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home
about us
Investment Approach
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Firm ADV PDFs
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
Quarterly Performance Reports
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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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United Rentals
(NY:
URI
)
876.52
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 9, 2026
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Three Reasons Why KDP is Risky and One Stock to Buy Instead
November 21, 2024
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The Analyst Landscape: 6 Takes On United Rentals
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When Should You Sell Your Red-Hot Stock?
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Although Uber’s stock ($71.90 per share) has gained 8.9% over the last six months, it has trailed the S&P 500’s 14.8% return during that time. This might have investors contemplating their next move.
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Since November 2019, the S&P 500 has delivered a total return of 92.7%. But one standout stock has more than doubled the market - over the past five years, Netflix has surged 191% to $822.90 per share....
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Three Reasons To Avoid Lowe's And One Stock To Buy Instead
November 13, 2024
Lowe's trades at $270.40 per share and has stayed right on track with the overall market, gaining 16.1% over the last six months while the S&P 500 returned 14.5%.
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Wayfair: Buy, Sell, or Hold?
November 13, 2024
Shareholders of Wayfair would probably like to forget the past six months even happened. The stock dropped 45.2% and now trades at $39.09. This was partly driven by its softer quarterly results and...
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Zoom: Buy, Sell, or Hold?
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Zoom’s 36.9% return over the past six months has outpaced the S&P 500 by 22.3%, and its stock price has climbed to $86.41 per share. This was partly due to its solid quarterly results, and the run-up...
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November 12, 2024
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United Parcel Service: Buy, Sell, or Hold?
November 08, 2024
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Jim Cramer Recommends Buying This Utilities Stock, Says No To XP
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November 07, 2024
"Mad Money" host Jim Cramer recommended buying Houston-based Talen Energy Corporation, saying "They're in good shape."
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Why Are United Rentals (URI) Shares Soaring Today
November 06, 2024
Shares of equipment rental company United Rentals (NYSE:URI) jumped 11.4% in the afternoon session after stocks rallied as Republican party candidate Donald Trump was declared the winner of the 2024 US...
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Stocks Going Ex Dividend In November 2024
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October 31, 2024
The following is a short list of some of the many stocks going ex-dividend during the next month.
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October 29, 2024
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Tech Stocks Rebound, Tesla Soars To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
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October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
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Tech Stocks Rebound With Tesla Soaring To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
↗
October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
Via
Benzinga
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