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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
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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European stocks, U.S. futures reel again from omicron variant fears
November 30, 2021
Tickers
MRNA
Tags
UK:UKX
YM00
XX:SXEP
From
MarketWatch
European stocks retake some ground lost in last week’s rout, with banks, oil companies in the lead
November 29, 2021
Tickers
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RDS-A
RYAAY
SPX
Tags
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From
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European stocks skid on discovery of new virus variant as airlines, banks reel
November 26, 2021
Tags
UK:IAG
DX:DAX
UK:UKX
From
MarketWatch
Remy Cointreau leads European stocks higher as Wall Street takes a holiday
November 25, 2021
Tickers
RYAAY
Tags
NL:ADYEN
GBPUSD
EURUSD
From
MarketWatch
Germany’s most important economic indicator weakens to nine-month low in November, pressuring euro
November 24, 2021
Tags
EURUSD
BX:TMBMKDE/10Y
UK:GNS
From
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Europe stocks under pressure as Goldman Sachs warns of a tough COVID winter ahead
November 23, 2021
Tickers
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SAP
Tags
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XE:SAP
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From
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COVID-19 situation is ‘highly dramatic,’ and worse than anything Germany has experienced so far, says Angela Merkel: reports
November 22, 2021
Tickers
SPX
Tags
SPX
DX:DAX
DJIA
From
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Telecom Italia surges on deal news, as European stocks inch up after weekend of protests over COVID restrictions
November 22, 2021
Tickers
ERIC
KKR
TEF
VG
Tags
ERIC
FR:VIV
UK:UKX
From
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Stocks in Europe and euro under pressure as investors fear more lockdowns to follow Austria’s
November 19, 2021
Tickers
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RDS-A
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FR:PX1
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From
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Turkish lira slumps further as central bank meeting looms and Erdogan talks of ‘scourge of interest rates’
November 17, 2021
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DX:DAX
From
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November 12, 2021
Tickers
FTCH
Tags
XX:SXXP
UK:UKX
CH:UHR
From
MarketWatch
Goldman expects the bull market for ‘still-cheap’ Europe stocks to carry on in 2022
November 11, 2021
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From
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November 10, 2021
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Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
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CUK
HSBC
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From
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Europe stocks head for a fresh record close, led by Roche and oil giants
November 04, 2021
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NVS
RDS-A
TEF
Tags
UK:UKX
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XE:LXS
From
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Vestas slides on margin cut, dragging renewables south, while Lufthansa lifted by busier skies
November 03, 2021
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RDS-A
Tags
RDS/A
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From
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Italian bonds bounce back sharply, narrowing the yield gap over German bunds
November 02, 2021
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BX:TMBMKES/10Y
IE:FLTR
FR:PX1
From
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Ryanair rises on market share gains as Credit Suisse lifted ahead of strategy update
November 01, 2021
Tickers
CS
RYAAY
Tags
UK:UKX
CH:CSGN
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From
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Tech stocks drag Europe markets lower, as consumer prices hit highest level since 2008
October 29, 2021
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AAPL
AMZN
BBVA
BUD
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AAPL
DX:DAX
From
MarketWatch
Europe stocks off highs as Deutsche Bank slides after results
October 27, 2021
Tickers
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NVS
RIO
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UBS shares on track for three-year high on wealth management inflows
October 26, 2021
Tickers
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DX:DAX
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L’Oreal drives gains and UBS says buy stocks in beaten-down European markets
October 22, 2021
Tickers
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IHG
SAP
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From
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European earnings roll call sees Nestlé shares rise, while ASML, Akzo Nobel fall
October 20, 2021
Tickers
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Tags
UK:UKX
DX:DAX
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From
MarketWatch
Valneva shares spike after saying vaccine candidate outperformed AstraZeneca’s
October 18, 2021
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From
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Ubisoft on track for worst close in more than four years on ‘Far Cry 6’ worries
October 14, 2021
Tags
FR:PX1
FR:UBI
DX:DAX
From
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SAP boosts Europe tech stocks, while world’s third-richest man adds to his billions as LVMH shares gain
October 13, 2021
Tickers
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JPM
SAP
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IT:MONC
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From
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JPMorgan puts these two European energy giants on ‘catalyst watch’ ahead of earnings
October 11, 2021
Tickers
RDS-B
Tags
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UK:BP
DX:DAX
From
MarketWatch
Natural gas prices on the rise again in Europe, following brief respite from pledge of Russian help
October 08, 2021
Tickers
ASML
BP
RDS-A
SAP
Tags
XX:SXXP
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CL00
From
MarketWatch
European stocks gain at the open on U.S. debt limit progress and Asian tech recovery
October 07, 2021
Tickers
SPX
Tags
HK:HSI
UK:UKX
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From
MarketWatch
European stocks stumble amid wild swings for natural gas prices as Russia promises to help
October 06, 2021
Tickers
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XX:SXXP
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FR:PX1
From
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