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home
about us
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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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British American Tobacco Stock Is Paying a Dividend Yield of 6.3%
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MO
PM
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MO
^GSPC
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Is This Tobacco Giant's 8% Dividend Yield Too Good to Be True?
September 23, 2023
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BTI
Recent Press Releases
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The 1 Number Investors Need to Monitor at British American Tobacco
September 22, 2023
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BTI
MO
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Market News
MO
BTI
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September 21, 2023
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GBDC
MAIN
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3 Extraordinary Ultra-High Yield Stocks to Buy Hand Over Fist
September 15, 2023
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CRON
EPD
MO
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BTI
CRON
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3 Overlooked High-Yield Stocks Trading at a P/E of Less Than 10
September 12, 2023
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NVDA
PFE
RIO
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PFE
RIO
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The 3 Most Undervalued Dividend Stocks to Buy in September 2023
September 12, 2023
Tickers
BTI
MCD
UL
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British American Tobacco Leaves Russia And Belarus; Reaffirms FY23 Outlook
September 07, 2023
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BTI
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Market News
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Looking Into British American Tobacco's Recent Short Interest
September 04, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 1, 2023
September 01, 2023
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August 28, 2023
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August 27, 2023
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Better Dividend Stock: Verizon Stock vs. British American Tobacco Stock
August 22, 2023
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7 Stable Dividend Stocks to Buy With 5-8% Yields
August 21, 2023
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August 20, 2023
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August 18, 2023
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O
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2 High-Yield Dividend Stocks to Buy Hand Over Fist
August 17, 2023
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T
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3 Ultra-High-Yield Dividend Stocks That Could Soar 32% to 55%, According to Wall Street
August 12, 2023
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NEE
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These Companies Are Ready To Capitalize On Latest Marijuana Reforms In Israel And Germany
August 11, 2023
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CBDD
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The Year’s Top 3 International ETFs as of August 2023
August 07, 2023
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ECH
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The timing may be perfect for this dividend-stock fund if the market is getting close to a top
August 02, 2023
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Looking Into British American Tobacco's Recent Short Interest
August 02, 2023
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July 31, 2023
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MERC
NTR
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XOM
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Best Dividend Stock to Buy: Verizon vs. British American Tobacco Stock
July 26, 2023
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VZ
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BTI
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1 High-Yield Dividend Stock to Buy Now
July 25, 2023
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BTI
Recent Press Releases
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Is British American Tobacco Stock's 8% Dividend Yield Safe?
July 25, 2023
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