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Traditional Broker/Dealer Execution Flow
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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
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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
MARKET RESEARCH
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United Rentals
(NY:
URI
)
783.11
-3.93 (-0.50%)
Streaming Delayed Price
Updated: 10:41 AM EST, Jan 30, 2026
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Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?
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United Rentals (URI) Reports Earnings Tomorrow: What To Expect
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Equipment rental company United Rentals (NYSE:URI) will be announcing earnings results tomorrow afternoon. Here’s what you need to know.
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Specialty Equipment Distributors Stocks Q4 Highlights: Custom Truck One Source (NYSE:CTOS)
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Q4 Specialty Equipment Distributors Earnings Review: First Prize Goes to H&E Equipment Services (NASDAQ:HEES)
April 15, 2025
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United Rentals, Inc. First Quarter 2025 Conference Call and Audio Webcast Thursday, April 24, 2025 at 8:30 a.m. (ET)
April 09, 2025
From
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Specialty Equipment Distributors Stocks Q4 In Review: Alta (NYSE:ALTG) Vs Peers
April 07, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the specialty equipment distributors industry, including Alta (NYSE:ALTG) and its...
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4 Industrials Stocks Whale Activity In Today's Session
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Q4 Earnings Highlights: Richardson Electronics (NASDAQ:RELL) Vs The Rest Of The Specialty Equipment Distributors Stocks
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Reflecting On Specialty Equipment Distributors Stocks’ Q4 Earnings: Herc (NYSE:HRI)
March 31, 2025
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Specialty Equipment Distributors Stocks Q4 In Review: Hudson Technologies (NASDAQ:HDSN) Vs Peers
March 28, 2025
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Firing on All Cylinders: United Rentals (NYSE:URI) Q4 Earnings Lead the Way
March 27, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the specialty equipment distributors stocks, including United Rentals (NYSE:URI) and its peers.
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Winners And Losers Of Q4: Karat Packaging (NASDAQ:KRT) Vs The Rest Of The Specialty Equipment Distributors Stocks
March 26, 2025
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United Rentals Selected as One of America’s Best-Managed Companies
March 25, 2025
From
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The Analyst Verdict: United Rentals In The Eyes Of 8 Experts
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March 21, 2025
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United Rentals (URI): Buy, Sell, or Hold Post Q4 Earnings?
March 20, 2025
Over the last six months, United Rentals’s shares have sunk to $629.21, producing a disappointing 19.7% loss while the S&P 500 was flat. This might have investors contemplating their next move.
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What Does the Market Think About United Rentals?
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March 19, 2025
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Specialty Equipment Distributors Stocks Q4 Highlights: SiteOne (NYSE:SITE)
March 18, 2025
Let’s dig into the relative performance of SiteOne (NYSE:SITE) and its peers as we unravel the now-completed Q4 specialty equipment distributors earnings season.
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March 14, 2025
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Karat Packaging (KRT) To Report Earnings Tomorrow: Here Is What To Expect
March 12, 2025
Foodservice packaging supplier Karat Packaging (NASDAQ:KRT) will be reporting earnings tomorrow after market hours. Here’s what to expect.
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March 07, 2025
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the...
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Hudson Technologies (HDSN) Reports Q4: Everything You Need To Know Ahead Of Earnings
March 05, 2025
Refrigerant services company Hudson Technologies (NASDAQ:HDSN) will be reporting results tomorrow after market close. Here’s what to expect.
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What To Expect From Alta’s (ALTG) Q4 Earnings
March 04, 2025
Equipment distribution company Alta Equipment Group (NYSE:ALTG) will be announcing earnings results tomorrow afternoon. Here’s what to look for.
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Custom Truck One Source (CTOS) Reports Earnings Tomorrow: What To Expect
March 03, 2025
Heavy equipment distributor Custom Truck One Source (NYSE:CTOS) will be reporting earnings tomorrow after market hours. Here’s what you need to know.
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United Rentals Outlines Innovative Solutions to Maximize Performance on the Worksite
February 25, 2025
From
United Rentals, Inc.
Via
Business Wire
Which S&P500 stocks are gapping on Tuesday?
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February 18, 2025
Let's take a look at the S&P500 stocks that are experiencing notable price gaps in today's session on Tuesday. Discover the gap up and gap down stocks in the S&P500 index.
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H&E Equipment Drops United Rentals Deal For Herc Holdings' Offer: Details
↗
February 18, 2025
Herc Holdings has made a superior acquisition offer to H&E Equipment Services for $104.89 per share, which is based on Herc's 10-day VWAP and expected to close mid-2025. The offer includes $78.75 in...
Via
Benzinga
H&E Equipment Services Stock Hits Record High After Better Acquisition Offer From Herc Holdings: Retail Cheers The Deal
↗
February 18, 2025
Under the terms of the Herc proposal, H&E shareholders would receive $78.75 in cash and 0.1287 shares of Herc common stock for each share they own, with a total value of $104.89 per share.
Via
Stocktwits
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