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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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What we know so far about the student loan forgiveness application coming soon from the Education Department
October 13, 2022
Tags
Fraud and false statements
Student loans
Government Agencies
From
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Here's why more than 7 million student loan borrowers could miss out on federal forgiveness program
October 10, 2022
Tags
Personal loans
Personal debt
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Biden's student loan forgiveness application will go live any day now. Here's how to prepare
October 07, 2022
Tickers
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Tags
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October 06, 2022
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Tags
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GOP challenges to Biden's student loan forgiveness plan put debt relief in jeopardy
October 03, 2022
Tags
Congress
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Arizona attorney general calls student loan forgiveness 'unconstitutional' in legal challenge to Biden's plan
September 30, 2022
Tags
Court decisions
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Politics
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In a reversal, the Education Department is now excluding millions from student loan relief
September 29, 2022
Tags
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September 26, 2022
Tags
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September 19, 2022
Tags
Legislation
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1 in 4 adults in the U.S. lives with a disability. Having a financial plan to address care is critical
September 12, 2022
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Government Agencies
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How electric vehicle manufacturing could shrink the Midwestern job market
September 04, 2022
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Tags
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48 million families can get free or cheap high-speed internet with a federal program. How to tell if you qualify
September 01, 2022
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Personal income
Social issues
Entertainment
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Inflation drives long-term care costs even higher. Here’s how planning ahead can help families afford it
August 30, 2022
Tags
Housing
Social issues
Wealth
From
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Mortgage rates will fall to 4.5% in 2023? That's the estimate from Fannie Mae. Here’s what that means for homebuyers
August 29, 2022
Tags
Mortgages
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Op-ed: The IRS just isn't prepared for the Inflation Reduction Act
August 26, 2022
Tags
Government Programs
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Are your student loans eligible for the White House forgiveness plan? What we know
August 25, 2022
Tags
Higher education
Personal debt
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Workers have more than $500 million socked away in state-run retirement plans — and Delaware is the latest to add one
August 18, 2022
Tags
Retirement
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Personal Finance
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Lawmakers call for safety upgrades as people face long lines ‘outside in the heat for hours’ at Social Security offices
August 17, 2022
Tags
Personal taxes
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If you're facing bankruptcy, here's what experts say to do before, during and after you file
August 14, 2022
Tickers
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Tags
Law
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Biden has promised a student loan forgiveness decision this month. Here are 5 things borrowers can do while they wait
August 05, 2022
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Congress
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Here's how ABLE accounts, special needs trusts differ ... and how they can work together
July 30, 2022
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Medicare scams are on the rise. Here are four tips to avoid them
July 21, 2022
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Retirees could see their monthly Social Security checks jump by $175 next year. Is that enough to keep up with inflation?
July 21, 2022
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'A giveaway to highly educated college grads': Republicans slam Biden's possible plan to cancel student debt
July 20, 2022
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New online tool lets Puerto Rico residents sign up for child tax credit payments worth up to $3,600 per child
July 14, 2022
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Congress
Personal debt
Personal spending
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As states and cities raise minimum wage rates, some experts say a higher federal rate is long overdue
July 07, 2022
Tags
Wage gap
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Social Security Administration addressing 'deficiencies' in handling mail during pandemic, says government watchdog report
July 01, 2022
Tags
Personal saving
Government pensions and social security
Government Agencies
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‘It’s like going to the DMV online’: What to know about buying Series I savings bonds via TreasuryDirect
June 29, 2022
Tags
Financial planning
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Gender gaps in retirement readiness and financial know-how persist, despite strides made by women in last 50 years
June 27, 2022
Tags
Legislation
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