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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
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TAF sm Program
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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
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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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4 Analysts Have This to Say About Dine Brands Global
July 18, 2023
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Dine Brands Ties Up With Virtual Restaurant Platform Franklin Junction For Global Expansion
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Applebee's And IHOP's SSS Growth Expectations Dwindle, Analyst Downgrades Dine Brands Global
June 14, 2023
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Dine Brands Global Earnings Perspective: Return On Capital Employed
May 10, 2023
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Dine Brands Q1: 7% Revenue Decline, Earnings Beat, Reaffirmed FY23 Guidance & More
May 03, 2023
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Recap: Dine Brands Global Q1 Earnings
May 03, 2023
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Analyst Unimpressed With Dine Brands' Sluggish Same-Store Sales Trends, Cuts Price Target
April 17, 2023
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April 17, 2023
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7 Analysts Have This to Say About Dine Brands Global
March 27, 2023
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Dine Brands Analyst Says Underlying Trends Are Bit Difficult To Discern Given Omicron Laps In Recent Months
March 07, 2023
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Tech execs didn’t just start talking about AI — but they are talking about it a lot more
March 06, 2023
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March 02, 2023
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Dine Brands Reports Mixed Q4 Performance, Applebee's Comp Same-Restaurant Sales Grow 1.7%
March 01, 2023
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Earnings Scheduled For March 1, 2023
March 01, 2023
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Restaurants will probably have to raise prices even more next year to meet Wall Street expectations, analysts say
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Analyst Hopes For 2023 Margin Recovery In US Restaurants
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Dine Brands Acquires Fuzzy's Taco Shop For $80M Cash
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November 02, 2022
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October 21, 2022
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Forget Gas Prices: Dating Is Why People Are Going Broke In 2022
October 12, 2022
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Dine Brands Global's Ex-Dividend Date Is Monday, Here's What You Need To Know
September 14, 2022
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September 06, 2022
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Dine Brands Global Earnings Perspective: Return On Capital Employed
September 01, 2022
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