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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
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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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Quarterly Performance Reports
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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‘Cracker Barrel has fallen.’ Southern restaurant chain is latest to get criticized for inclusion campaign
June 09, 2023
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June 06, 2023
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June 06, 2023
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June 05, 2023
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Morgan Stanley sees an earnings wipe out ahead for Wall Street’s unloved stock rally
June 05, 2023
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June 02, 2023
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Amazon, Activision, GE, Costco. Cash is now king and these companies have plenty, says Jefferies
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Kohl’s stock set to reach lowest point since 2020 amid anti-LGBTQ+ boycott chatter
May 31, 2023
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Anheuser-Busch InBev Unusual Options Activity For May 31
May 31, 2023
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A default wave is building, says Deutsche Bank. Here’s how bad it may get.
May 31, 2023
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Anheuser-Busch InBev share price skids as Bud Light and other Budweiser brand sales deteriorate
May 31, 2023
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Bud Light troubles prompt buy calls for Boston Beer, Constellation Brands
May 30, 2023
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SPX
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From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI.
May 30, 2023
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7 Overvalued Blue-Chip Stocks to Sell Before June 2023
May 28, 2023
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May 28, 2023
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‘Target doesn’t have a spine’: Workers slam retailer’s decision to pull LGBTQ Pride-themed products amid backlash
May 26, 2023
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AI bubble? Retail investors aren’t rushing in yet.
May 26, 2023
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AI
AMC
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Bud Light Said It'll Buy Back Expired Beer In Wake Of Boycott
May 25, 2023
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A Sport Adored By Bill Gates, Gary Vee, Tom Brady & LeBron James Could Fill Vacant Mall Space
May 24, 2023
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Anheuser-Busch InBev Unusual Options Activity For May 24
May 24, 2023
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The backdrop for stocks is as muddy as ever — and that’s great news, says this banking giant
May 24, 2023
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AMC
AMZN
AVGO
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From
MarketWatch
Bud Light anti-trans backlash could usher in a cheap-beer summer unlike any since 2005
May 23, 2023
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Stay bullish on stocks, bearish on commodities as deflation clouds gather, says this quant strategy.
May 23, 2023
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A
AAPL
AMC
AMZN
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‘There is a subset of American consumers who will not drink a Bud Light for the foreseeable future.’ Anheuser-Busch InBev’s U.S. profits may tumble, JPMorgan says
May 23, 2023
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BUD
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