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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)
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Market Value Securities (MVS)
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Social Security isn't bankrupt: What we know about future benefits based on the latest trustees report
June 25, 2022
Tags
Medicare health plans
Personal taxes
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From
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Education Department agrees to cancel $6 billion in debt for some 200,000 student loan borrowers
June 23, 2022
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June 22, 2022
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June 22, 2022
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June 16, 2022
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June 15, 2022
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Tags
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June 11, 2022
Tags
Personal saving
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Personal income
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Sanders, Warren propose bill to extend Social Security's solvency for 75 years, increase benefits by $2,400 per year
June 09, 2022
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Congress
Disability benefits
Retirement
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Unemployment system plagued by delays, fraud and racial gaps during pandemic, says watchdog agency
June 07, 2022
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Personal finance
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June 07, 2022
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Tax planning
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Biden's decision on student loan forgiveness is likely to come in July or August, report finds
June 06, 2022
Tags
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Education
Student Loans
From
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Another record-high Social Security cost-of-living adjustment in 2023 could put more money in retirees' wallets and impact the program's funds
June 06, 2022
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Personal finance
Family finances
Government Programs
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Social Security’s funds have a new, later-projected depletion date of 2035. How Congress may shore up the program
June 02, 2022
Tags
Employee pension benefits
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June 01, 2022
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Personnel
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May 27, 2022
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Fraud and false statements
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As Biden administration leans toward $10,000 in student loan forgiveness, advocates push back
May 27, 2022
Tags
Personal loans
Personal finance
Politics
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Why it's hard for the Biden administration to figure out how much student debt to forgive
May 26, 2022
Tags
Government Programs
Personal finance
Investment strategy
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Director of government financial watchdog Rohit Chopra looks for signs of stress as consumers increase debt to deal with inflation
May 26, 2022
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Personal Finance
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Personal debt
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Struggling to pay your bills in retirement? These resources can help
May 25, 2022
Tags
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Student loan forgiveness could be around the corner. What to do while you wait
May 22, 2022
Tags
Xfinity Money
Personal saving
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'Unretiring'? Here's how to handle your Medicare coverage if you return to the workforce
May 16, 2022
Tags
Medicare Part C
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Americans can expect to pay a lot more for medical care in retirement
May 16, 2022
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She's been pushing for student loan forgiveness for a decade. Now it could happen
May 15, 2022
Tags
Personal saving
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Want to buy more than $10,000 in nearly risk-free I bonds? Here are a few strategies
May 14, 2022
Tags
Personal investing
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Social Security may have underpaid student beneficiaries by about $59.5 million, report finds
May 09, 2022
Tags
Personal finance
Government Programs
Family finances
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Democrats are pushing to renew the expanded child tax credit. Here's why that hasn't happened yet
May 05, 2022
Tags
Social issues
Personal Finance
Parenting
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Education Department forgives loans of more than 110,000 people in public service
May 04, 2022
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Student Loans
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Here’s where I bonds may work in your portfolio, according to financial advisors
May 03, 2022
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Government Programs
Investment strategy
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