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home
about us
Investment Approach
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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
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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
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EVENTS
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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
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SRAX, Inc. - Class A Common Stock
(NQ:
SRAX
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Mar 8, 2023
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A Peek Into The Markets: US Stock Futures Edge Higher; Crude Oil Falls
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April 04, 2022
Pre-open movers
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Earnings Scheduled For April 4, 2022
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April 04, 2022
Companies Reporting Before The Bell • Atotech (NYSE:ATC) is estimated to report quarterly earnings at $0.17 per share on revenue of $377.43 million.
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5 Stocks To Watch For April 4, 2022
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April 04, 2022
Some of the stocks that may grab investor focus today are:
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Earnings Preview: Social Reality
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April 01, 2022
Social Reality (NASDAQ:SRAX) is set to give its latest quarterly earnings report on Monday, 2022-04-04. Here's what investors need to know before the announcement. Analysts estimate that Social Reality...
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Benzinga
SRAX To Host LD Micro Invitational At Four Seasons Westlake Village
↗
March 31, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. SRAX (NASDAQ: SRAX), a financial...
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SRAX (NASDAQ: SRAX) to Host LD Micro Invitational at Four Seasons Westlake Village
March 31, 2022
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Investor Brand Network
SRAX Buys Back Stock, Pays Dividend
↗
February 16, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. SRAX has published a replay of its...
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InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) to Host LD Micro Invitational at Four Seasons Westlake Village
March 30, 2022
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SRAX Schedules Call To Review Q1, Full-Year Report
↗
March 30, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
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SRAX (NASDAQ: SRAX) Schedules Call to Review Q1, Full-Year Report
March 30, 2022
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Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Schedules Call to Review Q1, Full-Year Report
March 29, 2022
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SRAX (NASDAQ: SRAX) Bringing Precise Data Delivery, Power of Big Data Analytics
March 28, 2022
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Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Bringing Crisp, Precise Data Delivery, Power of Big Data Analytics
March 25, 2022
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SRAX Inc. (NASDAQ: SRAX) Seeks to Become the Information Venue of Choice for Today’s Retail Investor Community
March 25, 2022
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SRAX Giving Execs A New Way To Get Investor's Attention
↗
March 21, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
SRAX (NASDAQ: SRAX) Giving Execs a New Way to Get Investor’s Attention
March 21, 2022
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Investor Brand Network
SRAX Inc. (NASDAQ: SRAX) Giving Execs a New Way to Get Investor’s Attention
March 18, 2022
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SRAX Helping Connect Public Companies With Investment Communities
↗
March 14, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. SRAX (NASDAQ: SRAX), a financial...
Via
Benzinga
SRAX (NASDAQ: SRAX) Helping Connect Public Companies with Investment Communities
March 14, 2022
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Investor Brand Network
InvestorNewsBreaks – SRAX Inc.’s (NASDAQ: SRAX) Solutions Helping Connect Public Companies with Investment Communities
March 11, 2022
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Investor Brand Network
SRAX Foresees Surging Revenue As Millennials Go All-In On Corporate Transparency
↗
March 07, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. SaaS company SRAX offers a robust suite...
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Benzinga
SRAX (NASDAQ: SRAX) Foresees Surging Revenue as Millennials Go All-In on Corporate Transparency
March 07, 2022
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Expecting Its ‘Largest Quarter Ever in Q1 of 2022’
March 04, 2022
Via
Investor Brand Network
SRAX Leveraging Technology To Build Corporate Value
↗
February 28, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. SRAX (NASDAQ: SRAX) is a financial...
Via
Benzinga
SRAX (NASDAQ: SRAX) Leveraging Technology to Build Corporate Value
February 28, 2022
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Leveraging Technology to Build Corporate Value
February 25, 2022
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Investor Brand Network
SRAX Inc. (NASDAQ: SRAX) Unveil Bullish 2022 Guidance: Update Investors on Ongoing Share Buybacks and Preference Share Payouts
February 24, 2022
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SRAX Uncovering Compelling Growth Opportunities Across Digital Landscape
↗
February 18, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. 'SRAX (NASDAQ: SRAX), a...
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Benzinga
SRAX (NASDAQ: SRAX) Uncovering Compelling Growth Opportunities Across Digital Landscape
February 18, 2022
Via
Investor Brand Network
InvestorNewsBreaks – SRAX Inc. (NASDAQ: SRAX) Continues to Uncover Compelling Growth Opportunities Across Today’s Digital Landscape
February 17, 2022
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