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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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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
Services, Fees and Compensation
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Big plans for St. Louis waterfront, college costs back on the rise: The National Observer Sept. 9, 2022
September 10, 2022
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From
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September 07, 2022
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CRE Developers
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Tags
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CRE Developers
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Food & Lifestyle
CRE Developers
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Tony Giarratana lists Church Street penthouse for $10M
August 10, 2022
Tags
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Commercial Real Estate
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From
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Podcast: Developer Tanya Ragan on creating the Downtown 'experience'
August 02, 2022
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Tanya Ragan
CRE Developers
Commercial Real Estate
From
Business Journals
Raising Cane’s, Cheddar’s Scratch Kitchen among tenants of new Mesa retail center
August 02, 2022
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CRE Developers
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July 29, 2022
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American Airlines
From
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AJ Capital adds to Wedgewood-Houston developments with music venue, office, retail
July 28, 2022
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CRE Developers
Construction
Commercial Real Estate
From
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Student housing high-rise proposed at site of Cain & Abel's bar
July 22, 2022
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Bars
Retailing
CRE Developers
From
Business Journals
McIngvale Square $30 million mixed-use development planned for Hernando
July 20, 2022
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Residential Real Estate
Crane Watch All Markets
Jon Stevenson
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Business Journals
Tuesday Digest: Musk, Twitter face off in Delaware court; Another investor takes an axe to Instacart valuation
July 19, 2022
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Presidio Bay Ventures
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Technology
From
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Carnegie Robotics more than doubles space in Lawrenceville in deal with The Buncher Co.
July 18, 2022
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CRE Brokerages
Military & Defense
From
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Whiskey Kitchen site planned for Caption by Hyatt hotel
July 18, 2022
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C/B/ Ragland Co/
Hyatt Hotels Corporation
CRE Developers
From
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Made in KC will open 11th retail location in Red Bridge Shopping Center
July 15, 2022
Tags
Commercial Real Estate
Local Merchants
Retail Development
From
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Cary development gains popular breakfast chain, Mexican restaurant
July 14, 2022
Tags
Retail Development
Restaurants
Bars
From
Business Journals
Report: Panasonic chooses Kansas over Oklahoma for new battery plant
July 13, 2022
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CRE Developers
Laura Kelly
David Stewart
From
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Valley investment firm plans Arizona's first cricket stadium in the West Valley
July 12, 2022
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Former Maricopa mayor now leads local economic development group in fast-growing city
July 12, 2022
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July 06, 2022
Tickers
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Dick’s Sporting Goods in talks to take Lord & Taylor property in Boston
June 30, 2022
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Commercial Real Estate
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Kansas City makes personnel changes to speed up the development review process
June 28, 2022
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CRE Developers
Commercial Real Estate
City of Kansas City
From
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Why downtown Orlando's Mills 50 area is a magnet for deals and development
June 22, 2022
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Sandi Bargfrede
Retail Development
Nick Fouraker
From
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R-E-L-O: Move inside Plano will create the country's largest cheerleading space
June 20, 2022
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CRE Brokerages
Mike McCartan
Commercial Real Estate
From
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State law for BART-owned land takes effect July 1. Here's what it means for Bay Area housing.
June 20, 2022
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Jesse Arreguín
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