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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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EVENTS
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Dogecoin Regains Key Trendline, Elon Musk Sticks Up For 'The Little Guy:' What's Next For The Crypto?
November 23, 2021
Tickers
TSLA
TWTR
Tags
Benzinga
Market News
Technicals
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'Sounds Shady': Elon Musk Takes Aim At Binance Over Treatment Of Dogecoin Customers
November 23, 2021
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TWTR
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News
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Crypto Traders See $880M Liquidated As Bitcoin Falls To $58,500
November 17, 2021
Tickers
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USD-BITSTAMP
USD-COINBASE
Tags
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November 16, 2021
Tags
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November 12, 2021
Tickers
TSLA
Tags
Markets
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November 04, 2021
Tickers
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November 01, 2021
Tags
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Benzinga
$BTC
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November 01, 2021
Tickers
HOOD
Tags
Trading Ideas
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Binance To Delist CNY Trading Zone, Halt Crypto Services To Users In Mainland China
October 13, 2021
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Benzinga
China
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September 27, 2021
Tags
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Binance
Cryptocurrency
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September 27, 2021
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KHL And Binance Bringing NFT Cards Of Well-Known Russian Hockey League
September 22, 2021
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September 21, 2021
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September 18, 2021
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September 15, 2021
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Binance's BNB Decreases More Than 12% Within 24 hours
September 08, 2021
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Benzinga
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South Africa's Markets Regulator Becomes The Latest To Crack Down On Binance
September 03, 2021
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Binance.US Plans To Go Public: Report
September 02, 2021
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IPOS
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Dogecoin 2.0 Is Up 345%, And Dogecoin Foundation Is Not Happy About It
September 02, 2021
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Investors Start Showing Interest In Other Cryptocurrencies After Bitcoin And Ethereum's Volatility
August 31, 2021
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USD-BITSTAMP
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Binance Allegedly Seeks Government Funding Amid Regulatory Pressure, Aims For $200B Valuation
August 25, 2021
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Binance.US Is Closing Funding Round With 'Top Level Investors': CEO Changpeng Zhao
August 20, 2021
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August 15, 2021
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August 12, 2021
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August 11, 2021
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Binance's BNB Is Up By 4.5% In 24 hours
August 10, 2021
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Why Alchemy Pay Crypto Is Trading 117% Higher Today
August 06, 2021
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Binance And Alchemy Partnership Will Enable Bitcoin Payments On Shopify, ACH Token Rallies 122%
August 04, 2021
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August 01, 2021
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