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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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
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Featured Quarterly Newsletter
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Nasdaq OMX Group
(NQ:
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+1.47 (+1.75%)
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Updated: 4:00 PM EDT, Mar 13, 2026
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Fintech Focus For November 18, 2021
↗
November 17, 2021
One Big Thing In Fintech: A primary concern for military families, pre-deployment, is financial well-being. That is according to the founding team at Guild, an investing app...
Via
Benzinga
Fintech Focus For November 16, 2021
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November 15, 2021
Quote To Start The Day: "If they don't want you to get inside, they ought to build it better." Source: Harold Finch One Big Thing In Fintech: The Securities and...
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Benzinga
Ethereum Classic Holds Gains Along With Bitcoin, Ethereum As General Markets Fall Into Turmoil
↗
November 10, 2021
Ethereum Classic (CRYPTO: ETC) was holding onto much of its re...
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Benzinga
Nasdaq Reports Strong Q3 Earnings on Trading and Software Revenues
↗
October 27, 2021
The stock exchange operator is executing on its strategic repositioning, but its expenses are growing faster than revenue.
Via
The Motley Fool
Fintech Spotlight: Rapunzl Hones Investing App, Social Impact Initiatives
↗
October 22, 2021
Students, broadly speaking, lack a solid understanding of financial wellness and markets. That’s according to Brian Curcio who, along with Myles Gage, is building Rapunzl...
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Benzinga
Where Nasdaq Stands With Analysts
↗
October 19, 2021
Over the past 3 months, 6 analysts have published their opinion on Nasdaq (NASDAQ:
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Benzinga
Nasdaq, Inc. Announces Proposed Senior Notes Offering
↗
July 27, 2021
Nasdaq, Inc. today announced that it plans to offer, subject to market and other conditions, Euro-denominated senior notes.
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Talk Markets
Expert Ratings For Nasdaq
↗
July 22, 2021
Within the last quarter, Nasdaq (NASDAQ:NDAQ) has observe...
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Benzinga
Nasdaq, inc (NDAQ) Q3 2021 Earnings Call Transcript
↗
October 20, 2021
NDAQ earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Preview: Nasdaq's Earnings
↗
October 19, 2021
Nasdaq (NASDAQ:NDAQ) is set to give its latest quarterly earnings report on Wednesday, 2021-10-20. Here's what investors need to know before the announcement....
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Benzinga
5 Financial Stocks To Watch This Week With Earnings Reports
↗
October 18, 2021
Earnings season continues to heat up with many of the largest companies reporting quarterly results over the next several weeks. Among the biggest categories represented with...
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Benzinga
What 6 Analyst Ratings Have To Say About Nasdaq
↗
October 13, 2021
Nasdaq (NASDAQ:NDAQ) has observed the following analyst ratings within the...
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Benzinga
What 5 Analyst Ratings Have To Say About Nasdaq
↗
October 08, 2021
Analysts have provided the following ratings for Nasdaq (NASDAQ:NDAQ) with...
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Benzinga
10 Biggest Price Target Changes For Friday
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October 08, 2021
Barclays cut the price target on Constellation Brands, Inc. (NYSE:
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Benzinga
Earnings Scheduled For October 20, 2021
↗
October 20, 2021
Companies Reporting Before The Bell • Canadian Pacific Railway (NYSE:CP) is expected to report quarterly earnings at $0.95 per share on revenue of $2.02 billion....
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Benzinga
What's The Difference Between A Stock Exchange Index And A Stock Exchange?
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October 06, 2021
For many first-time investors, some financial market terminology can be confusing. A question that often crops up is ‘what is the difference between the Nasdaq and the...
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Benzinga
This One-Stop Tech Solutions Company Has a Mammoth Addressable Market of Over $100 Billion
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October 04, 2021
Image by Markus Spiske on Unsplash The concept of a one-stop-shop or a company having a multitude of products and services under a single roof is familiar. It creates an...
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Benzinga
Datadog, Netflix Lead Five Stocks Standing Tall In Market Correction
↗
October 02, 2021
In a market correction, look for stocks with strong relative lines such as Netflix and Datadog.
Via
Investor's Business Daily
Multi-Asset Investment Platform eToro Adds Michael Ptasznik To Board Ahead Of Listing
↗
September 21, 2021
What Happened: eToro, a multi-asset investment platform, has appointed Michael Ptasznik to its Board of Directors. The development comes as part of eToro’s vision to meet...
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Benzinga
Fall 2021 Investing Preview
↗
September 13, 2021
Here's a fall 2021 preview, with companies to watch, predictions, and hopes for the new season.
Via
The Motley Fool
Topics
Stocks
Walmart Confirms No Partnership With Litecoin: What Happened And Why They Had To Shut Down The Rumor
↗
September 13, 2021
A press release put out by one of the leading global newswires was believed to be true and was reported by major media outlets, sending a cryptocur...
Via
Benzinga
Why Is Everyone Talking About CrowdStrike Stock?
↗
August 27, 2021
The cybersecurity company reaches a major milestone.
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The Motley Fool
Diversify Your Portfolio While Beating the Market With This Company
↗
August 24, 2021
Nasdaq offers immediate tech diversification and growth optionality at a market capitalization well below its peers in the index and exchange industry.
Via
The Motley Fool
This Stock Could Be Headed for a Crash
↗
August 13, 2021
It's a great company. But something's gotta give.
Via
The Motley Fool
Nasdaq Reports Strong Earnings Growth as Indexing Increases
↗
August 06, 2021
Growth is decent, but the stock is probably fully valued at these levels
Via
The Motley Fool
Nasdaq Will Implement Blockchain And Become A Disrupter, Says CEO Adena Friedman
↗
August 03, 2021
Nasdaq (NASDAQ:NDAQ) CEO Adena Friedman said that the...
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Benzinga
Space Tourism and More Market News
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August 02, 2021
Nasdaq Private Market is set to be its own company.
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The Motley Fool
A Dive Into Nasdaq's Q2 Earnings: They've Got The Beat!
↗
July 22, 2021
The second-quarter earnings report from Nasdaq (NASDAQ:NDQ...
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Benzinga
Nasdaq, inc (NDAQ) Q2 2021 Earnings Call Transcript
↗
July 21, 2021
NDAQ earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Nasdaq Q2 Earnings
↗
July 21, 2021
Shares of Nasdaq (NASDAQ:NDAQ) rose 1.2% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share were up 23.38% year over year to...
Via
Benzinga
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