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home
about us
Investment Approach
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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
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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
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Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Is the FUTURE Electric, Autonomous, or Both?
September 08, 2022
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September 06, 2022
Tags
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September 01, 2022
Tags
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August 30, 2022
Tags
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August 24, 2022
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August 22, 2022
Tickers
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Tags
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August 15, 2022
Tickers
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Tags
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August 11, 2022
Tags
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August 09, 2022
Tickers
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Tags
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Tickers
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Tags
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ETF Trends
Flows Into Midstream ETFs Rebounded in July
August 05, 2022
Tickers
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Tags
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From
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MLPs Rebounded in July Outperforming the S&P 500
August 03, 2022
Tickers
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Tags
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Strong Permian Outlook Favorable for Midstream
August 02, 2022
Tags
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From
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First Trust Changes Engineering & Construction Fund to Alerian U.S. NextGen Infrastructure ETF
August 01, 2022
Tags
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Midstream MLPs Increase Distributions Reinforcing Positive Outlook
July 28, 2022
Tags
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Midstream MLPs and Corps: Differences Beyond Tax Treatment
July 28, 2022
Tickers
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Tags
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KMI Reports Strong Earnings, Increases Buyback Activity
July 21, 2022
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July 20, 2022
Tickers
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Midstream/MLPs: Free Cash Flow Powerhouse
July 19, 2022
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July 18, 2022
Tickers
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Tags
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July 15, 2022
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Midstream’s Past Performance Shows Resiliency During Rising Rates
July 13, 2022
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Tags
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Energy Stocks: Noisy Trading Drowns Out Positive Fundamentals
July 12, 2022
Tickers
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CVX
EOG
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Tags
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July 08, 2022
Tickers
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Tags
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stacey morris
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July 07, 2022
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July 06, 2022
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Tags
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July 05, 2022
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