
Via
Benzinga
As Florida Prepares For One Of Deadliest Hurricanes, Here Are Some Potential Stock Winners And Losers From Milton Threat
↗
October 08, 2024
The second Category 5 storm of the 2024 hurricane season named Hurricane Milton is threatening large-scale destruction, as it quickly graduated from Category 1 status and is approaching the state of...
Via
Benzinga
Mosaic Announces Hurricane Helene Impacts
September 30, 2024
Via
ACCESSWIRE
Mosaic Announces July and August 2024 Revenue and Sales Volumes
September 26, 2024
Via
ACCESSWIRE
Expert Ratings For Mosaic
↗
September 24, 2024
Via
Benzinga
Mosaic Provides Updates on Potash and Phosphate Operations
September 16, 2024
Via
ACCESSWIRE
Expert Outlook: Mosaic Through The Eyes Of 6 Analysts
↗
August 16, 2024
Via
Benzinga
Don’t Overlook Mosaic’s Challenges—They Might Spark Opportunity
September 24, 2024
The Mosaic Co. (NYSE: MOS) is a global producer of potash crop nutrients and concentrated phosphates. These nutrients are crucial in agriculture.
Via
MarketBeat
Intel Leads S&P 500 Monday, And Keeps Running Late; Apple Chipmakers Are Biggest Losers
↗
September 16, 2024
Intel kept running late on yet another big deal.
Via
Investor's Business Daily
Topics
Stocks
Four Stocks To Watch - Monday, September 02
↗
September 03, 2024
By most metrics this market is poised for further upside, but there have been few clean breakout so far. The setups are there, so post Labor Day would be a good time for the market to reveal its hand,...
Via
Talk Markets
Market Thoughts This Labor Day Weekend
↗
September 01, 2024
For this long weekend, I am offering you food for thought. In the overall macro theme, I am sticking to this for time being: Stagflation - The Fed can’t fix it with a huge reduction in rates, that will...
Via
Talk Markets
Topics
Economy
Mosaic Announces Second Quarter 2024 Results
August 06, 2024
Via
ACCESSWIRE
Mosaic Announces Investor Conference Participation
August 02, 2024
Via
ACCESSWIRE
What Analysts Are Saying About Mosaic Stock
↗
July 15, 2024
Via
Benzinga
Patchy But Still Bullish
↗
September 02, 2024
Two weeks ago we turned to a more bullish stance, which has proved to be correct, though we still await the explosive movement out of these consolidations.
Via
Talk Markets
2 Railway Strikes, 3 US Sectors In Trouble: $277B In Goods At Stake As Canadian Unions Call For New Contracts
↗
August 22, 2024
Railway strike could impact sectors relying on goods from CNR and CP. Auto, timber, and grain companies in jeopardy?
Via
Benzinga
Mosaic Announces April and May 2024 Revenue and Sales Volumes
June 24, 2024
Via
ACCESSWIRE
What Analysts Are Saying About Mosaic Stock
↗
June 11, 2024
Via
Benzinga
Mosaic Announces Quarterly Dividend of $0.21 Per Share
August 22, 2024
Via
ACCESSWIRE
Box, Wynn Resorts And 2 Other Stocks Insiders Are Selling
↗
August 14, 2024
Via
Benzinga
Why Analysts Still Predict Double-Digit Upside for Mosaic Stock
August 09, 2024
Mosaic stock is reiterating to the entire market why Wall Street analysts still like it enough to project double-digit upside in the coming quarters
Via
MarketBeat
Mosaic (MOS) Q2 2024 Earnings Call Transcript
↗
August 07, 2024
MOS earnings call for the period ending June 30, 2024.
Via
The Motley Fool
Topics
Earnings
MOS Stock Earnings: Mosaic Misses EPS, Misses Revenue for Q2 2024
↗
August 06, 2024
MOS stock results show that Mosaic missed analyst estimates for earnings per share and missed on revenue for the second quarter of 2024.
Via
InvestorPlace
Four Stocks To Watch This Week - Monday, July 29
↗
July 29, 2024
Quality setups continue to be scarce, which tells its own story, but this market reset will soon bring more of the excellent opportunities we prefer.
Via
Talk Markets
ScottsMiracle-Gro Stock Blooms After Investor Day Optimism
July 23, 2024
Lawn and garden products manufacturer ScottsMiracle-Gro Co. (NYSE: SMG) stock surged on its Investor Day update ahead of fiscal Q3 2024 earnings release.
Via
MarketBeat
Topics
Cannabis
3 Precision Agriculture Stocks Harvesting Big Data
↗
July 18, 2024
Explore precision agriculture stocks with the potential for significant returns as the industry advances in tech-driven farming practices.
Via
InvestorPlace
Mosaic Announces Dates For Second Quarter 2024 Results And Conference Call
July 18, 2024
Via
ACCESSWIRE
Better at Half the Price? 3 Stocks at 52-Week Lows to Buy Now
↗
June 16, 2024
Stocks at 52-week lows to buy can be a minefield but if investors choose carefully can lead to rich rewards down the road.
Via
InvestorPlace
Harvesting Gains: 3 Agriculture Stocks to Buy Before They Sprout
↗
June 07, 2024
Agco, Mosaic and Bunge are top agriculture stocks to buy as they lead the harvest of opportunities in a sector addressing global food demands.
Via
InvestorPlace
May’s Markdowns: 7 Bargain Stocks the Street Overlooked
↗
May 15, 2024
These ideas don’t get celebrated often but that might change.
Via
InvestorPlace
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