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about us
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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
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TAF sm Program
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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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TD SYNNEX Corporation Common Stock
(NY:
SNX
)
163.62
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 24, 2026
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Dow Jumps Over 350 Points As Iran Strikes On US Military Bases Result In No Casualty: Fear Index Remains In 'Greed' Zone
↗
June 24, 2025
Via
Benzinga
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Stocks
TD Synnex, KB Home And 3 Stocks To Watch Heading Into Tuesday
↗
June 24, 2025
Via
Benzinga
Exploring TD Synnex's Earnings Expectations
↗
June 23, 2025
Via
Benzinga
Top Wall Street Forecasters Revamp TD Synnex Expectations Ahead Of Q2 Earnings
↗
June 23, 2025
Via
Benzinga
TD SYNNEX (SNX) Reports Q2: Everything You Need To Know Ahead Of Earnings
June 22, 2025
IT distribution giant TD SYNNEX (NYSE:SNX) will be reporting results this Tuesday before market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
$100 Invested In TD Synnex 5 Years Ago Would Be Worth This Much Today
↗
May 30, 2025
Via
Benzinga
Here's How Much $1000 Invested In TD Synnex 15 Years Ago Would Be Worth Today
↗
June 19, 2025
Via
Benzinga
Arctera, Wasabi Technologies and TD SYNNEX Join Forces to Simplify Data Protection
June 17, 2025
From
Arctera
Via
Business Wire
TD Synnex Stock: A Deep Dive Into Analyst Perspectives (11 Ratings)
↗
June 11, 2025
Via
Benzinga
A Look Back at IT Distribution & Solutions Stocks’ Q1 Earnings: TD SYNNEX (NYSE:SNX) Vs The Rest Of The Pack
June 03, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how it distribution & solutions stocks fared in Q1, starting with...
Via
StockStory
Topics
Economy
TD SYNNEX to Announce Second Quarter Fiscal 2025 Results on June 24, 2025
June 03, 2025
From
TD SYNNEX
Via
Business Wire
Kenneth Lamneck Joins TD SYNNEX Board of Directors
June 02, 2025
From
TD SYNNEX
Via
Business Wire
1 Profitable Stock on Our Watchlist and 2 to Ignore
May 26, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
Topics
Economy
Emissions
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
↗
May 16, 2025
Via
Benzinga
Synthetix's sUSD Battles Its Price Gap
↗
May 16, 2025
Synthetix takes action to steady sUSD, introducing buybacks and strong staking incentives to reclaim $1.
Via
Stocktwits
TD SYNNEX Unveils Next Phase of Destination AI™ to Operationalize Partners' AI Strategies
May 14, 2025
From
TD SYNNEX
Via
Business Wire
TD SYNNEX Accelerates Innovation and Growth Through New Partner Loyalty Program
May 13, 2025
From
TD SYNNEX
Via
Business Wire
29 TD SYNNEX Leaders Recognized as 2025 CRN® Women of the Channel
May 12, 2025
From
TD SYNNEX
Via
Business Wire
Lock It, Leave It, Reap Rewards: Synthetix’s New Play
↗
May 05, 2025
Synthetix launches a new sUSD staking program with 5M SNX rewards, incentivizing long-term liquidity and protocol stability.
Via
Stocktwits
1 Volatile Stock That Stand Out and 2 to Brush Off
April 29, 2025
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
Via
StockStory
Topics
Economy
Avnet (AVT) Q1 Earnings Report Preview: What To Look For
April 29, 2025
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Connection (CNXN) To Report Earnings Tomorrow: Here Is What To Expect
April 29, 2025
IT solutions provider Connection (NASDAQ:CNXN) will be reporting results tomorrow after market hours. Here’s what you need to know.
Via
StockStory
Topics
Economy
World Trade
What's Driving the Market Sentiment Around TD Synnex?
↗
April 28, 2025
Via
Benzinga
Winners And Losers Of Q4: Avnet (NASDAQ:AVT) Vs The Rest Of The IT Distribution & Solutions Stocks
April 28, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the it distribution & solutions industry, including Avnet (NASDAQ:AVT) and its peers.
Via
StockStory
Topics
Economy
Knowles (KN) To Report Earnings Tomorrow: Here Is What To Expect
April 23, 2025
Electronic components manufacturer Knowles (NYSE:KN) will be reporting results tomorrow afternoon. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
TD SYNNEX Prepares Partners for Market Evolution With New Specialized Community Structure
April 22, 2025
From
TD SYNNEX
Via
Business Wire
Plexus (PLXS) Reports Q1: Everything You Need To Know Ahead Of Earnings
April 22, 2025
Electronic manufacturing services company Plexus (NASDAQ:PLXS) will be announcing earnings results tomorrow afternoon. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
Amphenol (APH) Q1 Earnings: What To Expect
April 22, 2025
Electrical connector manufacturer Amphenol (NYSE:APH) will be reporting earnings tomorrow morning. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
$1000 Invested In TD Synnex 15 Years Ago Would Be Worth This Much Today
↗
April 21, 2025
Via
Benzinga
TD SYNNEX, Vimeo, APi, Gorman-Rupp, and HNI Stocks Trade Down, What You Need To Know
April 10, 2025
A number of stocks fell in the afternoon session after stocks gave back some of the gains from the previous day as the White House clarified the tariffs on imports from China would add up to 145%,...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
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