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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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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Event Schedule
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Event Schedule
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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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Nasdaq OMX Group
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Updated: 4:00 PM EDT, Aug 26, 2026
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BIIB Stock Alert: Biogen Resumes Trading With New FDA Backing
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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
NDAQ Stock: What to Know About Nasdaq’s $10.5 Billion Adenza Buy
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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.
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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
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June 12, 2023
Reuters Broadcom Most Likely To Receive EU Approval For $61B VMware Merger
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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
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Why Nasdaq Shares Are Slipping Today
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June 12, 2023
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Here's How Much You Would Have Made Owning Nasdaq Stock In The Last 15 Years
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Here's How Much $1000 Invested In Nasdaq 20 Years Ago Would Be Worth Today
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May 22, 2023
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Up 27% In 2023, Is It Safe to Invest In the Nasdaq Right Now?
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May 18, 2023
Will the Nasdaq 100 come crashing down in 2023?
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June 07, 2023
The data center operator could soon vanish from the stock market.
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Here's Why Celsius Stock Surged 31% in May and Is Now at an All-Time High
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June 05, 2023
Everything seems to be going its way.
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Has Canopy Growth Finally Found a Way to Enter the U.S. Pot Market?
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June 01, 2023
The company is struggling to increase sales and is in need of a growth catalyst.
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SET Launches New Trading System Leveraging Nasdaq Technology to Meet End-to-End Investment Needs
May 31, 2023
From
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Via
GlobeNewswire
Stocks Going Ex-Dividend In June 2023
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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
Looking Into Nasdaq's Recent Short Interest
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May 15, 2023
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Benzinga
Here's How Much $1000 Invested In Nasdaq 20 Years Ago Would Be Worth Today
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April 26, 2023
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Nasdaq Q1 Earnings Top Street View, Boosts Dividend By 10%
↗
April 19, 2023
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Why Nikola Stock Is Plummeting Again Today
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May 25, 2023
The EV stock has hit a fresh all-time low and now trades down 99% from its high.
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These 6 Stocks Are Relentless Dividend Growers
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May 16, 2023
Today I tell you about 6 dividend growth stocks that just increased their dividends. Check out the video for full details.
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Why Absolute Software Stock Zoomed 33% Today
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May 11, 2023
The company is set to change hands in a deal valued at $870 million.
Via
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Gryphon And MJ Freeway Acquire Akerna's Software Business For $5M, Game-Changer For Cannabis Industry
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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
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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
Earnings Outlook For Nasdaq
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April 18, 2023
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Benzinga
12 Analysts Have This to Say About Nasdaq
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April 11, 2023
Via
Benzinga
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
Nasdaq, S&P Futures Falter As Mixed Earnings Weigh Down On Sentiment
↗
April 19, 2023
Earnings continue to be front and center in the market, with futures trading signaling a negative start on Wednesday. More bellwether names are due to turn in their quarterly scorecard, potentially...
Via
Benzinga
Microsoft To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
April 12, 2023
Wedbush boosted the price target for Microsoft Corporation (NASDAQ: MSFT) from $290 to $315. Wedbush analyst Daniel Ives maintained an Outperform rating. Microsoft shares fell 2.3% to close at $282.83...
Via
Benzinga
Nasdaq Enhances Risk Platform to Help Banking and Broker-Dealer Community Manage Real-Time Risk
April 12, 2023
From
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Via
GlobeNewswire
Why This Analyst Downgrades Nasdaq, Upgrades Virtu Financial
↗
April 11, 2023
Elevated market volatility typically boosts trading volumes and risk management activity, which is what followed the banking crisis. The uncertain macro outlook and recent bank events support more...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 11, 2023
↗
April 11, 2023
Via
Benzinga
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