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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
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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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
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CDW Corporation - Common Stock
(NQ:
CDW
)
133.16
-3.04 (-2.23%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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$100 Invested In This Stock 10 Years Ago Would Be Worth $900 Today
↗
October 02, 2023
Via
Benzinga
(CDW) - Analyzing CDW's Short Interest
↗
September 26, 2023
Via
Benzinga
5 Retail Trends to Watch During the Holiday Shopping Season
September 26, 2023
The holiday shopping season is approaching quickly; here are 5 trends shaping the retail environment and which companies are in a position to win
Via
MarketBeat
Topics
Economy
$100 Invested In CDW 10 Years Ago Would Be Worth This Much Today
↗
September 15, 2023
Via
Benzinga
CDW Coping with Challenges: Bouncing Back with Steady Distribution and Decreasing Investor Rewards
↗
September 12, 2023
Via
Benzinga
(CDW) - Analyzing CDW's Short Interest
↗
September 08, 2023
Via
Benzinga
Here's How Much $1000 Invested In CDW 10 Years Ago Would Be Worth Today
↗
August 31, 2023
Via
Benzinga
Looking Into CDW's Recent Short Interest
↗
August 23, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning CDW Stock In The Last 10 Years
↗
August 15, 2023
Via
Benzinga
The 3 Best Tech Funds to Buy Now: September 2023
↗
September 06, 2023
Tired of tech ETFs that all have the same few top holdings? Diversify your portfolio with the three best tech funds.
Via
InvestorPlace
Topics
ETFs
5 Ways to Play Retail that will Profit in 2023
September 05, 2023
The retail environment is shifting, but not all is lost. The group has clear winners that can provide healthy returns for investors.
Via
MarketBeat
Topics
Economy
Retail Theft Rises: Two Ways For Investors To Beat Shrinkage
August 25, 2023
Shrinkage is a growing problem in the world of retail and these stocks are in a position to capitalize on the problem, and they pay dividends.
Via
MarketBeat
Topics
Economy
Top 3 Tech Stocks That May Fall Off A Cliff
↗
August 09, 2023
The most overbought stocks in the information technology sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Analyst Ratings for CDW
↗
August 03, 2023
Via
Benzinga
How Is The Market Feeling About CDW?
↗
August 03, 2023
Via
Benzinga
CDW Stock Gains On Solid Q2 Beat; Sales Decline 8.5%
↗
August 02, 2023
CDW Corp (NASDAQ: CDW) reported a Q2 FY23 net sales decline of 8.5% Y/Y to $5.63 billion, beating the
Via
Benzinga
Yum! Brands To Rally Around 20%? Here Are 10 Other Analyst Forecasts For Thursday
↗
August 03, 2023
Needham raised the price target for Extreme Networks, Inc. (NASDAQ: EXTR) from $30 to $35. Needham analyst Alex Henderson maintained a Buy rating. Extreme Networks shares fell 1.7% to $29.70 in...
Via
Benzinga
CDW Declares Quarterly Cash Dividend of $0.59 Per Share
August 02, 2023
From
CDW Corporation
Via
Business Wire
CDW Reports Second Quarter 2023 Earnings
August 02, 2023
From
CDW Corporation
Via
Business Wire
Earnings Outlook For CDW
↗
August 01, 2023
Via
Benzinga
CDW Adds Kelly J. Grier to Board of Directors
August 01, 2023
From
CDW Corporation
Via
Business Wire
If You Invested $100 In This Stock 10 Years Ago, You Would Have $900 Today
↗
July 27, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $9,500 Today
↗
July 12, 2023
Via
Benzinga
CDW to Announce Second Quarter 2023 Results on August 2
July 19, 2023
From
CDW Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 18, 2023
↗
July 18, 2023
Via
Benzinga
(CDW) - Analyzing CDW's Short Interest
↗
July 11, 2023
Via
Benzinga
Analyst Expectations for CDW's Future
↗
June 30, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 30, 2023
↗
June 30, 2023
Via
Benzinga
These 5 Dividend Growth Stocks Have Pulled Back 20% Or More
↗
May 27, 2023
Do you like lower prices? How about lower prices on dividend growth stocks – stocks which now offer higher yields? If so, then check out this video.
Via
Talk Markets
Why Is Motus GI (MOTS) Stock Down Today?
↗
May 19, 2023
Motus GI (MOTS) stock is slipping on Friday after the medical technology company announced a $3.5 million private placement.
Via
InvestorPlace
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