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home
about us
Investment Approach
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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
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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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ICON plc - Ordinary Shares
(NQ:
ICLR
)
160.00
-3.70 (-2.26%)
Streaming Delayed Price
Updated: 4:00 PM EST, Nov 6, 2025
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Spotlight on Icon: Analyzing the Surge in Options Activity
October 24, 2024
Via
Benzinga
IBM Posts Weak Sales, Joins Garrett Motion, Beyond And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
October 24, 2024
Via
Benzinga
This Verizon Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
October 24, 2024
Via
Benzinga
Why Tesla Shares Are Trading Higher By Around 11%; Here Are 20 Stocks Moving Premarket
October 24, 2024
Via
Benzinga
Here's How Much $1000 Invested In Icon 15 Years Ago Would Be Worth Today
October 08, 2024
Via
Benzinga
Here's How Much $100 Invested In Icon 10 Years Ago Would Be Worth Today
September 23, 2024
Via
Benzinga
Here's How Much $100 Invested In Icon 20 Years Ago Would Be Worth Today
September 04, 2024
Via
Benzinga
$100 Invested In Icon 5 Years Ago Would Be Worth This Much Today
August 20, 2024
Via
Benzinga
ICON Reports Third Quarter 2024 Results
October 23, 2024
From
ICON plc
Via
Business Wire
ICON plc Schedules Third Quarter 2024 Earnings Conference Call
September 27, 2024
From
ICON plc
Via
Business Wire
ICON Survey Highlights Scale of Focus on Precision Therapies in Increasingly Complex Oncology Landscape
September 12, 2024
From
ICON plc
Via
Business Wire
Here's How Much You Would Have Made Owning Icon Stock In The Last 10 Years
August 06, 2024
Via
Benzinga
Here's How Much $100 Invested In Icon 15 Years Ago Would Be Worth Today
July 24, 2024
Via
Benzinga
ICON plc to Present at the Baird 2024 Global Healthcare Conference
September 03, 2024
From
ICON plc
Via
Business Wire
ICON Announces Appointment of New Chief Financial Officer
August 14, 2024
From
ICON plc
Via
Business Wire
Avantor Stock Earns 84 RS Rating
July 30, 2024
Avantor stock had its Relative Strength (RS) Rating upgraded from 78 to 84 Tuesday amid positive Q2 earnings results.
Via
Investor's Business Daily
ICLR Stock Earnings: Icon Beats EPS, Misses Revenue for Q2 2024
July 24, 2024
ICLR stock results show that Icon beat analyst estimates for earnings per share but missed on revenue for the second quarter of 2024.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Icon Stock In The Last 15 Years
July 08, 2024
Via
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth $1,400 Today
June 14, 2024
Via
Benzinga
Here's How Much $1000 Invested In Icon 10 Years Ago Would Be Worth Today
May 30, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning Icon Stock In The Last 20 Years
May 13, 2024
Via
Benzinga
ICON Reports Second Quarter 2024 Results
July 24, 2024
From
ICON plc
Via
Business Wire
ICON announces results of Annual General Meeting and changes to the Board of Directors
July 24, 2024
From
ICON plc
Via
Business Wire
IQVIA 'Is A Solid Investment' With Strong Competitive Positioning, Analyst Says After Better Than Expected Q2 Earnings
July 22, 2024
IQVIA Holdings Inc (NASDAQ:IQV) reported a second adjusted EPS of $2.64, up from $2.43, beating the consensus of $2.57.
Via
Benzinga
ICON Recognised for Leadership Position in Clinical Research Industry and as Socially Responsible Employer
July 10, 2024
From
ICON plc
Via
Business Wire
ICON plc Schedules Second Quarter 2024 Earnings Conference Call
July 01, 2024
From
ICON plc
Via
Business Wire
ICON plc to Present at the Jefferies Global Healthcare Conference
June 04, 2024
From
ICON plc
Via
Business Wire
ICON Hosts Investor Day and Updates Full Year 2024 Financial Guidance
May 30, 2024
From
ICON plc
Via
Business Wire
ICON plc to hold Investor Day Meeting on May 30, 2024
May 20, 2024
From
ICON plc
Via
Business Wire
ICON releases its ICON Cares 2023 Report
May 09, 2024
From
ICON plc
Via
Business Wire
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