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about us
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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
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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
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
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This Crypto ETF Could Soar 1,500%, According to Cathie Wood
December 08, 2024
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IBIT
Tags
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IBIT
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Bitcoin To Emerge As 'Premier Store Of Value Asset,' Hit $1 Million By 2033, Says Bernstein
December 05, 2024
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Bitcoin, Ethereum ETFs Recorded Over $800 Million In Inflows On Tuesday
December 04, 2024
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December 03, 2024
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From
Benzinga
1 Top Cryptocurrency to Buy Before It Soars 157%, According to Billionaire Venture Capitalist Tim Draper
December 03, 2024
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BTC
IBIT
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Recent Press Releases
IBIT
From
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Billionaire Izzy Englander Loaded Up on This Warren Buffett ETF in Q3. Should You Buy It, Too?
December 03, 2024
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December 03, 2024
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November 27, 2024
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This Crypto ETF Could Soar 100% Next Year, According to Wall Street Investment Firm Bernstein
November 27, 2024
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IBIT
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Billionaire Hedge-Fund Manager Paul Tudor Jones Is Buying Bitcoin Hand Over Fist (but Not for the Reason You Think)
November 26, 2024
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Bitcoin Hits Another All-Time High on Trump's Election Win. Is There More to Come?
November 25, 2024
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This BlackRock Index Fund Could Soar 13,761%, According to MicroStrategy Chief and Billionaire Michael Saylor
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Could This Exchange-Traded Fund (ETF) Be a Millionaire Maker?
November 23, 2024
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Bitcoin Is Doing Something It Has Never Done Before, and It May Lead to Big Gains
November 23, 2024
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Cathie Wood Just Delivered Fantastic News for Bitcoin Investors
November 20, 2024
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BlackRock's Head Of Digital Assets Says IBIT Spot Bitcoin ETF Options Blow Past 1 Billion In Trading Volume
November 19, 2024
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November 19, 2024
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BlackRock Spot Bitcoin ETF Options On Nasdaq Rack Up 9-Figure Trading Volume In First Few Hours: 'Seems Very Bullish,' Says Analyst
November 19, 2024
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BlackRock's Spot Bitcoin ETF To Open For Options Trading: Here's Why It Could Be A Big Deal For Bitcoin
November 19, 2024
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Paul Tudor Jones Boosts Bitcoin Holdings, Potentially Making BTC His Largest Non-Options Investment
November 18, 2024
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IBIT
$BTC
From
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Billionaires Are Selling Palantir Stock and Buying an Index Fund That May Soar Up to 54,300%, According to Certain Wall Street Experts
November 18, 2024
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IBIT
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Wall Street's Banking Giants Load Up On Bitcoin, Ethereum ETFs: Here's What JPMorgan, Goldman Sachs And Morgan Stanley Hold
November 18, 2024
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November 17, 2024
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Goldman Sachs Expands Bitcoin ETF Holdings To $710 Million
November 15, 2024
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1 Brilliant Index Fund to Buy Before It Soars 450% With Donald Trump as President, According to a Wall Street Analyst
November 15, 2024
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