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home
about us
Investment Approach
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Firm ADV PDFs
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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
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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
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Additional Information
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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401(k), IRA balances fell for older millennials, young Gen Xers during the pandemic. Here's why
December 14, 2023
Tags
Finance
Retirement
Roth 401(k) plans
From
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More retirement savers are borrowing from their 401(k) plan. Those are ‘leading indicators of economic stress,’ expert says
December 10, 2023
Tags
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A 401(k) rollover is 'the single largest transaction' many investors make, expert says. What to know before doing it
December 05, 2023
Tags
Retirement planning
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From
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Are you looking to opt out of your 401(k)? Your employer may put you back in
December 01, 2023
Tags
Retirement
Personal Finance
Retirement planning
From
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November 30, 2023
Tags
Personal Finance
Roth IRA
Retirement planning
From
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November 28, 2023
Tags
Investment strategy
Personal loans
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November 27, 2023
Tags
Roth 401(k) plans
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November 20, 2023
Tags
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Personal Finance
contributors
From
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A 'sea change' may be coming for investment advice about 401(k)-to-IRA rollovers, one expert says
November 08, 2023
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Tags
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November 07, 2023
Tags
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November 04, 2023
Tags
Financial planning
Generation Z
Investing
From
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IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs
November 01, 2023
Tags
Wealth
Roth IRAs
Retirement planning
From
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Biden administration to crack down on ‘junk fees’ in retirement plans
October 31, 2023
Tags
Labor economy
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Why working longer is a bad retirement plan
October 31, 2023
Tags
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This lesser-known 401(k) feature is a 'no-brainer' for big savers, advisor says
October 23, 2023
Tags
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Retirement goal expectations vs. reality: How Americans stack up
October 19, 2023
Tags
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Investors roll more than $600 billion a year to IRAs. New Labor Department rules would likely raise their protections
October 06, 2023
Tickers
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LAWS
Tags
Law
Government Agencies
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Navigating a 401(k) Rollover
October 03, 2023
Tags
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If Social Security benefits were cut, here's how much more you would need to save for retirement
October 03, 2023
Tags
401(k)
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These are the 3 biggest retirement plan rollover mistakes, expert says. Here's how to avoid penalties
September 29, 2023
Tags
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Biden ESG rule survives challenge in court. 'Tonal shift’ may be biggest victory, lawyer says
September 27, 2023
Tags
Legislation
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Op-ed: Here are some ways to lower the tax burden in your retirement plan
September 25, 2023
Tags
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This account is like an ‘extra strength’ Roth IRA, says advisor. Here's when to use it
September 19, 2023
Tags
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Here are 3 things to consider before making a Roth conversion to save on future taxes
September 15, 2023
Tags
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Your 401(k) could have these hidden risks, experts say. Here’s what employees need to know
September 14, 2023
Tags
Wealth
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46% of 401(k) investors are clueless about their investments, CNBC survey finds. That’s not always bad
September 07, 2023
Tags
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Mutual funds
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Is financial stress hurting retirement savings? 4 in 10 workers with a 401(k) don't contribute, CNBC survey finds
September 07, 2023
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Harnessing The Power Of Employer Match: Turbocharge Your Savings In A 401(k)
August 29, 2023
Tags
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taxes
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401(k) hardship withdrawals are on the rise. They're 'the worst way to get money,' expert says
August 17, 2023
Tags
Retirement
Investment management
Personal Finance
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Do I Have To Pay Taxes On My Retirement Income? The Answer May Surprise You.
August 07, 2023
Tags
401(k)
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