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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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SMX (Security Matters) Public Limited Company - Ordinary Shares
(NQ:
SMX
)
20.65
+4.30 (+26.30%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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All News about SMX (Security Matters) Public Limited Company - Ordinary Shares
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SMX Invisible Marker Technology Can Be The Largest Contributor To Global Circular Economy Initiatives…Here’s Why ($SMX)
April 25, 2023
Via
AB Newswire
Topics
Economy
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Why IDEAYA Biosciences Shares Are Trading Higher By Around 27%? Here Are Other Stocks Moving In Monday's Mid-Day Session
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April 24, 2023
Gainers Aclarion, Inc. (NASDAQ: ACON) shares surged 152% to $1.85 amid the publication of durability data for the company's back pain treatment.
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Benzinga
Why Marpai Shares Are Trading Lower By 26%; Here Are 20 Stocks Moving Premarket
↗
April 17, 2023
Gainers CNS Pharmaceuticals, Inc. (NASDAQ: CNSP) jumped 153% to $5.96 in pre-market trading after jumping 243% on Friday.
Via
Benzinga
Why Satsuma Pharmaceuticals Shares Are Trading Higher By 94%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
April 17, 2023
Gainers ContraFect Corporation (NASDAQ: CFRX) shares surged 213% to $2.82.
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
↗
April 17, 2023
We're starting the week with a breakdown of the biggest pre-market stock movers traders need to know about on Monday morning!
Via
InvestorPlace
SMX Shares Are Soaring Over 159% In April; Trading Patterns Indicate This Is A Short Squeeze Just Beginning To Get Its Legs ($SMX)
April 17, 2023
Via
AB Newswire
Why Teva Pharmaceutical Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
April 14, 2023
Gainers SAI.TECH Global Corporation (NASDAQ: SAI) jumped 269% to $5.61 after gaining around 25% on Thursday.
Via
Benzinga
Why Navidea Biopharmaceuticals Shares Are Trading Higher By Over 16%; Here Are 20 Stocks Moving Premarket
↗
April 14, 2023
Gainers CXApp Inc. (NASDAQ: CXAI) jumped 318% to $29.80 in pre-market trading after gaining more than 345% on Thursday.
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
↗
April 14, 2023
It's time for another dive into the biggest pre-market stock movers with all the latest news traders need to know about for Friday!
Via
InvestorPlace
SMX Shares Rally 132% From April Low, Company’s Mission To Expose Illegal Short Selling Puts More Gains In The Crosshairs ($SMX)
April 13, 2023
Via
AB Newswire
Topics
Economy
Law Enforcement
Supply Chain
SMX Hires Investigative Team To Stop Naked Short Selling And Abusive Trading, Reiterates That Value Earned Will Be Value Kept ($SMX)
April 06, 2023
Via
AB Newswire
Topics
Economy
Law Enforcement
Why Kalera Shares Are Trading Lower By Around 37%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
April 11, 2023
Gainers Innovative Eyewear, Inc. (NASDAQ: LUCY) jumped 164% to $3.86 after the company announced it launched ChatGPT-enabled smart eyewear.
Via
Benzinga
With Its Invisible Marking Technology Now Validated In The Rubber And Steel Industry, SMX Is On Its Way To Helping Ensure Complete Lifecycle Transparency ($SMX)
March 28, 2023
Via
AB Newswire
Topics
Economy
Stocks That Hit 52-Week Lows On Monday
↗
April 03, 2023
On Monday, 76 companies set new 52-week lows.
Via
Benzinga
Why Motorsport Games Shares Are Trading Lower By Over 10%; Here Are 20 Stocks Moving Premarket
↗
March 27, 2023
Gainers Coeptis Therapeutics Holdings, Inc. (NASDAQ: COEP) shares rose 38.5% to $2.05 in pre-market trading after gaining 8% on Friday.
Via
Benzinga
Why Scholastic Shares Are Trading Lower By 23%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
March 24, 2023
Gainers Near Intelligence Inc. (NASDAQ: NIR) shares climbed 53.1% to $16.50.
Via
Benzinga
Why Heron Therapeutics Shares Are Trading Higher By Around 12%; Here Are 20 Stocks Moving Premarket
↗
March 24, 2023
Gainers Bird Global, Inc. (NYSE: BRDS) shares rose 58.7% to $0.2250 in pre-market trading after gaining more than 17% on Thursday. Bird announced plans to expand across Greater Toronto area this...
Via
Benzinga
InvestorNewsBreaks – SMX (Security Matters) Public Limited Company (NASDAQ: SMX) Closes Business Combination, Begins NASDAQ Trading
March 16, 2023
Via
Investor Brand Network
Topics
Economy
Why Block Shares Are Trading Lower By Over 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 23, 2023
Gainers DiamondHead Holdings Corp. (NASDAQ: DHHC) shares jumped 104.2% to $21.15. DiamondHead entered into convertible note purchase agreement dated March 21, 2023.
Via
Benzinga
Security Matters Limited Founder and CEO, Haggai Alon, is Featured on The Stock Day Podcast
March 15, 2023
Phoenix, Arizona--(Newsfile Corp. - March 15, 2023) - The Stock Day Podcast welcomed Security Matters Limited (NASDAQ: SMX) ("the Company"),...
Via
Newsfile
Topics
Economy
Stocks That Hit 52-Week Lows On Tuesday
↗
March 21, 2023
On Tuesday, 74 companies achieved new lows for the year.
Via
Benzinga
Game Changer: SMX Is Changing Global Sustainability Initiatives With Invisible Marker Technology Ensuring Complete Lifecycle Transparency ($SMX)
March 14, 2023
Via
AB Newswire
Topics
Economy
Why Titan Machinery Shares Are Trading Lower By Around 18%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 16, 2023
Gainers Lipella Pharmaceuticals Inc. (NASDAQ: LIPO) shares jumped 40.2% to $2.5109 after the company announced the successful completion of a Phase 2A clinical trial evaluating the safety and efficacy...
Via
Benzinga
Now Playing On NASDAQ: SMX PLC. Markets Game-Changing Encoding Technology To Enhance And Expedite Global Sustainability Initiatives ($SMX)
March 08, 2023
Via
AB Newswire
Topics
Emissions
Why RAPT Therapeutics Shares Are Trading Lower By Over 30%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
March 14, 2023
Gainers Ainos, Inc. (NASDAQ: AIMD) shares jumped 69.3% to $1.27 after the company announced it signed a Memorandum of Understanding with Merdury Biopharmaceutical to jointly explore and develop a...
Via
Benzinga
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