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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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PNC Financial Services
(NY:
PNC
)
248.71
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jul 30, 2026
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Call Of The Day: PNC Financial Services Group
↗
July 02, 2021
PNC Financial Services Group Inc (NYSE:PNC) was featured as t...
Via
Benzinga
American Heart Association names new national volunteer chairman and president
July 01, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Blockchain Technology Gains Further Adoption: From Supply Chain to Financial Solutions and Mining
July 01, 2021
Point Roberts, Washington and Delta, British Columbia--(Newsfile Corp. - July 1, 2021) - Investorideas.com, a leading investor news resource covering...
Via
Newsfile
Topics
Artificial Intelligence
Cannabis
Climate Change
Harris Williams Advises Artera Services, LLC on its Acquisition of Feeney Utility Services Group
June 28, 2021
From
Harris Williams LLC
Via
Business Wire
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Harris Williams Advises ArchKey Solutions on its Significant Investment from One Rock Capital Partners
June 30, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises H.I.G. Capital on its Acquisition of CORA Physical Therapy
June 21, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Riggs Distler & Company, Inc. on its Pending Sale to Centuri Group, Inc.
June 29, 2021
From
Harris Williams
Via
Business Wire
Shareholders of Overseas Uranium Resources Development Co., Ltd. Approve UEX Acquisition of JCU (Canada) Exploration Company, Limited
June 18, 2021
Saskatoon, Saskatchewan – TheNewswire - June 18, 2021 - UEX Corporation (TSX:UEX) (OTC:UEXCF) (“UEX” or the “Company”) is pleased to announce that UEX has been notified that the shareholders of...
Via
TheNewswire.com
Harris Williams Advises JM Swank on its Pending Sale to Brenntag
June 23, 2021
From
Harris Williams LLC
Via
Business Wire
EY Announces Laura Hunter of Tori Belle® Cosmetics, LLC as an Entrepreneur Of The Year® 2021 PNW Region Award Finalist
June 17, 2021
Celebrating the 35th class of unstoppable entrepreneurs who transform the Pacific Northwest Region and beyond
Via
EIN Presswire
International Coalition Formed by Sports-Focused NGOs Seeks to Promote Health Protocol Verification of Venue Operations at Global Scale in Light of COVID-19
June 17, 2021
SOURCE: International WELL Building Institute
Via
3BL Media
Topics
Climate Change
Harris Williams Advises American Dental Partners on its Sale to Heartland Dental
June 16, 2021
From
Harris Williams LLC
Via
Business Wire
HACR Announces 2021 Cohort of Young Hispanic Corporate Achievers
June 16, 2021
SOURCE: Hispanic Association on Corporate Responsibility
Via
3BL Media
Harris Williams Advises H.I.G. Capital on its Strategic Growth Investment in Cleo
June 15, 2021
From
Harris Williams
Via
Business Wire
Harris Williams Advises Heart of Hospice, LLC on its Pending Sale to LHC Group, Inc.
June 14, 2021
From
Harris Williams
Via
Business Wire
EY Announces Tim Neal of GoExpedi as an Entrepreneur of the Year® 2021 Gulf Coast Area Award Finalist
June 08, 2021
Celebrating the 35th class of unstoppable entrepreneurs who transform the Gulf Coast Area and beyond
Via
Newswire.com
Topics
Supply Chain
Harris Williams Advises Visual Comfort & Co. on its Pending Investment from Goldman Sachs Asset Management and Leonard Green & Partners
June 08, 2021
From
Harris Williams
Via
Business Wire
Barron's Latest Picks And Pans: Las Vegas, AMC, Brinker, PNC Financial, Zoom Video And More
↗
June 06, 2021
The cover story in this weekend's Barron's offers a look at how Las Vegas is faring in the post-pandemic era. Other featured articles discuss how to play the Las...
Via
Benzinga
Harris Williams Advises Network Wireless Solutions on its Sale to Grain Management, LLC
June 02, 2021
From
Harris Williams
Via
Business Wire
From bitcoin to bourbon, the Mid-South M&A Capital Connection caters to a variety of tastes
May 26, 2021
U of L President and Louisville Healthcare CEO Council exec open the conference; Day One programs explore ESG, Bitcoin and M&A
Via
EIN Presswire
Topics
Supply Chain
Harris Williams Advises Qualus Power Services on its Sale to New Mountain Capital
June 01, 2021
From
Harris Williams
Via
Business Wire
The Well CDC Set to Rehab and Restore 60 Homes in 48 Months, a Year Ahead of Schedule
May 25, 2021
Blending deep community partnership with intentional strategic initiatives and national philanthropic and placemaking funding support, The Well CDC, located in the heart of the Middlebury community in...
Via
Newswire.com
Topics
Economy
Harris Williams Advises Transaction Data Systems on its Sale to BlackRock Long Term Private Capital
May 19, 2021
From
Harris Williams LLC
Via
Business Wire
PNC Foundation to Partner With Sesame Workshop To Address Racial Justice Through $6.2 Million Grant
May 19, 2021
SOURCE: PNC Financial Services Group
Via
3BL Media
Web Companies Helping Businesses Integrate Their Services Online Can Take Advantage of Lucrative Tax Credits
May 13, 2021
The web and software development industry has been experiencing a dramatic increase in demand as more companies are realizing the market is shifting to online resources and services. Many companies are...
Via
Newswire.com
3 Top Bank Stock Picks For 'Goldilocks Inflation' Cycle
↗
May 11, 2021
Investors are gearing up for a potential jump in inflation rates following an unprecedented $6 trillion in U.S. government stimulus spending since the beginning of 2020. An...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 10, 2021
↗
May 10, 2021
Upgrades Barrington Research upgraded the previous rating for ViacomCBS Inc (NASDAQ:VIAC) from Market Perform to Outperform. For the first quarter, ViacomCBS had an EPS of...
Via
Benzinga
3 Tailwinds That Should Boost Citizens Financial Group This Year
↗
May 07, 2021
The bank's forecast for loan growth is better than a lot of its peers', it should have significant reserves left to release, and deposits can still reprice lower.
Via
The Motley Fool
Harris Williams Advises Two Sigma Impact and Avance Investment Management on Their Investment in Wholesale Supplies Plus
May 06, 2021
From
Harris Williams
Via
Business Wire
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