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home
about us
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Team Biographies
Firm ADV PDFs
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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
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Southern heat wave continues, sends temperatures soaring
July 08, 2022
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Dangerous US heat will continue as storms set for Plains, mid-Atlantic
July 07, 2022
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Dangerous heat grips Southeast
June 24, 2022
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Warm weather forecast across US
April 22, 2022
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New England under frost, freeze advisories as warming underway for most of US
April 21, 2022
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New York, Pennsylvania see snow, power outages after late-season nor'easter
April 20, 2022
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Winter storm continues to impact New England
April 19, 2022
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South to see stormy weather on Easter weekend
April 15, 2022
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Winter weather, snow squalls forecast across US
April 01, 2022
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Severe weather threat shifts to East Coast as winter event moves over Midwest
March 31, 2022
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Severe weather forecast for Gulf Coast as Mississippi, Ohio, Tennessee valleys impacted by thunderstorms
March 30, 2022
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Wintry weather forecast to impact Maine while widespread warmth hits West
March 25, 2022
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Severe weather forecast over Florida, Georgia and Carolinas
March 23, 2022
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Presidents Day forecast: Another round of wintry weather is here
February 21, 2022
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Winter storm brings heavy snow to Midwest, icy conditions to Texas
February 04, 2022
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Winter weather forecast for Great Lakes, New England as rain continues for Pacific Northwest
November 26, 2021
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Fire weather conditions persist in Plains, Wyoming winds forecast to reach 70 mph
November 24, 2021
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Cold weather forecast, freeze watches and warnings issued for large swaths of US
November 23, 2021
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Chilly weather settles across East as heavy rain forecast for West
November 04, 2021
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Above-average weather forecast for East, West to see rain and mountain snow
October 19, 2021
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Cold front brings thunderstorms, flooding to Northeast as central US sees late summer heat
September 24, 2021
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Tropical Cyclone Nicholas remnants pose heavy rain, flood threats
September 20, 2021
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Northeast being hit with remnants of Tropical Storm Fred
August 19, 2021
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Post-tropical cyclone Fred prompts flood watches, warnings
August 18, 2021
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Fred, now a tropical depression, bringing threats to Southeast
August 17, 2021
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Tropical Storm Fred to make landfall in Florida: Here’s where its heading
August 16, 2021
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Fred prompts Tropical Storm Warning for Florida Keys as it approaches the US
August 13, 2021
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US swelters as heat wave settles in
August 09, 2021
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Rain to drench West, providing relief to drought-stricken states
August 02, 2021
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