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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
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Thomson Reuters Corporation
(NY:
TRI
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176.52
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Updated: 7:00 PM EST, Feb 24, 2025
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August 17, 2021
Before 10 a.m. ET on Tuesday, 55 companies set new 52-week highs. Points of Interest: Apple (NASDAQ:AAPL) was the largest company by market cap to set a new 52-week...
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Thomson Reuters (TRI) Q2 2021 Earnings Call Transcript
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August 05, 2021
TRI earnings call for the period ending June 30, 2021.
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Topics
Earnings
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July 29, 2021
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April 15, 2021
Thursday morning saw 166 companies set new 52-week highs. Interesting Highlights: The largest company by market cap to hit a new 52-week high was Microsoft (NASDAQ:...
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Stocks That Hit 52-Week Highs On Monday
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April 12, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For August 6, 2021
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August 06, 2021
Upgrades According to Wolfe Research, the prior rating for The AES Corp (NYSE:
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Thomson Reuters Stock Gains On Q2 Earnings, New $1.2B Buyback Program
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August 05, 2021
Thomson Reuters Corp (NYSE: TRI) reported second-quarter FY21 revenue growth of 9% year-on-year to $1.53 billion, beating the consensus by $40 million. ...
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Benzinga
Stocks That Hit 52-Week Highs On Thursday
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August 05, 2021
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Earnings Scheduled For August 5, 2021
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August 05, 2021
Companies Reporting Before The Bell • OneSpaWorld Holdings (NASDAQ:OSW) is projected to report quarterly loss at $0.20 per share on revenue of $6.42 million. •...
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Stocks That Hit 52-Week Highs On Monday
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August 02, 2021
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July 21, 2021
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July 30, 2021
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July 07, 2021
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July 23, 2021
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Stocks That Hit 52-Week Highs On Wednesday
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July 07, 2021
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What Does Thomson Reuters Debt Look Like?
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May 05, 2021
Over the past three months, shares of Thomson Reuters (NYSE:TRI) moved higher by 13.65%. Before we understand the importance of debt, let us look at how much debt Thomson...
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Stocks That Hit 52-Week Highs On Thursday
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July 01, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For May 5, 2021
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May 05, 2021
Upgrades Atlantic Equities upgraded the previous rating for Under Armour Inc (NYSE:UAA) from Underweight to Neutral. Under Armour earned $0.16 in the first quarter. The...
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10 Biggest Price Target Changes For Wednesday
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May 05, 2021
Raymond James lifted the price target on CVS Health Corporation (NYSE: CVS) from $90 to $95. CVS Health shares rose 0.2% to $81.26 in pre-market trading. Morgan Stanley boosted...
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Thomson Reuters (TRI) Q1 2021 Earnings Call Transcript
↗
May 05, 2021
TRI earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Thomson Reuters Shares Are Trading Higher On Q1 Earnings
↗
May 04, 2021
Thomson Reuters Corp (NYSE: TRI) reported first-quarter FY21 revenue growth of 4% year-on-year to $1.58 billion. Organic revenues rose 3%, from a 3% growth in...
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Benzinga
Stocks That Hit 52-Week Highs On Tuesday
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May 04, 2021
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Earnings Scheduled For May 4, 2021
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May 04, 2021
Companies Reporting Before The Bell • Lancaster Colony (NASDAQ:LANC) is likely to report quarterly earnings at $1.24 per share on revenue of $340.02 million. •...
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April 06, 2021
This morning 263 companies set new 52-week highs. Things to Consider: The largest company by market cap to set a new 52-week high was Alphabet (NASDAQ:GOOG). MV Oil...
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