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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
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EVENTS
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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
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Recent news which mentions AGNC
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Want $10,000 in Dividend Income in 2022? Invest $108,000 in This Ultra-High-Yield Stock Trio
January 22, 2022
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NLY
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Why AGNC Investment Ended Up Losing All Its Gains in 2021
January 06, 2022
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December 06, 2021
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EPD
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3 Cheap Stocks to Buy Right Now
December 01, 2021
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AGNC
DIS
DISCA
DISCK
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T
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AGNC Investment Reports Stable Book Value, but Are Rough Waters Ahead?
November 23, 2021
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AGNC
Recent Press Releases
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These 3 Stocks Are Safe Bets in the Event of a Market Crash
November 16, 2021
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AGNC
PG
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AGNC
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November 13, 2021
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AGNC
BMY
IIPR
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AGNC
^GSPC
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Top Real Estate News for Monday, Nov. 8, 2021: A Little REIT in a Big Deal
November 08, 2021
Tickers
AGNC
CPLG
ILPT
MNR
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ILPT
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Recent Press Releases
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3 REITs That Pay You Each Month
November 08, 2021
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AGNC
O
STAG
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STAG
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Create a Safe, Inflation-Crushing Portfolio With These 5 High-Yield Dividend Stocks
October 30, 2021
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EPD
MBT
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Market News
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7 High-Yield Retirement Stocks To Feather Your Nest Egg
October 29, 2021
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AGNC
ENB
HRZN
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HRZN
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Benzinga's Top Ratings Upgrades, Downgrades For October 28, 2021
October 28, 2021
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AGNC
AUPH
BCOV
BJ
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PSXP
LI
From
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American Capital Agency (AGNC) Q3 2021 Earnings Call Transcript
October 26, 2021
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AGNC
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Got $5,000? Buy These 2 Stocks and Hold Until Retirement
October 25, 2021
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AGNC
DB
HD
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HD
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AGNC
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Earnings Scheduled For October 25, 2021
October 25, 2021
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Want $100 in Monthly Dividend Income? Invest $15,100 in These High-Yield Stocks
October 23, 2021
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Want $5,000 in Annual Dividend Income? Invest $57,000 in These Ultra-High-Yield Stocks
October 16, 2021
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Want $300 in Monthly Dividend Income? Invest $45,000 in These Ultra-High-Yield Stocks
October 09, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2021
October 06, 2021
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3 Value Stocks That'll Make You Richer in the Fourth Quarter (and Beyond)
October 05, 2021
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Want $10,000 in Annual Dividend Income? Invest $114,000 in This Ultra-High-Yield Stock Trio
October 02, 2021
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Overview Of Value Stocks In The Real Estate Sector
September 27, 2021
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Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks
September 25, 2021
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AR
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Got $100,000? These Dividend Stocks Can Collectively Net You Almost $8,700 in Annual Income
September 18, 2021
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AGNC
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5 of the Safest Dividend Stocks Retirees Can Buy Right Now
September 11, 2021
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AGNC
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JNJ
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VZ
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3 Charts That Could Determine AGNC Investment's Future
September 10, 2021
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4 Market-Topping Dividend Stocks That Can Double Your Money by 2026
September 04, 2021
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AGNC
IIPR
NLY
VTRS
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2 Stocks to Buy with Dividends Yielding More than 6%
September 02, 2021
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AGNC
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AGNC
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Create Your Own Stimulus Check with These 3 Monthly Dividend Stocks
September 01, 2021
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AGNC
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