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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
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Read FULL Seminar Here
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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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Pagaya Technologies Ltd. - Class A Ordinary Shares
(NQ:
PGY
)
24.27
+0.73 (+3.10%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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PLTR Stock Alert: Get Ready for Palantir Customer, Product Announcements Today
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Yext layoffs are coming for 12% of the cloud customer services company's employees as it wants to lower its operating expenses.
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Pagaya Layoffs 2024: What to Know About the Latest PGY Job Cuts
↗
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Pagaya layoffs are a hot topic on Thursday after the technology company revealed plans to cut $25 million in costs this year.
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Pagaya Raises 2024 Adjusted EBITDA Guidance as it Drives Further Operational Efficiency
June 06, 2024
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PGY Stock Earnings: Pagaya Technologies Beats EPS, Beats Revenue for Q1 2024
↗
May 09, 2024
PGY stock results show that Pagaya Technologies beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
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Pagaya Reports First Quarter 2024 Results
May 09, 2024
From
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Pagaya to Participate in Upcoming Investor Conferences
May 02, 2024
From
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Pagaya Files First Annual Report on Form 10-K
April 25, 2024
From
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Business Wire
Pagaya Technologies: An AI Fintech That Insiders Are Buying
April 24, 2024
Pagaya Technologies is an AI-powered fintech that insiders are buying. Purchases align with a bottom in the market and may lead to a price rebound.
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Pagaya Announces Timing of First Quarter 2024 Earnings Release
April 19, 2024
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Pagaya to Form Strategic Advisory Board, Chaired by New Board Member and Former Apple and Goldman Sachs Executive, Tami Rosen
April 16, 2024
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Why Pagaya Stock Plummeted 43% in March
↗
April 04, 2024
The business is doing great, but management is making some eyebrow-raising decisions.
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March 20, 2024
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Sportradar Group Posts Upbeat Earnings, Joins Kingsoft Cloud, Braskem And Other Big Stocks Moving Higher On Wednesday
↗
March 20, 2024
U.S. stocks were mixed, with the Dow Jones index gaining around 0.1% on Wednesday.
Via
Benzinga
Topics
Stocks
Pagaya to Webcast Fireside Chat with CEO Gal Krubiner, CFO Evangelos Perros and President Sanjiv Das on March 26, 2024
March 19, 2024
From
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Via
Business Wire
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These three multibagger stocks could produce astronomical returns in the coming years, no matter what the skeptics say.
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