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home
about us
Investment Approach
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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
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Yan Shi Zhang: The essence of investment is to be friends with time
June 30, 2022
Tickers
ATD
HCWB
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ENG Standard
Global/English
Amapn
From
TimesNewswire.com
Overseas Chinese celebrate the 25th Anniversary of the Establishment of the Hong Kong SAR in Times Square, New York, USA
June 30, 2022
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Siming to hold Zheng Chenggong Cultural Festival
June 29, 2022
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June 28, 2022
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ATD
PPI
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ENG Standard
Global/English
Atd
From
TimesNewswire.com
H2O Securities’s H2ON, the world’s first Water Utility Cryptographic Token, to List on BitMart Exchange
June 28, 2022
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ATD
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Atd
Amapn
Global/English
From
TimesNewswire.com
Hoping Club announces that it will cooperate with Metaverse for NFT trading platform development
June 27, 2022
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ATD
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June 27, 2022
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ATD
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ENG Standard
Atd
Amapn
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Gold Investment Trading Story: It took me five years from monthly loss to monthly income of one million
June 27, 2022
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ATD
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June 26, 2022
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June 26, 2022
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June 25, 2022
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ATD
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Global/English
Atd
Amapn
From
TimesNewswire.com
The world’s first decentralized digital asset management protocol crowdfunding platform and digital asset management infrastructure and management protocol based on DAO-enabled Web3.0 – DAO openworld
June 25, 2022
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Why is AMCC, the underlying public chain that surrounds Gamefi, SWAP, meta-universe and for the ecology, valued by institutions?
June 24, 2022
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CloudChat Token, A Cryptographic Social Platform And Digital Pass Circulation Ecology, To List on BitMart Exchange
June 24, 2022
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Focusing on Cultural Diversity for Sustainable Development, The Online Dialogue Held for 2022 Fuzhou International Friendship Cities Cultural Festival
June 23, 2022
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IPFS NFT Foundation Limited NFT First Phase Global Online rush Countdown
June 23, 2022
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June 23, 2022
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2022 Fuzhou International Friendship Cities Cultural Festival Was Held
June 22, 2022
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What are the special features of the Jasmy Secure PC system and how to lower the barrier to entry for small and medium-sized enterprises to implement a remote work system?
June 22, 2022
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June 21, 2022
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June 21, 2022
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X World Games, the next-generation decentralized gaming metaverse, to List on BitMart Exchange
June 20, 2022
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In-depth analysis, where does the economic value of data come from, and how does JASMY maximize the economic benefits of data
June 19, 2022
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June 19, 2022
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Guild Master Recruitment Event for MosaicFantasy (3A card game on chain)
June 18, 2022
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Revoland, An E-sport Game Based on Blockchain Technology, to List on BitMart Exchange
June 18, 2022
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EWS lets you fearlessly cross bull and bear markets and double your earnings!
June 18, 2022
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ATD
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ENG Standard
Amapn
Atd
From
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Happy Treasure is committed to creating a metaverse game world for the Web3.0.
June 17, 2022
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Britain
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Atd
From
TimesNewswire.com
NFT’s new app platform COMMON has raised more than $20 million, led by Manaus
June 17, 2022
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ATD
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mfn
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Coinbetter: Celsius blows up, Cefi financial management has a crisis of confidence
June 17, 2022
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