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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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
Featured Quarterly Newsletter
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CME Group
(NQ:
CME
)
268.60
-0.55 (-0.20%)
Streaming Delayed Price
Updated: 2:29 PM EST, Jan 7, 2026
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Top News In Fintech And Beyond For May 5, 2022
↗
May 04, 2022
👉 Top Things To Know In TradeFi: Robinhood will allow stock lending (NASDAQ: HOOD) Voyager’s CEO unpacked success (OTC: VYGVF) Binance got...
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10 Biggest Price Target Changes For Thursday
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April 28, 2022
Needham lowered MKS Instruments, Inc. (NASDAQ: MKSI) price target from $185 to $175. MKS Instruments shares rose 3.6% to $116.01 in pre-market trading.
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April 27, 2022
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Recap: CME Group Q1 Earnings
↗
April 27, 2022
CME Group (NASDAQ:CME) reported its Q1 earnings results on Wednesday, April 27, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
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Top News In Fintech And Beyond For April 26, 2022
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Recap: CME Group Q4 Earnings
↗
February 09, 2022
CME Group (NASDAQ:CME) reported its Q4 earnings results on Wednesday, February 9, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 9, 2022
↗
February 09, 2022
Companies Reporting Before The Bell • Equinor (NYSE:EQNR) is projected to report quarterly earnings at $0.63 per share on revenue of $25.05 billion.
Via
Benzinga
Bitcoin 2022 Exclusive: Tapping Traditional Finance Expertise For Crypto Innovation
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April 22, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022. During...
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Morning Brief: Top Financial Stories Dominating on Friday, April 22
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April 22, 2022
Reuters Ferrari To Recall 2,222 Cars In China Luxury sports car maker Ferrari NV (NYSE: RACE) is set to recall 2,222 cars in China due to faulty braking systems, Reuters...
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Crypto Billionaire Annoys Wall Street Giants With Derivatives Plan: Bloomberg
↗
April 22, 2022
At a posh financial-industry gathering, this year’s main attraction was a face-off between a crypto billionaire and a futures-exchange kingpin.
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Benzinga
Best Blockchain Stocks to Buy in 2022
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April 16, 2022
Blockchain could become a major part of finance, technology, and many other industries in the near future. Therefore, the best approach to invest in this business is by picking companies that have a...
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Where CME Group Stands With Analysts
↗
April 13, 2022
Over the past 3 months, 9 analysts have published their opinion on CME Group (NASDAQ:CME) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
Which Brokers And Exchanges Are Going All-In On Crypto, And Which One is Staying On The Sidelines?
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April 13, 2022
Bitcoin (CRYPTO: BTC) and other cryptocurrency prices have been under pressure in the past year as investors have rotated out of risk assets amid concerns about a potential economic slowdown and global...
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Top News In Fintech And Beyond For April 11, 2022
↗
April 10, 2022
👉 Top Things To Know In TradeFi: Binance expanding asset services. CME looking into more crypto futs. (NASDAQ: CME) Moneybox securing ...
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Benzinga
Top News In Fintech And Beyond For April 8, 2022
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April 08, 2022
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Top News In Fintech And Beyond For April 1, 2022
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March 31, 2022
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Top News In Fintech And Beyond For March 29, 2022
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March 28, 2022
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7 Wheat Stocks to Buy as the World Faces a Shortage of the Amber-Colored Grain
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March 17, 2022
The longer the Russian invasion of Ukraine rolls on, the more these wheat stocks to buy become attractive.
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InvestorPlace
What 8 Analyst Ratings Have To Say About CME Group
↗
March 08, 2022
CME Group (NASDAQ:CME) has observed the following analyst ratings within the last quarter: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 1 2...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 15, 2022
↗
February 15, 2022
Upgrades For Blue Bird Corp (NASDAQ:BLBD), Roth Capital upgraded the previous rating of Neutral to Buy. Blue Bird earned $0.07 in the first quarter, compared to $0.00 in the year-...
Via
Benzinga
ZoomInfo And 3 Other Stocks Sold By Insiders
↗
February 15, 2022
Crude oil futures dropped around 3.5% on Tuesday, after reaching a new 7-year high level in the previous session. Investors, meanwhile, focused on some notable insider trades....
Via
Benzinga
Where CME Group Stands With Analysts
↗
February 11, 2022
Analysts have provided the following ratings for CME Group (NASDAQ:CME) within the last quarter: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total...
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
February 10, 2022
Macquarie boosted the price target on Twilio Inc. (NYSE: TWLO) from $281 to $306. Twilio shares jumped 20.4% to $243.23 in pre-market trading.
Via
Benzinga
CNBC's Final Trades: Advanced Micro Devices, Porsche, US Foods And This Derivatives Exchange
↗
February 10, 2022
On CNBC’s “Halftime Report Final Trades,” Joseph Terranova of Virtus Investment Partners named Advanced Micro Devices, Inc. (NASDAQ: AMD) as his pick.
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Benzinga
Top News In Fintech And Beyond For February 10, 2022
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February 09, 2022
Good day! Here are the top things to focus on, today. Open App Markets Act remakes mobile computing. McDonald’s, Panera filed trademarks for metaverse. (NYSE: MCD) The top...
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Benzinga
CME Group (CME) Q4 Earnings Top Estimates
↗
February 09, 2022
CME Group came out with quarterly earnings of $1.66 per share.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For February 8, 2022
↗
February 08, 2022
Upgrades According to Consumer Edge Research, the prior rating for The Hain Celestial Group Inc (NASDAQ:HAIN) was changed from Equal-Weight to Overweight. For the second...
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Benzinga
10 Financials Stocks Whale Activity In Today's Session
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February 03, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Newman Ferrara LLP Announces Corporate Governance Investigation of CME Group Inc. – CME
January 31, 2022
From
Newman Ferrara LLP
Via
Business Wire
7 Best ETFs for Cryptocurrency and Blockchain Bulls
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January 26, 2022
2021 was a historic year for cryptos and blockchain. Following recent declines in prices, these crypto ETFs need your attention.
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InvestorPlace
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