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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
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
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How Much Will Garmin Stock Pay Out in Dividends in 2025?
December 22, 2024
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Market News
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CCL
DECK
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November 21, 2024
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2 Monster Stocks to Hold for the Next 20 Years
November 09, 2024
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Market News
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November 05, 2024
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ASTS
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November 03, 2024
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MBLY
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From
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Garmin Stock Pops After Incredible Results
October 31, 2024
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GOOG
GOOGL
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October 30, 2024
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ADP
AMD
AMGN
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RDDT
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Why Garmin Stock Reached an All-Time High Today
October 30, 2024
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GRMN
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Snap Posts Upbeat Earnings, Joins Unisys, AtriCure, Garmin And Other Big Stocks Moving Higher On Wednesday
October 30, 2024
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ATGE
ATRC
CAKE
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OMCL
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From
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Garmin Q3 Earnings: Strong Revenue Growth Wearable Demand, Margin Expansion, Holiday Season Prompts Outlook Boost
October 30, 2024
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TECH
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If I Could Only Buy 3 Stocks in the Last Half of 2024, I'd Pick These
September 29, 2024
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September 13, 2024
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September 13, 2024
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September 13, 2024
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This Stock Is Down 97% -- Time to Buy It Hand Over Fist
September 05, 2024
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1 Favorable Trend That Explains the 70% Increase in Garmin Stock
August 23, 2024
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3 Promising Fitness Stocks to Power Up Your Portfolio
August 09, 2024
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The 7 Best Dividend Stocks to Buy Now: August 2024
August 09, 2024
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AXP
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Garmin Stock Is Up 30% This Year. Is It Still a Buy After Earnings?
August 07, 2024
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3 Dividend Stocks That Could Boost Your Income Portfolio
August 06, 2024
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The Top 3 Retirement Stocks to Buy Now: Summer 2024
August 02, 2024
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Tech Stocks On Track For Best Session In 5 Months Ahead Of Fed Meeting; Small Caps Target Highest Close Since January 2022: What's Driving Markets Wednesday?
July 31, 2024
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ALB
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AN
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What Are the Hottest Growth Stocks Right Now? 7 Top Picks.
July 31, 2024
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AVGO
CMG
GOOG
GOOGL
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GRMN
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Garmin's Q2 Earnings: Revenue And EPS Beat, Strong Performance in Fitness And Marine Segments, Annual Outlook Hiked
July 31, 2024
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GRMN
NEWS
TECH
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Benzinga
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Wall Street Remains On Track For AMD-Led Rebound Ahead Of Fed Decision, Meta Earnings: Analyst Says 'The Bull Tends To Remain' Despite Near-Time Volatility
July 31, 2024
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AN
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Apple, Amazon, Microsoft, Meta Lead The Charge As Investors Bank On Tech Cheer For Rally's Reacceleration: Week Ahead In Earnings
July 29, 2024
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AIG
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BKNG
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From
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The 3 Best Human Augmentation Stocks to Buy Now
July 26, 2024
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GRMN
MSFT
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NYSE:RTX,NYSE:GRMN,NASDAQ:MSFT
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