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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
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
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
Bond Fund Seminar
RSVP-Signup Form
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Why Shapeways Holdings Shares Are Trading Lower By Around 20%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
November 15, 2023
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ASTS
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November 15, 2023
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ASTS
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Why AST SpaceMobile Stock Bumped Higher Today
October 25, 2023
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October 25, 2023
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October 19, 2023
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October 16, 2023
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September 19, 2023
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ASTS Stock Alert: AST SpaceMobile Makes Historic Space-Based Phone Call
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What's Going On With AST SpaceMobile Stock Tuesday?
September 19, 2023
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Why Verizon, AT&T, and AST SpaceMobile Stocks Are Higher Today
August 29, 2023
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Market News
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Why AST SpaceMobile Stock Just Popped 5.5 Percent
August 15, 2023
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ASTS
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AST SpaceMobile Stock Is Rising Tuesday: Here's What's Going On
August 15, 2023
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Benzinga
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12 Communication Services Stocks Moving In Monday's After-Market Session
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What's Going On With AST SpaceMobile Stock After The Bell?
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Why AST SpaceMobile Stock Failed to Launch Today
August 01, 2023
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'I Don't Want You To Touch That': Cramer Rejects Stock Down 32% Over Past Month, Prefers Tesla
July 19, 2023
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Why AST SpaceMobile Stock Is Plummeting This Week
June 30, 2023
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Crude Oil Rises Sharply; Unifirst Earnings Miss Expectations
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Why Eton Pharmaceuticals Shares Are Trading Lower By Over 15%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
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Nasdaq Moves Higher; US Crude Stocks Drop More than Projected
June 28, 2023
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Why AST SpaceMobile Stock Is Plunging Today
June 28, 2023
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Dow Drops 100 Points; General Mills Posts Downbeat Sales
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June 28, 2023
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As the Bull Roars, Shareholders Hate How These 2 Companies Are Selling Their Stock
June 28, 2023
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12 Communication Services Stocks Moving In Wednesday's Pre-Market Session
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June 28, 2023
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ASTS
FLJ
IMBI
TOVX
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IMBI
NASDAQ:FLJ,NASDAQ:ASTS,NASDAQ:IMBI,NYSEMKT:TOVX
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