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about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Event Schedule
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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As the SEC Hardens Its Stance on Cybersecurity, Check Out This ETF
September 10, 2021
Tickers
BUG
Tags
thematic investing channel
bug
Global X
From
ETF Trends
Here’s What Americans Have to Say About Inflation
September 09, 2021
Tags
retirement income channel
Global X
From
ETF Trends
Get Income Amid Volatility With This Global X ETF
September 09, 2021
Tickers
QYLD
Tags
QYLD
thematic investing channel
Volatility
From
ETF Trends
Midstream Energy Can Shake the Summertime Blues
September 07, 2021
Tickers
EINC
ENFR
MLPA
Tags
Global X
SS&C
MLPA
From
ETF Trends
As The Nasdaq 100 Soars to Higher Heights, Get Risk-Managed Income
September 06, 2021
Tickers
XRMI
Tags
Global X
nasdaq 100
Thematic Investing Channel
From
ETF Trends
Germany’s Inflation Might Be Higher, But This ETF’s Expense Ratio Is Still Low
September 01, 2021
Tickers
DAX
Tags
thematic investing channel
Global X
DAX
From
ETF Trends
Head to the Midstream for Inflation Protection
August 31, 2021
Tickers
AMLP
EINC
MLPA
Tags
MLPA
SS&C
Global X
From
ETF Trends
A Fresh Approach to Minimizing the Nasdaq-100
August 30, 2021
Tickers
QCLR
Tags
QCLR
Global X
Nasdaq Portfolio Solutions Channel
From
ETF Trends
Three Global X ETFs With Built-in Risk Management
August 30, 2021
Tickers
XCLR
XRMI
XTR
Tags
risk management
XCLR
Global X
From
ETF Trends
Two Global X ETFs to Take Advantage of Southeast Asia’s Green Push
August 30, 2021
Tickers
ASEA
CTEC
Tags
CTEC
Southeast Asia
ASEA
From
ETF Trends
New Lithium Battery Technology Could Power Up This ETF
August 27, 2021
Tickers
LIT
Tags
thematic investing channel
LIT
Global X
From
ETF Trends
ETF Strategies To Explore As Fed Monitors Inflation And Tapering
August 26, 2021
Tickers
DIVS
GSG
MOTO
SDIV
Tags
sdiv
MOTO
iShares
From
ETF Trends
Global X Launches Six Options-Based ETFs for Current Market Environments
August 26, 2021
Tickers
QCLR
QRMI
QTR
XCLR
Tags
QCLR
Thematic Investing Channel
XCLR
From
ETF Trends
Check Out AGNG as Healthcare Systems Adapt to an Aging Population
August 25, 2021
Tickers
AGNG
Tags
thematic investing channel
AGNG
Global X
From
ETF Trends
White House Cybersecurity Meeting to Take Place Between President and Major CEOs
August 25, 2021
Tickers
BUG
Tags
bug
Global X
cybersecurity
From
ETF Trends
This Pair of Global X ETFs Provides Targeted Fixed Income Exposure
August 25, 2021
Tickers
TFIV
TFLT
Tags
TFLT
thematic investing channel
treasury
From
ETF Trends
As Solar Costs Drop, This ETF May Get Its Day in the Sun
August 24, 2021
Tickers
RNRG
Tags
Solar
Renewable Energy
Global X
From
ETF Trends
Hefty Dividends Can Hedge Against Inflation
August 24, 2021
Tickers
DIVS
MOTO
SDIV
Tags
MOTO
Global X
sdiv
From
ETF Trends
Precious Metals ETFs Advance on Retreating Dollar, Doubts over Fed Tapering
August 23, 2021
Tickers
GOAU
GOLD
PHYS
PSLV
Tags
PHYS
Global X
Gold & Silver Investing Channel
From
ETF Trends
Blockchain ETFs Rally as Coinbase Wagers On a Crypto Future
August 20, 2021
Tickers
BITQ
BKCH
BLOK
DAPP
Tags
BITQ
DAPP
Global X
From
ETF Trends
Midstream’s Got Momentum
August 19, 2021
Tickers
EINC
ENFR
MLPA
Tags
Global X
ETF Building Blocks Channel
ALPS
From
ETF Trends
New Infrastructure Dollars Shouldn’t BUG This Cybersecurity ETF
August 18, 2021
Tickers
BUG
Tags
thematic investing channel
cybersecurity
bug
From
ETF Trends
The AQWA ETF Isn’t Just Water Under the Bridge
August 16, 2021
Tickers
AQWA
Tags
Infrastructure
AQWA
thematic investing channel
From
ETF Trends
Precious Metals Surge, Consumer Sentiment Hits New Low
August 13, 2021
Tickers
GOAU
GOLD
PHYS
PSLV
Tags
SLV
iShares
GOAU
From
ETF Trends
Two Country-Level ETFs to Consider after a Strong Q2
August 12, 2021
Tickers
ARGT
GXF
Tags
Argentina
thematic investing channel
GXF
From
ETF Trends
Midstream Dividends Solidify in the Second Quarter
August 12, 2021
Tickers
AMLP
EINC
ENFR
Tags
Global X
AMLP
ENFR
From
ETF Trends
Favorable Risk-Reward Scenarios in Midstream Energy
August 10, 2021
Tickers
EINC
ENFR
MLPA
Tags
ENFR
MLPA
VanEck
From
ETF Trends
Robots Continue to Creep Into Business Activities
August 10, 2021
Tickers
BOTZ
Tags
Robotics
thematic investing channel
BOTZ
From
ETF Trends
Desperate for Dividends? Consider This High-Dividend REIT ETF
August 09, 2021
Tickers
SRET
Tags
Dividend Channel
SRET
dividend ETF channel
From
ETF Trends
It’s Getting Cheap to Dwell in the Energy Sector
August 09, 2021
Tickers
EINC
ENFR
MLPA
Tags
ENFR
MLPA
VanEck
From
ETF Trends
< Previous
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