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home
about us
Investment Approach
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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
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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
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
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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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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
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Mosaic Co
(NY:
MOS
)
29.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Oct 27, 2025
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Scotts Miracle-Gro: Becoming favorite among agricultural stocks
January 11, 2024
Scotts Miracle-Gro is quickly becoming the favorite stock in the agricultural industry, there are surefire ways to tell why analysts rewarded the stock so much
Via
MarketBeat
Topics
ETFs
A Look Into Basic Materials Sector Value Stocks
December 29, 2023
Via
Benzinga
Why Mosaic Stock Slid Wednesday
December 20, 2023
The Mosaic Company (NYSE: MOS) stock is trading lower on Wednesday after the company announced October and November 2023 revenue and sales volumes.
Via
Benzinga
Jody Kuzenko to Join The Mosaic Company Board of Directors
December 20, 2023
Via
ACCESSWIRE
Mosaic Announces October and November 2023 Revenue and Sales Volumes
December 19, 2023
Via
ACCESSWIRE
What 6 Analyst Ratings Have To Say About Mosaic
November 14, 2023
Via
Benzinga
Mosaic: Q3 Earnings Insights
November 07, 2023
Via
Benzinga
Mosaic Announces Third Quarter 2023 Results
November 07, 2023
Via
ACCESSWIRE
3 Stocks to Avoid This Week
November 06, 2023
These investments seem pretty vulnerable right now.
Via
The Motley Fool
Mosaic Announces Quarterly Dividend of $0.21 per Share
December 15, 2023
Via
ACCESSWIRE
Choose these agricultural stocks to finish the year strong
November 24, 2023
Here is a one-in-a-cycle opportunity to buy the biggest players in the agricultural sector, filled with upside potential recognized by analysts and insiders.
Via
MarketBeat
Topics
Stocks
Overview Of Value Stocks In The Basic Materials Sector
November 17, 2023
Via
Benzinga
Monday.Com To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Tuesday
November 14, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page
Via
Benzinga
3 Growth Stocks Set to Dominate the Decade
November 14, 2023
Here are three growth stocks to buy that are poised to dominate the decade. Add them to your portfolio for long-term financial success.
Via
InvestorPlace
NYSE:MOS is an undervalued gem with solid fundamentals.
November 03, 2023
MOSAIC CO/THE (NYSE:MOS) is probably undervalued for the fundamentals it is displaying.
Via
Chartmill
The Latest Analyst Ratings for Mosaic
October 23, 2023
Via
Benzinga
Analyst Ratings for Mosaic
October 04, 2023
Via
Benzinga
Mosaic (MOS) Q3 2023 Earnings Call Transcript
November 08, 2023
MOS earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Reliance On Small Number Of Countries A Key Risk Driver For Phosphate Supply – Arianne Phosphate’s Lac à Paul Project Could Be The Answer
November 03, 2023
By Meg Flippin, Benzinga
Via
TheNewswire.com
Reliance On Small Number Of Countries A Key Risk Driver For Phosphate Supply – Arianne Phosphate’s Lac à Paul Project Could Be The Answer
November 03, 2023
--News Direct--
Via
News Direct
Mosaic Comments on Phosphate Countervailing Duties Rulings
November 02, 2023
Via
ACCESSWIRE
Reliance On Small Number Of Countries A Key Risk Driver For Phosphate Supply – Arianne Phosphate's Lac à Paul Project Could Be The Answer
November 02, 2023
From fertilizer to grow crops to electric batteries to power next-generation vehicles, demand for phosphate is growing. At the same time, supply is increasingly disrupted. As it stands, most of the...
Via
Benzinga
The Mosaic Company (NYSE: MOS) Making Surprising Moves in Tuesday Session
September 19, 2023
Via
Investor Brand Network
What 11 Analyst Ratings Have To Say About Mosaic
September 13, 2023
Via
Benzinga
Mosaic Announces Quarterly Dividend Of $0.20 Per Share
October 18, 2023
Via
ACCESSWIRE
Mosaic Announces Dates for Third Quarter 2023 Results and Conference Call
October 17, 2023
Via
ACCESSWIRE
Fertilizer Stocks Rally As Israel Conflict Creates Potential Supply Disruption
October 09, 2023
Fertilizer companies are witnessing a surge in their stock prices, driven by concerns over global nutrient supplies essential for food crops.
Via
Benzinga
Mosaic Provides an Update on Recent Countervailing Duty Ruling
September 21, 2023
Via
ACCESSWIRE
Mosaic Announces July and August 2023 Revenue and Sales Volumes
September 12, 2023
Via
ACCESSWIRE
Tuesday Is Your Last Chance To Buy Mosaic Before The Dividend Payout
September 01, 2023
Via
Benzinga
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