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home
about us
Investment Approach
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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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Mattel
(NQ:
MAT
)
14.87
UNCHANGED
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Updated: 4:00 PM EDT, Mar 25, 2026
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Activist Investor Ancora Urges Hasbro To Sell Entertainment One Unit
↗
May 03, 2022
Ancora Holdings Group, LLC, the activist investor with a 1% stake in Hasbro Inc (NASDAQ: HAS), has urged the toymaker to sell its Entertainment One unit. Ancora, ...
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Playing Elon Musk-Fave Video Game 'Elden Ring' With Children's Toy Controller? One Twitch Streamer Makes It Possible
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May 02, 2022
Modder and Twitch streamer Dylan “Rudeism” Beck has transformed a toy game controller made by Mattel Inc's(NASDAQ: MAT) Fisher-...
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Options Expert Shops For Retail Ideas
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April 30, 2022
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April 28, 2022
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Mattel Q1 Earnings Smashes Estimates; Reiterates 2022, 2023 Goals
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April 28, 2022
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Mattel Joins Elite Club Of Stocks With RS Ratings Over 90
↗
April 28, 2022
Mattel shows improving price performance, earning an upgrade to its IBD Relative Strength Rating.
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Investor's Business Daily
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Mattel Reports First Quarter 2022 Financial Results
April 27, 2022
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Mattel Sets Goal To Slash Plastic Packaging By 25% Per Product By 2030
↗
April 27, 2022
Mattel Inc (NASDAQ: MAT) plans to reduce plastic packaging by 25% per product by 2030. The new goal is featured in the company's 2021 Citizenship Report,...
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Benzinga
Mattel Announces Goal to Reduce Plastic Packaging by 25% per Product by 2030 and Publishes Latest Citizenship Report
April 27, 2022
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Mattel, Inc.
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Business Wire
Morning Brief: Top Financial Stories Dominating on Wednesday, April 27
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April 27, 2022
Reuters Kellogg Sues British Government Over New Sugar Rules Kellogg Co (NYSE: K) is suing the British government over new rules stopping the display of its breakfast cereals in...
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Benzinga
Why Mattel Shares Are Trading Higher Today
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April 27, 2022
Mattel Inc (NASDAQ: MAT) has held talks with private-equity firms about a potential sale, the Wall Street Journal reported. The company held informal talks with firms...
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Benzinga
20 Stocks Moving in Wednesday's Pre-Market Session
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April 27, 2022
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Preview: Mattel's Earnings
↗
April 26, 2022
Mattel (NASDAQ:MAT) is set to give its latest quarterly earnings report on Wednesday, 2022-04-27. Here's what investors need to know before the announcement. Analysts estimate that Mattel will report...
Via
Benzinga
Mattel Films and Warner Bros. Pictures Announce J.J. Abrams’ Bad Robot Will Produce Hot Wheels Live-Action Motion Picture
April 25, 2022
From
Mattel, Inc.
Via
Business Wire
Mattel Debuts Barbie Version Of Queen Elizabeth
↗
April 21, 2022
As Queen Elizabeth II celebrates her 96th birthday, Mattel Inc. (NASDAQ: MAT) has issued a new Barbie doll inspired by the British monarch. What Happened: According to the BBC,...
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VeeFriends Series 2 Launch Date And Price Announced: How You Can Mint Gary Vee's New NFT
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April 18, 2022
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One Giant Leap for Dollkind: Barbie Explores New Frontier in First Trip to Space
April 14, 2022
From
Mattel, Inc.
Via
Business Wire
Mattel Announces First Quarter 2022 Financial Results Conference Call
April 07, 2022
From
Mattel, Inc.
Via
Business Wire
Hot Wheels® Debuts Die-Cast of Legends Tour-Winning Life-Sized Custom Car in New York
April 07, 2022
From
Mattel
Via
Business Wire
Mattel Promotes Steve Totzke to President and Chief Commercial Officer
April 05, 2022
From
Mattel, Inc.
Via
Business Wire
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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March 29, 2022
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Mattel Inks Licensing Agreement For DreamWorks Animation's Trolls Franchise
↗
March 29, 2022
Via
Benzinga
Mattel Announces Multi-Year Global Licensing Agreement with Universal for DreamWorks Animation's Trolls Franchise
March 29, 2022
From
Mattel, Inc.
Via
Business Wire
New Film Technologies – How ZERO CONTACT Is Revolutionizing Hollywood Using NFTs
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March 25, 2022
Photo Credit: ZERO CONTACT poster via VUELE™ This post contains sponsored advertising content. This content is for informationa...
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Why Is Grom Social (GROM) Stock Up Today?
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March 24, 2022
Today, investors in Grom Social and GROM stock are seeing impressive interest build around this company as a new brand expert is announced.
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'Psychedelics Companies Are Onto Something Extraordinary,' Says Kevin O'Leary: Meet Our Keynote Speakers
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March 18, 2022
Whether you're into finances or just a fan of Shark Tank, chances are you know who Kevin O’L...
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Hot Wheels™ Legends Tour Presented by Mobil 1 Returns April 2022 to Immortalize Fan-Built Car as Hot Wheels® Die-Cast
March 17, 2022
From
Mattel
Via
Business Wire
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