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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
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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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CDW Corporation - Common Stock
(NQ:
CDW
)
134.34
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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Telus International Stock Sees Its Composite Rating Rise To 96
↗
August 26, 2021
The IBD SmartSelect Composite Rating for Telus International stock rose from 92 to 96 Thursday. It cleared a consolidation on Wednesday.
Via
Investor's Business Daily
IT Services Earnings Crush: Motley Fool Senior Analyst Weighs In
↗
August 15, 2021
Accenture, EPAM Systems, and CDW just reported earnings. Here's what we're tracking with these digital stalwarts.
Via
The Motley Fool
Topics
Artificial Intelligence
CDW Names Al Miralles as Chief Financial Officer
August 10, 2021
From
CDW Corporation
Via
Business Wire
Cdw Corp (CDW) Q2 2021 Earnings Call Transcript
↗
August 04, 2021
CDW earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
CDW Beats On Q2 Earnings Aided By Economic Recovery, Declares Dividend, Raises FY21 Outlook
↗
August 04, 2021
CDW Corp (NASDAQ: CDW) reported second-quarter FY21 net sales growth of 17.9% year-on-year to $5.15 billion, beating the analyst consensus of $4.96 billion....
Via
Benzinga
CDW: Q2 Earnings Insights
↗
August 04, 2021
Shares of CDW (NASDAQ:CDW) remained unaffected after the company reported Q2 results. Quarterly Results Earnings per share rose 29.49% over the past year to $2.02, which...
Via
Benzinga
CDW: Q1 Earnings Insights
↗
May 05, 2021
Shares of CDW (NASDAQ:CDW) rose 0.7% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share were up 26.09% year over year to $1....
Via
Benzinga
A Preview Of CDW's Earnings
↗
May 04, 2021
On Wednesday, May 05, CDW (NASDAQ:CDW) will release its latest earnings report. Benzinga's report can help you figure out the ins and outs of the earnings release. What Are...
Via
Benzinga
CDW Declares Quarterly Cash Dividend of $0.40 Per Share
August 04, 2021
From
CDW Corporation
Via
Business Wire
CDW Reports Second Quarter 2021 Earnings
August 04, 2021
From
CDW Corporation
Via
Business Wire
CDW Acquires Cybersecurity Firm Focal Point Data Risk For Undisclosed Terms
↗
August 02, 2021
Multi-brand technology services and solutions provider CDW Corp (NASDAQ: CDW) acquired cybersecurity services provider Focal Point Data Risk. The financial...
Via
Benzinga
CDW Announces Acquisition of Focal Point Data Risk
August 02, 2021
From
CDW Corporation
Via
Business Wire
Stocks That Hit 52-Week Highs On Thursday
↗
April 15, 2021
Thursday morning saw 166 companies set new 52-week highs. Interesting Highlights: The largest company by market cap to hit a new 52-week high was Microsoft (NASDAQ:...
Via
Benzinga
CDW to Announce Second Quarter 2021 Results on August 4
July 21, 2021
From
CDW Corporation
Via
Business Wire
CDW to Participate in Upcoming Investor Conferences
June 01, 2021
From
CDW Corporation
Via
Business Wire
CDW Corp (CDW) Q1 2021 Earnings Call Transcript
↗
May 07, 2021
CDW earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
CDW Shares Are Trading Lower After CFO Retirement, Q1 Earnings Beat
↗
May 05, 2021
CDW Corp (NASDAQ: CDW) reported first-quarter FY21 revenue growth of 10.2% year-on-year to $4.838 billion, beating analysts consensus of $4.61 billion....
Via
Benzinga
Topics
Retirement
CDW Announces CFO Transition Plan
May 05, 2021
From
CDW Corporation
Via
Business Wire
CDW Declares Quarterly Cash Dividend of $0.40 Per Share
May 05, 2021
From
CDW Corporation
Via
Business Wire
CDW Reports First Quarter 2021 Earnings
May 05, 2021
From
CDW Corporation
Via
Business Wire
CDW Clears Key Benchmark, Hitting 80-Plus RS Rating After Acquiring Google-Partnered Consulting Firm
↗
April 21, 2021
CDW has an A- Accumulation/Distribution Rating, one of five metrics in the Composite Rating. The A- rating means institutions are heavily buying CDW shares.
Via
Investor's Business Daily
CDW to Announce First Quarter 2021 Results on May 5
April 21, 2021
From
CDW Corporation
Via
Business Wire
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