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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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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Latest News about EGRNF
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Chinese Stocks Alert: Why NIO, LI, XPEV, DIDI, BABA, JD Stocks Gained Today
October 07, 2021
Tickers
BABA
DIDI
EGRNF
JD
Tags
JD
OTCMKTS:EGRNF,NYSE:NIO,NASDAQ:LI,NYSE:XPEV,OTCMKTS:TCEHY,NYSE:BABA,NYSE:DIDI,NASDAQ:JD
BABA
From
InvestorPlace
Cardano Contracts Are ‘Smart,’ But They Might Not Be Smart Enough
October 07, 2021
Tickers
EGRNF
Tags
CCC:ADA/USD,OTCMKTS:EGRNF
Best Crypto & Blockchain Right Now
ADA/USD
From
InvestorPlace
7 Cryptos to Watch Closely Amid Questions of the Market’s Future
October 07, 2021
Tickers
BRPHF
EGRNF
USB
Tags
ADA/USD
Market News
USB
From
InvestorPlace
7 Popular Penny Stocks That You Shouldn’t Touch With a 10-Foot Pole
October 05, 2021
Tickers
AMZN
CEI
EGRNF
FAMI
Tags
FAMI
HUSA
SNOA
From
InvestorPlace
Alibaba Should Not Be Hurt by Evergrande as a Bottom is in Sight
October 05, 2021
Tickers
BABA
EGRNF
Tags
BABA
NYSE:BABA,OTCMKTS:EGRNF
EGRNF
From
InvestorPlace
7 Most-Hated Stocks on Wall Street That Are Actually Hidden Gems
October 05, 2021
Tickers
AMZN
BABA
BBBY
CGC
Tags
NNDM
DISCK
WISH
From
InvestorPlace
7 Stocks To Buy To Follow in Nancy Pelosi’s Footsteps
October 05, 2021
Tickers
AB
AXP
EGRNF
MSFT
Tags
Market News
Stocks to Buy
NFLX
From
InvestorPlace
7 Cryptos That Are on Red Alert As China’s Ban Shifts the Paradigm
October 01, 2021
Tickers
EGRNF
TSLA
Tags
ATOM/USD
EGRNF
USDT/USD
From
InvestorPlace
Trust Your Instincts and Buy the Dip in Nio
September 30, 2021
Tickers
EGRNF
NIO
Tags
NIO
NYSE:NIO,OTCMKTS:EGRNF
EGRNF
From
InvestorPlace
10 Hyper-Growth Stocks to Be Careful of as We Near a Correction
September 30, 2021
Tickers
AMD
ASAN
BILL
BKNG
Tags
TSLA
BKNG
ZI
From
InvestorPlace
7 Best Stocks to Buy Ahead of the UN Climate Summit
September 29, 2021
Tickers
AWK
AY
CWEN
EGRNF
Tags
ORA
AY
EGTYF
From
InvestorPlace
Currently Despised Farmmi Stock Could Soon Yield a Bumper Crop
September 29, 2021
Tickers
EGRNF
FAMI
Tags
EGRNF
Market News
Stocks to Buy
From
InvestorPlace
Alibaba, JD And Nio Rivals Xpeng, Li Auto All Decline As Hong Kong Markets Extend Losses
September 28, 2021
Tickers
BABA
BIDU
EGRNF
JD
Tags
TCEHY
LI
NIO
From
Benzinga
A Perfect Storm Of Risks For Precious Metals, And Yet Gold And Silver Still Lag. Why?
September 27, 2021
Tickers
EGRNF
GLD
GOLD
LPI
Tags
Small Cap
PSLV
GLD
From
Benzinga
The Allure and the Very Real Pitfall of Algorand
September 27, 2021
Tickers
EGRNF
Tags
EGRNF
Market News
BTC/USD
From
InvestorPlace
7 Materials Stocks to Buy as Investors Look Forward to 2022
September 24, 2021
Tickers
CE
DD
EGRNF
IP
Tags
LYB
NUE
DD
From
InvestorPlace
NIO Share’s Trend Is Against Buyers
September 24, 2021
Tickers
EGRNF
FXI
NIO
Tags
NIO
FXI
NYSE:NIO,NYSEARCA:FXI,OCTMKTS:EGRNF
From
InvestorPlace
Ethereum Holders Face Some Hard Questions Ahead In Unpredictable Market
September 24, 2021
Tickers
EGRNF
Tags
CCC:ETH/USD,OTCMKTS:EGRNF,CCC:USDT/USD,CCC:BTC/USD
BTC/USD
ETH/USD
From
InvestorPlace
Meme Stock Meets Meme Currency: AMC Considers Accepting Dogecoin, And Selling NFTs
September 23, 2021
Tickers
AMC
EGRNF
Tags
$DOGE
Markets
Meme Stocks
From
Benzinga
10 Oversold Stocks to Buy for the Final Quarter
September 23, 2021
Tickers
BAM
BIPC
CRSR
EA
Tags
IEP
PFE
VFC
From
InvestorPlace
4 Stocks to Buy for Protection From an Evergrande-Driven Correction
September 23, 2021
Tickers
AZN
BTI
CRON
EGRNF
Tags
Market News
EGRNF
NYSE:WMT;NYSE:MO;NASDAQ:AZN;NYSE:BTI;NASDAQ:CRON;OTCMKTS:EGRNF
From
InvestorPlace
7 Cryptos to Keep Under Scrutiny Following the Evergrande News
September 23, 2021
Tickers
EGRNF
Tags
ADA/USD
Market News
BTC/USD
From
InvestorPlace
Recent Network Shutdown Show Solana Investors They Always Need a Plan
September 23, 2021
Tickers
AMC
EGRNF
Tags
Market News
AMC
EGRNF
From
InvestorPlace
Whether It’s Fundamentals or Technicals, ContextLogic Stock Looks Scary
September 23, 2021
Tickers
BLK
EGRNF
WISH
Tags
WISH
Hot Stocks
BLK
From
InvestorPlace
Alibaba, JD And Nio Rival Li Auto Rise In Recovering Hong Kong Market, Evergrande Shoots Up 15% As Worries Ease
September 23, 2021
Tickers
BABA
EGRNF
JD
TECH
Tags
BABA
Tech
Benzinga
From
Benzinga
What the Evergrande Situation Means for Nio Stock
September 22, 2021
Tickers
EGRNF
LI
NIO
Tags
EGRNF
Hot Stocks
Market News
From
InvestorPlace
What to Know as the Latest Evergrande Bond Payment News Sends EGRNF Stock Climbing
September 22, 2021
Tickers
EGRNF
Tags
EGRNF
OTCMKTS:EGRNF
Today's Market
From
InvestorPlace
China Sell-Off: Where to Invest $1,000 Right Now
September 22, 2021
Tickers
BYDDY
EGRNF
NIO
PGJ
Tags
PGJ
TSLA
EGRNF
From
Motley Fool
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
September 22, 2021
Tickers
AEMD
ALPN
AMZN
AVCT
Tags
EGRNF
HLBZ
MRIN
From
InvestorPlace
China Markets Open Lower After 4-Day Break For Mid-Autumn Festival Amid Evergrande Crisis
September 21, 2021
Tickers
BABA
EGRNF
NIO
PNGAY
Tags
EGRNF
Evergrande Crisis
Penny Stocks
From
Benzinga
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