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home
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Firm ADV PDFs
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
RSVP-Signup Form
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Airbus Soars Beyond Expectations? 2023 Airplane Deliveries Reportedly Surpass Target Of 720
January 02, 2024
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EADSY
NEWS
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Airbus Breaks Ground With Pegasus Airlines: Unveils First A321neo From Cutting-Edge Toulouse Assembly Line
December 28, 2023
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December 23, 2023
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easyJet Confirms Mega Order For Airbus Aircraft, Strengthening Its Fleet With A320neo And A321neo Models
December 19, 2023
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3 Flying Car Stocks You’ll Regret Not Buying Soon: December Edition
December 18, 2023
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Airbus Lands Mega Deal: Turkish Airlines Orders 220 Latest Generation Planes
December 15, 2023
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December 15, 2023
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Aerospace Giant RTX Picks Christopher Calio To Succeed Gregory Hayes As CEO In May 2024
December 15, 2023
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December 13, 2023
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Ireland-Based Lessor Avolon's Sky-High Move: Places 140 Aircraft Order With Airbus And Boeing
December 12, 2023
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The 3 Best Flying Car Stocks to Buy in December
December 10, 2023
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Boeing Just Won a Multibillion-Dollar Contract. Here's Why That's Bad News.
December 10, 2023
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Boeing To Ink A Landmark Deal As Thai Airways Reportedly Favors 787 Dreamliner Over Airbus - Is Airbus' Loss Boeing's Gain?
December 08, 2023
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Cathay Pacific Embarks On Billion-Dollar Airbus Deal For Freighters
December 08, 2023
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Why Aerospace Giant Boeing Shares Are Falling Today
December 07, 2023
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December 06, 2023
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The 3 Best Dow Stocks to Buy in December
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Airbus Just 97 Deliveries Away From 2023 Target? European Planemaker Reportedly Delivers 64 Aircraft In November
December 05, 2023
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RTX's Collins Aerospace Joins Hand With easyJet To Boost Aircraft Efficiency
December 04, 2023
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Elon Musk's SpaceX Faces New Rival? Airbus' AALTO Reportedly Unveils High-Altitude Drones In Kenya
December 01, 2023
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Ryanair Caught In Parts Scandal? Unauthorized Components Reportedly Found In Engines
December 01, 2023
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United Airlines' Houston Revamp: New Jobs, Expanded Gates, And Latest Airbus A321neo Take Flight
November 30, 2023
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Thai Airways Plans Major Fleet Expansion With Airbus And Boeing Orders: Report
November 24, 2023
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Forget Boeing: This Is a Better Aerospace Stock
November 23, 2023
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BA
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Airbus Secures £3.9M UK Space Agency Grant, Fostering UK Space Supply Chain Growth
November 22, 2023
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Airbus Secures Major A320neo Order From SMBC Aviation Capital, Strengthening Long-term Strategic Partnership
November 21, 2023
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Deutsche Bank Is Pounding the Table on Boeing (BA) Stock
November 20, 2023
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Airbus Bags Order For 15 More Aircraft From Emirates Following A Public Dispute: What's Going On?
November 16, 2023
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Airbus Secures Ethiopian Airlines Deal For 11 A350-900s, Countering Limited Wins At Dubai Airshow
November 15, 2023
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French Aerospace Firm Safran Bags $1.2B Worth Contracts From Emirates
November 14, 2023
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