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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS 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 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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Birkenstock Prices IPO At $46 Per Share: Everything You Need To Know About The German Shoemaker
October 11, 2023
Tickers
ARM
BIRK
CART
CROX
Tags
General
DECK
News
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Birkenstock said to price IPO at $46 a share, at low end of range
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October 09, 2023
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October 08, 2023
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3 New Stocks Set to Explode Higher
October 05, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2023
October 05, 2023
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Q4 Stock Predictions: 3 High-Risk, High-Reward Stocks Ready to Head Higher
October 04, 2023
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SOFI Stock Alert: Biden Administration Cancels More Student Loan Debt
October 04, 2023
Tickers
CART
SOFI
Tags
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SOFI
NASDAQ:SOFI,NASDAQ:CART
From
InvestorPlace
Birkenstock’s valuation is too high and investors may not make money in its IPO, analyst says
October 04, 2023
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ARM
BIRD
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From
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Insider Trouble: 3 Stocks to Exit ASAP
October 02, 2023
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Instacart’s stock hits fresh lows after another analyst says don’t buy
October 02, 2023
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From
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Birkenstock Targets Valuation Of More Than $9B In IPO
October 02, 2023
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ARM
CART
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KVYO
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Benzinga
SOFI Stock: A Jim Cramer Pick You Should Actually Consider
October 02, 2023
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Ticking Time Bombs: 3 New Stocks to Dump Before the Damage Is Done (IPO)
September 28, 2023
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A Tale of 2 IPOs
September 28, 2023
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Buy This, Not That: 4 Tech Stocks to Own, 3 to Avoid
September 28, 2023
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Instacart's IPO Is Finally Here. Is It a Good Buy?
September 28, 2023
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Should You Invest in These 2 Hot IPO Stocks?
September 26, 2023
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IPO market shows fatigue as trio of big tech deals languish in second week of trading
September 25, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 25, 2023
September 25, 2023
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ANGO
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Why Did SoFi Stock Drop 20% Last Week?
September 25, 2023
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5 Reasons to Buy the Instacart IPO
September 25, 2023
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CART
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KR
UBER
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3 High-Quality Stocks to Buy on the Dip According to AI
September 25, 2023
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Benzinga Bulls And Bears: Palantir, Instacart, Bitcoin And Why UAW Strike Is A Win For Tesla
September 23, 2023
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From
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2 Red Flags for Instacart Stock
September 23, 2023
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Could This Company Be Worth $1 Trillion in a Decade?
September 23, 2023
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CART
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LYFT
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Dear Potential BIRK Stock Investors, Mark Your Calendars for an October Birkenstock IPO
September 22, 2023
Tickers
ARM
CART
LVMUY
Tags
Market News
LVMUY
Today's Market
From
InvestorPlace
Instacart’s stock dips below IPO price again, but it’s still too expensive, analyst says
September 22, 2023
Tickers
CART
DASH
UBER
Tags
CART
DASH
UBER
From
MarketWatch
How to protect your portfolio if you expect the 10-year U.S. Treasury yield to jump to 6%
September 22, 2023
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AMZN
ARM
CART
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GIS
AMZN
From
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