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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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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
FIP
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 Things About AT&T That Smart Investors Know
December 28, 2021
Tickers
DIS
DISCA
DISCK
NFLX
Tags
TMUS
Market News
T
From
Motley Fool
Here’s what’s worth streaming in January 2022 (and why you can skip Netflix for once)
December 27, 2021
Tickers
AAPL
AMZN
CMCSA
DIS
Tags
AMZN
DISCA
CMCSA
From
MarketWatch
CNN+ Could Be a Key Piece of Warner Bros. Discovery
December 24, 2021
Tickers
DIS
DISCA
DISCK
T
Tags
DIS
Market News
T
From
Motley Fool
Microsoft Had 2 Big Under-the-Radar Announcements Yesterday
December 22, 2021
Tickers
DISCA
DISCK
MSFT
NUAN
Tags
Recent Press Releases
DISCK
MSFT
From
Motley Fool
2 High-Yield Tech Stocks to Buy in December
December 22, 2021
Tickers
DISCA
DISCK
T
VZ
Tags
Market News
DISCA
T
From
Motley Fool
AT&T Stock May Have Further to Fall
December 21, 2021
Tickers
DISCA
DISCB
DISCK
T
Tags
DISCB
NYSE:T,NASDAQ:DISCA,NASDAQ:DISCK,NASDAQ:DISCB
DISCK
From
InvestorPlace
CNBC's Final Trades: Financials, AbbVie, Discovery Communications And Short This ETF
December 21, 2021
Tickers
ABBV
DISCA
TLT
Tags
Trading Ideas
Stephen Weiss
Short Hills Capital Partners
From
Benzinga
These Ultra-High-Yield Dividend Stocks Can Double Your Money in Under a Decade
December 21, 2021
Tickers
BTI
BUD
CRON
DISCA
Tags
Recent Press Releases
MO
DISCA
From
Motley Fool
Barclays Upgrades AT&T To Overweight; Sees 26% Upside
December 20, 2021
Tickers
DISCA
T
TECH
Tags
Tech
Upgrades
DISCA
From
Benzinga
Despite Being Oversold, Tread Carefully With AT&T Stock
December 17, 2021
Tickers
DISCA
T
Tags
Hot Stocks
Market News
T
From
InvestorPlace
Is It Time to Buy the 5 Worst-Performing Value Stocks of 2021?
December 16, 2021
Tickers
CAG
CAH
CMCSA
CMI
Tags
DOW
UHS
Recent Press Releases
From
Motley Fool
3 Reasons Morgan Stanley Just Upgraded AT&T
December 16, 2021
Tickers
DISCA
DISCB
DISCK
T
Tags
Benzinga
Price Target
Market News
From
Benzinga
AT&T’s ‘clearer’ story could give new life to beaten-down stock, analyst says in upgrade
December 16, 2021
Tickers
DISCA
T
Tags
DISCA
T
From
MarketWatch
3 Top U.S. Stocks to Watch in December
December 15, 2021
Tickers
DISCA
DISCK
PUBM
T
Tags
Market News
T
PUBM
From
Motley Fool
Why You Should Have a Buy Alert For AT&T Stock at $21.25
December 13, 2021
Tickers
DIS
DISCA
NFLX
T
Tags
VZ
Hot Stocks
DISCA
From
InvestorPlace
AT&T Is a High-Yield Telecom Holding for All Investors
December 10, 2021
Tickers
DISCA
T
Tags
Market News
T
DISCA
From
InvestorPlace
Streaming Video Subscribers Are Canceling at Record Rates
December 08, 2021
Tickers
AMZN
CMCSA
DIS
DISCA
Tags
DIS
NFLX
T
From
Motley Fool
There’s Nothing Complicated About ATT Stock, but Gains Will Take Time
December 08, 2021
Tickers
AMZN
DIS
DISCA
NFLX
Tags
VZ
AMZN
DISCA
From
InvestorPlace
AT&T Stock Looks Like a Bargain Ahead of Its Transition
December 07, 2021
Tickers
DISCA
T
TMUS
VZ
Tags
TMUS
Market News
T
From
InvestorPlace
Progressive Democrats Say WarnerMedia-Discovery Merger 'Raises Significant Antitrust Concerns'
December 06, 2021
Tickers
DISCA
T
Tags
Benzinga
Sen/ Elizabeth Warren
merger
From
Benzinga
Reallocating Could be Contributing to Volatility as Investors Move from Pandemic Plays to Focus on Value
December 06, 2021
Tickers
AAPL
ADBE
AMC
AMZN
Tags
Cryptocurrency
PG
VIAC
From
Benzinga
Is It Time to Buy 7 of the S&P 500's Worst-Performing Stocks of 2021?
December 06, 2021
Tickers
ATVI
DISCA
DISCK
GPN
Tags
Market News
GPN
WYNN
From
Motley Fool
3 Ultra-High-Yield Dividend Stocks to Buy Hand Over Fist in December
December 06, 2021
Tickers
AGNC
DISCA
DISCK
EPD
Tags
Market News
T
Recent Press Releases
From
Motley Fool
Market Leadership Up for Grabs as Q4 Sees Increased Volatility
December 03, 2021
Tickers
AAPL
ADBE
AMC
AMZN
Tags
GOOGL
Markets
AMZN
From
Benzinga
The AT&T Dividend Will Be About 6.5% After the Warner Bros. Spin-off
December 03, 2021
Tickers
DISCA
T
Tags
NYSE:T,NASDAQ:DISCA
DISCA
T
From
InvestorPlace
Is AT&T Stock a Buy Now?
December 03, 2021
Tickers
DISCA
DISCK
T
TMUS
Tags
VZ
Recent Press Releases
DISCK
From
Motley Fool
Deathstar Logo Now Seems Apt as AT&T Is the Ultimate Value Destructor
December 03, 2021
Tickers
DISCA
DISCB
DISCK
T
Tags
Dividend Stocks
NYSE:T,NASDAQ:DISCA,NASDAQ:DISCB,NASDAQ:DISCK
DISCA
From
InvestorPlace
5 Top Stocks To Buy in December
December 01, 2021
Tickers
DISCA
DUOL
MELI
T
Tags
Market News
TDOC
T
From
Motley Fool
3 Cheap Stocks to Buy Right Now
December 01, 2021
Tickers
AGNC
DIS
DISCA
DISCK
Tags
T
NFLX
Market News
From
Motley Fool
7 Tech Stocks That Could Rally In December
November 30, 2021
Tickers
AAL
AFRM
AMAT
AMZN
Tags
DOCN
SXYAY
TINT
From
InvestorPlace
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