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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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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
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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
Tax-Free Income Seminar
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U.S. stock futures unable to rebound from latest sell-off as more Powell talk looms
March 08, 2023
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Wall Street’s bet on a Fed rate cut by September is all wrong, says inventor of bond market volatility gauge
March 07, 2023
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March 06, 2023
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March 06, 2023
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March 03, 2023
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Stocks will have an eight-week rally, and here are six reasons why, says Fundstrat’s Lee
March 03, 2023
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U.S. stock futures lean higher after strong Wall Street showing
March 03, 2023
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March 02, 2023
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March 02, 2023
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NIO stock swings lower after reporting losses that were much wider than expected
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March 01, 2023
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U.S. stock futures rise as data shows Chinese economy bouncing back
March 01, 2023
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The Wall Street chorus may be bearish, but this strategist points out stocks do better when earnings fall
February 28, 2023
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Inflation fears drag U.S. stock futures lower
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February 27, 2023
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February 27, 2023
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Bonds are right and stocks are wrong. Here’s what you should do about it, says BlackRock
February 24, 2023
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U.S. stock futures weaken ahead of key inflation data
February 24, 2023
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These researchers have studied 123 years of market data and say this is what to expect from stocks and bonds over the next two decades
February 23, 2023
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Wall Street set to break four-session losing streak, led by Nasdaq after Nvidia earnings pop
February 23, 2023
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Baidu’s shares rise on Chinese search engine’s results; CoStar stock slumps as Realtor.com talks end
February 22, 2023
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Fed’s Bullard: Markets have overpriced a recession
February 22, 2023
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Here’s why one technical analyst says the stock market is due a bounce after the 697-point sell-off in the Dow
February 22, 2023
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From
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U.S. stock futures unable to bounce after nearly 700-point plunge in Dow industrials
February 22, 2023
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From
MarketWatch
Home Depot and Walmart stocks slip after earnings guidance; Facebook parent Meta rises on trial of subscription tier
February 21, 2023
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Why one strategist sees a real risk of World War 3.1, whose battleground will be microchips
February 21, 2023
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