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home
about us
Investment Approach
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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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Benzinga's Top Ratings Upgrades, Downgrades For October 15, 2021
October 15, 2021
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BE
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October 07, 2021
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NKLA
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HD
GOOG
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Bloom Energy News: BE Stock Is Fueling Up on a Bullish Price Target
October 05, 2021
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PLUG
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NYSE:BE,NASDAQ:PLUG
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Raymond James Bullish On Bloom Energy; Cuts PT On Several Industrial Companies
October 05, 2021
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AQUA
BE
GTLS
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TPIC
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BEST
COMS
DSX
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ACA
ACI
ADDYY
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SLF
SHOO
PVH
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Why the Infrastructure Stalemate Hit Nikola and Other Alternative Energy Stocks Today
October 04, 2021
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ENPH
NKLA
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Expert Ratings For Bloom Energy
October 01, 2021
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For October 1, 2021
October 01, 2021
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ALIZY
ALZN
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BMO Capital Initiates Bloom Energy With Market Perform Rating, Sees 17% Upside
October 01, 2021
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4 Reasons to Invest in Renewable Energy Stocks
September 29, 2021
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BEP
ENPH
FSLR
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NEP
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Fuel Cell Stocks: Why Are FCEL, PLUG and BE Stocks Looking Green Today?
September 27, 2021
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FCEL
PLUG
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FCEL
NASDAQ:FCEL,NASDAQ:PLUG,NYSE:BE
From
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Why Bloom Energy, FuelCell Energy, and Plug Power Stocks Popped Today
September 27, 2021
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C
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PLUG
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FCEL
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Renewable Energy Stocks: Is Now a Good Time to Buy?
September 25, 2021
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BEP
ENPH
FSLR
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NEP
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Plug Power stock surges after Piper Sandler says time to buy, citing ‘tremendous forward momentum’ on green hydrogen plans
September 23, 2021
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BE
BLDP
PLUG
SPX
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BE
SPX
PLUG
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PLUG, FCEL, BE: What Is Going on With Fuel Cell Stocks Today?
September 23, 2021
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BE
BMWYY
FCEL
PLUG
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PLUG
FCEL
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Benzinga's Top Ratings Upgrades, Downgrades For September 23, 2021
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ANNX
AOSL
ARGX
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Thinking About Buying Stock Or Options In Tesla, Ballard Power, Bloom Energy Or Biogen?
September 23, 2021
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BIIB
BLDP
TSLA
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BLDP
TSLA
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Why FuelCell Energy, Bloom Energy, and Plug Power Stocks Jumped Today
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BMWYY
FCEL
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3 Stocks That Could Make You Rich By Retirement
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FuelCell Energy Stock Is Down 45% This Year. Time To Buy?
September 21, 2021
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Breaking Down The Inflation Numbers Draws Attention To Oil Prices
September 15, 2021
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AMC
BE
BRK-A
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oil and gas
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Fuel Cells Could Be the Future: Here Are Three Stocks That Can Cash In
September 11, 2021
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GM
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Cathie Wood Should Like These Energy Storage Names Even More Than Tesla
September 01, 2021
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