Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about ATLANTA, Ga/
Recent news which mentions ATLANTA, Ga/
Depth promotes Johnna Szegda to vice president role
May 30, 2024
Tickers
AP
Tags
Management and Career Moves
ATLANTA, Ga/
Finance
From
Send2Press Newswire
Down Payment Resource integration with ICE Mortgage Technology embeds down payment assistance program support into core mortgage origination software
May 13, 2024
Tickers
AP
Tags
Atlanta Business
ICE Mortgage Technology
ATLANTA, Ga/
From
Send2Press Newswire
WellVisor Partners with FlexCare Digital Health to Expand Services for Clients
May 02, 2024
Tickers
AP
Tags
ATLANTA, Ga/
FlexCare Digital Health
Employee Benefits
From
Send2Press Newswire
Down Payment Resource brings its award-winning homebuyer assistance software to The Mortgage Collaborative as a preferred partner
April 29, 2024
Tickers
AP
Tags
Finance
DepthPR
Technology
From
Send2Press Newswire
Down Payment Resource reports highest annual down payment assistance program count growth on record
April 24, 2024
Tickers
AP
Tags
Mortgage
Georgia Business
ATLANTA, Ga/
From
Send2Press Newswire
Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group
April 17, 2024
Tickers
AP
Tags
Business
Advertising and Marketing
AP
From
Send2Press Newswire
Chrissy Disco Promoted to Alliance Group VP of Agent Experience
April 17, 2024
Tickers
AP
Tags
Insurance
Alliance Group
Georgia Business
From
Send2Press Newswire
Can We Reverse Record Overdose Deaths? Foundation for a Drug-Free World Says ‘Yes’ and the Key Is Prevention
April 15, 2024
Tickers
AP
Tags
Foundation for a Drug/Free World
ATLANTA, Ga/
Atlanta Business
From
Send2Press Newswire
Heartland Multiple Listing Service implements Down Payment Resource to raise homebuyer awareness about down payment assistance programs in the Greater Kansas City community
April 09, 2024
Tickers
AP
Tags
Multiple Listing Service
Real Estate
Mortgage
From
Send2Press Newswire
A 16-year-old’s first job at Chick-fil-A® who learned ‘second-mile service’ saves operators an estimated $35 million over the years
March 21, 2024
Tickers
AP
Tags
ATLANTA, Ga/
Atlanta Business
Video News Releases
From
Send2Press Newswire
Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
February 15, 2022
Tickers
AP
Tags
Technology
Finance
DepthPR
From
Send2Press Newswire
RICE Grant Enables HBCU Green Fund to Expand STEM & Energy Training, Mentorship, and Internship Opportunities for Atlanta University Center Students
February 11, 2022
Tickers
AP
Tags
Education and Schools
Environment and Ecology
Russell Innovation Center for Entrepreneurs
From
Send2Press Newswire
Down Payment Resource Presents 2021 Beverly Faull Affordable Housing Leadership Award to Ruth Johnson
February 08, 2022
Tickers
AP
Tags
DepthPR
Finance
Homes for Heroes
From
Send2Press Newswire
Mzuri Moyo Aimbaye Kicks Off 2022 GOTV Tour Featuring Award-Winning One-Woman Play: The Fannie Lou Hamer Story
February 04, 2022
Tickers
AP
Tags
Performing Arts
Black History Month
Georgia Business
From
Send2Press Newswire
Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022
January 27, 2022
Tickers
AP
Tags
Living Benefits life insurance
insurance marketing organization
Finance
From
Send2Press Newswire
Down Payment Resource releases Q4 2021 Homeownership Program Index
January 25, 2022
Tickers
AP
Tags
Down Payment Resource
homebuyer assistance programs
AP
From
Send2Press Newswire
PRESS CONFERENCE WED. JAN. 19, 2022: Coalition of Voting Rights Activists Will Deliver Petition to Stop Lincoln County from Eliminating All But One Polling Place
January 18, 2022
Tickers
AP
Tags
Lincoln County Board of Elections
Georgia Business
Elections and Politics
From
Send2Press Newswire
Stack Sports Partners with Soccer Leaders to Launch National GOALS Council
January 13, 2022
Tickers
AP
Tags
Product Launches
ATLANTA, Ga/
United Coaches Convention
From
Send2Press Newswire
BankSouth Mortgage’s Shannon K. Bradshaw named 2022 Five Star Mortgage Professional
January 05, 2022
Tickers
AP
Tags
Five Star Mortgage Professional
Mortgage Bankers
BankSouth Mortgage
From
Send2Press Newswire
Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance
December 10, 2021
Tickers
AP
Tags
ATLANTA, Ga/
Finance
life insurance policies
From
Send2Press Newswire
As City Runoffs Loom, Georgia Non-Profit Proclaims November ‘No More Runoffs Month’
November 01, 2021
Tickers
AP
Tags
ATLANTA, Ga/
Better Ballot Georgia Inc
No More Runoffs
From
Send2Press Newswire
FlexCare Digital Health Honored with Four Awards at the Annual w3 Awards
October 25, 2021
Tickers
AP
Tags
digital healthcare
telemedicine
SaaS and Cloud Software
From
Send2Press Newswire
World of Illumination Unveils Two New Experiences in Georgia
October 22, 2021
Tickers
AP
Tags
Holidays and Seasons
General Editorial
Holiday Light Show
From
Send2Press Newswire
Depth Public Relations marks 15-year milestone serving mortgage industry fintech innovators
October 18, 2021
Tickers
AP
Tags
Georgia Business
residential finance industry
Atlanta public relations
From
Send2Press Newswire
Depth Public Relations promotes Johnna Szegda and Jenny Moss to client services director
October 14, 2021
Tickers
AP
Tags
mortgage bankers association
regtech
AP
From
Send2Press Newswire
Singer Tony Hightower Brings Real Jazz to The Young Generation on ‘Legacy’ Sophomore Project Richly Inspired by His Jazz Singer Mother Theresa Hightower
October 06, 2021
Tickers
AP
Tags
AP
Tony Hightower
Singer songwriter
From
Send2Press Newswire
Gala to end Pancreatic Cancer Raises Over $1 Million
October 06, 2021
Tickers
AP
Tags
Medical Research
Corporate Social Responsibility
Health and Medical
From
Send2Press Newswire
Atlanta facial plastic surgeon recognized among Exceptional Women in Medicine
October 01, 2021
Tickers
AP
Tags
Business
AP
Atlanta Face and Body
From
Send2Press Newswire
Journey Awards at The Fox Theatre Honors Politicians, Influencers, Celebrities and You
August 05, 2021
Tickers
AP
Tags
Fabulous Fox Theatre
Georgia Business
The Journey Awards
From
Send2Press Newswire
Truist Bank to Support Millionaire Mastermind Academy’s Business Development program for Minority Women Entrepreneurs
August 04, 2021
Tickers
AP
Tags
Atlanta Business
Minority Women Entrepreneurs
Regional Events
From
Send2Press Newswire
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.