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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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SEC to crypto platforms: Your accounting practices aren’t up to snuff
March 31, 2022
Tickers
COIN
HOOD
PYPL
Tags
HOOD
PYPL
ETHUSD
From
MarketWatch
The latest Wall Street estimate for the metaverse is that it could be a $13 trillion market
March 31, 2022
Tickers
C
MSFT
RBLX
Tags
C
MSFT
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From
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Crypto’s latest promise: Lowering home mortgage costs
March 30, 2022
Tags
BTCUSD
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From
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Hackers steal more than $500 million in crypto from ‘Axie Infinity’ network
March 29, 2022
Tags
ETHUSD
From
MarketWatch
Biden budget aims to raise $11 billion from digital asset traders, fight ‘misuse’ of crypto
March 28, 2022
Tags
BTCUSD
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From
MarketWatch
Bitcoin rallies after Russia hints at using crypto with $50,000 seen possible on short covering
March 25, 2022
Tickers
BITCOMP
COMP
DJIA
GS
Tags
bitcoin
COMP
BTCUSD
From
MarketWatch
Ether hits highest level in over a month on excitement for major blockchain upgrade
March 24, 2022
Tags
ETHUSD
BTCUSD
From
MarketWatch
NFT frenzy seems to be cooling off. Here’s why some investors remain bullish
March 24, 2022
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AMD
BITO
BLK
BTF
Tags
BTF
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From
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Why haven’t we seen the rise of next Dogecoin or Shiba Inu? Here are three main reasons
March 17, 2022
Tickers
AMD
BITO
BTF
COIN
Tags
AMD
OSTK
GBTC
From
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Crypto, law enforcement experts say there is ‘no evidence’ Russia’s Putin is using bitcoin to evade sanctions
March 17, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
ETHUSD
DXY
From
MarketWatch
Here’s what the crypto industry is looking for as federal agencies draft policy
March 10, 2022
Tickers
AMD
BITO
BTF
COIN
Tags
BTF
FILUSD
USDTUSD
From
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Crypto leaders hail Biden executive order as a ‘watershed moment’ for the industry
March 09, 2022
Tags
BTCUSD
ETHUSD
From
MarketWatch
Crypto-related companies and funds jump after Biden signs executive order on cryptocurrencies
March 09, 2022
Tickers
BITO
BTF
COIN
DJIA
Tags
GBTC
XBTF
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Bitcoin drops to lowest level in a week, as the Dow heads for first correction since 2020
March 07, 2022
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DJIA
SPX
Tags
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Is bitcoin digital gold, speculative asset or safe-haven? Here’s how the Ukraine crisis shapes the narrative.
March 03, 2022
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Tags
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SQ
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Ukrainian government promises to reward crypto donors with ‘air drop,’ continues calls on U.S. tech industry to pressure Russia
March 02, 2022
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GOOG
MA
ORCL
Tags
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MA
GOOG
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This map shows where people are talking about the Safemoon cryptocurrency the most
March 02, 2022
Tickers
TWTR
Tags
ETHUSD
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TWTR
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Bitcoin, ethereum — here’s how crypto prices changed in February
March 01, 2022
Tickers
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COIN
HOOD
TSLA
Tags
WMT
TWTR
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From
MarketWatch
7 ways to help Ukrainians now as Russia’s invasion continues
February 28, 2022
Tickers
TWTR
Tags
TWTR
BTCUSD
ETHUSD
From
MarketWatch
Ukrainian government receives $20 million in crypto donations to aid in defense against Russian invasion
February 28, 2022
Tags
USDTUSD
ETHUSD
BTCUSD
From
MarketWatch
Bitcoin aims for $40,000 after relief rally, but what’s next? Investors eye Ukraine conflict and Fed decisions
February 25, 2022
Tickers
BITCOMP
DJIA
USD-BITSTAMP
Tags
ETHUSD
BTCUSD
DJIA
From
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This next frontier for tech investors is just getting started
February 25, 2022
Tickers
AAPL
AMZN
ASTR
BA
Tags
NFLX
RKLB
AAPL
From
MarketWatch
U.S. stock futures fall amid Ukraine invasion jitters, despite late rally on Wall Street
February 24, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
YM00
GC00
From
MarketWatch
Bitcoin, ‘digital gold’ or ‘the ultimate risk asset’? Ukraine invasion puts the crypto’s long-term value to the test
February 24, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
BTF
SHIBUSD
ETHUSD
From
MarketWatch
Crypto winter offers entry points for Wall Street firms? Here are key factors shaping institutional adoption
February 17, 2022
Tickers
AMD
BITO
BTF
COIN
Tags
TSLA
SHIBUSD
COIN
From
MarketWatch
Gary Gensler wants to bring the public’s ‘trust’ back to the stock market — and even to crypto
February 17, 2022
Tickers
COIN
HOOD
NDAQ
SCHW
Tags
COIN
BTCUSD
ETHUSD
From
MarketWatch
You can tip with ether on Twitter now
February 16, 2022
Tickers
TWTR
Tags
ETHUSD
BTCUSD
TWTR
From
MarketWatch
The Arm deal is dead, but Nvidia is not expected to slow down
February 11, 2022
Tickers
AMD
COMP
FB
INTC
Tags
SOX
JP:9984
SPX
From
MarketWatch
Bitcoin starts clawing back from 3-month downtrend, but may not be out of the woods yet, analysts say
February 10, 2022
Tickers
AMD
BITCOMP
BITO
BTF
Tags
AMD
OSTK
GBTC
From
MarketWatch
Cannabis sales set to rise ahead of Super Bowl Sunday
February 10, 2022
Tags
ETHUSD
BTCUSD
From
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