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home
about us
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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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Client Information
Client Contact with Portfolio Manager(s)
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
FIP
Event Schedule
TAM
Event Schedule
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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Prospect Medical Holdings, Inc. Data Breach: Murphy Law Firm Investigates Legal Claims
October 03, 2023
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HACK
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From
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September 28, 2023
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September 26, 2023
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September 26, 2023
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September 21, 2023
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September 21, 2023
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Upstream RollCo Data Breach: Murphy Law Firm Investigates Legal Claims
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Hack
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September 20, 2023
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Honeywell International, Inc. Data Breach: Murphy Law Firm Investigates Legal Claims
September 14, 2023
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HACK
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Hack
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Casino Giants Face Cybersecurity Crisis: Caesars Entertainment Falls Prey To Hackers Post-MGM Attack
September 13, 2023
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September 07, 2023
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Zscaler’s stock surges 5% after beat-and-raise earnings
September 05, 2023
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Gaston College Data Breach: Murphy Law Firm Investigates Legal Claims
August 31, 2023
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Forever 21 Data Breach: Murphy Law Firm Investigates Legal Claims
August 31, 2023
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August 29, 2023
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August 29, 2023
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CrowdStrike’s stock lags cybersecurity peers as it is downgraded ahead of earnings
August 28, 2023
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Morris Hospital & Healthcare Centers Data Breach: Murphy Law Firm Investigates Legal Claims
August 22, 2023
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Palo Alto Networks stock rallies as earnings, outlook top Street estimates
August 18, 2023
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August 16, 2023
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Entertainment Partners Data Breach: Murphy Law Firm Investigates Legal Claims
August 16, 2023
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Tift Regional Health System, Inc. Data Breach: Murphy Law Firm Investigates Legal Claims
August 16, 2023
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Why is Palo Alto Networks reporting earnings Friday afternoon? The strange timing draws speculation.
August 15, 2023
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August 13, 2023
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Why Fortinet’s record selloff was overdone and Cloudflare’s stock got ‘way ahead of itself’
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Fortinet’s stock sent to the ‘penalty box,’ while Cloudflare appears to have exited it
August 04, 2023
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Cloudflare earnings, outlook tops Street estimates; stock rallies more than 5%
August 03, 2023
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Chattanooga Heart Institute Data Breach: Murphy Law Firm Investigates Legal Claims
August 02, 2023
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HACK
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Zscaler’s stock rallies after analyst upgrades on ‘much higher degree of confidence’
July 25, 2023
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This Week in ETFs: A Summer Slowdown
July 21, 2023
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