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home
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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
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The Case for Investing in Japan With DXJ
November 11, 2022
Tickers
DXJ
Tags
Japan
modern alpha channel
WisdomTree
From
ETF Trends
Strong Dollar Shines Light on HEDJ and DXJ
October 28, 2022
Tickers
DXJ
HEDJ
Tags
HEDJ
DXJ
model portfolio channel
From
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What’s Your Strategy for International Allocations? Seeking Opportunities Against Geopolitical Risk and the Strong Dollar
October 03, 2022
Tickers
DDWM
DXJ
HEDJ
Tags
model portfolio channel
Webcasts
DDWM
From
ETF Trends
Why Japanese Equities Are “The Lone TINA Trade”
September 26, 2022
Tickers
DXJ
Tags
modern alpha channel
Japan
Jeff Weniger
From
ETF Trends
Meet a Strategist — Confluence Investment Management
August 05, 2022
Tickers
DXJ
HYBB
PDBC
Tags
WisdomTree
Confluence Investment Management
BlackRock
From
ETF Trends
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August 03, 2022
Tickers
DDWM
DFJ
DWMF
DXJ
Tags
model portfolio channel
DDWM
Currency
From
ETF Trends
Yen Weakness May Support Japan Equities
July 31, 2022
Tickers
DXJ
Tags
DXJ
model portfolio channel
WisdomTree
From
ETF Trends
Jeremy Schwartz on Accessing International with Currency-Hedged ETFs
July 25, 2022
Tickers
DXJ
Tags
Jeremy Schwartz
DXJ
todd rosenbluth
From
ETF Trends
Japan’s Yen Weakness Has Changed the Competitive Landscape
July 24, 2022
Tickers
DFJ
DXJ
Tags
WisdomTree
DFJ
modern alpha channel
From
ETF Trends
The Case for Investment in Japan
July 21, 2022
Tickers
DXJ
Tags
model portfolio channel
DXJ
Japan
From
ETF Trends
The Advisors Guide to Currency Hedging When the Dollar Is Strong
July 06, 2022
Tickers
DDLS
DDWM
DXGE
DXJ
Tags
EUSC
IHDG
DXGE
From
ETF Trends
The Top 4 WisdomTree ETFs by Flows for June
July 05, 2022
Tickers
DHS
DLN
DXJ
USFR
Tags
model portfolio channel
DLN
dividend
From
ETF Trends
Don’t Sleep on Japan Exposure: Why the Yen’s Weakness Benefits Corporations
June 21, 2022
Tickers
DXJ
Tags
DXJ
modern alpha channel
Jeff Weniger
From
ETF Trends
Many Currency-Hedged ETFs Died Too Early
June 10, 2022
Tickers
DBEF
DBES
DEFA
DXJ
Tags
FXEU
Modern Alpha Channel
Xtrackers
From
ETF Trends
An Advisor’s Guide to Currency Hedging and Why It Matters Again
May 12, 2022
Tickers
DDLS
DDWM
DXGE
DXJ
Tags
EUSC
IHDG
DXGE
From
ETF Trends
Currency-Hedged Japan ETFs Rally as Yen Dips to 20-Year Lows
April 29, 2022
Tickers
ASIA
DXJ
EWJ
FXY
Tags
iShares
Asia
Invesco
From
ETF Trends
Dip Into DXJ for Japan’s Dividend, Value Proposition
April 25, 2022
Tickers
DXJ
Tags
modern alpha channel
WisdomTree
DXJ
From
ETF Trends
Dividend Growth, Weak Yen Boost Case for This Japan ETF
April 21, 2022
Tickers
DXJ
Tags
DXJ
model portfolio channel
WisdomTree
From
ETF Trends
Use a Currency-Hedged ETF to Target Japan as the BOJ Maintains Loose Policies
April 13, 2022
Tickers
ASIA
DXJ
Tags
WisdomTree
currency/hedged
Asia
From
ETF Trends
Japan Currency-Hedged ETFs Have Been Rallying With Yen at Its Weakest Since 2015
March 28, 2022
Tickers
DXJ
EWJ
FXY
Tags
Alternatives
Global ETFs
FXY
From
ETF Trends
Bet on Buffett With This Japan ETF
February 28, 2022
Tickers
DXJ
Tags
WisdomTree
modern alpha channel
model portfolio channel
From
ETF Trends
The Top 5 Performing WisdomTree ETFs in January
February 02, 2022
Tickers
DGS
DNL
DXJ
IQDG
Tags
DNL
NTSX
modern alpha channel
From
ETF Trends
Inflation Predictions Indicate That Japan ETFs Could Be 2022 Winners
January 10, 2022
Tickers
DFJ
DXJ
DXJS
Tags
modern alpha channel
DFJ
DXJS
From
ETF Trends
Japan’s Catch-Up Story Is a 2022 Theme to Monitor
December 06, 2021
Tickers
DXJ
Tags
model portfolio channel
DXJ
WisdomTree Investments
From
ETF Trends
This ETF Shows Promise for Japanese Stocks in 2022
December 02, 2021
Tickers
DXJ
DXJS
Tags
DXJ
model portfolio channel
DXJS
From
ETF Trends
Reasons Mount to Be Bullish on Japan ETFs
November 16, 2021
Tickers
DXJ
Tags
model portfolio channel
DXJ
WisdomTree Investments
From
ETF Trends
Here are the ETFs to buy if ‘reflation’, not stagflation, plays out, says BlackRock’s head of iShares strategy
October 07, 2021
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ARKK
BBH
BBKCF
BDRY
Tags
VIX
MAKX
SKYY
From
MarketWatch
It Could Be Japan’s Time to Shine
September 07, 2021
Tickers
DFJ
DXJ
DXJS
Tags
DXJS
model portfolio channel
DXJ
From
ETF Trends
Looking to Cash In on a Stronger U.S. Dollar?
August 20, 2021
Tickers
DDWM
DXJ
Tags
WisdomTree Investments
DDWM
model portfolio channel
From
ETF Trends
7 Best ETFs to Buy for a Truly Global Portfolio
August 19, 2021
Tickers
AFK
AIA
BABA
DXJ
Tags
JMIA
NPSNY
TM
From
InvestorPlace
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