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home
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
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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Stuck Below SPAC Price, Astra Space Stock Can Still Get Off the Ground
September 13, 2021
Tickers
ASTR
MNTS
NKLA
SPCE
Tags
SPCE
ASTR
NKLA
From
InvestorPlace
12 Industrials Stocks Moving In Friday's After-Market Session
September 10, 2021
Tickers
AEHL
AQMS
ASTR
ATIF
Tags
HLBZ
ASTR
JOBY
From
Benzinga
12 Industrials Stocks Moving In Thursday's Pre-Market Session
September 09, 2021
Tickers
AEHL
AQMS
ASTR
BEST
Tags
AQMS
Top Gainers
GOGL
From
Benzinga
Why Astra Stock Dropped Hard Today
September 07, 2021
Tickers
ASTR
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Market News
ASTR
From
Motley Fool
12 Industrials Stocks Moving In Tuesday's Intraday Session
September 07, 2021
Tickers
ASTR
BGRY
ENVX
KERN
Tags
TOMZ
MKFG
TISI
From
Benzinga
Space Is Hard, but These 3 Space Stocks Can Reach Orbit
September 04, 2021
Tickers
ASTR
LHX
RKLB
SPCE
Tags
LHX
RKLB
ASTR
From
Motley Fool
Astra Space Stock Is Significantly Undervalued at These Levels
September 01, 2021
Tickers
ASTR
Tags
NASDAQ:ASTR
Stocks to Buy
Market News
From
InvestorPlace
48 Biggest Movers From Yesterday
August 31, 2021
Tickers
AAMC
AAPL
ABSI
ADTN
Tags
NUWE
DSPG
ABSI
From
Benzinga
Mid-Afternoon Market Update: Affirm Shares Jump Following News Of Amazon Partnership; Adtran Shares Drop
August 30, 2021
Tickers
AAPL
ADTN
AFRM
AMZN
Tags
AMZN
XXII
Market News
From
Benzinga
‘Space revolution’ stocks are still the way to get exponential returns in the market
August 30, 2021
Tickers
ASTR
GLD
GNPK
RKLB
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SPCE
ASTR
SPX
From
MarketWatch
Why Virgin Galactic Shares Are Down Today
August 30, 2021
Tickers
ASTR
SPCE
Tags
Market News
SPCE
ASTR
From
Motley Fool
ASTR Stock: What Investors Are Saying About Astra Space as Shares Free Fall Today
August 30, 2021
Tickers
ASTR
GSAT
KPLT
SDC
Tags
TWTR
NASDAQ:ASTR,NYSE:TWTR,NASDAQ:SDC,NASDAQ:KPLT,NYSEAMERICAN:GSAT
KPLT
From
InvestorPlace
Mid-Day Market Update: Nasdaq Jumps Over 100 Points; Astra Space Shares Plunge
August 30, 2021
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ADTN
AFRM
AMZN
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Eurozone
Markets
ADTN
From
Benzinga
35 Stocks Moving In Monday's Mid-Day Session
August 30, 2021
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AAPL
ABSI
ADTN
AFRM
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BBIG
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Small Cap
From
Benzinga
Why Astra's Stock Is Falling Today
August 30, 2021
Tickers
ASTR
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why it's moving
Benzinga
Chris Kemp
From
Benzinga
Why Astra Space Shares Are Plunging Today
August 30, 2021
Tickers
ASTR
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Market News
ASTR
From
Motley Fool
Mid-Morning Market Update: Markets Mixed; Catalent To Acquire Bettera
August 30, 2021
Tickers
AFRM
AMZN
ASTR
BBIG
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Benzinga
From
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
August 30, 2021
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AAPL
ACST
AFRM
AMZN
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AAPL
Market News
GSMG
From
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28 Stocks Moving in Monday's Pre-Market Session
August 30, 2021
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AAPL
ACST
AEHL
AFRM
Tags
AMZN
NTES
NURO
From
Benzinga
A Peek Into The Markets: US Stock Futures Edge Higher After S&P 500, Nasdaq Hit Record Highs
August 30, 2021
Tickers
AFRM
AMZN
ASTR
COF
Tags
Pre/Market Outlook
ASTR
Penny Stocks
From
Benzinga
Apple, Astra Space, Pinduoduo, Bitcoin, Dogecoin: 5 Headlines From This Weekend You May Have Missed
August 30, 2021
Tickers
AAPL
ASTR
BABA
BITCOMP
Tags
Markets
$DOGE
JD
From
Benzinga
Astra CEO Says Space Is 'Hard' But Not 'Giving Up' After Rocket Fails Test Launch
August 29, 2021
Tickers
ASTR
TECH
TSLA
Tags
Tech
Chris Kemp
Space Travel
From
Benzinga
11 Industrials Stocks Moving In Thursday's After-Market Session
August 26, 2021
Tickers
ASTC
ASTR
ATCX
CTRM
Tags
PXS
SOS
ZIM
From
Benzinga
Space Stocks: Why Rocket Lab (RKLB) Has Its Nose Down After Yesterday’s Launch
August 26, 2021
Tickers
ASTR
RKLB
SPCE
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RKLB
ASTR
SPCE
From
InvestorPlace
The Stars are Aligning for Astra Space Stock
August 26, 2021
Tickers
ASTR
SPIR
Tags
Market News
Stocks to Buy
SPIR
From
InvestorPlace
Why Astra Stock Rocketed a Lucky 7.77% Today
August 24, 2021
Tickers
ASTR
Tags
ASTR
Market News
From
Motley Fool
Why Did 2 Space Stocks Blast Off Tuesday?
August 24, 2021
Tickers
ASTR
TECH
VACQ
Tags
SPAC
Benzinga
VACQ
From
Benzinga
The Nasdaq Is Record-Bound, and These 2 Stocks Are Leading the Way
August 23, 2021
Tickers
AMD
ASTR
XLNX
Tags
XLNX
ASTR
Market News
From
Motley Fool
Why Astra Space Stock Just Jumped
August 23, 2021
Tickers
ASTR
TWTR
Tags
TWTR
Market News
ASTR
From
Motley Fool
Why Astra Space Stock Just Jumped 12%
August 23, 2021
Tickers
ASTR
TWTR
Tags
TWTR
ASTR
Market News
From
Motley Fool
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