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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Moody's cut China's credit outlook to negative on rising debt risks
December 05, 2023
Tags
Economic events
Asia News
Asia: Top News and Analysis
From
CNBC.com News
U.S. export controls need to 'change constantly' even if it's tough for businesses, Secretary Raimondo says
December 05, 2023
Tags
stocks
Stock markets
Markets
From
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China's policy support is a 'stop-gap' measure — not stimulus, SocGen economist says
December 05, 2023
Tags
Asia News
Real Estate
China Markets
From
CNBC.com News
Evergrande shares rise over 9% as court hearing to wind up property firm is postponed again
December 03, 2023
Tags
China Evergrande Group
China Markets
Real Estate
From
CNBC.com News
China consumption shows 'no sign' of a strong V-shaped recovery, McKinsey says
November 30, 2023
Tags
Finance
China Markets
Market Insider
From
CNBC.com News
China factory activity unexpectedly weakens for a second straight month
November 29, 2023
Tags
Economic events
Asia News
Breaking News: Asia
From
CNBC.com News
Australia walks a tight rope on trade with China as security concerns mount
November 29, 2023
Tags
China Economy
China Politics
World economy
From
CNBC.com News
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November 29, 2023
Tags
China Markets
JD/Com Inc
China Economy
From
CNBC.com News
Huawei is pushing its tech into the EV world with new cars, automaker partnerships
November 28, 2023
Tags
Stock markets
Technology
Autos
From
CNBC.com News
Chinese electric car giant BYD launches its popular Han sedan in the Middle East
November 24, 2023
Tags
China Economy
BYD Co Ltd
China Politics
From
CNBC.com News
Goldman Sachs expects China stocks to make first annual gain in 4 years in 2024
November 21, 2023
Tags
Goldman Sachs BDC Inc
Asia Markets
Asia Politics
From
CNBC.com News
Biden and Xi's meeting sent an important signal for U.S. business in China
November 21, 2023
Tags
Stock markets
stocks
Asia Economy
From
CNBC.com News
Chinese tech giant Baidu's shares rise 2% after revenue beat
November 21, 2023
Tags
China Economy
China Politics
Markets
From
CNBC.com News
China's property sector needs more government support as crisis deepens
November 20, 2023
Tags
Finance
China Markets
Market Insider
From
CNBC.com News
Sunac shares surge 21% as Chinese property developer says it's met restructuring conditions
November 20, 2023
Tags
Debt and bond markets
Corporate Debt
Real Estate
From
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U.S., China will seek to limit rising tensions amid domestic challenges, risk analyst says
November 20, 2023
Tags
Government and politics
Asia Economy
China Economy
From
CNBC.com News
China's transition to EVs is so fast that Volkswagen is on track for its worst local sales in years
November 16, 2023
Tags
Market Insider
Autos
Breaking News: Technology
From
CNBC.com News
Morgan Stanley CEO says his firm is ready for 'Basel III endgame' — the sweeping new global rules on banking
November 16, 2023
Tags
Banks
Morgan Stanley
U/S/ Economy
From
CNBC.com News
Xi says U.S. and China can only be adversaries or partners, with no middle ground
November 16, 2023
Tags
Market Insider
Apple Inc
stocks
From
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U.S. and China agree to resume military talks. Takeaways from the Biden-Xi summit
November 15, 2023
Tags
China Markets
Finance
Market Insider
From
CNBC.com News
China President Xi to meet Biden for the first time in year
November 15, 2023
Tags
US: News
White House
Foreign policy
From
CNBC.com News
China's unfinished property projects are 20 times the size of Country Garden
November 14, 2023
Tags
China Economy
China Politics
Markets
From
CNBC.com News
China retail sales, industrial data grow faster than expected in October
November 14, 2023
Tags
Breaking News: Asia
stocks
Stock markets
From
CNBC.com News
Xiaomi claims a record $3.11 billion in Singles Day sales
November 12, 2023
Tags
China Markets
Lululemon Athletica Inc
Xiaomi Corp
From
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Nvidia will reportedly sell new chips to China that still meet U.S. rules
November 10, 2023
Tags
Breaking News: Technology
Market Insider
NVIDIA Corp
From
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China's largest chipmaker SMIC posts a 80% drop in third-quarter profit
November 09, 2023
Tags
Technology
China Economy
Semiconductors
From
CNBC.com News
Chinese business database Qichacha passes Beijing's security test for resuming overseas operations
November 09, 2023
Tags
China Politics
China Economy
stocks
From
CNBC.com News
Startup Li Auto is beating Tesla China's EV sales
November 09, 2023
Tags
Autos
Breaking News: Technology
Market Insider
From
CNBC.com News
China's consumer prices swing to declines in October
November 08, 2023
Tags
Asia Economy
China Economy
Inflation
From
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China's truck industry is buying more driver-assist technology
November 08, 2023
Tags
China Markets
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