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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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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The Taylor Swift stock-market effect? We are convinced.
November 02, 2023
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MUSQ
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November 01, 2023
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This fund manager was right that recession fears were overhyped. Now he’s betting on strip malls and these other megatrends.
November 01, 2023
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Why Now Is the Time to Steer Clear of AMC Stock
October 31, 2023
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October 31, 2023
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Charlie Munger says not much ‘low-hanging fruit left’ as he discusses Apple, Costco vs. Walmart and EVs.
October 31, 2023
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October 30, 2023
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AMC shares set for largest percentage gain in more than 3 weeks, boosted by Taylor Swift
October 30, 2023
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October 30, 2023
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AMC shares rise as ‘Taylor Swift: The Eras Tour’ sets another record
October 30, 2023
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The market’s in a funk. Why now is an attractive entry point for long-term investors, says JPMorgan strategist.
October 30, 2023
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October 27, 2023
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AMC shares rise as meme-stock darling eyes another big Taylor Swift weekend
October 27, 2023
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October 27, 2023
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October 26, 2023
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Dear AMC Stock Fans, Mark Your Calendars for Dec. 1
October 26, 2023
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3 Tech Stocks to Buy Before They Take Off in 2024
October 26, 2023
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These two commentators who have been warning of a market crash say it’s now here
October 26, 2023
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AMC
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Adam Aron’s Blackmail Saga Is a Red Flag for AMC Stock
October 26, 2023
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HYMC
NCLH
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October 25, 2023
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Stocks to own ahead of a rally that this $15 billion fund house says is coming soon
October 25, 2023
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ACN
ADBE
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SHEL
HON
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EXCLUSIVE: AMC boosted by Taylor Swift and summer blockbusters, cinema foot-traffic data show
October 24, 2023
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October 24, 2023
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AMC Stock Warning: Is the Party Finally Over for the Meme King?
October 24, 2023
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October 24, 2023
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KO
SPOT
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The weight-loss drugs are coming for these companies — but here’s why Coke, others, may be spared, says JPMorgan
October 24, 2023
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A
AAPL
AMC
AVTR
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Why Box-Office Bumps Won’t Get AMC Stock Over the Hump
October 23, 2023
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