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What We Buy Currently
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
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
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
MARKET RESEARCH
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CGTN: Global Civilization Initiative: China contributes to development, progress of human civilization
April 25, 2023
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ATD
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Pressrelease
Korea
ENG Standard
From
TimesNewswire.com
The 2023 Fuzhou International Digital Media Development Seminar opened in Fuzhou
April 25, 2023
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Atd
Amapn
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BumbleC (BUMBLEC), is a Humanoid Robot Created by Tesla, To List on BitMart Exchange
April 25, 2023
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SEA Standard
From
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Glory Token (GLR), is a Decentralized Exchange and Liquidity Protocol, To List on BitMart Vote Listing
April 24, 2023
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ATD
GLR
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ENG Standard
Atd
Amapn
From
TimesNewswire.com
Alphabet (ALT), is a Layer-1 Blockchain Network, To List on BitMart Exchange
April 23, 2023
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ALT
ATD
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ENG Standard
Amapn
Atd
From
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CCTV Focuses on the Development of Science and Technology Innovation Industry in Siming District, Xiamen
April 22, 2023
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Pressrelease
mfn
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CGTN: China’s talent dividend is in the making, key drivers of development remain robust
April 21, 2023
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Russia
Pressrelease
Korea
From
TimesNewswire.com
FLOSHIDO INU (FLOSHIDO), is a New Decentralized, Web 3.0 Compliant Meme Token, To List on BitMart Exchange
April 21, 2023
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ATD
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ENG Standard
Global/English
Amapn
From
TimesNewswire.com
LIMOVERSE (LIMO), is an Ultimate Health & Wellness Ecosystem, To List on BitMart Exchange
April 20, 2023
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ATD
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ENG Standard
Amapn
Atd
From
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DegenReborn (DEGEN), is a Text-based & AVG Style Crypto Life Simulation Game, To List on BitMart Exchange
April 20, 2023
Tickers
ATD
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ENG Standard
Amapn
Atd
From
TimesNewswire.com
Toobit Launches Welcome Bonus Campaign for New Users
April 19, 2023
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ATD
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mfn
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Pressrelease
From
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Toobit Unveils New Copy Trading Platform
April 19, 2023
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ATD
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Pressrelease
SEA Standard
Cryptocurrency
From
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Toobit Announces “Recruiting Pro Traders” Campaign – Earn up to $550 USDT Rewards
April 19, 2023
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Atd
Amapn
Global/English
From
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Virtual Trade Token (VTT), is a Powerful Tool, To List on BitMart Exchange
April 18, 2023
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VTT
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Cryptocurrency
SEA Standard
Pressrelease
From
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MetaCade (MCADE), is the First Gaming Community Hub, To List on BitMart Exchange
April 18, 2023
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Global/English
Amapn
Atd
From
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DRAGON FLY (DRFLY), Meme Based Cryptocurrency, To List on BitMart Exchange
April 17, 2023
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ENG Standard
Global/English
Amapn
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“Beautiful China, Amazing Ningxia” Welcomed Friends Overseas
April 17, 2023
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SEA Standard
Pressrelease
Business
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Beijing Film Panorama | The Complete List of Films to be Screened at the Beijing Film Panorama Section of the 13th BJIFF Announced
April 17, 2023
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mfn
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Why is the senator making an absurd inquiry into TikTok?
April 16, 2023
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Hong Kong Web3 Festival Concludes with Success: CoinW Unveils Highlight Moments in 2-Day Extravaganza
April 16, 2023
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CGTN: China, Brazil pledge better future for ties as Xi Jinping meets Lula
April 14, 2023
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Doke Inu (DOKE), is a Unique Utility Token on the ETH Chain, To List on BitMart Exchange
April 11, 2023
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ATD
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Global/English
Atd
Amapn
From
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Heze Peony Festival: Cultural extravaganza plants seeds for closer trade ties as friendships bloom
April 10, 2023
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Array Delivers Speech at Charity Banquet for Fasting Hosted by Dubai Royalty
April 09, 2023
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ENG Standard
Atd
Amapn
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Zeus AI (ZEUS), is Completely Community-driven, To List on BitMart Exchange
April 08, 2023
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ATD
ZEUS
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ENG Standard
Global/English
Atd
From
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Smell Token (SML), will be used for Payments on the SMELL MAFIA Platform, To List on BitMart Exchange
April 07, 2023
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ATD
SML
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Business
mfn
Pressrelease
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SmarDex (SDEX), is a groundbreaking Decentralized Exchange, To List on BitMart Exchange
April 07, 2023
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SDEX
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mfn
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CGTN: China-France relations full of vitality, potential in new era
April 06, 2023
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Atd
Amapn
Finland
From
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Smart Link Solution, A New “SOLUTION” Blockbuster, Listing on BITMART
April 06, 2023
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ATD
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SEA Standard
Pressrelease
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MaziMatic (MAZI) , is the World’s 1st Multi-entertainment mixed Reality Metaverse, To List on BitMart Exchange
April 06, 2023
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Pressrelease
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