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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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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QuinStreet, Inc
(NQ:
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13.27
-0.23 (-1.70%)
Streaming Delayed Price
Updated: 1:36 PM EST, Jan 30, 2026
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Modernize Homeowner Insights: Independent Living Survey Reveals Surging Interest in Home Safety Projects
March 04, 2024
From
Modernize Home Services
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Xylem, DexCom And 2 Other Stocks Insiders Are Selling
↗
February 22, 2024
The Nasdaq 100 closed lower by around 0.4% on Wednesday. Investors, meanwhile, focused on some notable insider trades.
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Top 5 Tech And Telecom Stocks That May Fall Off A Cliff This Quarter
↗
February 09, 2024
As of Feb. 9, 2024, five stocks in the communication services sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Via
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10 Communication Services Stocks With Whale Alerts In Today's Session
↗
February 08, 2024
Via
Benzinga
Recap: QuinStreet Q2 Earnings
↗
February 07, 2024
Via
Benzinga
Earnings Scheduled For February 7, 2024
↗
February 07, 2024
Companies Reporting Before The Bell • Madison Square Garden (NYSE:MSGE) is expected to report quarterly loss at $0.80 per share on revenue of $301.83 million.
Via
Benzinga
A Preview Of QuinStreet's Earnings
↗
February 06, 2024
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↗
February 08, 2024
Shares of Compass Minerals International, Inc. (NYSE: CMP) fell sharply during Thursday’s session following downbeat results.
Via
Benzinga
Arm Holdings Posts Upbeat Results, Joins Hershey, CyberArk Software, Wynn Resorts And Other Big Stocks Moving Higher On Thursday
↗
February 08, 2024
U.S. stocks traded mixed, with the Dow Jones gaining around 20 points on Thursday.
Via
Benzinga
Topics
Stocks
QuinStreet Reports Results for Second Quarter Fiscal 2024
February 07, 2024
From
QuinStreet, Inc.
Via
Business Wire
QuinStreet Sets Date to Announce Second Quarter Fiscal Year 2024 Results
January 25, 2024
From
QuinStreet, Inc.
Via
Business Wire
Textron Posts Upbeat Earnings, Joins ASML, Progressive And Other Big Stocks Moving Higher On Wednesday
↗
January 24, 2024
U.S. stocks traded higher, with the Nasdaq Composite gaining around 100 points on Wednesday. Shares of Textron Inc. (NYSE: TXT) rose during Wednesday’s session following upbeat quarterly earnings.
Via
Benzinga
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Modernize Redefines Contractor Selection, Empowering Homeowners with Choice
January 10, 2024
From
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CardRatings Unveils Its ‘Best Credit Cards of 2024’ List and Annual Cardholder Survey Results
January 04, 2024
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Santa’s Salary Increases 5% to $170,583, Insure.com Finds
December 20, 2023
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Modernize Unveils In-Depth Homeowner Insights Report: A Guide to Future-Proofing Your Business
December 18, 2023
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12 Communication Services Stocks Moving In Thursday's Intraday Session
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November 30, 2023
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La-Z-Boy Posts Upbeat Earnings, Joins Victoria's Secret, Snowflake And Other Big Stocks Moving Higher On Thursday
↗
November 30, 2023
U.S. stocks traded mostly higher, with the Dow Jones index gaining around 200 points on Thursday.
Via
Benzinga
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QuinStreet to Participate at Stephens Annual Investment Conference
November 09, 2023
From
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Why STAAR Surgical Shares Are Trading Lower By Around 16%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
November 02, 2023
Gainers OmniLit Acquisition Corp. (NASDAQ: OLIT) jumped 53.2% to $15.53. OmniLit announced that its merger with Syntec was approved by shareholders.
Via
Benzinga
Etsy, Albemarle, SolarEdge Technologies And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
November 02, 2023
U.S. stock futures traded higher this morning on Thursday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
QuinStreet Reports Results for First Quarter Fiscal 2024
November 01, 2023
From
QuinStreet, Inc.
Via
Business Wire
QuinStreet Sets Date to Announce First Quarter Fiscal Year 2024 Results
October 18, 2023
From
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Business Wire
Lululemon, PCTEL, Consolidated Communications, Other Stocks Jumping Higher On Monday
↗
October 16, 2023
U.S. stocks traded higher, with the Dow Jones gaining more than 350 points on Monday. Here are some stocks recording big gains in today’s session.
Via
Benzinga
Topics
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Earnings Scheduled For November 1, 2023
↗
November 01, 2023
Companies Reporting Before The Bell • GSK (NYSE:GSK) is expected to report quarterly earnings at $1.07 per share on revenue of $9.37 billion.
Via
Benzinga
QuinStreet to Participate at Lake Street Best Ideas Growth Conference
September 11, 2023
From
QuinStreet, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 29, 2023
↗
August 29, 2023
Via
Benzinga
CardRatings.com Advises on How to Play It Smart When Back-to-School Shopping
August 18, 2023
From
CardRatings
Via
Business Wire
QuinStreet to Participate at 14th Annual Midwest IDEAS Investor Conference
August 17, 2023
From
QuinStreet, Inc.
Via
Business Wire
Alibaba, Illumina, CyberArk Software And Other Big Stocks Moving Higher On Thursday
↗
August 10, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 350 points on Thursday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
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