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home
about us
Investment Approach
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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
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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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Telephone and Data Systems, Inc. Common Shares
(NY:
TDS
)
40.77
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 5, 2026
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Telephone And Data Systems Working To Improve Subscriber Results In Challenging Market: Here's Details
↗
November 03, 2023
Telephone And Data Systems, Inc. (NYSE: TDS) reported Q3 FY23 revenues of $1.278 billion, against the consensus of $1.277 billion
Via
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Earnings Scheduled For November 3, 2023
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Check Out 3 High-Yielding Dividend Stocks In Tech And Telecom Sector From Wall Street's Most Accurate Analysts
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During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
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9 Communication Services Stocks With Whale Alerts In Today's Session
↗
October 16, 2023
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TDS Telecom doubles down on commitment to improve rural broadband
September 28, 2023
From
TDS Telecommunications LLC
Via
GlobeNewswire
NYSE:TDS Long Term Shareholder Alert: Investigation of Potential Wrongdoing at Telephone and Data Systems, Inc.
↗
September 27, 2023
San Diego, CA -- (SBWIRE) -- 09/27/2023 -- An investigation was announced concerning potential breaches of fiduciary duties by certain directors of Telephone and Data Systems, Inc.
Via
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September 21, 2023
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August 23, 2023
2 mid-cap telecom stocks have so far this year been able to offer a balance of dividend investment and appreciation beyond many well-known giants.
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The Market Is So Over Overstock...But Is It Now Oversold?
August 21, 2023
As the Overstock rebranding buzz turns into a hangover, investors must decide whether or not the recent Bed Bath euphoria goes beyond a short-term rally.
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Credit Cards
Telephone and Data Systems Inc. (NYSE: TDS) Sets New 52-Week High in Friday Session
August 18, 2023
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August 15, 2023
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Telephone and Data Systems Inc. (NYSE: TDS) Near the Top of Equities by Percentage Gain on 8/8
August 08, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For August 8, 2023
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August 08, 2023
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Why Energizer Holdings Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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August 08, 2023
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Fox, Warner Music, Eli Lilly, Chegg And Other Big Stocks Moving Higher On Tuesday
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August 08, 2023
U.S. stocks traded lower, with the Dow Jones falling around 400 points on Tuesday. Here are some big stocks recording gains in today’s session. Paymentus Holdings, Inc. (NYSE: PAY) shares rose 29.4% to...
Via
Benzinga
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