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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Waterdrop Inc. American Depositary Shares (each representing the right to
(NY:
WDH
)
1.895
-0.005 (-0.26%)
Streaming Delayed Price
Updated: 1:04 PM EST, Jan 6, 2026
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Earnings Scheduled For June 17, 2021
↗
June 17, 2021
Companies Reporting Before The Bell • Commercial Metals (NYSE:CMC) is estimated to report quarterly earnings at $0.83 per share on revenue of $1.72 billion. •...
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Benzinga
Insurance Stocks Moving In Friday's Intraday Session
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June 04, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Reliance Global Group (NASDAQ: RELI) stock rose 3.09...
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Insurance Stocks Moving In Wednesday's Intraday Session
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June 02, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Metromile (NASDAQ:
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Benzinga's Top Ratings Upgrades, Downgrades For June 2, 2021
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June 02, 2021
Upgrades According to Barrington Research, the prior rating for Landec Corp (NASDAQ:LNDC) was changed from Market Perform to Outperform. Landec earned $0.09 in the third...
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Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
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June 01, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers FG Financial Gr (NAS...
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Benzinga's Top Ratings Upgrades, Downgrades For June 1, 2021
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June 01, 2021
Upgrades For Equity Residential (NYSE:EQR), BMO Capital upgraded the previous rating of Market Perform to Outperform. Equity Residential earned $0.68 in the first quarter...
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Insurance Stocks Moving In Friday's Intraday Session
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May 28, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Lemonade (NYSE:
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Insurance Stocks Moving In Thursday's Intraday Session
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May 27, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Huize Holding (NASDAQ: HUIZ) shares rose 10.51% to $...
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74 Biggest Movers From Friday
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May 17, 2021
Gainers MoSys, Inc. (NASDAQ: MOSY) shares climbed 50.5% to settle at $4.35 on Friday. MoSys, last week, reported a loss for its first quarter. HyreCar Inc. (NASDAQ: HYRE) shares...
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64 Biggest Movers From Yesterday
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May 11, 2021
Gainers InnSuites Hospitality Trust (NYSE: IHT) shares jumped 82.6% to settle at $6.39 on Monday. Protagenic Therapeutics, Inc. (NASDAQ: PTIX) shares surged 53.5% to close at $3....
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40 Stocks Moving In Monday's Mid-Day Session
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May 10, 2021
Gainers Protagenic Therapeutics, Inc. (NASDAQ: PTIX) shares jumped 64.2% to $3.4962 on above-average news. Obalon Therapeutics, Inc. (NASDAQ: OBLN) gained 35% to $2.97. Cue...
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70 Biggest Movers From Friday
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May 10, 2021
Gainers InnSuites Hospitality Trust (NYSE: IHT) shares gained 43.4% to close at $3.50 on Friday. Velocity Financial, Inc. (NYSE: VEL) rose 36.6% to close at $12.50 following Q1...
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Let's Take a Look At Some Upcoming IPOs This Week 5/4
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May 04, 2021
There have been quite a few appealing Initial Public Offerings (IPOs) available on the market so far this year. Here are some upcoming IPOs that investors should be watching out...
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IPO Preview: Honest Company, Chinese Lifestyle Brand Onion Global, Hydroponic iPower Lead Group
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May 03, 2021
The week of May 3 has several IPOs on the docket spread across sectors like consumer products, fashion, banking, vaccines and hydroponics. Here is a look at this week’s top...
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