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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
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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3 Stocks to Sell That Have Underperformed the Russell 2000 This Year
July 25, 2024
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DIS
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NBA Slams Warner Bros. Discovery (WBD) Stock with Deal Rejection
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CMCSA
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NBA Chooses New Broadcast Partners, Warner Bros Stock Falls
July 25, 2024
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From
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I Just Bought More of These Two Bargain Stocks
July 25, 2024
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Amazon Stock Jumps As NBA Signs Prime Video Broadcasting Deal: What You Need To Know
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DIS
From
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Why Roku Stock Plunged 10.1% Today
July 24, 2024
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From
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3 Fabulous Growth Stocks to Buy and Hold Forever
July 24, 2024
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NVDA
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From
InvestorPlace
Kamala Harris Goes Hollywood: Vice President Gets Key Backers Abigail Disney, Reed Hastings, George Clooney And More In 2024 Election Race
July 24, 2024
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DIS
NFLX
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DIS
Joe Biden
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From
Benzinga
Disney And Unions Sign Tentative Three-Year Deal, Averting Strike
July 24, 2024
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Disney World Wants to Catch Lightning Lane Multi Pass in a Bottle
July 24, 2024
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Perlmutter Dumps Disney Shares, Cites Lack of Confidence in Leadership
July 24, 2024
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Top 3 Tech And Telecom Stocks That Are Set To Fly In July
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Could Warner Bros. Vs. Amazon Battle Be Brewing For NBA Rights? Mark Cuban Shares His Suggestion
July 23, 2024
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Disney Stock Is Sliding Tuesday: What's Going On?
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Netflix's Q2 Results Showcase The Strength Of Its Leadership In Streaming
July 23, 2024
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'The Simpsons' Does It Again? Could This Animated Show, 'Veep,' 'Barbie' Foreshadow Kamala Harris Winning 2024 Election
July 22, 2024
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July 22, 2024
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July 22, 2024
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July 22, 2024
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Netflix Is Great, but This Stock Has More Streaming Potential
July 22, 2024
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Will Disney Stock Really Lose to the Market for the Fourth Year in a Row?
July 22, 2024
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Verizon Q2 Earnings: Wireless Revenue And Broadband Subs Gain Traction, Sales Fall Short Of Expectations
July 22, 2024
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Benzinga
DIS Stock Fans: A Disneyland Strike Vote Is Happening Today
July 19, 2024
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Walt Disney Unusual Options Activity
July 19, 2024
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