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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
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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
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Event Schedule
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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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Amazon Delivers on Retail Sales Figures
August 24, 2023
Tickers
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IBUY
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Consumer Discretionary
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Investor Sentiment Improves Ahead Of Powell's Jackson Hole Speech
August 23, 2023
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Tags
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August 22, 2023
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August 22, 2023
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US Stocks Mixed; Lowe's Posts Upbeat Earnings
August 22, 2023
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August 22, 2023
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Tags
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Lowe's Clocks Mixed Q2 Performance, Stock Rises On Reaffirmed Annual Outlook
August 22, 2023
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Tags
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Investor Optimism Improves Slightly After Nasdaq Ends 4-Session Losing Streak
August 22, 2023
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Poised For Rebound As Investors Await Fed Leader's Jackson Hole Address
August 21, 2023
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Huy Fong Foods' sriracha shortage has been ongoing for three years. Here's why it could have been prevented
August 19, 2023
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August 18, 2023
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Q2 Restaurant Earnings Show Post-Pandemic Recovery
August 15, 2023
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August 15, 2023
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Tags
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August 15, 2023
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AKTX
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Tags
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August 15, 2023
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APVO
AREN
CTM
Tags
OPRX
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Bank of America Turns Bullish On Consumer Discretionary, Bearish on Staples
August 14, 2023
Tickers
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XLP
XLY
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Benzinga
Domino's Pizza, U.S. Bancorp And 2 Other Stocks Insiders Are Selling
August 11, 2023
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DPZ
MAT
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Tags
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Benzinga
LL Flooring Posts Q2 Earnings Below Street View Due To Macroeconomic Impact
August 09, 2023
Tickers
LL
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Why Energizer Holdings Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
August 08, 2023
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ADEA
AHCO
AMRS
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Tags
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Fox, Warner Music, Eli Lilly, Chegg And Other Big Stocks Moving Higher On Tuesday
August 08, 2023
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Tags
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Benzinga
Barbie's Success Drives Optimism for Warner Bros. Discovery Studios, Analysts Say
August 07, 2023
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MAT
WBD
Tags
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Mattel Expands Barbie The Movie Product Collection
August 07, 2023
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MAT
WBD
Tags
MAT
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From
Benzinga
Why ResMed Shares Are Trading Lower By 15%? Here Are Other Stocks Moving In Friday's Mid-Day Session
August 04, 2023
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AAPL
ABCL
ALEC
Tags
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The story of inflation, as told through your child's backpack
August 04, 2023
Tags
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CNBC.com News
Up Over 100%, This Consumer Discretionary ETF Could Go Higher
August 04, 2023
Tickers
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Tags
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WANT
leveraged & inverse channel
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ETF Trends
Apple, Fortinet, Microchip Technology And Other Big Stocks Moving Lower In Friday's Pre-Market Session
August 04, 2023
Tickers
AAPL
ABCL
ASRT
DOCN
Tags
Small Cap
Consumer Discretionary
big losers
From
Benzinga
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