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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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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
MARKET RESEARCH
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ETF of the Week: Franklin FTSE Brazil ETF (FLBR)
April 14, 2022
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Live at Exchange: Franklin Templeton CEO Jenny Johnson Makes the Case for Active Management
April 13, 2022
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Brazil Sees Uptick in Retail Sales, Beating Analyst Estimates
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April 11, 2022
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Franklin Templeton Celebrates Black History Month With Events Focused on Health and Wellness
March 14, 2022
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BEN
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From
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How to Guide a Conversation Around Sustainable Investing
March 04, 2022
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This Could Be the End for Russia ETFs
March 03, 2022
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New Sanctions Send Russia ETFs Reeling
February 28, 2022
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To Meet Net Zero, Prioritize ESG Laggards
February 18, 2022
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From
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Russia ETFs Get Pummeled on Warnings of a Ukraine Invasion
February 11, 2022
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From
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Look to These ETFs Once the Russia-Ukraine Crisis De-Escalates
February 09, 2022
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Clarion Partners Announces Support for the Task Force on Climate-Related Financial Disclosures
January 28, 2022
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From
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Russia ETFs Climb as Moscow Signals Willingness for Talks on Ukraine
January 27, 2022
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RSX
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From
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Franklin Templeton Earns Top Score in 2022 Corporate Equality Index
January 27, 2022
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Franklin Templeton
From
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Franklin Templeton Appoints Anne Simpson As Global Head of Sustainability
January 24, 2022
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From
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Bonnie Wongtrakool, Global Head of ESG Investments and Portfolio Manager at Western Asset Management, co-founds the California Chapter of the Bloomberg Women's Buy-Side Network
January 12, 2022
Tickers
BEN
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Diversity & Inclusion
Franklin Templeton
From
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Franklin Templeton Recognizes Employees for Community Service in India and US
December 29, 2021
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From
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Franklin Templeton Recognized at Citywire's Gender Diversity Awards
December 27, 2021
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From
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Franklin Templeton Supports Financial Alliance for Racial Equity at Diversity Summit and Career Event
December 14, 2021
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From
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Canadian Banks Commit to Big Dividends
December 01, 2021
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Russia ETFs Rally on Strengthening Ruble, Rebounding Risk Sentiment
November 29, 2021
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Karen Mahrous Joins Clarion Partners as Senior Vice President, Head of ESG
November 19, 2021
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Media & Communications
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Fiduciary Trust International Releases Research Report on Developing a Sustainable Food System in the United States
November 17, 2021
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From
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How Shareholders Can Fight Climate Change
November 09, 2021
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Martin Currie Releases Its Fourth Stewardship Matters Publication
October 29, 2021
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Research, Reports & Publications
From
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Franklin Templeton Wins Diversity Award From Fund Intelligence
October 27, 2021
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BEN
DEI
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DEI
From
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Franklin Templeton Partners with Razer to Launch New Animated Series on Environmental Literacy
October 06, 2021
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BEN
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NYSE:BEN
From
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A Primer on Sustainable Investing
September 30, 2021
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BEN
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Sustainable Finance & Socially Responsible Investment
Franklin Templeton
From
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Franklin Templeton Partners to Install Water Purification Plants
September 28, 2021
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BEN
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NYSE:BEN
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Franklin Templeton
From
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SpotOn raises $300M at a $3.15B valuation and acquires Appetize
September 13, 2021
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SAAS
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startup
SpotOn
San Francisco
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