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home
about us
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Firm ADV PDFs
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Bond Fund Seminar
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FTC Orders Illumina To Divest Grail, Mounts Pressure On Company Amid Proxy Fight With Icahn
April 03, 2023
Tickers
ILMN
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Government
why it's moving
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From
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FTC orders Illumina to divest cancer test maker Grail on competition grounds
April 03, 2023
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March 31, 2023
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March 31, 2023
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March 29, 2023
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Individual Stock Picks As The Fed Tightens Financial Conditions Further Despite Banking Stress
March 24, 2023
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March 24, 2023
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Carl Icahn Steps Up Battle With Illumina, Says Directors Asked Additional Insurance For Grail Deal
March 24, 2023
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March 22, 2023
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ILMN
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(ILMN) - Analyzing Illumina's Short Interest
March 22, 2023
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3 Cutting-Edge Healthcare Stocks That Can Pay Off Big Time
March 18, 2023
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March 16, 2023
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This Favorable Sign Appears On Illumina's Chart
March 16, 2023
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RBC Capital Maintains Outperform Rating for Illumina: Here's What You Need To Know
March 15, 2023
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ChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies
March 15, 2023
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March 15, 2023
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Nasdaq Up 150 Points; Gold Rises Over 2%
March 13, 2023
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12 Health Care Stocks Moving In Monday's Intraday Session
March 13, 2023
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Illumina, Seagen And Other Big Stocks Moving Higher On Monday
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March 13, 2023
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ILMN Stock Alert: What to Know as Carl Icahn Prepares for Proxy Fight With Illumina
March 13, 2023
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Why Illumina Shares Are Soaring Today?
March 13, 2023
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ILMN
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Nasdaq Futures Climb Solidly After Past Week's Rout: Analyst Flags Key S&P 500 Support To Stay Above October Lows
March 13, 2023
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Church & Dwight, A. O. Smith, Illumina And This US Bank Are CNBC's 'Final Trades'
March 10, 2023
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March 07, 2023
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A Look Into Illumina's Debt
March 06, 2023
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ILMN
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How Is The Market Feeling About Illumina?
March 06, 2023
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ILMN
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These 20 companies are bucking a mostly negative earnings trend. Here’s what that means for their stocks.
February 14, 2023
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7 Stocks to Buy and Hold for the Next 20 Years
February 12, 2023
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FTNT
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