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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
Featured Quarterly Newsletter
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VeriSign
(NQ:
VRSN
)
291.93
-2.80 (-0.95%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 28, 2026
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HubSpot (HUBS) Q3 Earnings Report Preview: What To Look For
November 05, 2024
Sales and marketing software maker HubSpot (NYSE:HUBS) will be reporting results tomorrow after the bell. Here’s what you need to know.
Via
StockStory
What To Expect From GoDaddy’s (GDDY) Q3 Earnings
October 29, 2024
Domain registrar and web services company GoDaddy (NYSE:GDDY) will be announcing earnings results tomorrow after the bell. Here’s what to expect.
Via
StockStory
DNIB.com Reports Internet Has 362.3 Million Domain Name Registrations at the End of the Third Quarter of 2024
October 25, 2024
From
VeriSign, Inc.
Via
Business Wire
Verisign Reports Third Quarter 2024 Results
October 24, 2024
From
VeriSign, Inc.
Via
Business Wire
Head-And-Shoulders In Verisign
↗
June 16, 2024
Verisign is sporting a well-formed head and shoulders reversal pattern.
Via
Talk Markets
VeriSign Earnings: What To Look For From VRSN
October 23, 2024
Domain name registry operator Verisign (NASDAQ:VRSN) will be reporting earnings tomorrow after the bell. Here’s what to expect.
Via
StockStory
Verisign to Report Third Quarter 2024 Financial Results
October 01, 2024
From
VeriSign, Inc.
Via
Business Wire
VRSN Stock Earnings: VeriSign Beats EPS, Beats Revenue for Q2 2024
↗
July 25, 2024
VRSN stock results show that VeriSign beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
DNIB.com Reports Internet Has 362.4 Million Domain Name Registrations at the End of the Second Quarter of 2024
July 25, 2024
From
VeriSign, Inc.
Via
Business Wire
Wall Street Enjoys Late-Week Rally On Benign Inflation Data, Dow Jones Eyes Best Session Of 2024, Tech Unwinding Stalls: What's Driving Markets Friday?
↗
July 26, 2024
After a turbulent week in the markets, the bulls reclaimed dominance on Wall Street during Friday’s session, with indices and sectors trading in positive territory as investors welcomed the latest...
Via
Benzinga
Topics
Economy
Stocks
Verisign Reports Second Quarter 2024 Results
July 25, 2024
From
VeriSign, Inc.
Via
Business Wire
Stocks Rebound As US Economy Flexes Muscles, Small Caps Rally, Gold Falls: What's Driving Markets Thursday?
↗
July 25, 2024
Wall Street strongly rebounded Thursday after Wednesday’s slump, driven by stronger-than-expected economic growth in the last quarter, countering concerns of a slowdown.
Via
Benzinga
Topics
Economy
Better Tech Stock: Cloudflare vs. VeriSign
↗
July 14, 2024
Which of these linchpins of the modern internet is a better all-around investment?
Via
The Motley Fool
The Top 3 Long-Term Stocks to Buy for Decades of Gains
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July 12, 2024
Three long-term stocks to buy for consistent revenue growth and profitability supported by their competitive positions.
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InvestorPlace
Nasdaq, S&P Futures Slide On More Negative Tech Tidings As Focus Shifts To Q2 GDP Data: Strategist Says Trump Trades May Not Work Even If Ex-President Retakes White House
↗
July 25, 2024
Sentiment continues to be jittery, with the major index futures priming for a lower opening on Thursday as traders look ahead to the first read of second-quarter GDP data and more earnings. The tech...
Via
Benzinga
Topics
Government
Stocks
DNIB.com Reports Internet Has 362.4 Million Domain Name Registrations at the End of the First Quarter of 2024
July 11, 2024
From
VeriSign, Inc.
Via
Business Wire
Tesla, Alphabet, GM, Ford Lead Earnings Parade This Week As Market Struggles To Sustain The Summer Rally
↗
July 21, 2024
The earnings parade continues this week with a slightly accelerated tempo as analysts brace for a healthy reporting season.
Via
Benzinga
3 Warren Buffett Stocks That Are Screaming Buys Right Now
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July 07, 2024
Several of Berkshire Hathaway's best-known holdings aren't attractive to newcomers, but a few of its lesser-touted tickers are priced right.
Via
The Motley Fool
Verisign to Report Second Quarter 2024 Financial Results
July 01, 2024
From
VeriSign, Inc.
Via
Business Wire
7 S&P 500 Stocks to Buy on the Dip: June 2024
↗
June 26, 2024
The market may seem overvalued today. But these seven cheap S&P 500 stocks are currently in a correction and set to bounce.
Via
InvestorPlace
Topics
Stocks
Is GoDaddy Stock a Smart Addition to Your Portfolio?
June 17, 2024
Web hosting, e-commerce and applications provider GoDaddy Inc. (NASDAQ: GDDY) stock recently hit all-time highs in anticipation of being added to the S&P 500
Via
MarketBeat
Topics
Artificial Intelligence
Stocks
Hidden Treasures: 7 Undervalued Tech Stocks to Dig Up Now
↗
May 17, 2024
Buying these undervalued tech stocks looks like a strong strategy in May and beyond, as value investing usually pays off.
Via
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The 7 Best Growth Stocks to Buy in May 2024
↗
May 08, 2024
Find real bargains in this marketplace with these seven best growth stocks to buy today for your portfolio.
Via
InvestorPlace
VRSN Stock Earnings: VeriSign Beats EPS, Beats Revenue for Q1 2024
↗
April 25, 2024
VRSN stock results show that VeriSign beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Verisign Reports First Quarter 2024 Results
April 25, 2024
From
VeriSign, Inc.
Via
Business Wire
Verisign to Report First Quarter 2024 Financial Results
April 01, 2024
From
VeriSign, Inc.
Via
Business Wire
Cloud Computing Stocks Category Up 5.6% In February; Now Up 9.3% YTD
↗
March 03, 2024
According to a recent report, the cloud computing market will expand at a 17% CAGR between 2022 and 2027, which should bode well for CC companies.
Via
Talk Markets
DNIB.com Reports Internet Has 359.8 Million Domain Name Registrations at the End of the Fourth Quarter of 2023
February 15, 2024
From
VeriSign, Inc.
Via
Business Wire
Verisign Reports Fourth Quarter and Full Year 2023 Results
February 08, 2024
From
VeriSign, Inc.
Via
Business Wire
S&P 500 Tests Resistance At 5,000, ARM Rockets, Oil Rebounds: What's Driving Markets Thursday?
↗
February 08, 2024
Major U.S. stock averages traded on a mixed note at midday in New York, with the S&P 500 grappling with the psychological resistance level of 5,000, while the tech-heavy Nasdaq 100 managed to reach...
Via
Benzinga
Topics
Stocks
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