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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Insights Ahead: Affirm Holdings's Quarterly Earnings
August 27, 2025
Tickers
AFRM
Tags
Benzinga
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From
Benzinga
Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More
August 25, 2025
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A
AFRM
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Top 4 Nasdaq 100 Index And QQQ ETF Stocks To Watch This Week
August 23, 2025
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From
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Record Number Of Americans Embrace 'Buy Now, Pay Later' Loans For Daily Essentials As Rising Costs Squeeze Households
August 22, 2025
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DASH
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Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term
August 21, 2025
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ADSK
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Analyst Expectations For Affirm Holdings's Future
August 19, 2025
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10 Financials Stocks With Whale Alerts In Today's Session
August 14, 2025
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COIN
FIS
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MSCI Set To Shakes Up Global ETF Lineups — SoFi, Affirm, Rocket Lab Join
August 13, 2025
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ACWI
AFRM
EEM
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SOFI
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Affirm Expands Buy Now, Pay Later To In-Store Purchases Via Stripe Terminal
August 13, 2025
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AFRM
NEWS
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News
Top Stories
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Benzinga
Affirm Rises As Google Pay Partnership Brings Flexible Payments To More Online Checkouts
August 12, 2025
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AFRM
GOOGL
JPM
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GOOGL
Benzinga
From
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Cramer Expects This FinTech To Reach $100, Upset With Eli Lilly: 'Come Back And Talk To Me'
August 12, 2025
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BBD
LLY
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10 Financials Stocks Whale Activity In Today's Session
August 11, 2025
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What's Driving the Market Sentiment Around Affirm Holdings?
August 08, 2025
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10 Financials Stocks Whale Activity In Today's Session
August 08, 2025
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Stock Market Today: SoFi Rallies 6.6% on Strong Q2 Earnings Beat
July 29, 2025
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Peering Into Affirm Holdings's Recent Short Interest
July 28, 2025
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Benzinga
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10 Financials Stocks Whale Activity In Today's Session
July 22, 2025
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Charlie Kirk Slams Buy Now Pay Later As 'Predatory' — Podcaster Warns Gen Z Is 'Financing Their Coachella Tickets' Without Guardrails
July 22, 2025
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This Stock-Split Stock Is Up More Than 800% in the Last Year. Is It a Still a Buy?
July 18, 2025
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PLTR
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15 Analysts Have This To Say About Affirm Holdings
July 17, 2025
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Netflix To Rally More Than 11%? Here Are 10 Top Analyst Forecasts For Thursday
July 17, 2025
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CAT
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JPMorgan's Plan To Impose Fees On Data Aggregators Could 'Cripple' The Crypto Industry, Say Execs: 'This Would Put Everyone Out Of Business'
July 17, 2025
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Benzinga
HOOD
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Fintech Stocks Slip As JPMorgan Plans Data Access Fees, But Affirm Defies The Trend
July 11, 2025
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MA
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Benzinga
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10 Financials Stocks Whale Activity In Today's Session
July 08, 2025
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FLG
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10 Financials Stocks Whale Activity In Today's Session
July 04, 2025
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AXP
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AFRM
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WFC
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Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
July 03, 2025
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AFRM
AXP
BULL
COIN
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From
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Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'
July 02, 2025
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WMT
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AFRM
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Disney To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For Monday
June 30, 2025
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APD
BYD
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AFRM
Benzinga
JBHT
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10 Financials Stocks Whale Activity In Today's Session
June 26, 2025
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AFRM
C
COIN
GS
Tags
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Market News
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Subprime Was A Trainwreck In 2008―Now It's A Sweet Spot, Says Goldman Sachs
June 25, 2025
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AFRM
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DLTR
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SQ
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SYF
From
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