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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Investing During Uncertain Times
Read FULL Seminar Here
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March is a three-paycheck month for some workers. Here's how to make the most of that extra check
February 21, 2023
Tags
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From
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February 15, 2023
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Tags
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January 06, 2023
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January 04, 2023
Tags
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Secure 2.0 changes 3 key rules around required withdrawals from retirement accounts
January 03, 2023
Tags
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January 03, 2023
Tags
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December 31, 2022
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December 30, 2022
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4 new ways to avoid a tax penalty for early individual retirement account withdrawals
December 28, 2022
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Here's what Secure 2.0 means for you if you're getting close to retirement
December 27, 2022
Tags
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New retirement account rules make it easier to tap savings early for emergencies
December 27, 2022
Tags
Personal spending
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'Secure 2.0' clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system
December 23, 2022
Tags
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Legislation
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'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
401(k)
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Here are 10 ways to avoid the early withdrawal penalty for individual retirement accounts
December 22, 2022
Tags
Retirement planning
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'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
401(k)
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This 'wild card' strategy can help retirees with unpaid quarterly taxes before year-end
December 20, 2022
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21% of investors don’t think they pay investing-related fees. Here’s why they’re wrong — and how it costs them
December 19, 2022
Tags
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88% of employers offer a Roth 401(k) — almost twice as many as a decade ago. Here’s who stands to benefit
December 16, 2022
Tags
Personal Finance
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December 12, 2022
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You may get a 1099-K for Venmo and PayPal payments. Here's how to prepare — and shrink your tax bill
December 10, 2022
Tags
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401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation
December 08, 2022
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Retirement
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It's never to soon to save for retirement. Here are 3 ways Gen Z workers can start now
December 07, 2022
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Robinhood to pay a 1% 'match' on customer contributions to retail individual retirement accounts
December 06, 2022
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December 05, 2022
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