Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude+Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Chicago
Recent news which mentions Chicago
< Previous
1
2
3
4
5
6
7
8
Next >
ENERGY STAR Certified Servers with Intel Xeon Processors
January 27, 2022
Tags
Government
United States
Illinois
From
PRLog
Building A Home Gym in 2022: Must Have Equipment
January 27, 2022
Tickers
HOME
Tags
Health
Pre Workout Review
Home
From
PRLog
ITsavvy to Showcase New K-12 Computing Acquisition's ChromeCare Warranty Platform at FETC Ed Tech Event in Orlando
January 18, 2022
Tags
Technology
Illinois
K/12 Technology
From
PRLog
EffortlessLegal Announces Launch of 'BillerAssist for Clients Complete'
January 04, 2022
Tags
Chicago
Legal Operations
Legal
From
PRLog
Authors Kick Launch The Covers Off Elegant New AUTHORious™ Magazine, feat'g Author Precious L. Williams #KillerPitchmaster, 1st on New Years Day 2022
January 02, 2022
Tags
Readers
Business
Chicago
From
PRLog
Tonight Celeb DJ P1 Rap NYE 2022 Mixes Vibes for 90's Masquerade Ball Performance with R&B Music Legends: COKO, RL and Q PARKER at Tavern On Lagrange
December 31, 2021
Tags
United States
Chicagoland NYE Masquerade Ball
New Years Eve 2022
From
PRLog
Ansys Ready HPC Clusters Powered by Intel Xeon Processors
December 30, 2021
Tags
United States
Government
Ansys HPC Clusters
From
PRLog
Scalable HPC Storage Solutions from Seagate and Koi Computers
December 21, 2021
Tags
Servers with Seagate Exos JBOD
Servers with Seagate Storage
Clusters with Exos CORVAULT
From
PRLog
Beneficience.com PR welcomes Chicagoland's Top Artist & emerging Celebrity Dj P1 Rap Phenomenal One to our client catalogue for PR + Brand Management
December 19, 2021
Tags
New Year's Eve DJs
DJ P1Rap
Top Chicago Dj P1Rap
From
PRLog
Annie Leibovitz Surveys Fashion Work In 'Wonderland' Book: 'I Believe In A Sense Of Place'
December 08, 2021
Tickers
ZM
Tags
Market News
Benzinga
fashion
From
Benzinga
Google Business Messages - Engage with customers where and when they need it. Provide a conversational experience directly from Google Search and Maps
December 05, 2021
Tags
Google Business Messaging
Google My Business
Services
From
PRLog
EntrePReneurISHing™ Launches Top Book and Must Read For Entrepreneurs on Black Friday
November 26, 2021
Tags
Top Women In Business
Women Entrepreneurs
Illinois
From
PRLog
Jeff Bezos Makes $100M Donation To The Obama Foundation: Where The Money Is Going
November 22, 2021
Tickers
AMZN
Tags
Media
Movers & Shakers
Jeff Bezos
From
Benzinga
Regent Surgical Health Announces Katie Turner as Chief Financial Officer
November 18, 2021
Tags
Health
Chicago
Business
From
PRLog
End Home Party Planning Anxiety, thanks to New Party Box Company, Yellow Bliss Company, LLC
November 11, 2021
Tags
United States
Houston
Consumer
From
PRLog
Thomas J. Canale Receives Distinguished Teaching Excellence Award from Northwestern University
November 03, 2021
Tags
Northwestern Mutual / Chicago
Tom Canale
Financial Planning
From
PRLog
Regent Surgical Health Names Jess Elmquist as Chief Innovation Officer & EVP of Human Capital
November 03, 2021
Tags
Executive Hire
United States
Illinois
From
PRLog
The Lashe® Customer Appreciation Month
November 03, 2021
Tags
Health
Eyelash Extensions
Chicago
From
PRLog
Forum Launches Extensive Website Education & Resources Center
November 02, 2021
Tags
Long Term Care Pharmacy
Pharmacy Services
Medical
From
PRLog
Chicago philanthropies fund nearly $500,000 in clinical trials that will address health disparities in Chicago's communities of color
November 02, 2021
Tags
Health Disparities
Diversity Equity Inclusion
United States
From
PRLog
The Lashe Launches New Website
November 01, 2021
Tags
Shopping
Esthetics
Lashes
From
PRLog
KYC2020 Launches Service for High-Risk Business Screening
October 28, 2021
Tags
AML Compliance
Information technology
Software
From
PRLog
Regent Surgical Health Announces Jeff Andrews as Chief Operating Officer
October 25, 2021
Tags
Tennessee
United States
Business
From
PRLog
The New Real Estate "Just Looking" Program Is A Big Hit With Chicago Area Residents!
October 15, 2021
Tags
House/hunting
Selling A House
Quentin Ambrose
From
PRLog
Top Women Executives To Converge for Chicago's First Annual Mox.E Women Conference
October 07, 2021
Tags
#womenofcolor
Illinois
#womenprofessionals
From
PRLog
Forum Expands Pharmacy Operations in Central Illinois
September 27, 2021
Tags
Health
Chicago
Skilled nursing facility
From
PRLog
Reed Construction Welcomes Mary Pence as Director of Marketing
September 27, 2021
Tags
Mary Pence
Engineering
Illinois
From
PRLog
National Black Distance Running Hall of Fame to Induct Chicago's Rainbow Road Runners Club
September 20, 2021
Tags
Hall Of Fame
Sports
Chicago
From
PRLog
Eight Bit Studios Names Heather Brown as First CEO
September 16, 2021
Tickers
APPS
Tags
AppDesign
Mobile
SoftwareDevelopment
From
PRLog
Ambassador (ret.) Ian Kelly joins the Samson Atlantic Advisory Board
September 15, 2021
Tags
Business Consulting
Political Risk
Chicago
From
PRLog
< Previous
1
2
3
4
5
6
7
8
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.