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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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
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Cboe Global Markets, Inc. - Common Stock
(NY:
CBOE
)
289.90
-0.35 (-0.12%)
Official Closing Price
Updated: 8:00 PM EDT, Mar 13, 2026
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EXCLUSIVE: TradeZero Co-Founder Talks Platform Updates, PFOF, What's Ahead For Retail Traders
↗
July 19, 2021
In light of pandemic restrictions, retail investors, hungry for engagement with the outside world, fueled an impressive rise in trading activity. T...
Via
Benzinga
5 Top Stocks With Solid Sales Growth Worth Considering Now
↗
June 23, 2021
Sales growth is an important metric for any company, as it is a major part of growth projections and instrumental in strategic decision making.
Via
Talk Markets
Happy Friday
↗
June 11, 2021
The inflation risk is being ignored by the US market now that there will probably not be a tax increase and may be higher prices for longer.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For June 11, 2021
↗
June 11, 2021
Upgrades Barclays upgraded the previous rating for Ventas Inc (NYSE:VTR) from Equal-Weight to Overweight. In the first quarter, Ventas showed an EPS of $0.72, compared to...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Stocks That Hit 52-Week Highs On Thursday
↗
June 17, 2021
This morning 94 companies set new 52-week highs. Things to Consider: NVIDIA (NASDAQ:NVDA) was the largest firm by market cap to set a new 52-week high. Deswell Industries...
Via
Benzinga
Expert Ratings for Cboe Global Markets
↗
June 11, 2021
Within the last quarter, Cboe Global Markets (BATS:CBOE) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 4 0...
Via
Benzinga
SEC Begins Review Of SkyBridge, Fidelity Bitcoin ETFs While WisdomTree Applies For Ethereum ETF
↗
May 28, 2021
An outcome on the list of U.S Bitcoin ETF applicants could be reached in under 45 days. What Happened: According to the ...
Via
Benzinga
Topics
Regulatory Compliance
Stocks That Hit 52-Week Highs On Thursday
↗
May 13, 2021
Before 10 a.m. ET Thursday, 24 stocks made new 52-week highs. Areas of Significance: Novo Nordisk (NYSE:NVO) was the biggest company by market cap to set a new 52-week...
Via
Benzinga
A Down Day
↗
May 12, 2021
The tech wreck continues because inflation will hurt the costly stock sector more than others.
Via
Talk Markets
VIX Climbs To Its Highest Since Early March Amid Market Sell-off: What You Need To Know
↗
May 12, 2021
The CBOE Volatility Index (VIX), an index measuring expected volatility in the market, has climbed to its highest level since early March, when a tech meltdown triggered an across...
Via
Benzinga
Topics
Stocks
CBOE Files To List Fidelity's Bitcoin ETF
↗
May 11, 2021
The Chicago Board Options Exchange (CBOE), traded as Cboe Global Markets Inc (NYSE:
Via
Benzinga
Where Cboe Global Markets Stands With Analysts
↗
May 03, 2021
Cboe Global Markets (BATS:CBOE) has observed the following analyst ratings within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 1 1 0 1...
Via
Benzinga
London Cancel
↗
April 26, 2021
Brazilian Cosan is up 0.43% despite desperate Covid-19 outbreaks along the Amazon.
Via
Talk Markets
Earnings Scheduled For April 30, 2021
↗
April 30, 2021
Companies Reporting Before The Bell • O2Micro Intl (NASDAQ:OIIM) is estimated to report quarterly earnings at $0.09 per share on revenue of $23.30 million. • Twin...
Via
Benzinga
This Day In Market History: CBOE Becomes First Dedicated Options Exchange
↗
April 26, 2021
Each day, Benzinga takes a look back at a notable market-related moment that occurred on this date. What Happened? On this day in 1973, the Chicago Board Options Exchange...
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Benzinga
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