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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Bayer Aktienges ADR
(OP:
BAYRY
)
10.82
UNCHANGED
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Updated: 3:59 PM EST, Dec 31, 2025
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ESG Stocks Take Center Stage As Damages From Climate-Related Events Rise Exponentially Within US
↗
December 19, 2023
With climate change becoming a mega market force, ESG investing is rising. The XVV is up 28% YTD. Agri-Tech stocks like Bayer AG, FMC Corporation, and Corteva Inc are providing climate resilience...
Via
Benzinga
Topics
Climate Change
AI Meets Biotech: 3 Top Stocks Transforming Medical Science
↗
December 16, 2023
The AI revolution is bringing big gains to biotechnology, including drugs, antibodies, and synthetic biology.
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InvestorPlace
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Bayer Faces $3.5M Verdict in Fifth Consecutive Roundup Weedkiller Loss
↗
December 06, 2023
Bayer AG (OTC: BAYRY) (OTC:
Via
Benzinga
Bayer Faces Growing Pressure Amid Roundup Lawsuits as Philadelphia Trial Nears Conclusion
↗
December 04, 2023
The spotlight is on a Philadelphia trial as Bayer AG (OTC: BAYRY) (OTC: BAYZF) grapples with mounting legal challenges surrounding its Roundup weedkiller, prompted by multi-billion dollar verdicts
Via
Benzinga
Topics
Lawsuit
PFAS's Forever Problem: Ohio Lawsuit Against Chemical Companies Fizzles Out
↗
November 28, 2023
Big chemical companies won a lawsuit preventing 11.8 million Ohio residents from suing them for PFAS chemicals in their blood.
Via
Benzinga
Topics
Lawsuit
3 Battered Blue-Chip Stocks to Sell in December
↗
November 28, 2023
Steer clear of these once flourishing companies, each of which has problems they need to overcome before their share price rises again.
Via
InvestorPlace
German Conglomerate Bayer Faces Investor Scrutiny Amid Unexpected Legal, Trial Setbacks
↗
November 24, 2023
Bayer AG (OTC: BAYRY) (OTC: BAYZF) reportedly held an investor call to address concerns after intense scrutiny from investors following a series of unforeseen setbacks, prompting questions about...
Via
Benzinga
Analyst Assess Implications of Bristol Myers' Investigational Blood Thinner Post Bayer Trial Setback Amid Shaken Investor Confidence
↗
November 20, 2023
Monday, Bayer AG (OTC: BAYRY) (OTC: BAYZF)
Via
Benzinga
Bayer's Blood Thinner Study Stopped Early Due To Lack Of Efficacy: Details
↗
November 20, 2023
Bayer AG (OTC: BAYRY) (OTC: BAYZF)
Via
Benzinga
Bayer's Legal Victory Against Merck: Delaware Court Rules In Company's Favor Regarding Talc Lawsuits
↗
November 17, 2023
The Delaware Supreme Court reportedly ruled in favor of Bayer AG (OTC: BAYRY) (OTC: BAYZF), stating that the company is not accountable for lawsuits associated with talc-based foot powder products...
Via
Benzinga
Topics
Lawsuit
Bayer CEO Resists Full Tri-Split, German Conglomerate Cuts Management Jobs In The Face Of Q3 Loss
↗
November 08, 2023
Bayer AG (OTC: BAYRY) (OTC: BAYZF) CEO Bill Anderson announced
Via
Benzinga
Earnings Review: Bayer To Make Strategic Changes After Q3 Results
↗
November 08, 2023
The latest financial statements from Bayer Group show a year-over-year decline in several key areas, painting a stark picture of the company’s fiscal health.
Via
Talk Markets
Legal Woes Mount for Bayer As Roundup Weed Killer-Related Cancer Cases Continue, Faces Third Trial Loss
↗
November 01, 2023
Bayer AG (OTC: BAYRY) (OTC:
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Benzinga
Cathie Wood’s Stock Shuffle: 4 Names She’s Loving, 3 She’s Leaving
↗
September 27, 2023
Investors tend to closely watch which Cathie Wood stocks are bought and sold as she has history of generating big returns in her ETFs
Via
InvestorPlace
AI To Revolutionize Clinical Trials And Diagnostics
↗
September 22, 2023
With the help of technology, the pharmaceutical industry is gaining new insights that are fueling the development of next generation of drugs while also speeding up clinical trials and improving...
