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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
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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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Here's How Much You Would Have Made Owning CME Gr Stock In The Last 20 Years
May 19, 2023
Tickers
CME
Tags
Benzinga
CME
Earnings
From
Benzinga
Why Robinhood's 24-Hour Market Isn't Enough to Make Me Buy the Stock
May 18, 2023
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May 11, 2023
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Benzinga
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(CME) - Analyzing CME Gr's Short Interest
May 11, 2023
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Short Ideas
CME
From
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Quant Ratings Updated on 122 Stocks
May 02, 2023
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CE
CME
CNA
Tags
FRC, ACI, CE, CME, CNA, CSL, DAL, ICLR, IQV, JD, KDP
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Bitcoin Defies Gravity: Grayscale's Bold Prediction Amid Rate Increase Fears
May 02, 2023
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CME
USD-BITSTAMP
Tags
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From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $16,000 Today
April 26, 2023
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News
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Benzinga
Earnings Preview For CME Gr
April 25, 2023
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CME
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Benzinga
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Price Over Earnings Overview: CME Gr
April 21, 2023
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Will Investors Notice Exciting Sign On CME Gr's Chart?
April 13, 2023
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CME
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Benzinga
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Market News
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Price Over Earnings Overview: CME Gr
April 05, 2023
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CME
Tags
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BZI/PE
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Analyst Ratings for CME Gr
April 05, 2023
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Tags
BZI/AAR
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Price Over Earnings Overview: CME Gr
March 21, 2023
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Tags
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Bitcoin, Ethereum Derivatives Trading Skyrocket in February — And You Won't Believe The Numbers
March 08, 2023
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BITCOMP
BTC
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USD-BITSTAMP
Tags
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From
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Why Investors Shouldn't Worry About This Dividend Stock's Unprofitable Year
March 06, 2023
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Market Volatility Pays Off for CME Group With Record Volumes
February 20, 2023
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A potential stock-market catastrophe in the making: The popularity of these risky option bets has Wall Street on edge
February 16, 2023
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Long-term lumber demand looks to benefit from U.S. ‘population demographics’
February 16, 2023
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$1000 Invested In This Stock 10 Years Ago Would Be Worth $3,300 Today
February 08, 2023
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A Preview Of CME Group's Earnings
February 07, 2023
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Are You Missing Out on These 2 Double-Digit Dividend Raises?
February 07, 2023
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February 07, 2023
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January 26, 2023
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Samsung Takes Lead In Hong Kong's Crypto Market With Upcoming Bitcoin Futures ETF
January 12, 2023
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On anniversary of the Capitol attack, companies face new pressures to disclose political spending
January 06, 2023
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BRK-B
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Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2023
January 05, 2023
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ADPT
ALLO
ALLY
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What 5 Analyst Ratings Have To Say About CME Group
January 05, 2023
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CME
Tags
BZI/AAR
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The Bond Bear Market May Be Over. What This Means for CME Group.
January 03, 2023
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CME
Tags
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2 Dividend Stocks That Treat Their Investors With Something Special Each Year
December 19, 2022
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WY
Tags
Market News
Recent Press Releases
WY
From
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