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home
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
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
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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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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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St. Charles becomes 1st city in nation to ban data center citywide construction for a year
August 22, 2025
Tags
Data Center
CRE Developers
Commercial Real Estate
From
Business Journals
Data center project withdrawn, but hundreds still flood St. Charles meeting to voice opinions
August 20, 2025
Tags
Government & Regulations
Bob Burns
John Henderson
From
Business Journals
She pushes Opportunity Zones to spur rural development
August 19, 2025
Tags
Residential Real Estate
Bizwomen
Executive Profiles
From
Business Journals
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July 29, 2025
Tags
CRE Brokerages
Energy
Insurance
From
Business Journals
Warehouse safety bill, prompted by Edwardsville tornado, moves from Illinois House to Senate
May 21, 2025
Tags
Ryan Spain
Commercial Real Estate
Politics
From
Business Journals
Five things: Golf course sale, Latino leaders, CFOs of the Year, and your very own Lego story
May 16, 2025
Tags
Roundup
Education
Boston 5 Things Editorial 2015
From
Business Journals
High suicide rates in ‘tough guy’ construction trade prompt industry to start talking
April 23, 2025
Tags
Health Care
Insurance
Construction
From
Business Journals
Phoenix Business Journal hires Hailey Mensik to cover West Valley economic development
March 20, 2025
Tags
CRE Developers
Manufacturing
CRE Brokerages
From
Business Journals
Five things you need to know, and the most beautiful building in Boston
March 07, 2025
Tags
Boston 5 Things Editorial 2015
Residential Real Estate
Roundup
From
Business Journals
Continuum Architects' Vaishali Wagh finds creativity in constraints
November 21, 2024
Tags
Bizwomen
Commercial Real Estate
Robert Barr
From
Business Journals
CRE Best Projects 2024: Pella Windows & Doors of High Point
November 07, 2024
Tags
Shipping & Logistics
CRE Developers
Commercial Real Estate
From
Business Journals
CRE Best Projects 2024: Piedmont Commerce Center in Kernersville
November 07, 2024
Tags
Exclude In Emails
Shipping & Logistics
Construction
From
Business Journals
This real estate exec has not given up on Oakland
October 25, 2024
Tags
Bizwomen
Denise Pinkston
CRE Developers
From
Business Journals
Family-Owned Business Awards 2024: Cordish Cos.
September 26, 2024
Tags
Commercial Real Estate
CRE Developers
Awards
From
Business Journals
Pinal County's economic growth gets spotlight at Business Journal event
September 25, 2024
Tags
Government & Regulations
Residential Real Estate
CRE Brokerages
From
Business Journals
New supermarket planned for shuttered Giant site on D.C.-Maryland border
September 13, 2024
Tags
CRE Developers
Commercial Real Estate
From
Business Journals
Five things: TechStars, iRobot, Charles River cuts; Harvard Credit Union, the Big Dig and other big ideas
August 08, 2024
Tags
CRE Developers
Commercial Real Estate
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From
Business Journals
Saltie Girl owner: 'You've got to make it magic'
June 28, 2024
Tags
Retailing
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CRE Developers
From
Business Journals
VAI Resort delays opening again; Mattel Adventure Park on track with current timeline
June 10, 2024
Tags
Hotels & Lodging
Construction
Commercial Real Estate
From
Business Journals
Commentary: Developers solve for financing, not profit, with dense, multifamily projects
June 05, 2024
Tags
Mike Scott
Residential Real Estate
Construction
From
Business Journals
Commentary: EPA funds a game-changing solar-access business model
May 31, 2024
Tags
CRE Developers
Energy
Ed Gaskin
From
Business Journals
Industry experts to discuss north Phoenix economic growth at Business Journal event
May 02, 2024
Tags
Infrastructure
CRE Developers
Logistics & Transportation
From
Business Journals
Business Journal to launch 2024 real estate Growth Corridors series in Glendale
February 01, 2024
Tags
Logistics & Transportation
Residential Real Estate
Infrastructure
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Business Journals
A 120-year legacy: Tempe’s historic Hayden Flour Mill set for revitalization
January 04, 2024
Tags
Residential Real Estate
Government & Regulations
CRE Developers
From
Business Journals
Lucas returns from visit with potential Plaza buyers. See what he had to say about trip
December 22, 2023
Tags
Mergers and Acquisitions
CRE Developers
Government & Regulations
From
Business Journals
Five things: State Street layoffs; ImprovBoston closes; and a major Main Streets effort
December 12, 2023
Tags
CRE Developers
Commercial Real Estate
CRE Brokerages
From
Business Journals
Downtown development delays opening of giant Ferris wheel off I-35
December 01, 2023
Tags
Bars
Restaurants
Retailing & Restaurants
From
Business Journals
Nominations open for Philadelphia Business Journal's Best Real Estate Deals and Dealmakers of 2023
October 25, 2023
Tags
Commercial Real Estate
CRE Developers
Awards
From
Business Journals
From Dulles to Anacostia to Silver Spring, here are 10 D.C.-area developments to keep an eye on
October 02, 2023
Tags
Crane Watch All Markets
Construction
CRE Developers
From
Business Journals
Kaizen Development Partners, KERA, teaming up for new high-rise project in Dallas
September 28, 2023
Tags
Nico Leone
Derrick Evers
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From
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