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home
about us
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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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If You'd Invested $1,000 in Rocket Lab Stock 3 Years Ago, Here's How Much You'd Have Today
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Via
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December 16, 2024
Illumina exits Nasdaq-100, reports Q3 EPS of $1.14 beating estimates, faces macroeconomic challenges, and lowers 2024 revenue guidance.
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What's Going On Moderna Stock On Monday?
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December 16, 2024
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December 15, 2024
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Palantir Stock Is Joining the Nasdaq-100 Index, and Super Micro Computer Is Being Booted: What Investors Should Know
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December 14, 2024
Palantir stock's huge rise this year has earned it a spot on another stock index.
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Analyst Ratings For Nasdaq
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November 25, 2024
Via
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November 05, 2024
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↗
December 11, 2024
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Bitcoin 'Breakout Is For Real,' Analyst Says On CNBC's Final Trades
↗
December 06, 2024
On CNBC's "Halftime Report Final Trades," Bill Baruch of Blue Line Capital picked iShares Bitcoin Trust, saying this "breakout is for real."
Via
Benzinga
Nasdaq Study Shows Firms Turning to AI and Data Scientists to Enhance Regulatory Compliance
December 03, 2024
From
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Via
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Is the IPO Market About to Thaw? Several Artificial Intelligence Companies Are Gearing Up to Go Public at Massive Valuations in 2025
↗
December 02, 2024
Via
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Initial Public Offering
Nasdaq Stockholm Streamlines Dual Listing Process for US-Listed Companies to access European markets
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From
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Via
GlobeNewswire
CrowdStrike, Nasdaq, D.R. Horton And More On CNBC's 'Final Trades'
↗
November 20, 2024
Joshua Brown of Ritholtz Wealth Management named Nasdaq, Inc. (NDAQ) as his final trade on CNBC's Halftime Report Final Trades. He also mentioned D.R. Horton (DHI), iShares Core S&P Small-Cap ETF...
Via
Benzinga
Topics
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Why Super Micro Computer Stock Plummeted Again This Week
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November 17, 2024
After another round of sell-offs this past week, Supermicro stock is down 84% from its high.
Via
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Super Micro Computer Stock Sank Again Today -- Is the Beaten-Down AI Stock Cheap Enough to Buy Now?
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November 14, 2024
Down roughly 85% from its high, is Supermicro still a high-risk stock?
Via
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Applovin Stock Up 600% In 2024, Joins Nasdaq-100 Index Monday
↗
November 12, 2024
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Via
Benzinga
Much Wow! Dogecoin Is Now Larger Than Ford, Adidas, Lululemon, Roblox: 15 Companies Worth Less Than Meme Crypto
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Meme cryptocurrency Dogecoin (CRYPTO: DOGE) is soaring in price and valuation, up more than 80% in the past week and setting new 52-week highs.
Via
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1 Unstoppable ETF That Can Turn $350 Per Month Into Over $1 Million
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Historic Debt, Inflation, and a Billionaire's Warning: Paul Tudor Jones on Why Bitcoin Will Shine
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October 29, 2024
As U.S. debt and inflation continue to rise, Paul Tudor Jones believes that Bitcoin will rise to the occasion.
Via
The Motley Fool
Topics
Economy
Nasdaq to Join the American Bankers Association’s Partner Network as a Premier Partner
October 28, 2024
From
Nasdaq
Via
Business Wire
Nasdaq Sees Recurring Revenue Soar 31% In Q3, Solutions Rake In $872M
↗
October 24, 2024
Nasdaq reports 3Q revenue of $1.15B, missing analyst estimate. Adjusted EPS of $0.74 beats estimate. ARR increases 31%. Stock price falls.
Via
Benzinga
2 ETFs That Billionaire Ken Griffin Is Buying Hand Over Fist
↗
October 21, 2024
The billionaire hedge fund manager can't seem to get enough of these ETFs.
Via
The Motley Fool
Topics
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Tech Stocks Rebound, Tesla Soars To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
↗
October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
Via
Benzinga
Nasdaq Integrates AI to Simplify and Accelerate Bank and Insurance Risk Calculations
October 17, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Rises to 5th in RiskTech100 Global Ranking Following Launch of Financial Technology Division
October 10, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Tech Stocks Rebound With Tesla Soaring To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
↗
October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
Via
Benzinga
PureStream Powers Up: Nasdaq's Cutting-Edge Trading Tech Eyes European Expansion
↗
October 08, 2024
Nasdaq, Inc. announces launch of PureStream trajectory trading solution for EU shares on Nasdaq Europe in Q1 2025.
Via
Benzinga
Nasdaq To Rally Around 13%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
October 08, 2024
Via
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Nasdaq Launches PureStream in Europe – A new tool for trajectory trading
October 08, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Set For Growth Following Adenza Acquisition: Analyst
↗
September 27, 2024
Nasdaq's Adenza acquisition cost synergies should result in expense growth below the mid-term target of a 5% to 8% increase annually.
Via
Benzinga
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