Via
Benzinga
Topics
Artificial Intelligence
From Years to Months: How AI is Shaping the Landscape of Clinical Trials
↗
September 22, 2023
Pharmaceutical companies are harnessing artificial intelligence (AI) to speed up the traditionally arduous process of clinical trials, potentially saving both time and significant sums of money. These...
Via
Benzinga
Topics
Artificial Intelligence
FDA Panel Says Popular OTC Cold, Allergy Medicine Might Be Useless - Stocks To Watch
↗
September 12, 2023
According to FDA panel experts who reviewed the latest research on the long-questioned phenylephrine, a drug ingredient used in several leading decongestants used by millions of Americans looking for...
Via
Benzinga
Hawaiian Electric Says Power Lines Not Responsible For Deadly Lahaina Fire, China Targets Stock Market Revival, FTC Pauses Legal Battle With Amgen's $28B Horizon Deal: Today's Top Stories
↗
August 28, 2023
Reuters
Via
Benzinga
German Pharma Firm Bayer's New Parkinson's Treatment Shows Promise: What the Phase 1 Trial Reveals
↗
August 28, 2023
Boston Scientific Corporation (NYSE: BSX) released 12-month results from the pivotal ADVENT trial of the FARAPULSE Pulsed Field Ablation (PFA) System, a nonthermal treatment in which electric fields...
Via
Benzinga
FDA Approves Regeneron Pharmaceuticals' Higher Dose Of Eylea For Age-Related Blindness
↗
August 21, 2023
The FDA approved Regeneron Pharmaceuticals Inc's (NASDAQ: REGN) approved Eylea HD (aflibercept) Injection 8 mg for wet age-related macular degeneration (wAMD), diabetic macular edema (DME),
Via
Benzinga
As Tiziana Life Sciences (NASDAQ: TLSA) Prepares For Phase 2 Trials, Have They Successfully Derisked Foralumab?
↗
August 08, 2023
Tiziana Life Sciences, Inc.
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Benzinga
Regeneron Pharma Says Fewer Aflibercept Injections Maintains Vision, Anatomic Improvements In Diabetic Macular Edema
↗
July 31, 2023
Regeneron Pharmaceuticals Inc (NASDAQ: REGN) announced the first presentation of two-year (96 weeks) results from the pivotal PHOTON trial of aflibercept 8 mg with 12- and 16-week dosing regimens,...
Via
Benzinga
Phase 1 Results Are "Extraordinary," Says Chairman Of Scientific Advisory Board As Biomedical Company Preps Phase 2 Trial For MS Treatment
↗
July 17, 2023
Tiziana Life Sciences (NASDAQ: TSLA) has presented data from its clinical trial showing that five of its six patients with an advanced stage of multiple sclerosis (MS) have shown a reduction in...
Via
Benzinga
AstraZeneca's Imfinzi/Imjudo Combo Shows Sustained Overall Survival Benefit At Four Years In Liver Cancer
↗
June 29, 2023
AstraZeneca Plc (NASDAQ: AZN) released updated results from the HIMALAYA Phase 3 trial evaluating Imfinzi (durvalumab) plus Imjudo (tremelimumab-actl) in unresectable hepatocellular carcinoma (HCC)...
Via
Benzinga
Bayers Says Neuronal Stem Cell Therapy For Parkinson's Shows Encouraging Action In Early-Stage Study
↗
June 28, 2023
Bayer AG (OTC: BAYRY) (OTC: BAYZF) and its subsidiary BlueRock Therapeutics LP announced
Via
Benzinga
Experimental Stem Cell Therapy For Parkinson's Shows Promise in Phase I Trial: Reuters
↗
June 28, 2023
Via
Benzinga
Regeneron Stock Crumbles After FDA Rejects Its Next Blockbuster Contender
↗
June 27, 2023
The FDA still needs to review its inspection of a third-party facility, Regeneron said late Tuesday.
Via
Investor's Business Daily
Fusion Pharmaceuticals is Future Pillar of Cancer Treatment: Analyst
↗
June 23, 2023
Raymond James has initiated coverage on Fusion Pharmaceuticals Inc (NASDAQ: FUSN) with an Outperform rating and a
Via
Benzinga
Unmasking Q2 2023's Stars & Strugglers: Industry ETFs And Top Stock Standouts
↗
June 27, 2023
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Benzinga
There’s Only One Way To Beat The Market
↗
June 12, 2023
The way Wall Street makes money has fundamentally shifted in recent years. So has the way information flows to individual investors. Today, I want to show you how savvy stock pickers can profit from...
Via
Talk Markets
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