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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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TripAdvisor
(NQ:
TRIP
)
11.49
+0.56 (+5.12%)
Official Closing Price
Updated: 4:15 PM EDT, Apr 9, 2026
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Last Week's Earnings Recap
↗
November 08, 2021
With their latest quarter results, tech giants such as Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Facebook (NASDAQ: FB), and Microsoft (NASDAQ: MSFT),...
Via
Benzinga
3 Questions TripAdvisor Needs to Answer on Tuesday
↗
November 07, 2021
Investors have some concerns ahead of the upcoming earnings report.
Via
The Motley Fool
3 Things to Watch in the Stock Market This Week
↗
November 07, 2021
Disney is one of several closely watched stocks set to announce earnings results over the next few trading days.
Via
The Motley Fool
Topics
Stocks
Top Five Tech Stocks for 2022
↗
November 05, 2021
Smart Money looks at the macro trends in the investing world. Here are five stocks focused on the big picture that you need to watch.
Via
InvestorPlace
Barclays Cuts TripAdvisor Price Target By 38%
↗
November 01, 2021
Barclays analyst Mario Lu
Via
Benzinga
Unusual Options Activity Insight: TripAdvisor
↗
August 11, 2021
Shares of TripAdvisor (NASDAQ:TRIP) saw some unusual opti...
Via
Benzinga
Recap: TripAdvisor Q2 Earnings
↗
August 05, 2021
Shares of TripAdvisor (NASDAQ:TRIP) rose in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share were up 90.79% year over year to...
Via
Benzinga
Earnings Scheduled For November 8, 2021
↗
November 08, 2021
Companies Reporting Before The Bell • Privia Health Group (NASDAQ:PRVA) is projected to report quarterly loss at $0.11 per share on revenue of $215.14 million. •...
Via
Benzinga
Understanding TripAdvisor's Unusual Options Activity
↗
August 03, 2021
On Tuesday, shares of TripAdvisor (NASDAQ:TRIP) saw unusu...
Via
Benzinga
Cannabis Movers & Shakers: Verano, Flora Growth, Lifeist, Fyllo, cbdMD
↗
November 05, 2021
Verano Holdings Names Destiny Thompson As New CPO Cannabis company Verano Holdings Corp. (CSE:
Via
Benzinga
Topics
Cannabis
8 Communication Services Stocks Moving In Thursday's After-Market Session
↗
November 04, 2021
Gainers Insignia Systems (NASDAQ:ISIG) s...
Via
Benzinga
BREAKING: Fyllo Continues Hiring Spree With Three New Additions To Senior Team
↗
November 03, 2021
Cannabis compliance technology platform Fyllo bolstered its leadership team with several high-powered executive hires, includ...
Via
Benzinga
Topics
Cannabis
10 Communication Services Stocks Moving In Monday's Pre-Market Session
↗
November 01, 2021
Gainers Salem Media Group (NASDAQ:SALM) shares moved upwards by 6.91% to $4.02 during Monday's pre-market session. The company's market cap stands at $108.0...
Via
Benzinga
10 Biggest Price Target Changes For Monday
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November 01, 2021
Needham boosted the price target on ServiceNow, Inc. (NYSE:
Via
Benzinga
As COVID Cases Decline in Argentina, Gaucho Group Builds Up Hotel and Estate Opportunities
↗
October 19, 2021
Photo by Nicolas Taylor on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
Via
Benzinga
US Senate's Latest Antitrust Bill Targets Amazon, Apple, Google: CNBC
↗
October 14, 2021
Sen. Amy Klobuchar, D-Minn., the Senate Judiciary subcommittee Chair on antitrust, will soon introduce a major antitrust bill aimed at Big Tech offering more choice to the...
Via
Benzinga
Stocks Mixed as Debt Ceiling Optimism Trumps Jobs Report
↗
October 08, 2021
Optimism surrounding the short-term debt ceiling deal is keeping losses in check, while the three major benchmarks are on pace for weekly wins.
Via
Talk Markets
Psyched: The 50 Publicly-listed Psychedelics Companies, Atai's New Subsidiary, PharmaTher Gets New Orphan Drug Designation
↗
October 18, 2021
The Week In Psychedelics
Via
Benzinga
9 Communication Services Stocks Moving In Friday's Intraday Session
↗
October 01, 2021
Gainers Liberty TripAdvisor Hldgs (NASDAQ:LTRPA) stock moved upwards by 14.07% to $3.52 during Friday's regular session. As of 12:30 EST, Liberty TripAdvisor Hldgs...
Via
Benzinga
9 Communication Services Stocks Showing Unusual Options Activity In Today's Session
↗
September 24, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
There Are Now 50 Psychedelics Companies Listed In The U.S. - Here They Are
↗
October 13, 2021
Just two years ago, the psychedelics sector was a small research space reserved for academics and extremely forward-thinking investors. S...
Via
Benzinga
Tuesday's Market Minute: Entering The Metaverse
↗
September 14, 2021
Entertainment and social media companies are competing for our eyeballs, whether that’s Netflix (NASDAQ: NFLX) and other streaming services pouring billions into a constant...
Via
Benzinga
Tripadvisor Partners With Amazon's Audible For Travel Audio Entertainment
↗
September 13, 2021
Travel guidance platform Tripadvisor Inc (NASDAQ: TRIP) has announced a collaboration with Audible, an Amazon.com Inc (NASDAQ: AMZN) subsidiary that...
Via
Benzinga
Why Travel Stocks Jumped This Week
↗
August 27, 2021
Prospects brightened for an eventual end to the current pandemic surge.
Via
The Motley Fool
7 Communication Services Stocks Showing Unusual Options Activity In Today's Session
↗
August 17, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
Via
Benzinga
'Halftime Report' Traders Advise Viewers On Medtronic, 23andMe And More
↗
August 13, 2021
On CNBC's "Fast Money Halftime Report," Pete Najarian said Medtronic PLC (NYSE: MDT) is really well run and it has a great free cash flow and unbelievable balance...
Via
Benzinga
TripAdvisor, inc (TRIP) Q2 2021 Earnings Call Transcript
↗
August 06, 2021
TRIP earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Is It Time to Buy 5 of the Nasdaq's Worst-Performing July Stocks?
↗
August 05, 2021
These tickers are all down for the same reason, but the reason is nowhere near its end.
Via
The Motley Fool
Topics
Stocks
Earnings Scheduled For August 5, 2021
↗
August 05, 2021
Companies Reporting Before The Bell • OneSpaWorld Holdings (NASDAQ:OSW) is projected to report quarterly loss at $0.20 per share on revenue of $6.42 million. •...
Via
Benzinga
Unusual Options Activity Insight: TripAdvisor
↗
July 20, 2021
On Tuesday, shares of TripAdvisor (NASDAQ:TRIP) saw unusual options activity. After the option alert, the stock price moved up to $35.63. Sentiment: BULLISH Option Type: SWEEP...
Via
Benzinga
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