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home
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about Employee Benefits
Recent news which mentions Employee Benefits
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62% of workers view 401(k) employer match as key to reaching retirement goals. But they may wait years for those contributions to be their own
April 14, 2022
Tags
Personal finance
Investing
Personal Finance
From
CNBC.com News
Yelp, Citi, Apple and more are expanding employee benefits to cover abortion care
April 13, 2022
Tags
Human rights and civil liberties
Social issues
Yelp Inc
From
CNBC.com News
California considers a shortened, 32-hour workweek for larger companies
April 12, 2022
Tickers
JOBS
LIFE
Tags
Employee Benefits
Investment strategy
Personnel
From
CNBC.com News
70% of interns view remote work negatively, study finds
April 12, 2022
Tickers
JOBS
Tags
Employee Benefits
Colleges & Universities
Education
From
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'The war for talent' continues. 40% of recent job switchers are again looking for a new position, survey finds
April 11, 2022
Tickers
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Tags
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Life Changes
Personal Finance
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Target-date funds work up to a point. So don't just set it and forget it
April 11, 2022
Tags
Retirement planning
Retirement
401(k)
From
CNBC.com News
Owners of Small and Midsized Businesses Turn to Employee Benefits to Attract and Retain Top Talent
April 06, 2022
Tickers
PFG
Tags
NYSE: PFG
Research, Reports & Publications
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Retirement savers could benefit from 'Secure 2.0.' But some parts of the proposed law need to be worked out
April 05, 2022
Tags
Personal finance
Investing
IRA
From
CNBC.com News
A four-day workweek pilot program is now underway in the U.S. and Canada
April 01, 2022
Tickers
JOBS
LIFE
Tags
Personal finance
US Economy
Invest in You: Ready Set Grow
From
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Thousands of employees are testing a 4-day workweek starting today: 'It's inevitable we'll see bigger companies doing this'
April 01, 2022
Tags
Lifestyle
Make It / Work
Corporate offices
From
CNBC.com News
Saving for retirement is the top financial priority for just 17% of adults, survey shows
March 31, 2022
Tickers
LIFE
Tags
IRA
Investing
Personal finance
From
CNBC.com News
Consumers have saved more than $100 billion in health savings accounts
March 29, 2022
Tags
Personal Finance
Finance
Employee benefits
From
CNBC.com News
Biden's 2023 budget includes $14.8 billion for Social Security. Here's what changes that could bring
March 28, 2022
Tags
Income Tax
National debt
Personal finance
From
CNBC.com News
Companies are betting these employee benefits will help them in the ‘Great Reshuffle’
March 26, 2022
Tickers
JOBS
LIFE
Tags
Invest in You: Ready Set Grow
Personal Finance
Workplace culture
From
CNBC.com News
Here’s how to take a sabbatical, even if your company doesn't offer one
March 25, 2022
Tickers
JOBS
LIFE
Tags
Invest in You: Ready Set Grow
Employee benefits
Personal Finance
From
CNBC.com News
Is the Great Resignation over?
March 25, 2022
Tags
Employment figures
Make It / Careers
Make It
From
CNBC.com News
The Great Resignation continues, as 44% of workers look for a new job
March 22, 2022
Tickers
JOBS
Tags
Employee Benefits
Social issues
Jobs
From
CNBC.com News
Elite Benefits of America Announces the Launch of The Elite Benefits Formula to Help CFO's Control Health Care Costs for Their Companies
March 22, 2022
Tags
Illinois
Open Enrollment
Elite Benefits
From
PRLog
Flexible hours allow employees at this company to fit work around their lives
March 18, 2022
Tickers
JOBS
LIFE
Tags
Investment strategy
Personnel
Jobs
From
CNBC.com News
Tech companies fight low morale and attrition with more equity grants as their stocks get slammed
March 18, 2022
Tags
Stock markets
Employee Benefits
Technology
From
CNBC.com News
To attract and keep workers, make sure benefits reflect what they want, say these people leaders
March 17, 2022
Tickers
CEOS
Tags
Human Resources and Employment Services
Employee benefits
CEOs
From
CNBC.com News
Work at a small employer? You likely pay high 401(k) fees
March 15, 2022
Tags
Policy
401(k) plans
Savings
From
CNBC.com News
Meet the company that lets you work remotely from anywhere in the world
March 11, 2022
Tickers
JOBS
LIFE
Tags
Employee Benefits
Technology
Investment strategy
From
CNBC.com News
Annuities could soon qualify as a default investment in 401(k) plans
March 09, 2022
Tags
Savings
Annuities
401(k) plans
From
CNBC.com News
Half of Americans quit their jobs last year to make a career change. Here are 5 steps to take to do the same
March 09, 2022
Tickers
JOBS
Tags
Savings
Personal saving
Personnel
From
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