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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
Tax-Free Income Seminar
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BNDI Offers Better Total Returns Within Bonds YTD
May 23, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
AGG
monthly income channel
total return
From
ETF Trends
March PCE Price Index Preview: Here's Why Fed's Favorite Inflation Gauge Is A Key Market-Moving Event Before FOMC
April 27, 2023
Tickers
BND
QQQ
SPY
TLT
Tags
Fed
PCE
BND
From
Benzinga
Income-Generating Options as the Risk Curve Changes
April 27, 2023
Tickers
AGG
BND
BNDI
CSHI
Tags
AGG
monthly income channel
SPYI
From
ETF Trends
High-Quality Bonds Still Present Best Opportunity for Investors
April 27, 2023
Tickers
BND
VTIP
Tags
Vanguard
bonds
Fixed Income
From
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Investment Strategies For Exchange Traded Funds (ETFs) & Funds You Should Consider
April 24, 2023
Tickers
BND
DVY
Tags
contributors
ETFs
Market News
From
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Bond ETF Flows Strong, Volatility ETFs Hit $3 Billion
April 19, 2023
Tickers
BND
HYG
JNK
SPY
Tags
TLT
VXX
HYG
From
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Strong Demand for Vanguard Core Bond ETFs in 2023
April 19, 2023
Tickers
BND
BNDX
VTEB
VTES
Tags
fixed income channel
BNDX
Vanguard
From
ETF Trends
ETF Issuer League: Vanguard Back to $2 Trillion
April 14, 2023
Tickers
AMJ
BND
JEPI
SPY
Tags
VOO / Vanguard S&P 500 ETF
fixed income channel
ETF Issuer League
From
ETF Trends
Gold ETF Flows Steady as Equities, Bonds Positive
April 12, 2023
Tickers
BND
GOLD
IAU
LQD
Tags
gold/silver/critical minerals channel
Gold ETFs
USCA
From
ETF Trends
Bond ETFs 101: A Refresher
April 10, 2023
Tickers
BND
VCSH
VGLT
Tags
fixed income channel
BND
VGLT
From
ETF Trends
Net Bearish Bets Against US Treasuries Rose To 1-Year Highs: Fed Rate Hike On Cards?
April 10, 2023
Tickers
BND
UBT
Tags
Bonds
Markets
Federal Reserve
From
Benzinga
As Equity Premium Hits Financial Crisis Lows, Consider BNDI
April 06, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
BNDI
BND
risk
From
ETF Trends
Weak Dollar Keeps Gold ETFs Shining
April 05, 2023
Tickers
AGG
BND
IAU
PFF
Tags
PFF
gold/silver/critical minerals channel
BND
From
ETF Trends
Pimco's Erin Browne Says Rates, Equities 'Singing From Different Hymn Books' — Thinks Both Can't Be Right
April 05, 2023
Tickers
BND
SPY
Tags
Market News
BND
SPY
From
Benzinga
OPEC+ Decision On Oil Production Cuts Just Roiled These Already Volatile Assets: What's Going On?
April 03, 2023
Tickers
BND
OPEC
QQQ
SPY
Tags
QQQ
Federal Reserve
Markets
From
Benzinga
VettaFi’s Lydon Touts Gold to Win “ETF Final Four” on Yahoo
March 29, 2023
Tickers
BND
CYB
KRE
Tags
Yahoo Finance
gold/silver/critical minerals channel
CYB
From
ETF Trends
Add More Duration to Your Portfolio
March 27, 2023
Tickers
BLV
BND
BSV
VUSB
Tags
BLV
fixed income channel
BSV
From
ETF Trends
When Will the Stock Market Recover? Here's a Better Question to Ask
March 23, 2023
Tickers
BND
VTI
Tags
VTI
Market News
BND
From
Motley Fool
Morgan Stanley Strategist Says Bond Market Pricing Some Sort Of Recession But Equity Market Still In Denial
March 21, 2023
Tickers
BND
CS
QQQ
SPY
Tags
Benzinga
UBS
QQQ
From
Benzinga
Once Again, Bond ETFs Provide Diversification Benefits
March 20, 2023
Tickers
AGG
BND
BNDX
IJH
Tags
VEA
BND
iShares
From
ETF Trends
If Fed Slows Rate Hikes, BNDI and Bonds Could Benefit
March 17, 2023
Tickers
AGG
BND
BNDI
NEOS
Tags
BNDI
BND
NEOS
From
ETF Trends
Vanguard Passes $2 Trillion in U.S. ETF Assets
March 07, 2023
Tickers
BND
BNDX
VGSH
VTV
Tags
expert insights
BND
VGSH
From
ETF Trends
Market Forecaster Jim Bianco Says S&P 500 Reversed 9 Times In Last 7 Trading Days: A Look At Crucial Levels
March 03, 2023
Tickers
BND
QQQ
SPY
TLT
Tags
SPY
BND
S&P 500 Index
From
Benzinga
Harvard's Jason Furman Backs 50 Bps Rate Hike In March: Fed Should 'Stick With Reaction Function It Set Out'
March 03, 2023
Tickers
BND
SPY
Tags
Benzinga
Rate Hike
Markets
From
Benzinga
Thinking Of Buying A House? 30-Year Mortgage Rates Rise Over 7% Again
March 02, 2023
Tickers
BND
TLT
Tags
BND
Benzinga
TLT
From
Benzinga
El-Erian Says Fed Risks Tipping Economy Into Recession Every Time It Falls Behind
March 02, 2023
Tickers
BND
SPY
Tags
Recession
Economics
Analyst Color
From
Benzinga
Weekly Asset Flows: Bonds Take the Cake
March 01, 2023
Tickers
BIL
BND
IWM
SGOV
Tags
bonds
BIL
RHYLD
From
ETF Trends
ETFs Still on the Rise 30 Years Later
March 01, 2023
Tickers
BND
VTC
Tags
fixed income channel
BND
Vanguard
From
ETF Trends
Bond ETFs struggled in February. Here’s where fixed income held up relatively well.
March 01, 2023
Tickers
BIL
BND
LQD
SHY
Tags
BND
TLT
SHY
From
MarketWatch
Bonds seeing worst February in at least 3 decades as inflation worries bite a bit like 2022
February 28, 2023
Tickers
BND
COMP
DJIA
SPX
Tags
BND
BX:TMUBMUSD10Y
SPX
From
MarketWatch
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