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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
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MVS Program
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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
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EVENTS
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Event Schedule
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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
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Best Semiconductor Stocks: Taiwan Semiconductor vs. ASML
September 26, 2024
Tickers
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Recent Press Releases
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ASML
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Looking At ASML Holding's Recent Unusual Options Activity
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Benzinga
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September 22, 2024
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Smart Money Is Betting Big In ASML Options
September 20, 2024
Tickers
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BZI/UOA
Benzinga
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Why ASML Stock Was Climbing Today
September 19, 2024
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2 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist Amid the Sell-Off
September 19, 2024
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NVDA
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China's YMTC Makes Strides in Chip Production; Substitutes ASML, Lam Research Tech As US Sanctions Bite: Report
September 18, 2024
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Benzinga
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Nvidia Supplier ASML Among Firms That Face Potential New Export Restrictions As US, Japan Move To Limit Chip Technology To China: Report
September 17, 2024
Tickers
ASML
NEWS
NVDA
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Tags
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Benzinga
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September 16, 2024
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MELI
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Recent Press Releases
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ASML Holding Options Trading: A Deep Dive into Market Sentiment
September 16, 2024
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Benzinga
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3 Beaten-Down Semiconductor Stocks That Are Crucial to Nvidia's Artificial Intelligence (AI) Growth
September 14, 2024
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ASML
LRCX
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Tags
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Here's How Much $100 Invested In ASML Holding 15 Years Ago Would Be Worth Today
September 12, 2024
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September 11, 2024
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Behind the Scenes of ASML Holding's Latest Options Trends
September 10, 2024
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Benzinga
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September 09, 2024
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September 08, 2024
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ARM
ASML
TSM
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Recent Press Releases
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S&P 500 Suffers Largest Weekly Drop Since March 2023 Banking Crisis, Chipmakers Notch Worst Week In Over Four Years
September 06, 2024
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AVGO
ECON
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Why Taiwan Semiconductor Manufacturing, Micron, and ASML Holdings Fell Again Today
September 06, 2024
Tickers
ASML
MU
TSM
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ASML's Advanced Chip Tool Faces Dutch Export Restrictions Amid US Controls
September 06, 2024
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ASML
NEWS
TECH
Tags
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Why ASML Holdings Sank 12% This Week
September 06, 2024
Tickers
ASML
UBS
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Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?
September 04, 2024
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CASY
CIEN
CPRT
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HPE
DLTR
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Why ASML Stock Is Down Today
September 04, 2024
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AI-Linked US Semiconductor Stocks Brace For Red Wednesday As Analyst Downgrades Dutch Chipmaker ASML
September 04, 2024
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AI
AMD
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INTC
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NVDA
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China's Chipmaking Investments Top US, Taiwan, South Korea Combined: What It Means For Nvidia, ASML
September 03, 2024
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ASIA
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Global
From
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Why Micron, Arm Holdings, and ASML Holdings Crashed Today
September 03, 2024
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ARM
ASML
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ASML
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September 03, 2024
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Benzinga
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ASML
From
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ASML's China Business In Crosshairs Of Dutch Government: Semiconductors At Center Of East-West Tensions
August 29, 2024
Tickers
AI
ASIA
ASML
INTC
Tags
artificial intelligence
semiconductors
TSM
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August 29, 2024
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AI
AMD
ASML
AVGO
Tags
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PLTR
NVDA
From
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