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home
about us
Investment Approach
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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
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Banco Santander, S.A. Sponsored ADR (Spain)
(NY:
SAN
)
12.73
-0.07 (-0.55%)
Official Closing Price
Updated: 7:00 PM EST, Feb 10, 2026
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Initiative for a Competitive Inner City Unveils Annual List of the Nation's 100 Fastest-Growing Companies in Under-Resourced Communities
December 09, 2021
SOURCE: Initiative for a Competitive Inner City (ICIC)
Via
3BL Media
Topics
Economy
Benzinga's Top Ratings Upgrades, Downgrades For December 8, 2021
↗
December 08, 2021
Upgrades According to Deutsche Bank, the prior rating for Goodyear Tire & Rubber Co (NASD...
Via
Benzinga
Bancassurance Market May See a Big Move : Major Giants Barclays, Santander, HSBC
↗
November 16, 2021
Stay up-to-date with Global Bancassurance Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Earnings Scheduled For October 27, 2021
↗
October 27, 2021
Companies Reporting Before The Bell • McDonald's (NYSE:MCD) is expected to report quarterly earnings at $2.46 per share on revenue of $6.03 billion. • General...
Via
Benzinga
Charms Of China
↗
December 03, 2021
Today the global stock market rout was pretty awful.
Via
Talk Markets
Santander Holdings USA, Inc. Announces Extension of Tender Offer to Acquire Shares it Does not Own of Santander Consumer USA Holdings Inc. for $41.50 per Share
December 03, 2021
From
Santander Holdings USA, Inc.
Via
Business Wire
Thursday Markets Overview
↗
December 02, 2021
Today we are seeing an across-the-board rise in stock prices on hopes for lower inflation and Omicron jabbing.
Via
Talk Markets
This Foreboding Sign Looms Over Banco Santander's Chart
↗
November 19, 2021
If history is any guide, there may be trouble ahead for shares of Banco Santander (NYSE:SAN). A so-called "death cross" has formed on its chart and, not surprisingly,...
Via
Benzinga
Blockchain in Retail Banking Market to See Major Growth by 2026 : Santander, Axoni, Bit Fury
↗
November 22, 2021
The Latest research study released by HTF MI “Global Blockchain in Retail Banking Market” with 100+ pages of analysis on business Strategy taken up by key and emerging industry players and delivers...
Via
SBWire
Topics
Fraud
Santander Holdings USA, Inc. Announces Extension of Tender Offer to Acquire Shares It Does Not Own of Santander Consumer USA Holdings Inc. for $41.50 per Share
November 18, 2021
From
Santander Holdings USA, Inc.
Via
Business Wire
Wednesday Market Overview
↗
November 10, 2021
Inflation came in at 6.2% in October which boosted gold and of course the new hedge, bitcoin
Via
Talk Markets
Santander Holdings USA, Inc. Announces Extension of Tender Offer to Acquire Shares it Does not Own of Santander Consumer USA Holdings Inc. for $41.50 per Share
November 10, 2021
From
Santander Holdings USA, Inc.
Via
Business Wire
Thursday Market Overview
↗
November 04, 2021
If you are an IBM shareholder you now own something new Kyndryl.
Via
Talk Markets
Ripple Promises Growth for Investors — But at Their Own Risk
↗
November 03, 2021
With Ripple, anyone can send money around without hassle in a secure manner, making it one of the most sought-after digital tokens around.
Via
InvestorPlace
Santander Holdings USA, Inc. Announces Extension of Tender Offer to Acquire Shares It Does Not Own of Santander Consumer USA Holdings Inc. for $41.50 Per Share
November 03, 2021
From
Santander Holdings USA, Inc.
Via
Business Wire
Mastercard and Partners Advance the Future of Sustainable Commerce
November 01, 2021
SOURCE: Mastercard
Via
3BL Media
Topics
Climate Change
Economy
Emissions
BlockFi Welcomes Jennifer Hill to Board of Directors
October 28, 2021
Hill brings 30+ years of financial and operational expertise and joins a Board focused on supporting BlockFi through its next phase of growth
Via
Newswire.com
Banco Santander Central Hispano (SAN) Q3 2021 Earnings Call Transcript
↗
October 28, 2021
SAN earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
FMC GlobalSat to Acquire Santander Teleport
October 27, 2021
FMC GlobalSat ("FMC"), a global provider of best-in-class satellite and wireless connectivity solutions, today announced that it has entered into a definitive agreement with the ERZIA Group to acquire...
Via
Newswire.com
Topics
Supply Chain
Tuesday Market Coverage
↗
October 26, 2021
Thermo Electron fell on the publication of its social responsibility report today.
Via
Talk Markets
Santander Holdings USA, Inc. Announces Extension of Tender Offer to Acquire Shares It Does Not Own of Santander Consumer USA Holdings Inc. for $41.50 Per Share
October 20, 2021
From
Santander Holdings USA, Inc.
Via
Business Wire
Great Place to Work® Announces the World’s Best Workplaces™ 2021
October 19, 2021
Great Place to Work® Announces the World’s Best Workplaces™ 2021
Via
News Direct
Europe's Unicorns
↗
October 15, 2021
After markets jumped yesterday, we saw a lot of bounce today although gold fell back a bit.
Via
Talk Markets
12 Financials Stocks Moving In Tuesday's After-Market Session
↗
October 12, 2021
Gainers Banco Santander Chile (NYSE:BSAC) s...
Via
Benzinga
Expert Ratings For Santander Consumer USA
↗
October 11, 2021
Analysts have provided the following ratings for Santander Consumer USA (NYSE:SC
Via
Benzinga
Camisetasfutboleses.com, more than 25 years selling soccer team jerseys in Spain
October 11, 2021
Via
AB Newswire
Markets Boosted
↗
October 07, 2021
Good news helped stock prices.
Via
Talk Markets
Sweet Smell Of Recovery
↗
October 05, 2021
Markets today saw many reversals of moves by ADR companies in the course of the day, mainly because of macro changes.
Via
Talk Markets
Bill Gates Confirmed for Keynote Interview at Sustainability Week: Countdown to COP26
October 01, 2021
SOURCE: Economist Events
Via
3BL Media
Multiple Bits Of Bad News
↗
September 28, 2021
Republican debt ceiling brinkmanship boosted yields way over what stocks can pay, with info-tech the big loser.
Via
Talk Markets
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