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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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Mosaic Co
(NY:
MOS
)
29.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Oct 27, 2025
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Global Agricultural Markets Brace for Volatility Amidst Climate, Geopolitical, and Supply Chain Headwinds
October 24, 2025
October 24, 2025 - Global agricultural commodity markets are currently navigating a tumultuous landscape, marked by significant price volatility and divergent trends across key crops. As of October...
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USDA Defies Shutdown to Deliver $3 Billion Farmer Lifeline: What It Means for Markets
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Navigating the Fields of Uncertainty: Early 2026 Acreage Trends Signal Shifting Tides for Agricultural Markets
October 17, 2025
October 17, 2025 - As the autumn harvest draws to a close, the agricultural sector is already looking ahead to the 2026 growing season, with early acreage trends signaling a period of cautious...
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Mosaic Announces Investor Conference Participation
October 15, 2025
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Farmers Face Mounting Pressure: MSU Extension Offers Lifeline with Strategic Input Buying Guidance
October 15, 2025
October 15, 2025 – The agricultural sector is currently grappling with a severe financial squeeze, as persistently declining commodity prices collide with stubbornly high input costs, pushing many...
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Which S&P500 stocks are moving on Tuesday?
October 14, 2025
Curious about the S&P500 stocks that are in motion on Tuesday? Join us as we explore the top movers within the S&P500 index during today's session.
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The Squeeze on the Heartland: Farmers Battle Mounting Losses as Commodity Prices Plummet and Costs Soar
October 14, 2025
October 14, 2025 – A perfect storm is brewing in America's heartland, threatening the financial stability of farmers nationwide. As of October 2025, agricultural producers are facing an unprecedented...
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Top S&P500 movers in Friday's session
October 10, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Friday.
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Is The Mosaic Co Gaining or Losing Market Support?
October 10, 2025
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American Farmers Grapple with Unprecedented Cost-Price Squeeze, Threatening Food Security
October 10, 2025
American agriculture is currently navigating a period of intense financial strain, as farmers across the nation face a relentless "cost-price squeeze." This critical challenge, prominently highlighted...
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October 10, 2025
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Operational Challenges Slow Mosaic's Phosphate Division Progress
October 10, 2025
Mosaic stock slides after mechanical and utility disruptions cut Q3 phosphate output to 1.7M tonnes, below expectations.
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Mosaic Announces Preliminary Third Quarter Volumes
October 10, 2025
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Which S&P500 stocks are moving on Thursday?
October 09, 2025
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Prairie Farmland Values Soar Amidst Commodity Price Dip: A Paradoxical Market Reshaping Agriculture
October 09, 2025
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9 Analysts Assess Mosaic: What You Need To Know
October 09, 2025
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Government Shutdown Sows Uncertainty in Agricultural Markets, Threatening Corn and Commodity Prices
October 08, 2025
WASHINGTON D.C. – October 8, 2025 – As the U.S. government shutdown enters its eighth day, the nation's agricultural sector finds itself increasingly mired in an "information vacuum" and mounting...
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October 08, 2025
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Wednesday to uncover the stocks that are gapping in the S&P500 index.
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Mosaic, Financial Service Index On CNBC's 'Final Trades'
October 07, 2025
On CNBC's "Halftime Report Final Trades," Virtus Investment Partners' Joseph Terranova picked The Mosaic Company as his final trade.
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Mosaic Announces Completion of Sale of Phosphate Mining Unit in Brazil to Fosfatados Centro
October 06, 2025
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CF Industries Declares $0.50 Quarterly Dividend, Signaling Robust Financial Health and Commitment to Shareholder Returns
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The Perfect Storm: How Intertwined Crises are Reshaping Global Food Security and Commodity Markets
October 01, 2025
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September 2025: A Tale of Two Commodity Markets – Precious Metals Soar as Grains Stumble Amidst Rate Cuts and Geopolitical Tensions
October 01, 2025
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September 30, 2025
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