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Classifying Municipal Bonds
Revenue 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
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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EVENTS
FIP
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TAF
Event Schedule
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Event Schedule
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about Fixed Income Channel
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Bond Yields Keep Rising as Economy Remains Resilient
September 26, 2023
Tickers
BIV
BND
BSV
Tags
Vanguard
BIV
fixed income channel
From
ETF Trends
Treasury Yields Snapshot: September 22, 2023
September 22, 2023
Tickers
IEF
SHY
TLT
Tags
SHY
TLT
IEF
From
ETF Trends
Lock in Some High Yields for Longer With VCLT
September 22, 2023
Tickers
VCLT
Tags
Vanguard
VCLT
fixed income channel
From
ETF Trends
Consider This Tax-Efficient Way to Increase Your Fixed Income Allocation
September 20, 2023
Tickers
VTES
Tags
fixed income channel
Fixed/Income
VTES
From
ETF Trends
Treasuries Offering Yields Not Seen in Over a Decade
September 20, 2023
Tickers
VGIT
VGLT
VGSH
Tags
Fixed Income
Vanguard
VGIT
From
ETF Trends
Target Vanguard Treasury ETFs as Yields Climb
September 18, 2023
Tickers
EDV
VGIT
VGLT
VGSH
Tags
Vanguard
VGIT
EDV
From
ETF Trends
Munis on Track to Having a Strong Year
September 14, 2023
Tickers
VTEB
VTES
Tags
Vanguard
VTES
VTEB
From
ETF Trends
Consider Treasuries of Any Duration as Yields Near 5%
September 13, 2023
Tickers
VGIT
VGLT
VGSH
Tags
fixed income channel
VGSH
Vanguard
From
ETF Trends
Gain More Intermediate Fixed Income Exposure With BIV, VCIT, and VGIT
September 11, 2023
Tickers
BIV
VCIT
VGIT
Tags
VGIT
VCIT
Vanguard
From
ETF Trends
Treasury Yields Snapshot: September 8, 2023
September 08, 2023
Tickers
IEF
SHY
TLT
Tags
TLT
SHY
fixed income channel
From
ETF Trends
Why Longer Treasury ETFs Could Help if a Recession Does Occur This Year
September 07, 2023
Tickers
VGIT
VGLT
Tags
VGIT
VGLT
Vanguard
From
ETF Trends
Consider High-Quality Bonds if a Recession Doesn’t Hit This Year
September 06, 2023
Tickers
BND
BSV
Tags
BSV
BND
fixed income channel
From
ETF Trends
Vanguard: Emerging Markets Debt Could be Good ‘Rainy Day Exposure’
September 05, 2023
Tickers
VWOB
Tags
fixed income channel
VWOB
Vanguard
From
ETF Trends
Corporate Bonds Can Be a Part of a Retirement Portfolio
August 31, 2023
Tickers
VTC
Tags
Corporate Bonds
Retirement
Vanguard
From
ETF Trends
Seek a Middle Ground on Treasury Bonds as Yields Stay Elevated
August 28, 2023
Tickers
VGIT
Tags
fixed income channel
bonds
Vanguard
From
ETF Trends
Treasury Yields Snapshot: August 25, 2023
August 25, 2023
Tags
fixed income channel
From
ETF Trends
Some Money Managers Convinced Bond Bull Market is Still Ahead
August 24, 2023
Tickers
BND
VGLT
Tags
bonds
Vanguard
VGLT
From
ETF Trends
Real Rates, Real Problems for Bonds
August 23, 2023
Tags
interest rates
Treasuries
expert insights
From
ETF Trends
Strong Economy Is Supporting Higher Bond Yields
August 21, 2023
Tickers
BND
BNDX
Tags
bonds
BNDX
Fixed Income Channel
From
ETF Trends
Looking To Extend Duration? 3 Long-Term Vanguard ETFs to Consider
August 18, 2023
Tickers
BLV
VCLT
VGLT
Tags
Fixed/Income
fixed income channel
VGLT
From
ETF Trends
New York City Debt Offering Shows Attractiveness of Munis
August 16, 2023
Tickers
VTEB
Tags
New York City
fixed income channel
VTEB
From
ETF Trends
VCSH: Short, Sweet, and Quality
August 15, 2023
Tickers
VCSH
Tags
VCSH
fixed income channel
Vanguard
From
ETF Trends
Treasury Yields Snapshot: August 11, 2023
August 14, 2023
Tickers
IEF
SHY
TLT
Tags
SHY
TLT
IEF
From
ETF Trends
Corporate Bond ETFs — Time to Be Picky
August 14, 2023
Tickers
VCEB
Tags
VCEB
fixed income channel
Vanguard
From
ETF Trends
Corporate Bonds Could Be in a Precarious Position
August 11, 2023
Tickers
VCEB
VCLT
Tags
Vanguard
Corporate Bonds
VCLT
From
ETF Trends
Rates Take Center Stage
August 10, 2023
Tags
fixed income channel
From
ETF Trends
As Rate Hikes Ease, Emerging Markets Bonds Offer Opportunities
August 09, 2023
Tickers
VWOB
Tags
Emerging Markets
VWOB
fixed income channel
From
ETF Trends
The Case for Local Currency Bonds “Si, Se Puede!”
August 08, 2023
Tags
international fixed income channel
fixed income channel
Currency
From
ETF Trends
Allocate to Bonds for the Next 10 Years
August 08, 2023
Tags
Advisor Perspectives
fixed income channel
From
ETF Trends
VettaFi Voices on: Implications of the Fitch Downgrade
August 04, 2023
Tickers
AGG
BND
IEF
LQD
Tags
us treasuries & tips fixed income channel
U/S/ bonds
innovative etfs
From
ETF Trends
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