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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
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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
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These Could Be the Next Monster AI Stock Splits After Nvidia
June 12, 2024
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June 11, 2024
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June 11, 2024
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Goldman Sachs Gr Unusual Options Activity
June 10, 2024
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Benzinga
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The 3 Most Undervalued Utility Stocks to Buy in June 2024
June 10, 2024
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NYSEARCA:VPU,NASDAQ:GWRS,NYSE:ENB,NASDAQ:AEP,NYSE:GS
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3 Capital Markets Stocks to Buy Hand Over Fist in June
June 08, 2024
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$100 Invested In Goldman Sachs Gr 5 Years Ago Would Be Worth This Much Today
June 07, 2024
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The 3 Best Dow Stocks to Buy in June 2024
June 07, 2024
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Ready to Rally: Ride These 3 Stocks to Dow 50K
June 07, 2024
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AbbVie, Amazon, Goldman Sachs And 2 Major Health Care Stocks On CNBC's 'Final Trades'
June 07, 2024
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The Dividend Darlings: 3 Stocks That Will Shower Your Portfolio with Cash
June 07, 2024
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June 06, 2024
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June 06, 2024
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Looking At Goldman Sachs Gr's Recent Unusual Options Activity
June 05, 2024
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Dividend Aristocrats in Disguise: 3 Stocks With Royal Payout Potential
June 04, 2024
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June 03, 2024
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Elon Musk-Jamie Dimon Ending Years-Long Feud? Report Says Billionaire's Attendance At JPMorgan's March Tech Conference Paved The Way For Truce
June 02, 2024
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3 Stocks Riding High on Major Analyst Upgrades Last Week
May 30, 2024
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10 Financials Stocks Whale Activity In Today's Session
May 30, 2024
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Former Goldman Sachs Exec Beth Hammack Becomes Next Cleveland Fed President
May 29, 2024
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Hedge Funds' Exposure To Big Tech Hits Record High As Nvidia's Soaring Stock Drives Rally
May 29, 2024
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Growth Stocks on Steroids: 3 Names Set to Soar Despite Market Turmoil
May 27, 2024
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The Bull Market Blastoff: 3 Stocks Ready to Skyrocket When the Market Roars
May 27, 2024
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If You'd Invested $100 in Viking Therapeutics Stock 2 Years Ago, Here's How Much You'd Have Today
May 26, 2024
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GS
RHHBY
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EXCLUSIVE: Nvidia Dow Jones Inclusion 'A Matter Of When' — Will It Replace Intel?
May 24, 2024
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AMZN
CSCO
DIA
GS
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5 Investors Betting Big on SoFi (SOFI) Stock in Q1
May 23, 2024
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From
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What the Options Market Tells Us About Goldman Sachs Gr
May 23, 2024
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GS
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Options
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GS
From
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