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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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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Alliance Data Systems
(NY:
ADS
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Apr 1, 2022
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Bread Financial to Ring New York Stock Exchange Opening Bell on April 4, 2022
March 31, 2022
From
Bread Financial
Via
Business Wire
Bread Financial™ and Victoria’s Secret Launch New Co-Brand Mastercard®, Renew Long-Standing Partnership
March 29, 2022
From
Bread Financial
Via
Business Wire
Alliance Data is now Bread Financial™
March 23, 2022
SOURCE: Bread Financial
Via
3BL Media
Earnings Scheduled For January 27, 2022
↗
January 27, 2022
Companies Reporting Before The Bell • SAP (NYSE:SAP) is estimated to report quarterly earnings at $1.87 per share on revenue of $9.10 billion. •...
Via
Benzinga
Alliance Data Upholds ‘Pay it Forward’ Value
November 30, 2021
SOURCE: Alliance Data
Via
3BL Media
Benzinga's Top Ratings Upgrades, Downgrades For March 28, 2022
↗
March 28, 2022
Upgrades
Via
Benzinga
Alliance Data is now Bread FinancialTM
March 23, 2022
From
Alliance Data Systems Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For March 17, 2022
↗
March 17, 2022
Upgrades Loop Capital upgraded the previous rating for Aspen Technology Inc (NASDAQ:AZPN) from Hold to Buy. In the second quarter, Aspen Technology showed an EPS of $1.20,...
Via
Benzinga
5 Value Stocks To Watch In The Financial Services Sector
↗
March 17, 2022
Understanding Value Stocks A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
Via
Benzinga
Alliance Data Provides Performance Update for February 2022
March 15, 2022
From
Alliance Data Systems Corporation
Via
Business Wire
Alliance Data Included in 2022 Bloomberg Gender-Equality Index
March 03, 2022
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Systems: Q4 Earnings Insights
↗
January 27, 2022
Alliance Data Systems (NYSE:ADS) reported its Q4 earnings results on Thursday, January 27, 2022 at 07:30 AM. Here's what investors need to know about the announcement....
Via
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
January 19, 2022
Gainers Verb Tech (NASDAQ:VERB) stock increased by 10.9% to $1.42 during Wednesday's pre-market session. The company's market cap stands at $105.5 million. Datasea...
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
January 18, 2022
Gainers Arlo Technologies (NYSE:ARLO) stock...
Via
Benzinga
Alliance Data Recognized at 2021 Breakfast of Corporate Champions
November 22, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Associates Participate In Virtual Veterans Day Salute
November 12, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Celebrates Compliance and Ethics Week
November 10, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data's Karin Kimbrough Named to Savoy Magazine's List of 2021 Most Influential Black Corporate Directors
November 09, 2021
SOURCE: Alliance Data
Via
3BL Media
12 Information Technology Stocks Moving In Monday's Intraday Session
↗
November 08, 2021
Gainers Trade Desk (NASDAQ:TTD) shares ro...
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
November 08, 2021
Gainers Marathon Digital Holdings (NASDAQ:MARA) stock increased by 9.08% to $69.62 during Monday's pre-market session. The market value of their outstanding shares is...
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
↗
November 08, 2021
Welcome back, trader! We're starting off the week strong with a dive into the biggest pre-market stock movers for Monday.
Via
InvestorPlace
Alliance Data Systems Corporation (ADS) Q3 2021 Earnings Call Transcript
↗
October 28, 2021
ADS earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Talking Cybersecurity with Kristin Lowery, Chief Information Security Officer
October 28, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
A Preview Of Alliance Data Systems's Earnings
↗
October 27, 2021
Alliance Data Systems (NYSE:ADS) is set to give its latest quarterly earnings report on Thursday, 2021-10-28. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Alliance Data, National Network to End Domestic Violence Partner to End Domestic Violence
October 19, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Expert Ratings For Alliance Data Systems
↗
October 13, 2021
Over the past 3 months, 6 analysts have published their opinion on Alliance Data Systems (NYSE:
Via
Benzinga
A Message from Ralph Andretta, President and CEO of Alliance Data
October 12, 2021
SOURCE: Alliance Data
Via
3BL Media
Gender Stereotypes, Social Media and Confidence Challenges Holding Teen Girls Back
October 07, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Continues to Fight Hunger, Support Mid-Ohio Food Collective
September 30, 2021
SOURCE: Alliance Data
Via
3BL Media
'Buy Now, Pay Later' Consumer Financing Takes On Credit Cards
↗
September 02, 2021
The consumer shift to "buy now, pay later" installment plans and away from credit cards has e-commerce and payment companies scrambling.
Via
Investor's Business Daily
Topics
Credit Cards
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