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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
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Nasdaq OMX Group
(NQ:
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85.53
+1.47 (+1.75%)
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Updated: 4:00 PM EDT, Mar 13, 2026
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More Than $246M Bet On Occidental Petroleum? Check Out These 4 Stocks Insiders Are Buying
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October 26, 2023
Although U.S. stocks closed lower on Wednesday, there were a few notable insider trades.
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October 20, 2023
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Nasdaq Analysts Increase Their Forecasts Following Upbeat Earnings
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October 19, 2023
Nasdaq Inc (NASDAQ: NDAQ) reported strong earnings results for the third quarter.
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October 19, 2023
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Benzinga
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October 18, 2023
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Via
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October 18, 2023
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October 17, 2023
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Analyst Expectations for Nasdaq's Future
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October 12, 2023
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Earnings Scheduled For October 18, 2023
↗
October 18, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is expected to report quarterly earnings at $1.71 per share on revenue of $21.67 billion.
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P/E Ratio Insights for Nasdaq
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If You Invested $100 In This Stock 10 Years Ago, You Would Have $500 Today
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Here's How Much $1000 Invested In Nasdaq 10 Years Ago Would Be Worth Today
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5 NYSE-Listed Emerging Market Stocks For Income Investors
September 20, 2023
Emerging markets could be spotlighted in 2024 due to outsized growth; here are 5 emerging market stocks that pay dividends and trade on US exchanges
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Why Avantax Stock Soared 29% This Week
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September 14, 2023
Avantax is being acquired in an all-cash deal. Here's what investors need to know.
Via
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Nasdaq Study Shows Legacy Technology and Regulation Preventing Financial Institutions From Capturing Growth Opportunities
September 14, 2023
From
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September 08, 2023
The U.S. Securities and Exchange Commission (SEC) gave a nod of approval to Nasdaq Inc’s (NASDAQ: NDAQ) newest artificial intelligence (AI)-powered trading tool.
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Regulatory Compliance
Looking Into Nasdaq's Recent Short Interest
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August 18, 2023
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Here's How Much $1000 Invested In Nasdaq 15 Years Ago Would Be Worth Today
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August 15, 2023
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Bull Market and Beyond: 2 Cheap Growth Stocks to Own for the Long Run
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Both of these stocks have long-term growth catalysts.
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Why Faraday Future Stock Rocketed 26% Higher Today
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August 17, 2023
The company made strides toward becoming a more viable business.
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The Motley Fool
Exchange Titans NYSE And Nasdaq Square Off Over New Listings In Reviving IPO Arena
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August 09, 2023
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Why Nano Dimension Stock Zoomed 7% Higher on Monday
↗
August 07, 2023
The company has been authorized to repurchase nearly $228 million worth of its ADSs.
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The Motley Fool
Cboe Introduces New Options Contracts On Corporate Bonds
↗
July 31, 2023
Cboe Global Markets (BATS: CBOE) is set to enhance its corporate bond index product suite by introducing new options based on the Cboe iBoxx iShares $ High Yield Corporate Bond Index futures (IBHY) and...
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3 Extraordinary Breakout Stocks You'll Regret Not Buying on the Dip
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July 30, 2023
These tech stocks have come alive in 2023.
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Are the Big Tech Stocks About to Take a Breather? Here's What This Broker Thinks
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July 27, 2023
Interactive Brokers just reported mixed results for the second quarter of 2023.
Via
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Nasdaq, J.B. Hunt Transport And 2 Other Stocks Insiders Are Selling
↗
July 26, 2023
The Nasdaq 100 closed higher on Tuesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Looking for a Bounce Back? These 3 Stocks Near 52-Week Lows May Deliver Soon.
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July 24, 2023
If you’re looking for companies whose shares are trading near 52-week lows, here are three stocks to rebound soon.
Via
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The 7 Most Undervalued Nasdaq Stocks to Buy Now: July 2023
↗
July 19, 2023
The market is soaring, but there is still time to buy these seven undervalued Nasdaq stocks before they head higher.
Via
InvestorPlace
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