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home
about us
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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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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
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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
RSVP-Signup Form
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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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Nasdaq Gains 1%; US Budget Deficit Widens In May
↗
June 12, 2023
U.S. stocks traded higher toward the end of trading, with Nasdaq Composite gaining over 100 points on Monday. The Dow traded up 0.19% to 33,939.74 while the NASDAQ rose 1% to 13,391.54. The S&P 500,...
Via
Benzinga
Nasdaq Agrees To Buy Adenza For $10.5 Billion
↗
June 12, 2023
Nasdaq will pay $5.75 billion in cash and the remaining in stock.
Via
Talk Markets
Stocks Sport Midday Leads As Busy Week Begins
↗
June 12, 2023
Stocks are modestly higher this afternoon amid hopes of a dovish Fed, with the central bank's policy decision due out Wednesday.
Via
Talk Markets
Why Asset Entities Shares Are Trading Higher By 142%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
June 12, 2023
Gainers Asset Entities Inc. (NASDAQ: ASST) shares jumped 142% to $2.79 after the company announced the development of an AI bot as part of its AE360DDM suite of services on Discord.
Via
Benzinga
Why Nasdaq Shares Are Slipping Today
↗
June 12, 2023
Nasdaq Inc (NASDAQ: NDAQ) disclosed an agreement to acquire Adenza from Thoma Bravo for
Via
Benzinga
Here's How Much You Would Have Made Owning Nasdaq Stock In The Last 15 Years
↗
June 06, 2023
Via
Benzinga
Crude Oil Drops Sharply; Chinook Therapeutics Shares Spike Higher
↗
June 12, 2023
U.S. stocks traded higher midway through trading, with Dow Jones gaining over 40 points on Monday. The Dow traded up 0.12% to 33,919.07 while the NASDAQ rose 0.49% to 13,323.71. The S&P 500, also rose,...
Via
Benzinga
3 Dividend Stocks That Should Pay You the Rest of Your Life
↗
June 12, 2023
These stocks raised their dividends annually for at least a decade and should continue rewarding investors for years.
Via
The Motley Fool
Why Are Cruise Stocks CCL, RCL, NCLH Up Today?
↗
June 12, 2023
Cruise stocks are on the rise Monday as investors react to a positive note to clients from JPMorgan analysts and we've got the details!
Via
InvestorPlace
Nasdaq, Methanex And Other Big Stocks Moving Lower On Monday
↗
June 12, 2023
U.S. stocks traded higher, with the Nasdaq Composite rising around 70 points on Monday. Here are some big stocks recording losses in today’s session. Beneficient (NASDAQ: BENF) shares fell 17% to...
Via
Benzinga
BIIB Stock Alert: Biogen Resumes Trading With New FDA Backing
↗
June 12, 2023
Biogen (BIIB) stock is a hot topic among traders Monday as the company's share resumed trading following a halt that was in effect on Friday.
Via
InvestorPlace
Here's How Much $1000 Invested In Nasdaq 20 Years Ago Would Be Worth Today
↗
May 22, 2023
Via
Benzinga
Up 27% In 2023, Is It Safe to Invest In the Nasdaq Right Now?
↗
May 18, 2023
Will the Nasdaq 100 come crashing down in 2023?
Via
The Motley Fool
Looking Into Nasdaq's Recent Short Interest
↗
May 15, 2023
Via
Benzinga
NDAQ Stock: What to Know About Nasdaq’s $10.5 Billion Adenza Buy
↗
June 12, 2023
Nasdaq (NDAQ) is on the move Monday after the company announced plans to acquire Adenza in a massive $10.5 billion deal.
Via
InvestorPlace
Broadcom Might Receive European Approval For $61B VMware Deal, UBS Closes Credit Suisse Takeover, Illumina CEO Steps Down Amid Activist Investor Carl Icahn's Pressure: Today's Top Stories
↗
June 12, 2023
Reuters Broadcom Most Likely To Receive EU Approval For $61B VMware Merger
Via
Benzinga
Benzinga Pro's Top 5 Stocks To Watch For Monday, June 12, 2023: QCOM, NDAQ, CFLT, ASST, IFBD
↗
June 12, 2023
Qualcomm (QCOM) - The company's head of its AI unit, Zaid Asghar, will interview on Benzinga's PreMarket Prep show Monday morning at 9 a.m. EDT. Tune in to hear details of how Qualcomm is
Via
Benzinga
Why Chindata Group Holdings Stock Rocketed 11% Higher Today
↗
June 07, 2023
The data center operator could soon vanish from the stock market.
Via
The Motley Fool
Here's How Much $1000 Invested In Nasdaq 20 Years Ago Would Be Worth Today
↗
April 26, 2023
Via
Benzinga
Here's Why Celsius Stock Surged 31% in May and Is Now at an All-Time High
↗
June 05, 2023
Everything seems to be going its way.
Via
The Motley Fool
Has Canopy Growth Finally Found a Way to Enter the U.S. Pot Market?
↗
June 01, 2023
The company is struggling to increase sales and is in need of a growth catalyst.
Via
The Motley Fool
SET Launches New Trading System Leveraging Nasdaq Technology to Meet End-to-End Investment Needs
May 31, 2023
From
Nasdaq, Inc.
Via
GlobeNewswire
Stocks Going Ex-Dividend In June 2023
↗
May 27, 2023
The following is a short list of some of the many stocks going ex-dividend during the next month, which can be helpful for traders and investors interested in the stock trading technique known as...
Via
Talk Markets
Why Nikola Stock Is Plummeting Again Today
↗
May 25, 2023
The EV stock has hit a fresh all-time low and now trades down 99% from its high.
Via
The Motley Fool
These 6 Stocks Are Relentless Dividend Growers
↗
May 16, 2023
Today I tell you about 6 dividend growth stocks that just increased their dividends. Check out the video for full details.
Via
Talk Markets
Why Absolute Software Stock Zoomed 33% Today
↗
May 11, 2023
The company is set to change hands in a deal valued at $870 million.
Via
The Motley Fool
Gryphon And MJ Freeway Acquire Akerna's Software Business For $5M, Game-Changer For Cannabis Industry
↗
May 01, 2023
Akerna Corp. (NASDAQ: KERN) recently announced the sale of its software business to MJ Freeway Acquisition Co for $5 million in cash, which will coincide with its Gryphon Digital Mining, Inc merger.
Via
Benzinga
Why GeneDx Holdings Stock Lagged the Market Today
↗
April 28, 2023
A financial-engineering move about to be made by the company is an indication of some deep and challenging problems.
Via
The Motley Fool
Semiconductors And Consumer Cyclical Stocks Lead Tuesday's Sell-Off; Stocks To Watch Wednesday
↗
April 26, 2023
The U.S. stock market closed on Tuesday at session lows, breaking through a short-term trading range to the downside.
Via
Benzinga
Options Trading Hits 50-Year Mark; Can Industry Innovation Help More Investors Grow Their Wealth?
↗
April 21, 2023
"The transition from passive investing to active investing is just starting," Tom Sosnoff said.
Via
Investor's Business Daily
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