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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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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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NVIDIA H100 GPU cloud contract signed with AI company, poolside
February 08, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
Iris Energy Announces Monthly Investor Update for January 2024
February 07, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
Iris Energy to Release Second Quarter and Half Year FY24 Results and Host Conference Call on February 15, 2024
February 01, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
Iris Energy provides 10 EH/s expansion update
January 23, 2024
Increases operating capacity to 6 EH/s
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
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January 22, 2024
Go beyond Bitcoin by investing in cyclical blockchain stocks with huge upside potential if the crypto market turns bullish again soon.
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January 17, 2024
The approval of spot Bitcoin ETFs may have disappointed in the short-term, but looking ahead, they are likely to be powerful catalysts.
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Iris Energy Secures Pathway to 20 EH/s in 2024 Via Miner Purchase Option
January 16, 2024
From
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Via
GlobeNewswire
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↗
January 12, 2024
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Delta Air Lines Reports Q4 Results, Joins United Airlines, American Airlines And Other Big Stocks Moving Lower On Friday
↗
January 12, 2024
U.S. stocks traded mostly lower, with the Dow Jones index falling around 150 points on Friday. Shares of Delta Air Lines, Inc. (NYSE: DAL) fell sharply during Friday’s session after the company...
Via
Benzinga
Topics
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Iris Energy Announces Monthly Investor Update for December 2023
January 05, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
Marathon Digital, HIVE Digital Technologies And Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
↗
January 02, 2024
U.S. stock futures were slightly lower this morning, with the Dow Jones futures falling around 10 points on Tuesday. Here are some big stocks recording gains in today’s pre-market trading session.
Via
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Next-Gen Riches: 3 Surprising Stock Picks to Boost Your $1,000 Investment
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December 31, 2023
Are you looking for the next-gen riches? Here are three surprising stock picks to boost your $1,000 investment.
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12 Information Technology Stocks Moving In Friday's Intraday Session
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December 29, 2023
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Benzinga
Global Mofy Metaverse Reports Follow-on Offering, Joins Lyft, Coinbase Global And Other Big Stocks Moving Lower On Friday
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December 29, 2023
U.S. stocks traded mixed, with the Nasdaq Composite falling around 0.3% on Friday. Shares of Global Mofy Metaverse Limited (NASDAQ: GMM) shares fell sharply during Friday’s session after the company...
Via
Benzinga
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Why DouYu International Shares Are Trading Higher By 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
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December 28, 2023
Shares of DouYu International Holdings Limited (NASDAQ: DOYU) rose sharply during Thursday’s session after announcing a share repurchase program.
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10 Information Technology Stocks Whale Activity In Today's Session
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December 28, 2023
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12 Information Technology Stocks Moving In Thursday's Intraday Session
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December 28, 2023
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NeoGenomics, Energy Fuels And Other Big Stocks Moving Lower On Thursday
↗
December 28, 2023
U.S. stocks traded higher, with the Dow Jones index gaining around 80 points on Thursday. Shares of NeoGenomics, Inc. (NASDAQ: NEO) shares fell sharply during Thursday’s session after Natera won a...
Via
Benzinga
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Intellectual Property
Lawsuit
Stocks
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
December 25, 2023
Via
Benzinga
Why CarMax Shares Are Trading Higher By Around 8%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
December 21, 2023
Shares of CarMax, Inc. (NYSE: KMX) moved higher during Thursday’s session following better-than-expected quarterly earnings.
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Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
December 21, 2023
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Benzinga
10 Information Technology Stocks Moving In Thursday's Intraday Session
↗
December 21, 2023
Via
Benzinga
What's Going On With Bitcoin Miner Iris Energy Limited Stock?
↗
December 21, 2023
Iris Energy Limited (NASDAQ: IREN) shares are trading higher Thursday after the company announced that its 10 EH/s expansion is fully funded following the completion of its targeted equity raising...
Via
Benzinga
10 EH/s Equity Raising Program Complete
December 21, 2023
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
December 19, 2023
Via
Benzinga
Marathon Digital, Riot Platforms And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
December 18, 2023
U.S. stock futures were higher this morning, with the Dow Jones futures gaining over 75 points on Monday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Topics
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Market Recap - Crypto, Indices, Sectors
↗
December 15, 2023
In this video, we're going to do a market recap and cover crypto, indices, sectors, etc.
Via
Talk Markets
Iris Energy Increases Mining Capacity to 10 EH/s
December 15, 2023
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
Bull Market Ready: 3 Stocks Set for a Spectacular Surge
↗
December 12, 2023
Are you looking to capitalize on the upcoming bull market? Here are three stocks set for a spectacular surge.
Via
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10X Titans: 3 Stocks Set to Dominate the Market by 2026
↗
December 10, 2023
Are you looking to invest in stocks that can 10X? Here are three stocks set to dominate the market by 2026.
Via
InvestorPlace
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