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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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The 3 Best Space Stocks to Buy in July 2024
July 12, 2024
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Hot Stocks: 3 Breakout Stars Racing Towards Triple-Digit Returns
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(ASTS) - Analyzing AST SpaceMobile's Short Interest
July 08, 2024
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July 01, 2024
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What's Going On With Satellite Stock AST SpaceMobile Monday?
July 01, 2024
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The 3 Best Dividend Stocks to Secure Steady Income This Year
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What's Going On With Satellite Company AST SpaceMobile Stock Wednesday?
June 26, 2024
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AST SpaceMobile Adds Chris Sambar to Board as It Prepares for Satellite Launch
June 24, 2024
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ASTS
GOOG
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Unpacking the Latest Options Trading Trends in AST SpaceMobile
June 20, 2024
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7 Underestimated Stocks Poised for an Underdog Uprising
June 20, 2024
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AYI
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3 Under $10 Stocks to Buy Now: June 2024
June 19, 2024
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NASDAQ:ASTS,NASDAQ:RKLB,NASDAQ:CRCT,NYSE:VLY
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Uncharted Waters, Untapped Potential: 3 Stocks Ready to Make Waves
June 19, 2024
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Rags to Riches: 3 Space Stocks That Could Make Early Investors Rich
June 19, 2024
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7 Stocks to Buy Now: June 2024
June 18, 2024
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7 Growth Stocks to Buy and Hold for 20X Gains by 2033
June 18, 2024
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AST SpaceMobile Gets an Apple-Sized Boost
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June 17, 2024
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Why Allego Shares Are Moving Higher Monday
June 17, 2024
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Up 100% or More in 2024, Is It Too Late to Buy These 3 Stocks?
June 17, 2024
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June 14, 2024
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Mama's Creations, GameStop And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
June 12, 2024
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June 12, 2024
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Why Is Satellite Company AST SpaceMobile Stock Soaring On Tuesday?
June 11, 2024
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June 11, 2024
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Why AST SpaceMobile Stock Popped 7% on Tuesday
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Shoals Technologies, Affirm Holdings, Apple And Other Big Stocks Moving Higher On Tuesday
June 11, 2024
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AAPL
AFRM
ASTS
CRBP
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PHAR
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Jim Cramer Isn't Recommending SLB, And BlackBerry? 'Nothing There'
June 10, 2024
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BB
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