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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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Perella Weinberg Partners - Class A Common Stock
(NQ:
PWP
)
17.55
+0.25 (+1.45%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Perella Weinberg Partners (NASDAQ:PWP) Investor Notice: Investigation over Possible Violations of Securities Laws
↗
March 08, 2022
San Diego, CA -- (SBWIRE) -- 03/08/2022 -- Certain directors of Perella Weinberg Partners are under investigation over potential securities laws violations in connection with certain financial...
Via
SBWire
Earnings Scheduled For February 17, 2022
↗
February 17, 2022
Companies Reporting Before The Bell • Palantir Technologies (NYSE:PLTR) is estimated to report quarterly earnings at $0.04 per share on revenue of $417.69 million.
Via
Benzinga
52 Biggest Movers From Friday
↗
January 18, 2022
Gainers Splash Beverage Group, Inc. (NASDAQ: SBEV) shares gained 118.9% to settle at $4.18 on Friday. Splash Beverage recently announced it has received authorization to sell its...
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Benzinga
Mid-Afternoon Market Update: Dow Tumbles Over 300 Points; NextPlay Technologies Shares Gain
↗
January 14, 2022
Toward the end of trading Friday, the Dow traded down 0.93% to 35,778.63 while the NASDAQ fell 0.01% to 14,804.95. The S&P also fell, dropping, 0.40% to 4,640.37. The U.S. has...
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Benzinga
Mid-Day Market Update: Crude Oil Rises Over 1%; FTC Solar Shares Slide
↗
January 14, 2022
Midway through trading Friday, the Dow traded down 0.78% to 35,833.47 while the NASDAQ fell 0.12% to 14,789.14. The S&P also fell, dropping, 0.41% to 4,640.11. The U.S. has...
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Benzinga
30 Stocks Moving In Friday's Mid-Day Session
↗
January 14, 2022
Gainers ATI Physical Therapy, Inc. (NYSE: ATIP) shares gained 25.2% to $3.8050 after Jefferies upgraded the stock from Hold to Buy and raised its price target from $3.50 to $5....
Via
Benzinga
NASDAQ:PWP Investor Notice: Investigation over Possible Securities Laws Violations by Perella Weinberg Partners
↗
January 13, 2022
San Diego, CA -- (SBWIRE) -- 01/13/2022 -- An investigation was announced concerning potential securities laws violations by Perella Weinberg Partners in connection with certain financial statements.
Via
SBWire
NASDAQ:PWP Investor Alert: Investigation over Potential Wrongdoing at Perella Weinberg Partners
↗
November 05, 2021
San Diego, CA -- (SBWIRE) -- 11/05/2021 -- An investigation was announced over potential breaches of fiduciary duties by certain officers and directors at Perella Weinberg Partners.
Via
SBWire
Benzinga's Top Ratings Upgrades, Downgrades For August 20, 2021
↗
August 20, 2021
Upgrades For Investors Bancorp Inc (NASDAQ:
Via
Benzinga
10 Financials Stocks Moving In Thursday's Intraday Session
↗
August 12, 2021
Gainers Conifer Holdings (NASDAQ:CNFR) stock increased by 15.94% to $3.29 during Thursday's regular session. As of 12:30 EST, Conifer Holdings's stock is trading...
Via
Benzinga
Earnings Scheduled For August 12, 2021
↗
August 12, 2021
Companies Reporting Before The Bell • Anavex Life Sciences (NASDAQ:AVXL) is estimated to report earnings for its third quarter. • ITeos Therapeutics (NASDAQ:ITOS...
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