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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
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
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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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Global Recession Fears Put International Bond Exposure Into Perspective
August 03, 2022
Tickers
BNDX
Tags
Vanguard
fixed income channel
international
From
ETF Trends
Morningstar Taps 2 Vanguard ETFs for Core Bond Exposure
August 01, 2022
Tickers
BND
VTEB
Tags
Vanguard
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Municipal Bonds
From
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Treasury Bond ETFs Strengthen on Recession Risks, Easing Fed Outlook
July 29, 2022
Tickers
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Tags
fixed income channel
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From
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As Rates Move Higher, Here’s a Pair of Bond ETFs to Consider
July 29, 2022
Tickers
VGSH
VMBS
Tags
vmbs
fixed income channel
Vanguard
From
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Bonds Are at Attractive Values After Rough First Half
July 27, 2022
Tickers
BND
BNDX
Tags
fixed income channel
Vanguard
bonds
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ETF Trends
Treasury ETFs Strengthen After Fed Rate Hike Bets Already Baked In
July 26, 2022
Tickers
EDV
Tags
Vanguard
fixed income channel
EDV
From
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Demand for Government Bonds Strengthens as Business Activity Weakens
July 26, 2022
Tickers
VGIT
VGLT
VGSH
Tags
Vanguard
fixed income channel
VGSH
From
ETF Trends
Fixed-Income Investors Should Take Another Look at Muni Bond ETFs
July 25, 2022
Tickers
VTEB
Tags
VTEB
fixed income channel
Vanguard
From
ETF Trends
Positive Inflows Continue for Green Bond Funds
July 25, 2022
Tickers
VCEB
Tags
Vanguard
corporate bond
fixed income channel
From
ETF Trends
Investors Pile Into Dividends Amid Rising Rates and Inflation
July 22, 2022
Tickers
VIG
VYMI
Tags
dividends
VIG
fixed income channel
From
ETF Trends
Morningstar Favors 2 Vanguard Short-Term Bond ETFs
July 20, 2022
Tickers
VCSH
VGSH
Tags
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short term
Vanguard
From
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A New Bond ETF King?
July 19, 2022
Tickers
AGG
BND
Tags
iShares
BND
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As Fed Tightening Gets More Aggressive, Consider This ETF
July 19, 2022
Tickers
BSV
Tags
BSV
bonds
Vanguard
From
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Investors Are Seeking Municipal Bonds Amid Volatility
July 18, 2022
Tickers
VTEB
Tags
Vanguard
Municipal Bonds
fixed income channel
From
ETF Trends
Unsure About Bonds? Get Active and Short Duration With This ETF
July 15, 2022
Tickers
VUSB
Tags
bonds
Fixed Income Channel
short duration
From
ETF Trends
Bond Expert: Treasury Bills Are Best Option in Current Market
July 13, 2022
Tickers
VGIT
VGSH
Tags
Vanguard
VGIT
fixed income channel
From
ETF Trends
Shelter Seeking Is Pushing More Investors Back to Bonds
July 12, 2022
Tickers
BND
Tags
bonds
BND
fixed income channel
From
ETF Trends
Treasury Bond ETFs Rise as Traders Brace for Inflation Data Later This Week
July 11, 2022
Tickers
EDV
SPTL
TLT
ZROZ
Tags
TLT
Vanguard
allianz investment management
From
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Strategist: Bonds Are More Attractive Than Stocks
July 11, 2022
Tickers
VTC
Tags
VTC
fixed income channel
Vanguard
From
ETF Trends
Explore Bond Opportunities Outside the U.S. With This ETF
July 08, 2022
Tickers
BNDX
Tags
BNDX
fixed income channel
Vanguard
From
ETF Trends
Wall Street Strategists See Upside Ahead for Municipal Bonds
July 06, 2022
Tickers
VTEB
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VTEB
Vanguard
fixed income channel
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ETF Trends
Many ETF Bright Spots in the First Half of 2022
July 05, 2022
Tickers
AGG
BIL
FTGC
HDV
Tags
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ssga
AGG
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Despite Market Fears, the Worst Could Be Over for Bonds
July 01, 2022
Tickers
BND
Tags
BND
bonds
Vanguard
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More Funds Are Holding Municipal Bonds Rather Than Individual Investors
June 30, 2022
Tickers
VTEB
Tags
VTEB
fixed income channel
Vanguard
From
ETF Trends
Get More Yield and Outrun Inflation Amid Volatility With This ETF
June 29, 2022
Tickers
VYM
Tags
fixed income channel
VYM
Vanguard
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Millions Are Still Flowing Into ESG Bond ETFs
June 28, 2022
Tickers
AGG
EAGG
ELQD
EUSB
Tags
NUBD
iShares
VCEB
From
ETF Trends
As Sell-Offs Ease, Dive Back Into International Bonds
June 28, 2022
Tickers
BNDX
Tags
Vanguard
fixed income channel
BNDX
From
ETF Trends
Recession Risks Are Pushing Traders Back Into Bonds
June 24, 2022
Tickers
BND
Tags
fixed income channel
Vanguard
bonds
From
ETF Trends
Treasury Bond ETFs Strengthen on Growing Recession Fears
June 23, 2022
Tickers
EDV
Tags
fixed income channel
Vanguard
EDV
From
ETF Trends
More Rate Hikes Can’t Come Soon Enough for Bond Investors
June 22, 2022
Tickers
VYM
Tags
Vanguard
VYM
fixed income channel
From
ETF Trends
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