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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
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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
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Event Schedule
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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
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GXO Logistics Flexes Its Muscles During the Holidays
February 18, 2022
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GXO Logistics Posts Solid Q4 Results
February 16, 2022
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Earnings Scheduled For February 15, 2022
February 15, 2022
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GXO Logistics To lead BT's Supply Chain Outsourcing
February 09, 2022
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CNBC's Final Trades: Estee Lauder, NXP Semiconductors, GXO Logistics And This Energy Company
February 05, 2022
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GXO
HP
NXPI
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GXO Logistics To Launch Automated Ecommerce Hub For Zooplus In Czech Republic
January 13, 2022
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ZLPSF
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12 Industrials Stocks Moving In Monday's After-Market Session
January 03, 2022
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2021's Most Transformational Deals in Trucking
December 23, 2021
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GXO
KNX
TFII
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Benchmark Is Bullish On XPO Logistics, Sees 39% Upside
December 22, 2021
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CNBC's Final Trades: GXO Logistics, AbbVie, PayPal And This Exercise Equipment Maker
December 14, 2021
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GXO
PTON
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Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2021
December 13, 2021
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BIGC
BOXL
BRZE
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NMIH
CIGI
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Expert Ratings For GXO Logistics
December 13, 2021
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From
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11 Industrials Stocks Moving In Friday's Intraday Session
December 10, 2021
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ACHR
AUR
BEST
BRDS
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11 Industrials Stocks Moving In Friday's Pre-Market Session
December 10, 2021
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BEST
CCNC
EFOI
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From
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12 Industrials Stocks Moving In Thursday's After-Market Session
December 09, 2021
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ASTC
BHTG
CCNC
DM
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TOMZ
MESA
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GXO Expands Relationship with MYXfitness, Opening Atlanta, DC
December 02, 2021
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ANF
GXO
TECH
XPO
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GXO
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Deutsche Bank Slows Approach to Transportation Stocks in 2022
November 29, 2021
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CP
CSX
DB
FDX
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XPO
SAIA
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What 8 Analyst Ratings Have To Say About GXO Logistics
November 23, 2021
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Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 23, 2021
November 23, 2021
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ABBV
AIRS
ALL
AMBP
Tags
TRU
TRV
CPA
From
Benzinga
The GXO Story Begins to Take Shape
November 11, 2021
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AAPL
GXO
XPO
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General
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From
Benzinga
XPO Logistics Stuck in the Slow Lane After Trucking Mishap
November 06, 2021
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GXO
ODFL
XPO
YELL
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ODFL
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Why GXO Logistics Stock Soared Higher This Week
November 04, 2021
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XPO
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GXO
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Where GXO Logistics Stands With Analysts
November 04, 2021
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BZI/AAR
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Benzinga
GXO Logistics Is Ready for the Holidays
November 04, 2021
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GXO
XPO
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Motley Fool
Why XPO Logistics Stock Fell Today
November 03, 2021
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ODFL
XPO
Tags
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XPO
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Motley Fool
GXO Head Sees Light at End of Supply Chain Tunnel
November 03, 2021
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GXO
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Partner Content
Freightwaves
GXO
From
Benzinga
What 12 Analyst Ratings Have To Say About GXO Logistics
November 02, 2021
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GXO
Tags
BZI/AAR
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GXO
From
Benzinga
Earnings Scheduled For November 1, 2021
November 01, 2021
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ADC
ADTN
ADUS
AKTS
Tags
VMD
ADC
CHT
From
Benzinga
Where GXO Logistics Stands With Analysts
October 26, 2021
Tickers
GXO
Tags
BZI/AAR
Analyst Ratings
Benzinga
From
Benzinga
GXO Opens E-Commerce Hub For Saks
October 26, 2021
Tickers
ANF
GXO
Tags
Markets
Freight
Commodities
From
Benzinga
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