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home
about us
Investment Approach
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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
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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
Tax-Free Income Seminar
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Is AST SpaceMobile a Millionaire-Maker Stock?
August 17, 2024
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What's Going On With AST SpaceMobile Stock Friday?
August 16, 2024
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Why AST SpaceMobile Stock Popped, Then Dropped on Friday
August 16, 2024
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
August 16, 2024
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ASTS
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H&R Block Posts Upbeat Earnings, Joins Alibaba Group, CI&T And Other Big Stocks Moving Higher On Friday
August 16, 2024
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Why Is Everyone Talking About AST SpaceMobile Stock?
August 16, 2024
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Top 5 Trending Stocks Of The Day: Amazon, AST Spacemobile, Cingulate, Applied Materials, And Tesla
August 15, 2024
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AMZN
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From
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Crude Oil Gains Over 1%; Alibaba Posts Weak Revenue
August 15, 2024
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BABA
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Wall Street Eyes Sixth Positive Session On Upbeat Economic Data, Bonds Fall As Traders Lose Conviction In Large Rate Cuts
August 15, 2024
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Russell 2000 Set For Strongest Session In A Month As US Economy Defies Recession Fears: Small Cap Movers On Thursday
August 15, 2024
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Why AST SpaceMobile Stock Rocketed Higher Thursday
August 15, 2024
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Nasdaq Jumps Over 2%; Walmart Earnings Top Views
August 15, 2024
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What's Going On With AST SpaceMobile Stock Thursday?
August 15, 2024
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ASTS
From
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Cisco Posts Upbeat Earnings, Joins Tesla, Ulta Beauty, Robinhood, Dell And Other Big Stocks Moving Higher On Thursday
August 15, 2024
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From
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These Analysts Boost Their Forecasts On AST SpaceMobile After Q2 Results
August 15, 2024
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ASTS
From
Benzinga
ASTS Stock Earnings: AST SpaceMobile Misses EPS, Misses Revenue for Q2 2024
August 14, 2024
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NASDAQ:ASTS
Earnings Reports
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AST SpaceMobile Stock Is Up On Q2 Earnings: What Investors Need To Know
August 14, 2024
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Tags
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Benzinga
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What's Going On With AST SpaceMobile Stock Wednesday?
August 14, 2024
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why it's moving
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AST SpaceMobile Unusual Options Activity
August 12, 2024
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What's Going On With AST SpaceMobile Stock?
August 09, 2024
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why it's moving
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Better Breakout Growth Stock: AST SpaceMobile vs. IonQ
August 09, 2024
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Why AST SpaceMobile Stock Popped, Then Dropped
August 06, 2024
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What's Going On With AST SpaceMobile Stock Monday?
August 05, 2024
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AST SpaceMobile's Big Plan Is Paying Off
August 03, 2024
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Market Whales and Their Recent Bets on ASTS Options
July 31, 2024
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Is AST SpaceMobile Stock a Buy?
July 30, 2024
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ASTS
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Check Out What Whales Are Doing With ASTS
July 29, 2024
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ViaSat & AST SpaceMobile Are Among Top 6 Mid Cap Stocks That Shined The Brightest Last Week (July 21-July 27): Are The Others In Your Portfolio?
July 28, 2024
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3 Space Tourism Stocks That Could Skyrocket by 2025
July 27, 2024
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Why AST SpaceMobile Stock Keeps Going Up
July 26, 2024
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