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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Maturity Risk
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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 sm Program
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Sample Portfolio
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EVENTS
FIP
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TAM
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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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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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September 25, 2024
Tickers
ATD
CASY
MUSA
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MUSA
Market News
CASY
From
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Toobit to List PetHeart (PETH) for Spot Trading on September 13, 2024
September 12, 2024
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Toobit to List Triton (TRITON) for Spot Trading on September 9, 2024, at 12 PM UTC
September 06, 2024
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Tags
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From
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Interested in Investing in Canadian Stocks? Read On.
December 13, 2023
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ATD
BMO
BNS
NA
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BNS
Recent Press Releases
From
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CSIX (Carbon Browser) , a Utility Token, to Be Listed on CoinW Exchange
November 17, 2023
Tickers
ATD
Tags
Chile
Poland
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From
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HMTT, a Meme Coin, to Be Listed on CoinW Exchange
November 10, 2023
Tickers
ATD
Tags
Russia
Amapn
Romania
From
TimesNewswire.com
Toobit to List Liner Power Point (LPP) for Spot Trading on October 31, 2023
October 27, 2023
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ATD
TECH
Tags
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Top Stories
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From
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SWO, a GameFi Platform, to Be Listed on CoinW Exchange
October 23, 2023
Tickers
ATD
Tags
Chile
Poland
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From
TimesNewswire.com
Toobit Welcomes SeedBox (SBX) for Spot Trading on October 5th
October 04, 2023
Tickers
ATD
Tags
French
Finland
ENG Standard
From
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iRocket: A Platform Innovatively Combining Gaming and Rewards
July 24, 2023
Tickers
ATD
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Pressrelease
Amapn
ENG Standard
From
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Substance Exchange Has Passed Halborn’s Code Security Audit
July 24, 2023
Tickers
ATD
Tags
Amapn
French
ENG Standard
From
TimesNewswire.com
New MEME Coin GrumpyCat Listed on CoinW Exchange
July 24, 2023
Tickers
ATD
Tags
Global/English
SEA Standard
mfn
From
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Xiamen, China: 2023 Huli Overseas Scholar and Professionals Tour Concludes Successfully
July 23, 2023
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Tags
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Barbie (BRB), The Multiplayer Play-to-Earn Game, to List on BitMart Exchange
July 21, 2023
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Pressrelease
Amapn
From
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Laro Classic (LRO), an Environment-friendly BEP-20 Token, to List on BitMart Exchange
July 21, 2023
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ATD
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ENG Standard
Amapn
From
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Horsea2.0 (Horsea2.0), an Innovative Web3 Project, to List on BitMart Exchange
July 21, 2023
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Tags
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Amapn
ENG Standard
From
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DFI.money2.0 (YFII2.0), a Decentralized ERC20 Token, to List on BitMart Exchange
July 21, 2023
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ATD
Tags
ENG Standard
Amapn
Pressrelease
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MEMEVENGERS ($MMVG), A MEME Token, Has Been Listed on CoinW Exchange
July 20, 2023
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ATD
Tags
Atd
Pressrelease
Amapn
From
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Making a brilliant debut in Paris, GOFANS High-end Goose Down Jacket Wins Great Praises from Celebrities
July 18, 2023
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Tags
SEA Standard
mfn
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GOFANS – China’s High-end Goose Down Jacket Brand Stunning among Celebrities in Paris
July 18, 2023
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Amapn
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Understanding the AITom Meme Project with Data Tools as the Main Theme
July 17, 2023
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ATD
Tags
Atd
Pressrelease
Amapn
From
TimesNewswire.com
Sabai Ecoverse (SABAI), is the Main Utility Token of Sabai Ecoverse, To List on BitMart Exchange
July 17, 2023
Tickers
ATD
Tags
Pressrelease
Amapn
ENG Standard
From
TimesNewswire.com
How does the blockchain-based “Black Cat Sheriff AITOM” assist in investigating, tracking, and recovering crypto assets for victims?
July 13, 2023
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Tags
SEA Standard
mfn
Global/English
From
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AI Genius, a Decentralized Utility Token, Has Been Listed on CoinW
July 11, 2023
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Atd
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BitMart Makes Waves in India with Its Inaugural Offline Crypto Party in Indore
July 11, 2023
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SEA Standard
mfn
From
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Pig 2.0 (PIG2.0), a ERC-20 Meme Coin, Lists on BitMart Exchange
July 11, 2023
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Tags
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SEA Standard
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An article takes you to understand Starlink Capital
July 09, 2023
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Cryptocurrency
mfn
From
TimesNewswire.com
2023 China Digital Economy Innovation and Development Conference Held in Shantou in August
July 08, 2023
Tickers
ATD
Tags
World
Global/English
mfn
From
TimesNewswire.com
Cheelee, a Decentralized Short Video Platform, to List on CoinW Exchange
July 07, 2023
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ATD
Tags
Atd
ENG Standard
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APF Coin(APFC), a Decentralized Utility Token, to Be Listed on CoinW Exchange
July 07, 2023
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Tags
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mfn
From
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