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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
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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)
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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
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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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Diving Into the Intricacies of TIPS
November 27, 2023
Tickers
VTIP
Tags
VTIP
fixed income channel
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From
ETF Trends
Diving Into the Intricacies of TIPS
November 27, 2023
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Tags
VTIP
fixed income channel
Vanguard
From
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Treasury Yields Snapshot: November 17, 2023
November 20, 2023
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IEF
SHY
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Tags
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expert insights
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Seek Tax-Loss Harvesting Opportunities Within Fixed Income ETFs
November 20, 2023
Tickers
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VCLT
VGIT
VGLT
Tags
VGLT
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fixed income channel
From
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Loyal ETF Investors Rewarded With No Tax Bills
November 14, 2023
Tickers
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ETEC
EWT
IEFA
Tags
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Expert Insights
EWT
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VIDEO: ETF of the Week: Vanguard Consumer Discretionary ETF (VCR)
November 13, 2023
Tickers
VCR
Tags
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S&P 500 Snapshot: November Rally Continues
November 10, 2023
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IEF
RSP
SHY
SPLG
Tags
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SPLG
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From
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Dawn Could Be Nearing for Aggregate Bond ETFs
November 10, 2023
Tickers
BND
Tags
fixed income channel
BND
Vanguard
From
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ETF of the Week: Vanguard Consumer Discretionary ETF (VCR)
November 09, 2023
Tickers
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Tags
chuck jaffe
etf of the week
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From
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Intermediate-Term Bonds Shouldn’t Be Ignored
November 09, 2023
Tickers
VGIT
Tags
Vanguard
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fixed income channel
From
ETF Trends
Retreating Dollar Could Spur Interest in EM Bonds Again
November 08, 2023
Tickers
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Tags
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Emerging Markets
EM bonds
From
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Treasury Yields Snapshot: November 3, 2023
November 06, 2023
Tickers
IEF
SHY
TLT
Tags
IEF
TLT
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From
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S&P 500 Snapshot: Biggest Weekly Gain of the Year
November 06, 2023
Tickers
IEF
RSP
SHY
SPLG
Tags
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VOO / Vanguard S&P 500 ETF
IVV / iShares S&P 500 Index ETF
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S&P 500 Snapshot: Index Drops Into Correction Territory
October 27, 2023
Tickers
IEF
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SHY
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Tags
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IVV / iShares S&P 500 Index ETF
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Advisors to Up Allocation to Fixed Income ETFs Ahead of 2024
October 27, 2023
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Tags
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expert insights
BND
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VettaFi’s Income Strategy Symposium Is This Friday
October 25, 2023
Tags
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fixed income channel
tom lydon
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Treasury Yields Snapshot: October 20, 2023
October 23, 2023
Tickers
IEF
SHY
TLT
Tags
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S&P 500 Snapshot: 4-Day Slump Wipes October Gains
October 20, 2023
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SPLG
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IVV / iShares S&P 500 Index ETF
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October 20, 2023
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CGCB
RIGS
Tags
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THYF
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Target Short- and Intermediate-Term Bonds ETFs
October 18, 2023
Tickers
VCIT
VCSH
Tags
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VOO Reached a Key Milestone and Pairs Well With Bond ETFs
October 17, 2023
Tickers
BND
VUSB
Tags
VUSB
Expert Insights
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3D/L Co-CIO on the New Normal for Fixed Income
October 16, 2023
Tags
fixed income channel
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Expert Insights
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BNDX & the Case for International Bonds
October 13, 2023
Tickers
BND
BNDX
Tags
passive management
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fixed income channel
From
ETF Trends
Recession Risk Still in Play for Bond Bulls
October 12, 2023
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BND
BNDX
Tags
fixed income channel
BND
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Chart of the Week: Benefits of Active and Passive Bond Funds
October 12, 2023
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BND
BOND
CGCB
Tags
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JCPB
expert insights
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Investors Pump Cash Into Treasury ETFs
October 10, 2023
Tickers
VGIT
VGLT
VGSH
Tags
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VGLT
VGSH
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ETF Trends
Treasury Yields Snapshot: October 6, 2023
October 09, 2023
Tickers
IEF
SHY
TLT
Tags
iShares
fixed income channel
IEF
From
ETF Trends
Chart of Week: Advisors Prefer Short-Term High-Quality Bonds
October 05, 2023
Tickers
BND
IGSB
SPSB
TLT
Tags
VCSH
IGSB
spdr etfs
From
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Shutdown Averted! Now Buy Some Treasuries
October 02, 2023
Tickers
VGIT
VGLT
VGSH
Tags
VGLT
VGSH
fixed income channel
From
ETF Trends
Vanguard to Launch 2 Active Fixed Income ETFs Later This Year
September 28, 2023
Tags
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Vanguard
From
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