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home
about us
Investment Approach
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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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Sample Portfolio
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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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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Prepare for More Volatility in 2023 With IRVH
December 02, 2022
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Five Risks for 2023 Keeping Us Awake
December 01, 2022
Tags
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MLP Monthly Report: November 2022
December 01, 2022
Tags
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A Safe Haven Scramble Could Prop Up GOEX, SIL
December 01, 2022
Tickers
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GOLD
SIL
SILVER
Tags
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November 30, 2022
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November 28, 2022
Tags
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Benzinga
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Cybersecurity: Discovering Growth in a Recession
November 28, 2022
Tags
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Market News
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The Next Big Theme: November 2022
November 28, 2022
Tags
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November 28, 2022
Tags
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Benzinga
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Rather Than Rely on Bond Income, Check Out PFFD
November 28, 2022
Tickers
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Tags
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bonds
thematic investing channel
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Investment Strategy Monthly Insights, November 2022
November 22, 2022
Tags
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Global X
Benzinga
From
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Government Support Can Lift Up This China Real Estate ETF
November 22, 2022
Tickers
CHIR
Tags
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China
CHIR
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Bull vs. Bear: Is It The Right Time For REITs?
November 22, 2022
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Banks Collaborate to Create Digital Dollar Using Blockchain Technology
November 21, 2022
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From
ETF Trends
Vietnam’s Economy Recovering, but Headwinds Remain for VNAM
November 18, 2022
Tickers
VNAM
Tags
thematic investing channel
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Vietnam
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As Copper Prices Pull Back, COPX Could Be a Bargain
November 17, 2022
Tickers
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Tags
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Chart of the Week: Advisors Seeking Downside Protection
November 17, 2022
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QDIV: A Quality Dividend Strategy for a Late Cycle Environment
November 15, 2022
Tags
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As Global Dividends Jump, Check Out These ETFs
November 15, 2022
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SDIV
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thematic investing channel
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Global X Changes Ticker Symbol for Interest Rate Hedge ETF to RATE
November 14, 2022
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RATE
Tags
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Mirae Asset Global Investments
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Demand for Gold and Silver Bullion Rose During October
November 14, 2022
Tickers
GOEX
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Tags
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thematic investing channel
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From
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Gold Outlook: Short-term Volatility, But Long-Term Case Intact
November 11, 2022
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Thematic ETF Report: October 2022
November 11, 2022
Tags
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Despite Tech Weakness, Cloud Computing Investment Continues
November 11, 2022
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Takeaways as Class of 2019 ETFs Hit 3-Year Mark
November 10, 2022
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Early Holiday Spending Could Bolster This Millennials ETF
November 10, 2022
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MILN
Tags
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White House Releases $185 Billion for Infrastructure: An ETF to Ponder
November 08, 2022
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GRNR
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Tags
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Lithium Market Update: Elevated Prices Are Creating Favorable Dynamics for Miners
November 07, 2022
Tags
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November 07, 2022
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Mass Global Adoption of Clean Energy Paves the Way for This ETF
November 04, 2022
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CTEC
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