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home
about us
Investment Approach
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Form CRS
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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
Services, Fees and Compensation
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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
FIP
Event Schedule
TAM
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
Bond Fund Seminar
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Here's Why Academy Sports Stock Jumped Higher on Thursday
August 31, 2023
Tickers
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DKS
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Market News
Recent Press Releases
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3 Dividend Stocks That Have Doubled Since 2020
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LLY
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August 30, 2023
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Weekly Points – August 25th, 2023 - 5 Things To Know In Investing This Week
August 30, 2023
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August 30, 2023
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Academy Sports Could Face Impact From Weak Outdoor Product Demand In Q2, Analyst Warns of Margin Pressure
August 29, 2023
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DKS
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Tuesday's Market Minute: Retail Earnings Winners & Losers
August 29, 2023
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What's Going On With Dick's Sporting Goods (DKS) Stock?
August 28, 2023
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why it's moving
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Hibbett Analysts On Q2 Earnings: 'Back-To-School Off To Strong Start'
August 28, 2023
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These Are the ONLY 3 Dividend Stocks to Consider in August 2023
August 25, 2023
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Theft is hitting different retailers differently — this one suggests good customer service can be part of the solution
August 25, 2023
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Why Academy Sports and Outdoors Stock Fell 10.8% This Week
August 25, 2023
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Here's Why Hibbett Stock Soared Today
August 25, 2023
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Hibbett’s stock pops 9% premarket after better-than-expected profit
August 25, 2023
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DKS
FL
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Retailers are raising the alarm about theft. For this chain, it’s been ‘within our plans’
August 24, 2023
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3 Very Oversold Dow Stocks to Buy Right Now
August 24, 2023
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Dollar Tree is the latest retailer to say shoplifting is squeezing margins
August 24, 2023
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As concerns mount about organized retail crime, these are the products being targeted
August 23, 2023
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Dick’s Sporting Goods said retail theft hit margins. This issue hit them harder.
August 23, 2023
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Nike’s stock falls with sporting retailers and is now at risk of longest losing streak on record
August 23, 2023
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NKE
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Retail Earnings Paint Complex US Consumer Picture: Kohl's Shines, Dick's Struggles
August 23, 2023
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Retailers Posted Mixed Results As Investors Await Chipmaker Nvidia Earnings, Powell Speech
August 23, 2023
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Dick's Sporting Goods Shocks Investors — 4 Analysts Slash Forecasts
August 23, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For August 23, 2023
August 23, 2023
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Why Is Kiora Pharmaceuticals (KPRX) Stock Up 11% Today?
August 23, 2023
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Why Is Abercrombie & Fitch (ANF) Stock Up 21% Today?
August 23, 2023
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DKS Stock Alert: Dick’s Sporting Goods Continues to Drop After Worst Day on Record
August 23, 2023
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Foot Locker’s stock tumbles 28% as company suspends dividend after swinging to a loss
August 23, 2023
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Dick's Sporting Goods Analysts Slash Their Forecasts After Weak Q2 Earnings
August 23, 2023
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