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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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BIG FINANCE (BIGFI), is a Financial Platform for Crypto Users, To List on BitMart Exchange
March 22, 2023
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SEA Standard
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Crest Protocol (CPT), is a Decentralized Domain Naming Service on Core Dao Chain, To List on BitMart Exchange
March 22, 2023
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March 22, 2023
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CGTN: A look at China’s democracy: How are people’s voices heard?
March 20, 2023
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March 20, 2023
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MAZURI (MZR), is a Virtual Gaming Metaverse Set in a Futuristic Mazuri City, To List on BitMart Exchange
March 17, 2023
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CGTN: Chinese Modernization Youth Forum eyes opportunities for the world
March 16, 2023
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BitMart first to list $AMT token for AmazeWallet app and Layer 1 chain
March 15, 2023
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mfn
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BitMart 5th Anniversary Celebration Event – Treasure Hunt
March 15, 2023
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mfn
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CGTN: How China’s vision of building a community with a shared future promotes global welfare
March 13, 2023
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Russia
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Tenup (TUP), A Decentralized Platform for Web3 Dapps, To List on BitMart Vote Listing
March 13, 2023
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TUP
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mfn
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PAWSWAP (PAW), The First Multichain DEX Swap, To List on BitMart Exchange
March 13, 2023
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Meta Masters Guild (MEMAG), is a Blockchain Web3 Gaming Ecosystem, To List on BitMart Exchange
March 13, 2023
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Goosun Securities’ Global Strategy Takes Effect in Providing Retail Investors with the Most Convenient Trading Experience
March 13, 2023
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CGTN: Building local infrastructure helps China achieve high-quality development
March 12, 2023
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Burn ($BURN), is an Extremely Hyper-deflationary Currency, To List on BitMart Exchange
March 12, 2023
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Bnb Tiger Inu (BNBTIGER), is a Decentralized Experiment, To List on BitMart Exchange
March 12, 2023
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Upholding unity and democracy, CPPCC to make new contributions to Chinese modernization
March 11, 2023
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March 11, 2023
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CGTN: New modernization drive for China, new opportunity for the world
March 10, 2023
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World of Legends (WOL), is the Governance Token used in the BattleCity.io Web3 Gaming Platform, To List on BitMart Exchange
March 09, 2023
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0xAcid Protocol (ACID), is a Protocol that Aims to Maximize the Return on LSD Assets, To List on BitMart Exchange
March 09, 2023
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CGTN: Is China still alluring?
March 08, 2023
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Hello Pets (PET), to be the Disney in Web3, To List on BitMart Exchange
March 07, 2023
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GemHUB (GHUB), the Most Convenient and Fun Blockchain Gaming Platform, To List on BitMart Exchange
March 07, 2023
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CGTN: China breaks new ground in distinctive major-country diplomacy
March 07, 2023
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XPLA (XPLA), is a Tendermint Based Layer-1 Blockchain, To List on BitMart Exchange
March 06, 2023
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CGTN poll: Over 90% feel pessimistic about current state of child protection in the U.S.
March 04, 2023
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French
ENG Standard
Britain
From
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CRYNcoin (CRYN), is a Cryptocurrency that Emerged with the Digital Financial Evolution, To List on BitMart Exchange
March 03, 2023
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ENG Standard
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PANDAI TOKEN (PANDAI), the Cutest AI meme token, To List on BitMart Exchange
March 03, 2023
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