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home
about us
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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Event Schedule
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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
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Dow Inc. Common Stock
(NY:
DOW
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33.28
-0.44 (-1.30%)
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Updated: 7:00 PM EST, Mar 6, 2026
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Boeing And Disney Lead The DIA Higher Thursday
↗
June 24, 2021
U.S. indices were trading higher Thursday amid President Joe Biden declaring that the White House had struck an infrastructure deal with a bipartis...
Via
Benzinga
Dow further enhances transparency on ESG priorities and progress; publishes comprehensive “INtersections” ESG report
June 24, 2021
From
Dow
Via
Business Wire
Creating a More Sustainable, Equitable and Prosperous World at the INtersection of ESG
June 24, 2021
SOURCE: DOW
Via
3BL Media
Topics
Economy
Emissions
Stocks
The Clean Energy Compound That Could Change The World
June 24, 2021
Via
FinancialNewsMedia
Topics
Stocks
Expert Ratings for Dow
↗
June 17, 2021
Analysts have provided the following ratings for Dow (NYSE:DOW
Via
Benzinga
Topics
Stocks
Recycling Plastics, Growing Opportunity
June 10, 2021
SOURCE: DOW
Via
3BL Media
Topics
Economy
Stocks
Reducing Carbon in the Built Environment
June 03, 2021
SOURCE: DOW
Via
3BL Media
Topics
Emissions
Stocks
Committed to Green Chemistry Education
May 26, 2021
SOURCE: DOW
Via
3BL Media
Topics
Stocks
10 Biggest Price Target Changes For Thursday
↗
June 17, 2021
Piper Sandler raised Patterson Companies, Inc. (NASDAQ: PDCO) price target from $34 to $44. Patterson Companies shares rose 4% to $36.82 in pre-market trading. TD Securities...
Via
Benzinga
Fed Decision Sinks Stocks, Dow Sheds 265 Points
↗
June 16, 2021
A highly anticipated update from the Federal Reserve came out this afternoon, pulling the major indexes down with it.
Via
Talk Markets
Topics
Economy
Stocks
Dow recognized as one of the 50 most community-minded organizations in the U.S.
June 16, 2021
From
Dow
Via
Business Wire
Study From Dow, Kemin Industries and Adesco Nutricines Shows Stored Grains With Myco CURB® ES Liquid Reduce Carbon Footprint
June 16, 2021
SOURCE: DOW
Via
3BL Media
Topics
Climate Change
Emissions
Stocks
In Honor Of Ned Beatty: 'The World Is A College Of Corporations'
↗
June 14, 2021
Character actor Ned Beatty passed away on Sunday from natural causes at the age of 83. Beatty first gained prominence in the 1972 “Deliverance” and would appear in...
Via
Benzinga
Combining Expertise for More Sustainable Fashion
June 14, 2021
SOURCE: DOW
Via
3BL Media
Topics
Stocks
Benzinga's Top Ratings Upgrades, Downgrades For June 10, 2021
↗
June 10, 2021
Upgrades According to Argus Research, the prior rating for Zoom Video Communications Inc (NASDAQ:ZM) was changed from Hold to Buy. Zoom Video Communications earned $1.32...
Via
Benzinga
Dow Commits to Closed Loop Circular Plastics Fund
June 08, 2021
SOURCE: DOW
Via
3BL Media
Topics
Stocks
Dow Benelux outlines roadmap to support Dutch Climate Agreement, achieve CO2 emissions neutrality
June 08, 2021
From
Dow
Via
Business Wire
Handicapping The Q2 2021 Earnings Season
↗
June 05, 2021
Positive revisions to estimates is the part of the earnings story that investors should find the most reassuring; it provides the most convincing fundamental rationale for stocks to build on their...
Via
Talk Markets
Dow Snaps Win Streak, Nasdaq Closes Down Triple-Digits
↗
June 03, 2021
It was another uninspiring day for markets, even with the ever-growing list of
Via
Talk Markets
Topics
Stocks
Progressing on Our Valuing Nature Journey
June 01, 2021
SOURCE: DOW
Via
3BL Media
Topics
Climate Change
Stocks
Dow to participate in the Bernstein 37th Annual Strategic Decisions Conference
June 01, 2021
From
Dow
Via
Business Wire
Can We Change the World If We Listen?
May 25, 2021
SOURCE: DOW
Via
3BL Media
Topics
Stocks
Supply Chain
10 Years of Valuing Nature: A Conversation With TNC
May 24, 2021
SOURCE: DOW
Via
3BL Media
Topics
Climate Change
Economy
Stocks
130 Firms Going Ex-Dividend Next Week, Including Prudential Financial, Dow & Kraft Heinz
↗
May 22, 2021
There are several well known large cap stocks going ex-dividend next week.
Via
Talk Markets
Topics
Stocks
Dow Receives the 2021 Manufacturer of the Year Award From the Manufacturing Leadership Council
May 21, 2021
SOURCE: DOW
Via
3BL Media
Topics
Economy
Immigration
Stocks
Dow Leadership Academy Mentors
May 20, 2021
SOURCE: DOW
Via
3BL Media
Topics
Stocks
Dow receives the 2021 Manufacturer of the Year award from the Manufacturing Leadership Council
May 20, 2021
From
Dow
Via
Business Wire
Disney And Microsoft Lead The DIA Lower Monday
↗
May 17, 2021
U.S. indices traded lower Monday amid continued weakness in tech stocks. Concerns over inflation and yields, as well as a rotation out of...
Via
Benzinga
JPMorgan, Caterpillar Lead Five Dow Jones Stocks Near Buy Points
↗
May 15, 2021
JPMorgan, Goldman Sachs and Caterpillar headline five Dow stocks in or near buy zones.
Via
Investor's Business Daily
Topics
Stocks
Earnings Estimates From Q1 Keep Going Up
↗
May 13, 2021
The picture emerging from the Q1 earnings season is one of all-around strength and momentum, even though big slices of the economy are still dealing with the pandemic’s impacts.
Via
Talk Markets
Topics
Economy
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