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home
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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
Services, Fees and Compensation
Client Information
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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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Event Schedule
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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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Why Are Insurance Stocks HUM, UNH, ELV, CI Down Today?
June 14, 2023
Tickers
CI
ELV
GS
HUM
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HUM
ELV
NYSE:HUM,NYSE:UNH,NYSE:ELV,NYSE:CI,NYSE:GS
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Why Is Humana (HUM) Stock Down 12% Today?
June 14, 2023
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HUM
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From
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Why MIND Technology Shares Are Trading Lower By Over 20%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
June 14, 2023
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AFRM
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Why Centene, CVS Health, and Humana Stocks Are Sinking Today
June 14, 2023
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HUM
UNH
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Motley Fool
UnitedHealth’s stock chops more than 230 points off the Dow’s price
June 14, 2023
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CVS
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The Dow Is Falling Wednesday for Just 1 Reason
June 14, 2023
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ELV
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^DJI
CVS
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Why CVS Health, Humana And Elevance Shares Are Moving Lower
June 14, 2023
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ELV
HUM
UNH
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HUM
ELV
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Benzinga
MicroVision, RadNet And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
June 14, 2023
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HUM
KURA
LOGI
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RDNT
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Tesla shares rise, as Logitech, Kura and UnitedHealth fall and other stocks on the move
June 14, 2023
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CI
HUM
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From
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Seniors are finally catching up on delayed surgeries. That’s bad news for health insurers.
June 14, 2023
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HUM
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UNH
From
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$1000 Invested In Humana 20 Years Ago Would Be Worth This Much Today
June 09, 2023
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This Is What Whales Are Betting On Humana
June 01, 2023
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May 30, 2023
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10 Health Care Stocks With Whale Alerts In Today's Session
May 25, 2023
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Here's How Much You Would Have Made Owning Humana Stock In The Last 10 Years
May 25, 2023
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Check Out What Whales Are Doing With HUM
May 23, 2023
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These stock pickers led the health-fund category over the past 5 years. Here’s where they’re investing now.
May 22, 2023
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Check Out What Whales Are Doing With HUM
May 16, 2023
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This Is What Whales Are Betting On Humana
May 11, 2023
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Here's How Much You Would Have Made Owning Humana Stock In The Last 10 Years
May 09, 2023
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HUM
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Benzinga
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Here's How Much $100 Invested In Humana 20 Years Ago Would Be Worth Today
April 28, 2023
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HUM
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Looking Into Humana's Return On Capital Employed
April 27, 2023
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HUM
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HUM
From
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This Is What Whales Are Betting On Humana
April 27, 2023
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HUM
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Benzinga
Humana's Q1: Strong Earnings Growth On Strength Of Medicare Advantage Business, Lifts FY23 Outlook
April 26, 2023
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Nasdaq Futures Surge On Microsoft, Alphabet Earnings Cheer: Analyst Tells Why Investors Might Not 'Sell In May And Go Away'
April 26, 2023
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Humana Earnings Preview
April 25, 2023
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Bargain Hunters, Rejoice: Analyst Unveils Undervalued Humana Stock, Kicks Off Coverage
April 21, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For April 21, 2023
April 21, 2023
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Expecting a Tax Refund? Here Are 2 Remarkable Dividend Growth Stocks to Consider
April 21, 2023
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US Stock Futures Point To Weak Open Friday: Why This Analyst Says Retest Of 2022 Lows Is Unlikely
April 21, 2023
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