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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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
Tax-Free Income Seminar
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FedEx, Southwest planes came within 100 feet of crashing into each other at Austin airport
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Tickers
FDX
LUV
Tags
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From
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February 06, 2023
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BA
FDX
LUV
Tags
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Industrials
From
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February 03, 2023
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AMZN
DJIA
FDX
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Tags
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FedEx’s stock surges toward biggest three-day gain in two and a half years
February 02, 2023
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FDX
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Tags
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Cross-Country Cannabis Caper: How Smugglers Made Millions Selling California Weed To New Yorkers
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Dollar, Yields Retreat as Investors Pile into Stocks Following Fed Rate Hike
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From
Benzinga
FedEx Stock Is Moving Higher: What's Driving The Action?
February 02, 2023
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FDX
Tags
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why it's moving
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 2, 2023
February 02, 2023
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ALGN
ASH
ASTR
Tags
SYY
MTCH
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From
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What 13 Analyst Ratings Have To Say About FedEx
February 02, 2023
Tickers
FDX
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
FedEx Layoffs 2023: What to Know About the Latest FDX Job Cuts
February 01, 2023
Tickers
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Tags
NYSE:FDX
Market News
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DraftKings Layoffs 2023: What to Know About the Latest DKNG Job Cuts
February 01, 2023
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10 Industrials Stocks Whale Activity In Today's Session
February 01, 2023
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FedEx to cut executive team by more than 10%
February 01, 2023
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SPX
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From
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Here's Why UPS And FedEx Shares Are Moving
January 31, 2023
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UPS
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Benzinga
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6 Great Stocks to Buy in 2023 and Hold Forever
January 26, 2023
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10 Industrials Stocks With Whale Alerts In Today's Session
January 24, 2023
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January 23, 2023
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FDX
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Dow Jones Bear Market: The Smartest Investors Are Buying These Beaten Down Stocks
January 21, 2023
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More Likely to 5x First: Prologis vs. Blackstone
January 20, 2023
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BX
FDX
PLD
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Recent Press Releases
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FDX
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Easton Industrial Center Offering On CrowdStreet
January 20, 2023
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AMZN
FDX
HD
PEP
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PEP
FDX
industrial real estate
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2 Stocks Down 25% and 41% to Buy Right Now
January 20, 2023
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UNP
Tags
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UNP
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With Warehouse Vacancy Rates Rising, Will This Be a Problem for Prologis?
January 18, 2023
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AMZN
FDX
PLD
Tags
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Recession or not, Wall Street still expects inflation to produce record profit margins, with more on the way
January 17, 2023
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BA
BAC
C
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Does the post office deliver on MLK Day? Are schools and stores open? Here’s what you need to know
January 13, 2023
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DLTR
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From
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2 Top Real Estate Stocks to Buy in January
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AMZN
DG
FDX
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FDX
WMT
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Earn Passive Income for Years With This Dividend Stock
January 11, 2023
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FDX
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UPS
AMZN
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3 Stocks to Buy Before the Bull Market
January 11, 2023
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AAPL
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MDT
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Recent Press Releases
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AAPL
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