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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
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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about GEN
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Top 4 Tech Stocks That Should Keep You Up At Night
November 21, 2023
Tickers
GEN
ONDS
PRCH
RSI
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GEN
Penny Stocks
Expert Ideas
From
Benzinga
CrowdStrike To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Tuesday
November 21, 2023
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From
Benzinga
Oracle Exceeds Expectations with Strong Performance, Driving Profits and Rewarding Investors
October 26, 2023
Tickers
GEN
ORCL
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BZI/DP
Benzinga
Market News
From
Benzinga
Cramer Calls It A 'Very, Very Good Company,' But Here's Why He Recommends 'To Stay Away For Now'
October 04, 2023
Tickers
BKNG
CNQ
COLM
GEN
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Jim Cramer
CNBC
T
From
Benzinga
Grab These 7 Winning Tech Stocks on Sale Now
September 20, 2023
Tickers
BOX
GEN
GPRO
NTES
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BOX
GEN
ZBRA
From
InvestorPlace
The 3 Most Undervalued Cybersecurity Stocks to Buy in September 2023
September 17, 2023
Tickers
CHKP
FTNT
GEN
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GEN
Market News
CHKP
From
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Quant Ratings Updated on 87 Stocks
September 05, 2023
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BF-A
CL
COF
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ESS
Market News
ED
From
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The 3 Most Undervalued Cybersecurity Stocks to Buy Now: August 2023
August 18, 2023
Tickers
CHKP
FTNT
GEN
Tags
Market News
NASDAQ:FTNT, NASDAQ:GEN, NASDAQ:CHKP
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From
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Gen Digital's Ex-Dividend Date Is Friday, Here's What You Need To Know
August 15, 2023
Tickers
GEN
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Market News
GEN
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From
Benzinga
The Latest Analyst Ratings for Gen Digital
August 04, 2023
Tickers
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Market News
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Looking for a Bargain? 3 Tech Stocks to Buy That Are Down 10% in 2023
August 01, 2023
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EPAM
GEN
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AYX
Market News
From
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Maximizing Investor Returns: Oracle Unleashes Growth Potential with Strong Performance
July 26, 2023
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Benzinga
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12 Information Technology Stocks Moving In Monday's Pre-Market Session
July 24, 2023
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CISO
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GEN
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GEN
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Benzinga
These 5 fast-growing stocks pay generous dividends you can count on
July 11, 2023
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GEN
OTEX
From
MarketWatch
A Look Into Technology Sector Value Stocks
June 13, 2023
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GEN
TSRI
VSH
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TSRI
GEN
From
Benzinga
$4.7M Bet On This Tech Stock? Check Out These 4 Stocks Insiders Are Buying
May 22, 2023
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GEN
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Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For May 19, 2023
May 19, 2023
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AMAM
APH
AUTLF
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IVZ
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Analyst Ratings for Gen Digital
May 12, 2023
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GEN
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Market News
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Gen Digital: Q4 Earnings Insights
May 11, 2023
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Market News
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February’s 7 Worst-Performing S&P 500 Stocks to Buy on the Cheap
March 09, 2023
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DPZ
EOG
GEN
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7 Stocks at 52-Week Lows and Highly Attractive From Here
March 08, 2023
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GEN
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JNJ
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February 28, 2023
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ALIM
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The 20 worst U.S. stocks in February: the biggest loser dropped 36%
February 28, 2023
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ADBE
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7 Cybersecurity Stocks to Buy to Protect Your Portfolio
February 09, 2023
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AKAM
CRWD
FTNT
GEN
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FTNT
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'Risk Of Overheating': 4 Experts On Hot January Jobs Report, How The Fed Will React
February 03, 2023
Tickers
CLX
ECON
F
GEN
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Jeffrey Roach
LPL Financial
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Ford, Atlassian, Amazon And Other Big Stocks Moving Lower On Friday
February 03, 2023
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BILL
BZH
CCCC
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These 2 dividend-stock ETFs are more like growth funds in disguise. Can either still work in your income portfolio?
January 30, 2023
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CVX
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CVX
GEN
From
MarketWatch
7 Cybersecurity Stocks to Sell ASAP
January 23, 2023
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CYRN
DDOG
GEN
Tags
ZS
GEN
CRWD
From
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MeridianLink Downgraded Due to High Mortgage Exposure, Shares Fall
January 11, 2023
Tickers
CHKP
CYBR
GEN
MLNK
Tags
why it's moving
News
Market News
From
Benzinga
This Overlooked Security Stock Is Beating the Market in 2022 -- Is It a Buy for 2023?
December 21, 2022
Tickers
AVGO
GEN
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