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home
about us
Investment Approach
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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
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Client Information
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Booking, Agoda or Expedia? A review of 200,000 hotel searches shows which has the best rates
December 21, 2023
Tickers
LIFE
Tags
Vacations
Economy
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From
CNBC.com News
The world's most dangerous — and safest — countries for travel in 2024
December 20, 2023
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LIFE
Tags
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Travelers want deals — here's where to find them, says HotelPlanner CEO
December 18, 2023
Tickers
LIFE
Tags
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December 17, 2023
Tickers
LIFE
Tags
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20 Christmas markets in one trip? A new cruise sails to France's markets this winter
December 14, 2023
Tags
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Travel
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She's got one of the world's 'worst' passports but still managed to visit more than 100 countries
December 13, 2023
Tickers
LIFE
Tags
Travel
Tourism
Life
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December 12, 2023
Tickers
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Tags
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November 26, 2023
Tickers
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Tags
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November 23, 2023
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Tags
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November 22, 2023
Tickers
LIFE
Tags
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Fear is driving Chinese travelers away from two of Asia’s most popular destinations
November 20, 2023
Tags
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A UNESCO World Heritage site with thousands of people living inside it
November 12, 2023
Tags
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November 08, 2023
Tickers
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Tags
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Take a look inside the new Raffles hotel in London
November 07, 2023
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November 06, 2023
Tickers
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Tags
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Some people buy a car during a midlife crisis. This man bought a small-town hotel instead
November 05, 2023
Tickers
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Tags
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Indian travelers are set to be the fourth largest global spenders by 2030
November 02, 2023
Tags
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The majority of the world's most family-friendly airlines are in one continent
November 01, 2023
Tags
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Is FOSO the new FOMO? How the 'fear of switching off' could affect your vacations
October 31, 2023
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Is your hotel sustainable? Not if these two things are in your room, says Soneva’s founder
October 30, 2023
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October 24, 2023
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October 24, 2023
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He visited every country in the world — without flying. Here's how much it cost
October 18, 2023
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These are the 50 best bars in the world for 2023 — another Barcelona bar tops the list
October 18, 2023
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October 12, 2023
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I missed Beyoncé’s European tour, so I flew 4,600 miles to New Orleans to see her in concert — by myself
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'They just come, take a nice selfie ... and leave.' Overtourism returns, but cities are fighting back
October 08, 2023
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October 06, 2023
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Here's how to see Disney's new 'Frozen' park area before it opens to the public
October 03, 2023
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LIFE
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Is the party over? New data suggests revenge travel may be ending soon
October 01, 2023
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