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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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TAF
Event Schedule
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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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KKR & Co. Inc. Common Stock
(NY:
KKR
)
118.33
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Oct 31, 2025
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10 Financials Stocks With Whale Alerts In Today's Session
February 05, 2025
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February 04, 2025
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KKR Q4 Earnings Top Wall Street Estimates But Revenue Declines: Retail’s Extremely Bullish
February 04, 2025
The private equity firm’s fourth-quarter revenue fell to $3.26 billion from $4.43 billion in the year-ago quarter.
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February 04, 2025
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A Glimpse Into The Expert Outlook On KKR Through 9 Analysts
January 30, 2025
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How Is The Market Feeling About KKR?
January 30, 2025
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January 17, 2025
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February 04, 2025
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US Stocks Rise Despite China's Trade Fears, Palantir Defies Gravity, Gold Rallies Further: What's Driving Markets Tuesday?
February 04, 2025
U.S. stocks advanced midday Tuesday, demonstrating resilience despite escalating geopolitical tensions and trade uncertainties between the world’s two largest economies.
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$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
January 17, 2025
Via
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KKR Beats Q4 EPS Expectations
February 04, 2025
KKR surpassed earnings expectations, highlighting robust performance in its asset management and insurance segments.
Via
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PayPal Q4: Progress, but Concerns Linger
February 04, 2025
Although financial figures are edging upward, the company's turnaround story might not be complete yet.
Via
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Gapping S&P500 stocks in Tuesday's session
February 04, 2025
Curious about the market action on Tuesday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
Via
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KKR Raises Second Tender Offer Price for FUJI SOFT to 9,850 Yen Per Share
February 04, 2025
From
KKR
Via
Business Wire
KKR & Co. Inc. Reports Fourth Quarter 2024 Results
February 04, 2025
From
KKR & Co. Inc.
Via
Business Wire
Earnings Scheduled For February 4, 2025
February 04, 2025
Via
Benzinga
This Everest Group Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
January 30, 2025
Via
Benzinga
KKR Sinks Its Teeth Into Henry Schein With Additional Investment And Board Seats: Details
January 29, 2025
Henry Schein shares up on strategic investment from KKR, management appointments, share buyback, and preliminary results.
Via
Benzinga
KKR To Become 12% Shareholder In Henry Schein With Additional $250M Investment: Retail Cheers The Deal
January 29, 2025
The private equity firm will also be able to purchase additional shares via open market purchases, up to a total equity stake of 14.9% in Henry Schein.
Via
Stocktwits
KKR INVESTOR REMINDER: Scott+Scott Attorneys at Law LLP Investigates KKR & Co. Inc.’s Directors and Officers for Breach of Fiduciary Duties – KKR
January 29, 2025
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
KKR to Present at the Bank of America Securities 2025 Financial Services Conference
January 28, 2025
From
KKR & Co. Inc.
Via
Business Wire
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January 28, 2025
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January 27, 2025
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KKR Appoints Guy Metcalfe as Senior Advisor for Global Real Estate
January 27, 2025
From
KKR
Via
Business Wire
KKR to Present at the 2025 UBS Financial Services Conference
January 27, 2025
From
KKR & Co. Inc.
Via
Business Wire
KKR Extends Second Tender Offer for FUJI SOFT to Early February
January 24, 2025
From
KKR
Via
Business Wire
KKR & Co. Inc. Announces Date Change for its Conference Call to Discuss Fourth Quarter 2024 Results
January 23, 2025
From
KKR & Co. Inc.
Via
Business Wire
BlackRock Breaks Records: Why the Stock Still Has Room to Run
January 21, 2025
The world's largest asset manager BlackRock continued to grow the amount of cash investors entrust with it, breaking records. It is poised for more growth.
Via
MarketBeat
Deal Dispatch: Biden Punts TikTok Ban To Trump, Plus Another Legacy Retailer Goes Bankrupt
January 17, 2025
Deal opportunities abound: KKR & Co.'s stake in Maya; DuPont's electronics business; Ingevity's North Charleston site; and S&W Seed Company.
Via
Benzinga
Topics
Government
KKR INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates KKR & Co. Inc.’s Directors and Officers for Breach of Fiduciary Duties – KKR
January 15, 2025
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
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