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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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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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How Is The Market Feeling About Chemed?
November 25, 2024
Tickers
CHE
Tags
CHE
Short Sellers
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Peering Into Chemed's Recent Short Interest
October 28, 2024
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$1000 Invested In This Stock 15 Years Ago Would Be Worth $13,000 Today
October 25, 2024
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Here's How Much You Would Have Made Owning Chemed Stock In The Last 20 Years
October 21, 2024
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October 02, 2024
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August 28, 2024
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CHE
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CHE
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August 08, 2024
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CHE Stock Earnings: Chemed Misses EPS, Misses Revenue for Q2 2024
July 24, 2024
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How Is The Market Feeling About Chemed?
July 16, 2024
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CHE
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CHE
From
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$1000 Invested In This Stock 15 Years Ago Would Be Worth $14,000 Today
July 15, 2024
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CHE
Market News
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(CHE) - Analyzing Chemed's Short Interest
June 13, 2024
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CHE
Market News
From
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Peering Into Chemed's Recent Short Interest
May 02, 2024
Tickers
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CHE
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CHE Stock Earnings: Chemed Misses EPS, Misses Revenue for Q1 2024
April 24, 2024
Tickers
CHE
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Market News
NYSE:CHE
CHE
From
InvestorPlace
(CHE) - Analyzing Chemed's Short Interest
March 04, 2024
Tickers
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Benzinga
BZI/SHORTHIST
From
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Chemed: Q4 Earnings Insights
February 27, 2024
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Earnings Scheduled For February 27, 2024
February 27, 2024
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ACAD
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Chemed: Dividend Insights
February 20, 2024
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Barron’s Best Bets: 3 Under-the-Radar Stock Picks for Your Buy List
February 05, 2024
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Chemed: Dividend Insights
November 07, 2023
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IBM, ServiceNow, Lennox, Morningstar And Other Big Stocks Moving Higher On Thursday
October 26, 2023
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Preview: Chemed's Earnings
October 24, 2023
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3 Mighty Mid-Cap Stocks Ready to Shine This Fall
September 25, 2023
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Chemed: Dividend Insights
August 08, 2023
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May 21, 2023
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LNTH
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Tuesday Is Your Last Chance To Buy Chemed Before The Dividend Payout
May 19, 2023
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May 01, 2023
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Thursday Is Your Last Chance To Buy Chemed Before The Dividend Payout
February 21, 2023
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This Low-Key Stock Jumped Nearly 600% Over the Last Decade
January 21, 2023
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CHE
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Earnings Scheduled For October 31, 2022
October 31, 2022
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ACHC
ADUS
AFL
ALX
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UAN
VAC
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October 28, 2022
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