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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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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EVENTS
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Event Schedule
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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
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Merck/Eisai's Keytruda Plus Lenvima Regime Shows Mixed Data In Esophagus Cancer Study
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July 03, 2024
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June 11, 2024
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European Medicines Agency Delays Approval Decision For Biogen-Eisai Partnered Alzheimer's Drug Lecanemab
March 22, 2024
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Merck, Eisai Report Yet Another Failure For Keytruda Plus Lenvima Combo Trial, This Time In Endometrial Cancer
December 08, 2023
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Biogen quarterly results top estimates despite complex launch of new Alzheimer’s treatment
November 08, 2023
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Eli Lilly chief scientific officer ‘extremely optimistic’ that major new Alzheimer’s breakthrough is coming
November 06, 2023
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Eli Lilly’s stock rises as results beat expectations, Mounjaro sales surge
November 02, 2023
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Biogen and Eisai release new Alzheimer’s drug data that may support wider uptake
October 25, 2023
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Improved Alzheimer's Diagnosis Access: CMS Expands Amyloid PET Scan Usage
October 13, 2023
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LuMind CEO At Odds With Neurologists Over Alzheimer's Drugs Made By Biogen, Eli Lilly
October 10, 2023
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Amazon Invests $4B In ChatGPT Competitor, Hollywood Writers Accept Tentative Deal, ChatGPT Challenges Siri And Alexa With Introduction Of Verbal Responses: Today's Top Stories
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Japan's Regulatory Authority Approves Biogen/Eisai's Alzheimer Treatment Leqembi
September 25, 2023
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Merck-Eisai Partnered Two Keytruda/Lenvima Combo Trials Flunk In Certain Types Of Lung Cancer
September 22, 2023
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Merck/Eisai's Cancer Combo Therapy Ambition Dashed Once Again, Companies Throw Towel On Head & Neck Trial
August 25, 2023
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Quest Diagnostics launches first at-home blood test to assess risk of developing Alzheimer’s disease
July 31, 2023
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Biogen to slash 1,000 jobs as it looks to save $700 million
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At-home Alzheimer’s testing is on the horizon, researchers say
July 19, 2023
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Eli Lilly’s Alzheimer’s treatment shows promise in early stages of disease — but safety concerns remain
July 17, 2023
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Expanded Medicare Coverage For Biogen-Eisai's Leqembi Signals a Turning Point in Alzheimer's Treatment: Analysts
July 07, 2023
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Biogen’s big Alzheimer’s drug win fails to boost the stock as analysts see slow Leqembi rollout
July 07, 2023
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FDA approves Alzheimer’s treatment Leqembi, clearing the way for Medicare coverage
July 06, 2023
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Alzheimer's Drug Leqembi Faces Hurdles in Europe: Concerns Over Health Risks and Healthcare Resources
June 13, 2023
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Prospects for Full Approval of Eisai and Biogen's Leqembi Shine Brighter after FDA Committee Vote
June 12, 2023
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Goldman pushes back against bearish Morgan Stanley’s Mike Wilson with new 4,500 S&P 500 target
June 12, 2023
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Biogen stock climbs on drug approval recommendation, Oracle shares rise ahead of earnings, and other stocks on the move
June 12, 2023
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FDA advisers vote in favor of Biogen and Eisai’s collaborative Alzheimer’s treatment
June 09, 2023
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