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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
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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
Quarterly Performance Reports
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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
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BM Technologies, Inc.
(NY:
BMTX
)
5.000
UNCHANGED
Last Price
Updated: 8:00 PM EST, Jan 31, 2025
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Stocks That Hit 52-Week Lows On Wednesday
↗
February 08, 2023
On Wednesday, 20 companies achieved new lows for the year.
Via
Benzinga
BM Technologies, Inc. Announces Profit Enhancement Plan and Changes to Management and Directors
January 30, 2023
Via
ACCESSWIRE
Bank-Fintech Deals Did Not Have a Good Year in 2022
↗
December 31, 2022
Heading into 2022, it looked like there would be several more bank-fintech mergers and acquisitions.
Via
The Motley Fool
Looking Into BM Technologies's Return On Capital Employed
↗
December 28, 2022
Via
Benzinga
BM Technologies Announces Update to Partner Bank Strategy and Mutual Termination of Merger with First Sound; Board Authorizes $10 Million Repurchase Plan
December 23, 2022
Via
ACCESSWIRE
How BM Technologies (BMTX) is Bringing Banking to Brands
December 06, 2022
Via
ACCESSWIRE
BM Technologies (BMTX) Marks Computer Literacy Day by Supporting STEM Programs
December 02, 2022
Via
ACCESSWIRE
BM Technologies (BMTX) is Recognized by DefenseStorm with a Community of Trust Award
November 17, 2022
Via
ACCESSWIRE
BM Technologies, Inc.'s (BMTX) Student-Focused Checking Account, BankMobile Vibe, Considered a Must-Have on College Campuses
September 26, 2022
Via
ACCESSWIRE
BM Technologies Announces University of North Carolina at Chapel Hill Student as Recipient of 2022 BMTX Annual Financial Empowerment Scholarship Provided by the BankMobile Foundation
December 13, 2022
Via
ACCESSWIRE
BM Technologies (NYSE:BMTX) Announced as Finalist for Best Banking Service Partner and Banking-as a-Service Platform in 2022 Tearsheet Awards
December 08, 2022
Via
ACCESSWIRE
Stocks That Hit 52-Week Lows On Monday
↗
December 05, 2022
During Monday's session, 49 companies made new 52-week lows.
Via
Benzinga
3 Software Stocks Under $20 Wall Street Predicts Will Rally More Than 50%
↗
November 25, 2021
Via
Talk Markets
Stocks That Hit 52-Week Lows On Friday
↗
December 02, 2022
On Friday, 72 companies hit new 52-week lows.
Via
Benzinga
Luvleen Sidhu, Chair, CEO, and Founder of BM Technologies (NYSE:BMTX), Named as a 'Women in Technology' Finalist in the Fintech Futures 2022 Banking Tech Awards
November 28, 2022
Via
ACCESSWIRE
Benzinga's Top Ratings Upgrades, Downgrades For November 16, 2022
↗
November 16, 2022
Upgrades
Via
Benzinga
BM Technologies to Announce Q3 2022 Earnings and Host Webcast
November 08, 2022
Via
ACCESSWIRE
Helix and BM Technologies Collaborate to Deliver Next-Generation Embedded Finance
October 20, 2022
From
Q2 Holdings, Inc.
Via
Business Wire
Earnings Scheduled For November 15, 2022
↗
November 15, 2022
Companies Reporting Before The Bell • Alkaline Water Co (NASDAQ:WTER) is likely to report quarterly loss at $0.05 per share on revenue of $18.31 million.
Via
Benzinga
10 Best Inflation Hedges: Stocks, Cryptos, Government Bonds, And Fractional Investing In Rare Items
↗
October 08, 2022
Serial entrepreneur Andrew Wilkinson, who is the co-founder of Tiny Capital which owns more than 40 companies including Dribble and AeroPress, pegged his 190,000 Twitter followers asking for
Via
Benzinga
5 Value Stocks To Watch In The Technology Sector
↗
September 27, 2022
What are Value Stocks?
Via
Benzinga
Luvleen Sidhu, Chair, CEO, and Founder of BM Technologies (NYSE: BMTX), Named as a Finalist for the US Fintech Awards 2022
September 14, 2022
Via
ACCESSWIRE
BM Technologies (BMTX) to Participate in Needham FinTech & Digital Transformation 1x1 Conference
August 10, 2022
Via
ACCESSWIRE
BM Technologies to Announce Q2 2022 Earnings and Host Webcast
August 10, 2022
Via
ACCESSWIRE
T-Mobile To Launch A New Travel Service For Users: How Does It Fit Into The Company's Long-Term Plans
↗
June 28, 2022
Tech Giant T-Mobile US Inc (NASDAQ: TMUS) has teamed up with Booking Holdings Inc (NASDAQ: BKNG) to launch T-Mobile TRAVEL,
Via
Benzinga
5 Value Stocks To Watch In The Technology Sector
↗
May 24, 2022
What Defines a Value Stock?
Via
Benzinga
Overview Of Value Stocks In The Technology Sector
↗
January 04, 2022
The Meaning Behind Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may...
Via
Benzinga
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates VG, IHC, GFED, BMTX; Shareholders are Encouraged to Contact the Firm
November 26, 2021
NEW YORK, NY / ACCESSWIRE / November 26, 2021 / Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: Vonage Holdings Corp. (NASDAQ:VG) concerning...
From
Halper Sadeh LLP
Via
AccessWire
Topics
Fraud
56 Biggest Movers From Yesterday
↗
November 24, 2021
Gainers Aptevo Therapeutics Inc. (NASDAQ: APVO) shares jumped 162.8% to close at $17.03 after the company announced a clinical update for its Phase 1b Expansion trial evaluating...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 23, 2021
↗
November 23, 2021
Upgrades Keefe, Bruyette & Woods upgraded the previous rating for CBRE Group Inc (NYSE:
Via
Benzinga
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