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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
53.08
-0.66 (-1.23%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 2, 2026
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SOS, MARA, RIOT: How Dogecoin Is Lifting Crypto Mining Stocks Today
↗
December 14, 2021
Promising Dogecoin news has the entire crypto market feeling good today. Crypto mining stocks in particular are up on the news.
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Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2021
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December 14, 2021
Upgrades According to Wells Fargo, the prior rating for Douglas Emmett Inc (NYSE:
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Iris Energy Shares Pop As Analysts See Sharp Upside
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December 13, 2021
JPMorgan analyst Reginald Smith
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Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2021
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December 13, 2021
Upgrades According to B of A Securities, the prior rating for Globus Medical Inc (NYSE:
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11 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
December 13, 2021
Gainers American Virtual Cloud (NASDAQ:AVCT) stock increased by 9.6% to $2.51 during Monday's pre-market session. The company's market cap stands at $170.5 million...
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Benzinga
Opening Day: Nu Raises $2.6 Billion in IPO
↗
December 12, 2021
Nu Holdings, the Brazilian digital bank backed by Berkshire Hathaway, raised $2.6B in its U.S. IPO, which was priced at the top of the marketed range it had previously lowered.
Via
Talk Markets
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Initial Public Offering
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
December 10, 2021
Gainers American Virtual Cloud (NASDAQ:AVCT) stock increased by 51.06% to $2.84 during Friday's regular session. Trading volume for this security as of 12:30 EST is...
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
December 09, 2021
Gainers American Virtual Cloud (NASDAQ:AVCT) stock increased by 33.92% to $1.38 during Thursday's regular session. American Virtual Cloud's stock is trading at a...
Via
Benzinga
Iris Energy Offers a Cleaner and Greener Bitcoin Miner Play
↗
December 07, 2021
IREN stock declined sharply after its IPO, but that might not be Iris Energy's fault and an imminent turnaround could still be in store.
Via
InvestorPlace
Topics
Initial Public Offering
Opening Day: Braze Jumps In Debut As UserTesting Stumbles Below IPO Price
↗
November 21, 2021
Customer engagement software maker Braze rose over 40% in its first trading day after pricing its initial public offering above the marketed range, raising about $520 million. Meanwhile, UserTesting...
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Initial Public Offering
Don’t Kick Pupcoin Floki Inu to the Doghouse Just Yet
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November 19, 2021
Sure, FLOKI-USD is about to tumble badly but comparatively, you can take a small bet here and have the chance of winning big.
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InvestorPlace
Why Iris Energy Stock Is A Potential 5X Gainer
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November 18, 2021
Iris Energy offered 8.269 million shares priced at $28, above the expected range of $25 and $27. However, the stock fell 14% in early trading to about $24.
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Talk Markets
61 Biggest Movers From Yesterday
↗
November 18, 2021
Gainers Sono Group N.V. (NASDAQ: SEV) shares climbed 154.7% to close at $38.20 on Wednesday after the company priced its IPO at $15 per share. Braze, Inc. (NASDAQ: BRZE) jumped...
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Benzinga
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Today’s Hot Penny Stocks: What’s Moving ZSAN, AVGR and CEI Higher Wednesday?
↗
November 17, 2021
Today's hot penny stocks are catching the eyes of investors and we're diving into everything investors need to know about them on Wednesday!
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ROKU Stock Price Predictions: How Low One Analyst Thinks Roku Will Go
↗
November 17, 2021
Roku (ROKU) stock price predictions aren't doing the shares any favors on Wednesday after one analyst put out a bearish take.
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InvestorPlace
IREN Stock IPO: 11 Things to Know as Iris Energy Starts Trading Today
↗
November 17, 2021
Shares of IREN stock are set to start trading today. The Bitcoin miner's IPO will be one of the largest yet in the crypto mining space.
Via
InvestorPlace
Topics
Initial Public Offering
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