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Municipal Bonds
Taxable Bonds
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Rating and Analyzing Bonds
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MUNICIPAL BONDS
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Revenue Bonds
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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
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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
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Double-Barreled Bonds
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Open-end-Closed-end-Indenture
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Official Statement
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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
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Client Information
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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
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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
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Active ETFs Gain Share But Education Remains Key
May 06, 2024
Tickers
ALPS
SMTH
TCHP
Tags
IVV / iShares S&P 500 Index ETF
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T/ Rowe Price
From
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There’s Value in Small-Cap Value
May 03, 2024
Tickers
ALPS
OUSM
Tags
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ALPS
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Midstream Can Weather Oil Price Volatility
May 02, 2024
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ENFR
Tags
midstream
ENFR
AMLP
From
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As Higher for Longer Hits, Go for Quality Dividends
April 30, 2024
Tickers
ALPS
OUSA
Tags
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ALPS
quality dividends
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AMLP Sees Continued Inflows in April
April 26, 2024
Tickers
ALPS
AMLP
Tags
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energy infrastructure channel
ALPS
From
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The Long-Term Case for Equal Weight ETF EQL
April 26, 2024
Tickers
ALPS
EQL
TECH
Tags
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MLPs Prove Resilient to Q1 Natural Gas Price Declines
April 25, 2024
Tickers
ALPS
AMLP
ENFR
Tags
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AMLP
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From
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Don’t Overlook Midstream For Income When Oil Prices Rise
April 22, 2024
Tickers
ALPS
AMLP
SPY
XLE
Tags
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ALPS
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From
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Active Could Be Ideal for Muni Bond Exposure in 2024
April 22, 2024
Tickers
ALPS
MNBD
Tags
ALPS
ETF Building Blocks Channel
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Bull vs Bear: Will Rate Cuts Still Happen This Year?
April 17, 2024
Tickers
ALPS
AMLP
OUSA
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Tags
ALPS
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Consider Active ETF RFFC’s Long Term Returns
April 15, 2024
Tickers
ALPS
COP
JPM
NVDA
Tags
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Think You Know REITs? Here’s the Real Story
April 11, 2024
Tickers
ALPS
REIT
Tags
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ETF Building Blocks Channel
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From
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Data Center REITs Support Case for This Real Estate ETF
April 11, 2024
Tickers
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REIT
Tags
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An Investor’s Guide to the Tax Advantages of MLP ETFs
April 11, 2024
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ENFR
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Get Long-Term Active ETF Performance in RFFC
April 04, 2024
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ALPS
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Increase in Wealthy Population Should Boost This ETF
April 02, 2024
Tickers
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MNBD
Tags
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ALPS
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As Treasury Yields Dip, Get Flexible With This Active ETF
April 01, 2024
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SMTH
Tags
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ALPS
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Consider This Core Option Amid Renewed Bond Interest
March 28, 2024
Tickers
ALPS
SMTH
Tags
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Holdings in This ETF Appear in Dividend Kings List
March 25, 2024
Tickers
ALPS
SDOG
Tags
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From
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Get Dividends Exposure as EM Equities See More Inflows
March 22, 2024
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EDOG
Tags
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Past S&P 500 Performance Bodes Well for This Dividend ETF
March 20, 2024
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SDOG
Tags
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An ETF to Ponder as Global Dividends Hit Record High in 2023
March 18, 2024
Tickers
ALPS
IDOG
Tags
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Consider an Equal Weight Strategy Amid Renewed Volatility
March 15, 2024
Tickers
ALPS
EQL
XLC
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Tags
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EQL
From
ETF Trends
Interest Rate Cuts Could Benefit This Active ETF
March 13, 2024
Tickers
ALPS
LGRO
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March 12, 2024
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REIT
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Record International Tourism Should Propel This ETF Higher
March 12, 2024
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ALPS
JRNY
Tags
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From
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Data Centers Growth Should Provide Tailwinds for This ETF
March 11, 2024
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ALPS
REIT
Tags
Equinix
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Get Core Bond Exposure With Active Management Flexibility
March 08, 2024
Tickers
ALPS
SMTH
Tags
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active ETFs
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From
ETF Trends
Fewer Carbon Emissions in 2023 Should Benefit This ETF
March 06, 2024
Tickers
ACES
ALPS
Tags
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ACES
From
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Strong U.S. Performance Could Pave Way for International Equities
March 05, 2024
Tickers
ALPS
IDOG
Tags
ETF Building Blocks Channel
ALPS
IDOG
From
ETF Trends
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