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Classifying Municipal Bonds
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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
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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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
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With Inflationary Pressures Looming, Get Short Duration With GSY
December 29, 2021
Tickers
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December 21, 2021
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VTC
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One ETF to Consider as Pension Plans Pour Money Into Bonds
December 20, 2021
Tickers
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Tags
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Disappointing Jobs Report Not Expected to Deter Fed Easing
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Blunt Market Shocks With a Multi-Asset Strategy
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VCLT
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Expert Insights
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November 26, 2021
Tickers
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November 24, 2021
Tickers
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Tags
fixed income channel
Fixed Income
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Half of Americans Believe That Debt Won’t End at Retirement
November 18, 2021
Tags
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Get Max Yield With HYGV as 30-Year Note Falls to New Low
November 10, 2021
Tickers
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Tags
multi/asset channel
hygv
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The Rise in Green Bonds: What This Means for Investors and Our Planet
November 08, 2021
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Tags
Green Century Funds
bonds
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Five Ways to Incorporate ESG Into Your Fixed Income Portfolio
November 04, 2021
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RBND
SPDR
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RBND
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Bank Debt Could Be Fueling the Corporate Debt Demand
October 27, 2021
Tickers
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Corporate Bonds
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This Vanguard Treasury ETF Is Seeing Strong Flows
October 21, 2021
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VGIT
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October 21, 2021
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intermediate
VCIT
fixed income channel
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High Income and High Credit Quality Are Possible With BLV
October 20, 2021
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Tags
Fixed Income
bonds
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Rather Than Staying in Cash, Check Out These Short-Term Bond ETFs
October 17, 2021
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Fixed Income
bonds
Vanguard
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Get Just Enough Yield Without Too Much Rate Risk With VGIT
October 12, 2021
Tickers
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VGLT
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VGLT
fixed income channel
bonds
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ETF Trends
If You’re Hunting for Yield, Check Out These Vanguard ETFs
October 11, 2021
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EDV
VWOB
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Shorten Duration to Prepare for Potentially Volatile October
October 04, 2021
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VUSB
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VUSB
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October 03, 2021
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With Rates on the Move, Get More Yield With HYGV
September 23, 2021
Tickers
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September 07, 2021
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Three Reasons to Use Bond ETFs and One Option to Consider
August 31, 2021
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bonds
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Bonds Are Surpassing Gold as Preferred Safe Haven Asset
August 30, 2021
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BND
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bonds
Vanguard
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Here’s An ETF to Get Income and Hedge Against Rising Rates
August 24, 2021
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VRP
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Rates
VRP
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Indexed Fixed Income Is Making Inroads in the Bond Space
August 17, 2021
Tickers
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High/Yield
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