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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
53.08
-0.66 (-1.23%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 2, 2026
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10 Information Technology Stocks With Whale Alerts In Today's Session
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IREN Stock Earnings: Iris Energy Beats EPS, Beats Revenue for Q3 2024
↗
May 15, 2024
IREN stock results show that Iris Energy beat analyst estimates for earnings per share and beat on revenue for the third quarter of 2024.
Via
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IREN Reports Third Quarter FY24 Results
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From
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IREN’s expansion plans increased to 30 EH/s in 2024
May 15, 2024
Achieved 10 EH/s milestone ahead of schedule
From
IREN
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GlobeNewswire
IREN to Release Third Quarter Results and Host Conference Call on May 15, 2024
May 06, 2024
From
IREN
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April 2024 Monthly Investor Update
May 06, 2024
From
IREN
Via
GlobeNewswire
Operating hashrate increased to 9 EH/s
April 29, 2024
10 EH/s in coming weeks
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Capitalizing On Crypto: Riot And Iris Energy Present Opportunities, Analyst Sees 100% Upside
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April 10, 2024
JPMorgan analyst Reginald L. Smith rates RIOT and IREN stocks as Overweight; With IREN, the stock offers 100% upside potential.
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Poolside upsizes and extends AI Cloud Services contract
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Unearth three penny stocks for the upcoming bull run. With strong fundamentals and unique market positions, they could skyrocket.
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IREN Announces Monthly Investor Update for March 2024
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Bitcoin's Hashrate Up 80% From Last Year As Mining Profitability Improves, Says JPMorgan
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April 01, 2024
A JPMorgan Chase and Co. analyst note on Monday pointed out that despite Bitcoin (CRYPTO: BTC) prices hitting record highs in March, the perform
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Why Nuvve Holding Shares Are Trading Lower By Around 30%? Here Are Other Stocks Moving In Monday's Mid-Day Session
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Shares of Nuvve Holding Corp. (NASDAQ: NVVE) fell sharply during Monday’s session after the company reported worse-than-expected fourth-quarter financial results.
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Micron, Iris Energy, Trip.com Group And Other Big Stocks Moving Higher On Monday
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April 01, 2024
U.S. stocks were lower, with the Dow Jones falling around 250 points on Monday.
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