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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Bond Fund Seminar
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Nasdaq OMX Group
(NQ:
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+1.47 (+1.75%)
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Updated: 4:00 PM EDT, Mar 13, 2026
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $700 Today
↗
January 03, 2024
Via
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CES 2024 News: AI Headlines World's Largest Consumer Tech Trade Show
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January 02, 2024
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Nasdaq Leads Over NYSE in IPO Listings, Drawing Major Tech and Global Firms in 2023
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December 26, 2023
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December 21, 2023
Canopy Growth's shareholder-unfriendly reverse split took effect this week.
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$100 Invested In Nasdaq 20 Years Ago Would Be Worth This Much Today
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December 21, 2023
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$1000 Invested In Nasdaq 10 Years Ago Would Be Worth This Much Today
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December 01, 2023
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Analyst Expectations for Nasdaq's Future
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December 01, 2023
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BlackRock, Nasdaq, SEC Meet Again: Analyst Speculates On Possible Pre-Holiday Bitcoin ETF Approval
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December 20, 2023
For the second time in a month, BlackRock (NYSE: BLK), Nasdaq (NASDAQ: NDAQ), and Securities and Exchange Commission (SEC) representatives met to discuss rule change
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Better Growth Stock: Canopy Growth vs. Tilray Brands
↗
December 20, 2023
Should you go with the U.S.-focused cannabis business or the company with broader diversification?
Via
The Motley Fool
Topics
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Why These 7 Cloud Computing Stocks Should be on Your Radar in 2024
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December 19, 2023
These top cloud computing stocks are poised for success as the market is set for substantial growth and innovation in 2024.
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Why Canopy Growth Stock Plunged 35% This Week
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The cannabis cultivator announced a shareholder-unfriendly stock consolidation plan this week.
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EXCLUSIVE: Number Of Retail Traders Remains 'Quite High,' Nasdaq's Brandon Tepper Says
↗
December 14, 2023
While the increase of retail traders who joined the stock market during the pandemic has leveled off, many have stayed active.
Via
Benzinga
Looking Into Nasdaq's Recent Short Interest
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Here's How Much You Would Have Made Owning Nasdaq Stock In The Last 15 Years
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November 07, 2023
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Why Canopy Growth Stock Is Getting Smoked Today
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December 13, 2023
Canopy's upcoming reverse stock split comes with a bitter pill for shareholders.
Via
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Sucden Financial Expands Risk Technology Partnership with Nasdaq to Enhance Market Coverage and Data Analytics
December 12, 2023
From
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Nasdaq Appoints Roland Chai as President of European Market Services
December 07, 2023
From
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GlobeNewswire
nuam exchange and Nasdaq Form Strategic Technology Partnership to Develop New Marketplace in Latin America
December 05, 2023
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GlobeNewswire
Bitcoin Price Nips $42,000 — 20-Month High; Crypto Stocks Spike; Bitcoin Miner Rallies 430% On Merger
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December 04, 2023
Bitcoin price bolts to $42,000 for the first time in 20 months, leading a cryptocurrency rally.
Via
Investor's Business Daily
Bitcoin Price Nears $40K With Fed, ETF And These Factors At Play
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December 01, 2023
Bitcoin's price is nearing its level before the May 2022 stablecoin blowup. Credit Fed easing, Bitcoin ETF news and more.
Via
Investor's Business Daily
Topics
ETFs
Economy
Nasdaq Launches New Technology to Scale Global Carbon Markets
November 29, 2023
From
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Via
GlobeNewswire
2 stocks that under-promised and over-delivered on their earnings
November 20, 2023
Companies that under-promise and over-deliver are a joy for shareholders and analysts alike; here are two stocks to consider after their recent earnings reports
Via
MarketBeat
Topics
Artificial Intelligence
Intellectual Property
Canopy Growth's Stock Likely Hasn't Bottomed Out Just Yet
↗
November 15, 2023
Canopy Growth has been an awful investment, and investors shouldn't expect that to change anytime soon.
Via
The Motley Fool
NASDAQ's AI Push To Meet Evolving Data Demands From Retail Traders
↗
November 13, 2023
Via
Benzinga
Topics
Artificial Intelligence
Tilray Brands vs. Canopy Growth: Which Cannabis Company Has the Better Long-Term Strategy?
↗
November 09, 2023
Neither of these stocks has been a great investment over the past few years, but which one is in better shape?
Via
The Motley Fool
Topics
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"Motley Fool Money" on the Road
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October 31, 2023
We took "Motley Fool Money" on the road to our ONE member event in NYC, and we've got a special episode of analyst insights and listener questions.
Via
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New to Capital Markets? Here's Why I Would Buy Tradeweb Markets Stock First.
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October 31, 2023
This company's rapid growth has earned it a premium valuation.
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5 Stocks You Can Confidently Invest $500 in Right Now
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October 31, 2023
Dominating their respective niches, these businesses are worth considering at discounted valuations.
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Moomoo Singapore Deploys Nasdaq Trade Surveillance Solutions to Uphold Market Integrity
October 31, 2023
From
Nasdaq, Inc.
Via
GlobeNewswire
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