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about us
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Apogee Enterprises, Smart Sand And 3 Stocks To Watch Heading Into Friday
October 04, 2024
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LFCR
MMLP
NEWS
Tags
Benzinga
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APOG Stock Earnings: Apogee Enterprises Beats EPS, Misses Revenue for Q1 2025
June 27, 2024
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June 27, 2024
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Wall Street Set For Weak Opening As Tech Rally Falters With Micron, Nvidia Edging Lower: Analyst Says Narrow Market Performance To Persists Unless One Of These Materializes
June 27, 2024
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AYI
FUL
IP
Tags
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Ally Financial Reports Upbeat Earnings, Joins Badger Meter, Genuine Parts And Other Big Stocks Moving Higher On Thursday
April 18, 2024
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ALLY
APOG
AQST
B
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Why Las Vegas Sands Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
April 18, 2024
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APOG
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LVS
From
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APOG Stock Earnings: Apogee Enterprises Beats EPS, Beats Revenue for Q4 2024
April 18, 2024
Tickers
APOG
Tags
NASDAQ:APOG
Earnings Reports
Market News
From
InvestorPlace
Apogee Enterprises Forecasts Topline Decline In FY25 Amid Strategic Actions: Details
April 18, 2024
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NEWS
Tags
News
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Earnings Scheduled For April 18, 2024
April 18, 2024
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ALK
ALLY
APOG
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Apogee Enterprises: Dividend Insights
January 24, 2024
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APOG
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APOG Stock Earnings: Apogee Enterprises Beats EPS, Misses Revenue for Q3 2024
December 21, 2023
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APOG
Today's Market
Market News
From
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Why Architectural Services Company Apogee Shares Are Trading Higher Today
December 21, 2023
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Nasdaq Futures Surge On Micron Earnings As Analyst Hints At Bears Getting 'Face-Ripped' Amid Santa Claus Rally
December 21, 2023
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CCL
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Earnings Scheduled For December 21, 2023
December 21, 2023
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NKE
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Earnings Preview For Apogee Enterprises
December 20, 2023
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Benzinga
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Blueprint to Profit: 3 Top Construction Stocks to Invest In Now
December 20, 2023
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Apogee Enterprises Demonstrates Strong Performance and Increased Profits, Maximizing Returns for Shareholders
November 08, 2023
Tickers
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Architectural Services Company Apogee Boosts Shares Buyback Program By 2M Shares, Declares Dividend
October 06, 2023
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S&P 500, Nasdaq Futures Point To Strong Open Ahead Of Key Inflation Data: Analyst Says New Market Surge Coming In Q4
September 29, 2023
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AI
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Nasdaq, S&P 500 Futures Show Edginess As Bond Yields Continue To Surge; Analyst Says Be 'Locked And Loaded' In These Stocks Ahead Of Earnings Season
September 28, 2023
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Apogee Q2: Earnings Beat, Margins Expansion, Raised EPS Outlook & More
September 19, 2023
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Stock Futures Hold On To Slender Gain As Fed Meeting Kicks Off: Analyst Says Momentum Supports Upward Tilt Toward Year-End
September 19, 2023
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ARM
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Earnings Scheduled For September 19, 2023
September 19, 2023
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AutoZone, United States Steel And 3 Stocks To Watch Heading Into Tuesday
September 19, 2023
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Investor Optimism Falls Further Ahead Of Fed Decision
September 19, 2023
Tickers
APOG
AZO
CGC
SCS
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Benzinga
CNN Business Fear & Greed Index
From
Benzinga
Preview: Apogee Enterprises's Earnings
September 18, 2023
Tickers
APOG
Tags
APOG
Market News
Earnings
From
Benzinga
Sustaining Growth Momentum: Apogee Enterprises Continues to Excel and Reports Rising Profits
July 27, 2023
Tickers
APOG
CSTE
Tags
CSTE
Benzinga
BZI/DP
From
Benzinga
Market Volatility Increases; S&P 500 Snaps 5-Week Winning Streak
June 26, 2023
Tickers
APOG
MSFT
TSLA
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APOG
Markets
Earnings
From
Benzinga
12 Industrials Stocks Moving In Friday's Intraday Session
June 23, 2023
Tickers
AMBI
APOG
CACO
CSTE
Tags
AMBI
INOD
NVVE
From
Benzinga
Why CarMax Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
June 23, 2023
Tickers
APLD
APOG
AVDL
BBLN
Tags
SONN
KMX
ORMP
From
Benzinga
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