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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Gundlach calls for 10-year yield to slide much further as Goldman forecasts three cuts in a row
December 14, 2023
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ADBE
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AMD
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From
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Treasury yields fall afresh as Goldman Sachs sees Fed cutting rates in March
December 14, 2023
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Treasury yields inch lower in cautious trading ahead of Fed decision and Powell comments
December 13, 2023
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Treasury yields dip ahead of November CPI report
December 12, 2023
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Treasury yields inch up after biggest one-day surge in the 2-year since June
December 11, 2023
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Fed meeting next week could slam brakes on year-end stock rally
December 10, 2023
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Mortgage rates’ dip to 7% could be brief if jobs market stays strong, Fannie Mae economist says
December 08, 2023
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Solid job growth, sharp wage gains undercut expectations for a quick return to Fed rate cuts
December 08, 2023
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From
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Bond yields rise as jobs data will show whether rally has been warranted
December 08, 2023
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November’s rally just erased two months of Fed tightening, economist says
December 07, 2023
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What investors can expect in 2024 after a 2-year battle with the bond market
December 07, 2023
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Treasury yields rise as traders boost bets Bank of Japan will soon scrap its negative rate policy
December 07, 2023
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Toll Brothers bonds rally, bucking a broader trend as mortgage rates ease
December 06, 2023
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Ten-year Treasury yields trade around 4.20% ahead of ADP jobs report
December 06, 2023
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Bond market signals a swift U.S. economic slowdown isn’t off the table
December 05, 2023
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Treasury yields move lower as traders bolster bets ECB will join Fed in cutting rates in 2024
December 05, 2023
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GM raises $3 billion with bond deal as investment-grade spreads rally to tightest level of 2023
December 04, 2023
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Bond prices pull back after last week’s rally
December 04, 2023
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From
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Top trades for 2024 encircle Big Tech, but not so much the stocks, Bank of America says
December 01, 2023
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Bond yields continue to ease after biggest monthly drop in four years
December 01, 2023
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From
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Ten-year Treasury yields inch off latest lows ahead of Fed’s favored inflation data
November 30, 2023
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From
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Ten-year Treasury yields brush 4.25% amid optimism over Fed rate cuts
November 29, 2023
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From
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Treasury yields inch up ahead of more Fedspeak, 7-year note auction
November 28, 2023
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Black Friday often kicks off a year-end rally in corporate bonds
November 27, 2023
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The ‘great inflation surge’ will end in 2024 and rates will fall nearly everywhere, says Capital Economics
November 27, 2023
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From
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Treasury yields hold just above two-month trough after strong Black Friday online sales
November 27, 2023
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From
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Treasury yields rise, pressured as European bonds continue to sell off
November 24, 2023
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Treasury yields hold just above two-month trough after Fed minutes absorbed
November 22, 2023
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10-year Treasury yields hold near 4.4% ahead of Fed minutes
November 21, 2023
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From
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S&P 500 exits correction territory. Thank retreating bond yields.
November 20, 2023
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