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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
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EVENTS
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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
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Only 10% of Bitcoin Supply Left to Be Mined
December 14, 2021
Tickers
BITCOMP
BTF
USD-BITSTAMP
USD-COINBASE
Tags
Bitcoin ETF
Valkyrie
BTF
From
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Elon Musk Touts Dogecoin, Saying It’s Better for Purchases
December 13, 2021
Tags
Bitcoin ETF
DOGE
Elon Musk
From
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As Turkey’s Lira Plunges, Bitcoin Could Be Its Saving Grace
December 12, 2021
Tickers
BITCOMP
BITO
USD-BITSTAMP
USD-COINBASE
Tags
Bitcoin ETF
ProShares/C
bitcoin
From
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El Salvador Undeterred by Drop in Bitcoin
December 07, 2021
Tickers
BITCOMP
BITO
USD-BITSTAMP
USD-COINBASE
Tags
bito
Proshares
crypto channel
From
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Ethereum Mining Revenue Outpaced Bitcoin Mining Revenue in November
December 07, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Ethereum
bitcoin
Valkyrie
From
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Majority of Bitcoin Investors Are First-Timers in 2021
December 07, 2021
Tickers
BITCOMP
BITO
USD-BITSTAMP
USD-COINBASE
Tags
Bitcoin ETF
ProShares/C
bitcoin
From
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Two ETFs to Tap into the Growth of Cryptocurrencies, Digital Assets
December 02, 2021
Tickers
BLKC
SATO
Tags
Technology
invesco/c
Bitcoin ETF
From
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Risk-Off Sentiment Hits Cryptocurrencies Amid New COVID Variant
November 30, 2021
Tags
Omicron
Bitcoin ETF
crypto channel
From
ETF Trends
New COVID Variant Pushes Cryptocurrencies Lower Post-Thanksgiving
November 29, 2021
Tags
South Africa
variant
crypto channel
From
ETF Trends
Physical Bitcoin Fund Gets the Nod in Singapore
November 29, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
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Singapore
crypto channel
From
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Bitcoin Spot ETF Still a Possibility in 2022
November 26, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
crypto channel
Bitcoin spot price ETF
Bitcoin ETF
From
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India Eyes Tougher Regulations on Cryptocurrencies
November 25, 2021
Tags
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yuan
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Bitcoin Bonds: The Next Frontier for Fixed Income?
November 23, 2021
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BITCOMP
USD-BITSTAMP
USD-COINBASE
VTEB
Tags
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Analysis Reveals Bitcoin Is Most-Googled Cryptocurrency in 2021
November 22, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Bitwise/C
Bitwise
crypto channel
From
ETF Trends
More Fund Managers Are Preferring Bitcoin Over Gold
November 22, 2021
Tickers
BITCOMP
GOLD
USD-BITSTAMP
USD-COINBASE
Tags
Crypto Channel
Crypto/V
Inflation
From
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Cryptocurrency Sponsorships Are Taking Over Los Angeles Sports
November 18, 2021
Tags
cryptocurrency
crypto channel
Bitcoin ETF
From
ETF Trends
Analysts Still See Bullishness Ahead for Bitcoin Despite Recent Pullback
November 17, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
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Crypto Channel
bitcoin
From
ETF Trends
Bitcoin Vastly Outperformed Gold and S&P 500 Over the Past Decade
November 17, 2021
Tickers
BITCOMP
BITW
GOLD
USD-BITSTAMP
Tags
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bitcoin
BITX
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ETF Trends
ETF Prime: Nate Geraci’s Favorite Conversations of 2021
November 17, 2021
Tickers
BITO
Tags
bitcoin futures etf
BlackRock
Guinness Atkinson Asset Management
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ETF Trends
Crypto Pullback Highlights Need for Active Management
November 17, 2021
Tickers
BTF
Tags
cryptocurrencies
active management
Valkyrie/C
From
ETF Trends
Global X ETFs Launches Blockchain & Bitcoin Strategy ETF (BITS)
November 16, 2021
Tickers
BITCOMP
BITS
USD-BITSTAMP
USD-COINBASE
Tags
bitcoin futures
bitcoin
global x/c
From
ETF Trends
Global X ETFs Launches Blockchain & Bitcoin Strategy ETF (BITS)
November 16, 2021
Tickers
BITCOMP
BITS
USD-BITSTAMP
USD-COINBASE
Tags
crypto channel
Global X
global x/c
From
ETF Trends
ETF Edge: Dave Nadig On The Bitcoin ETF Outlook
November 15, 2021
Tickers
BITCOMP
BITO
BTF
USD-BITSTAMP
Tags
bito
CNBC
Expert Insights
From
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Moviegoers Can Now Pay in Bitcoin, Ether at AMC Theatres
November 15, 2021
Tickers
BITCOMP
BLOK
SFYF
SOFI
Tags
bitcoin
SFYF
Toroso Investments
From
ETF Trends
Survey Shows Some Millennials Prefer to Be Paid in Crypto
November 10, 2021
Tags
Bitcoin ETF
cryptocurrencies
millennials
From
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ETF Prime: Dave Nadig Talks Bitcoin ETFs & ETF Taxation
November 10, 2021
Tickers
BITCOMP
BITO
ESG
STNC
Tags
Podcasts
bito
Featured
From
ETF Trends
TD Ameritrade: Dave Nadig Talks BITO, JETS & The Equity Market
November 08, 2021
Tickers
BITO
BTI
JETS
QQQ
Tags
Dave Nadig
Bitcoin ETF
IVV / iShares S&P 500 Index ETF
From
ETF Trends
Australia Gives the Green Light for Crypto Spot Price ETFs
November 08, 2021
Tickers
ASIC
BITO
SEC
Tags
Ethereum
ProShares/C
SEC
From
ETF Trends
Parachain Auctions Could Add More Polkadot Momentum
November 07, 2021
Tags
ether
Valkyrie
VDOT
From
ETF Trends
Public Pension Fund Dips Its Toes Into Crypto Investments
November 05, 2021
Tags
cryptocurrency
pension funds
Bitcoin ETF
From
ETF Trends
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