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about us
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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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P/E Ratio Insights for Ciena
October 08, 2024
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CIEN
NEWS
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From
Benzinga
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(CIEN) - Analyzing Ciena's Short Interest
October 04, 2024
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Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,100 Today
October 02, 2024
Tickers
CIEN
NEWS
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Benzinga
Trading Ideas
Market News
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What's Going On With Ciena Stock Wednesday?
October 02, 2024
Tickers
CIEN
NEWS
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why it's moving
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From
Benzinga
RPM International Posts Upbeat Earnings, Joins Joby Aviation, Ciena And Other Big Stocks Moving Higher On Wednesday
October 02, 2024
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CLOV
GLDD
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Benzinga
US Stocks Stall, Gold Updates Record Highs, Tesla Rallies: What's Driving Markets Monday?
September 23, 2024
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DIA
EVS
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Why Ciena Stock Popped 5% on Monday
September 23, 2024
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CIEN
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CIEN
From
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9 Analysts Assess Ciena: What You Need To Know
September 23, 2024
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CIEN
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Benzinga
CIEN
BZI/AAR
From
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Peering Into Ciena's Recent Short Interest
September 18, 2024
Tickers
CIEN
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Market News
CIEN
Benzinga
From
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $3,200 Today
September 16, 2024
Tickers
CIEN
NEWS
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News
CIEN
BZI/POD
From
Benzinga
Why Ciena Stock Rose Early Wednesday
September 04, 2024
Tickers
CIEN
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CIEN
From
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Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?
September 04, 2024
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Ciena Q3 Earnings: Revenue And EPS Beat, Operating Margin Decline, CFO Retirement And More
September 04, 2024
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No Respite For US Stocks As Futures Sag, VIX Spikes 10%, Bitcoin Slides: Strategist Warns Of Further Pain In September, But Recommends Buying Dip
September 04, 2024
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $2,800 Today
August 30, 2024
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Lumen Technologies Stock Is Up Nearly 500% in Less Than 2 Months. Time to Buy?
August 28, 2024
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GLW
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Decoding 10 Analyst Evaluations For Ciena
August 22, 2024
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Fabrinet Q4 Reflects AI Momentum And New Client Wins, These Analysts Raise Their Forecasts
August 20, 2024
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CIEN
FN
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Looking Into Ciena's Recent Short Interest
August 20, 2024
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Cisco Posts Upbeat Earnings, Joins Tesla, Ulta Beauty, Robinhood, Dell And Other Big Stocks Moving Higher On Thursday
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5 Tech Stocks Set To Gain From US Chip Crackdown On China: JPMorgan
July 17, 2024
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INFN Stock Alert: Nokia Boosts Infinera With $2.3 BILLION Buy
June 28, 2024
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Cloud Should Be An Outsized Growth Driver For Ciena Across Fiscal 2025: Morgan Stanley Analyst
June 12, 2024
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NEWS
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Benzinga
This McCormick Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Wednesday
June 12, 2024
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DAR
HAE
KVYO
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CIEN
MCK
MKC
From
Benzinga
Uber To Rally Around 38%? Here Are 10 Top Analyst Forecasts For Wednesday
June 12, 2024
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ADSK
ASO
CIEN
DRI
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ORCL
From
Benzinga
Ciena Sees 'Early Signs Of A Recovery,' 3 Analysts Dive Into Q2 Results
June 07, 2024
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CIEN
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Analyst Ratings
Ryan Koontz
Benzinga
From
Benzinga
These Analysts Revise Their Forecasts On Ciena After Q2 Results
June 07, 2024
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CIEN
NEWS
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Earnings
Markets
PT Changes
From
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