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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
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
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These 3 Stocks Escaped Tuesday's Market Downdraft
December 06, 2022
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DJI
GSK
SIG
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^IXIC
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DJI
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Is It Time to Buy the Dow Jones' 2 Worst-Performing November Stocks?
December 04, 2022
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3 No-Brainer Stocks Ready to Buy Before the End of 2022
December 04, 2022
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3 Dow Stocks That Are Phenomenal End-of-Year Buys
December 02, 2022
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These 2 Tech Stocks Are Dropping After Hours Thursday
December 01, 2022
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Why Salesforce Smacked Down the Dow Thursday
December 01, 2022
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CRM
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Why the Nasdaq Will Beat the Dow in 2023
December 01, 2022
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AMZN
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GOOG
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^GSPC
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Was Wednesday's Stock Market Surge Premature?
November 30, 2022
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DJI
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^IXIC
Market News
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Investors Liked These 2 Stock Buyouts Tuesday
November 29, 2022
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Casino Stocks Got Good News, but Investors Remain Wary
November 28, 2022
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One of the World's Richest Investors Just Sounded a Big-Time Warning for Wall Street
November 27, 2022
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5 Falling Stocks Investors Didn't Expect on Black Friday
November 25, 2022
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November 23, 2022
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3 High-Yield Dow Jones Industrial Average Stocks That Are Screaming Buys
November 23, 2022
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These 2 Stocks Just Made Surprising Moves
November 22, 2022
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These 2 Stocks Made Investors Happy After Hours Monday
November 21, 2022
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Disney's Surprise Move Tries to Give the Dow a Lift
November 21, 2022
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The Dow Jones Is on Track to Do the Unthinkable
November 21, 2022
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Nasdaq vs. Dow: Which Will Win in 2023?
November 21, 2022
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Worried We're in Another Dot-Com Crash? Here's the Biggest Mistake to Avoid.
November 20, 2022
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This Telltale Bear Market Indicator Is Sounding a Warning, Once Again
November 20, 2022
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These 2 Industry-Leading Stocks Felt the Pain Friday
November 18, 2022
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Should You Really Buy These 2 Slumping Dow Stocks?
November 18, 2022
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These 2 Global Stocks Are Back in Wall Street's Good Graces
November 15, 2022
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Why This Obscure Inflation Gauge Has Stock Markets Soaring
November 15, 2022
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Walmart, Nike Lead the Dow Higher Tuesday
November 15, 2022
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2 Dow Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague
November 15, 2022
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DJI
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This Solar Stock Just Got Even Brighter
November 14, 2022
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DJI
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These 3 Dow Stocks Will Make or Break the Market This Week
November 14, 2022
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DJI
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