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home
about us
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Team Biographies
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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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Azure Power Global Limited Equity Shares
(NY:
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UNCHANGED
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Updated: 7:00 PM EDT, Jul 12, 2023
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As Technology Costs Fall & Efficiencies Increase, Solar Expected to Become a Primary Source of New Electrical Capacity in U.S.
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Palm Beach, FL – November 30, 2021 – FinancialNewsMedia.com News Commentary – A growing number of landlords and property owners have been installing solar energy systems on rooftops, open land, and...
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Midway through trading opening Tuesday, the Dow traded up 0.18% to 35,804.04 while the NASDAQ rose 0.24% to 15,263.65. The S&P also rose, gaining 0.34% to 4,581.95. The U.S....
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October 26, 2021
Canadian stocks are particularly buoyant and not just in energy which is a riser today because the loony is up against the buck.
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Thursday Market Coverage
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October 21, 2021
US jobless benefit applicants last week hit a pandemic low of 290,000, below the estimate of 300,000.
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September Ends
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September 30, 2021
Congress managed to pass a bipartisan short-term spending bill avoiding a crisis over the debt ceiling.
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A Bit Of A Recovery
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September 29, 2021
While Germany remains without a government, Japan has a new prime minister who will lead his party in the election this week.
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China's Rescue Of Evergrand
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September 23, 2021
The number of jobless last week was higher than the forecast, at 351,000 vs 320,000. The recovery is lagging.
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Are We Headed For Stagflation?
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September 04, 2021
This Labor Day weekend, let's discuss whether we are headed for stagflation or not. We will also discuss the recent employment numbers.
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10 Biggest Price Target Changes For Wednesday
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September 01, 2021
Rosenblatt raised Ambarella, Inc. (NASDAQ:AMBA) p...
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September 01, 2021
Gainers Unico American Corporation (NASDAQ: UNAM) shares gained 59% to close at $4.15 on Tuesday. Elys Game Technology, Corp. (NASDAQ: ELYS) rose 43% to close at $6.62 after it...
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Azure Power Global Limited (AZRE) Q1 2022 Earnings Call Transcript
↗
August 31, 2021
AZRE earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Why Shares of Azure Power Global Limited Jumped Today
↗
August 31, 2021
The market was charged up with this renewable energy company's recent quarterly performance.
Via
The Motley Fool
S&P 500, Nasdaq Look to Extend Monthly Win Streaks
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August 31, 2021
The Dow Jones Industrial Average is up 36 points midday, while the S&P 500 Index is flat, and the Nasdaq Composite sits quietly in the red.
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33 Stocks Moving In Tuesday's Mid-Day Session
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August 31, 2021
Gainers AC Immune SA (NASDAQ: ACIU) shares jumped 68.4% to $11.77. AC Immune and its collaborating partner Genentech, part of Roche Holdings, announced topline data from Phase 2...
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Friday the Thirteenth
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August 13, 2021
The stock week in points eastward was mixed. The USA markets face a bear correction.
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Mid-Day Market Update: Crude Oil Down 2%; Arcturus Therapeutics Shares Spike Higher
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August 03, 2021
Midway through trading Tuesday, the Dow traded up 0.11% to 34,878.06 while the NASDAQ fell 0.37% to 14,626.97. The S&P also fell, dropping 0.01% to 4,386.68. The U.S. has the...
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Benzinga
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Know When To Hold 'Em, Know When To Fold 'Em ...
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August 02, 2021
A long Monday list identifying some sensible and some impenetrable moves behind today's market in our stocks.
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“Claw-Back” day
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July 20, 2021
The rally was just as irrational as the selloff.
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Powell Talks Some More
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July 15, 2021
Another day, another sell-off.
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Selloff Round 3
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July 13, 2021
Stocks fell across the board in foreign countries, except for Britain which was upbeat.
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Recovery Friday
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July 09, 2021
The big winners this week were Financials.
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Lots Of Deal News
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June 29, 2021
Today Didi, a Chinese ride-hailing stock is doing its IPO reportedly at above the level projected in its application.
Via
Talk Markets
Topics
Initial Public Offering
Saint Warren
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June 28, 2021
Today the WTI oil price rose further up over 1%.
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Summer Friday
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June 25, 2021
The stock market tried for another record after yesterday's late blowout over the infrastructure deal.
Via
Talk Markets
Wednesday Is A Normal Day
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June 23, 2021
Meme stocks Gamestop and Torchlight Energy both did share sales to cash in on their share price rises.
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Talk Markets
Two Rate Hikes In 2023
↗
June 16, 2021
This afternoon our Fed chief Jerome Powell predicted there will be interest rate hikes faster than before. The news hit US stocks, gold, and bitcoin hard.
Via
Talk Markets
Topics
Economy
50 Biggest Movers From Yesterday
↗
June 18, 2021
Gainers Verve Therapeutics, Inc. (NASDAQ: VERV) shares surged 68% to settle at $31.92 on Thursday after the company priced its IPO at $19 per share. Midatech Pharma plc (NASDAQ...
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Azure Power Global Limited (AZRE) Q4 2021 Earnings Call Transcript
↗
June 16, 2021
AZRE earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Continued Uncertainty
↗
June 15, 2021
Fear of another Fukushima yesterday late in the market day led to a rush out of energy-related shares, which included many without any nuclear risk at all.
Via
Talk Markets
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