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home
about us
Investment Approach
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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
MARKET RESEARCH
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Where Will Shopify Stock Be in 3 Years?
December 06, 2022
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Get Ready for Twitter Apple Beef! Why Elon Musk Is Fighting Mad.
November 29, 2022
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Stocks That Hit 52-Week Lows On Friday
November 25, 2022
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November 18, 2022
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November 17, 2022
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November 16, 2022
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November 13, 2022
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Got $5,000? It's Not Too Late to Buy These 3 Market-Beating Stocks
November 09, 2022
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CI
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Advertisers Are Secretly Fearing Twitter With Musk At The Helm - And He Needs Them
November 06, 2022
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‘I own the responsibility for why everyone is in this situation’: Twitter founder Jack Dorsey apologizes for layoffs
November 05, 2022
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Elon Musk slashing jobs at Twitter to avoid $700M loss next year: sources
November 05, 2022
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Activist groups urge advertisers to pause Twitter buys after Elon Musk blames them for ‘massive drop in revenue’
November 04, 2022
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General Mills Can't Keep Up With Its Big Opportunity
November 04, 2022
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November 01, 2022
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The 7 Most Popular Dividend Stocks Ranked from Biggest to Smallest
October 28, 2022
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Two Recession-Proof Dividend Stocks: Which Is the Better Buy?
October 22, 2022
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Jim Cramer Says Freshpet Is 'Too Expensive,' This Stock Has 'A Better Pet Food Division'
October 19, 2022
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Here's How Much You Would Have Made Owning General Mills Stock In The Last 15 Years
October 11, 2022
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Food inflation has soared in the U.S. And now farmers are planting wheat in the most expensive harvest ever
October 10, 2022
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Goldman Sachs Maintains Sell Rating for General Mills: Here's What You Need To Know
October 10, 2022
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October 10, 2022
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This Giant Dividend Stock Just Proved It Can Handle Inflation
October 06, 2022
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Amazon And 3 Other Stocks Insiders Are Selling
October 04, 2022
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General Mills's Ex-Dividend Date Is Thursday, Here's What You Need To Know
October 03, 2022
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Tags
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BZI/ExDiv
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $300 Today
September 29, 2022
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GIS
Tags
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GIS
Benzinga
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Is This Blue Chip Stock a Buy for Income Investors?
September 28, 2022
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GIS
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Motley Fool
Insiders Selling General Mills, Designer Brands And This Energy Stock
September 27, 2022
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DBI
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NE
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Small Cap
Markets
GIS
From
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