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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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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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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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Better Buy: Upstart vs. Intuit
November 13, 2021
Tickers
ADBE
FICO
INTU
UPST
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UPST
Recent Press Releases
ADBE
From
Motley Fool
CNBC's Final Trades: Intuit, BNY Mellon, Coinbase And This Semiconductor Maker
November 12, 2021
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AMD
BK
COIN
INTU
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Media
Bryn Talkington
From
Benzinga
Safer Cryptocurrency Trading: How to Avoid a Scam
November 12, 2021
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BABA
BRK-A
BRK-B
BTC
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INTU
BRK/B
ETH
From
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Expensify stock surges after IPO in vote of confidence for ‘rare profitable tech company’
November 10, 2021
Tickers
EXFY
INTU
IPO
SPX
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IPO
EXFY
INTU
From
MarketWatch
Why Did Intuit Gain 16% in October?
November 06, 2021
Tickers
INTU
Tags
Recent Press Releases
Market News
INTU
From
Motley Fool
Analyst Ratings For Intuit
November 02, 2021
Tickers
INTU
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BZI/AAR
INTU
Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For November 2, 2021
November 02, 2021
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AA
ACA
ADBE
ANIP
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ADBE
EPAC
Intraday Update
From
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7 Best Tech Stocks to Buy for Q4 Earnings Season
November 01, 2021
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ADBE
ADYEY
ASML
COIN
Tags
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ASML
TSM
From
InvestorPlace
Apple and Amazon are a Drag on Stocks as Big Tech Fail to Impress
October 29, 2021
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AAPL
ADBE
AMZN
BABA
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AAPL
WORK
XOM
From
Benzinga
Is NerdWallet Worth $5 Billion?
October 25, 2021
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CMG
INTU
MCD
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MCD
INTU
Market News
From
Motley Fool
2 Top Growth Stocks to Buy Right Now
October 20, 2021
Tickers
INTU
SQ
Tags
INTU
AFTP/F
SQ
From
Motley Fool
Jim Cramer Prefers This Stock Over Mogo, Considers Endeavor Group As Inexpensive
October 19, 2021
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Alibaba Is Too Big to Fail, but That Doesn’t Mean Its Stock is a Buy
October 18, 2021
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2 Unstoppable Stocks Set to Outgrow the Market (Again) in 2022
October 18, 2021
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INTU
Market News
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3 Top Tech Stocks to Buy During a Recession
October 16, 2021
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ADBE
INTU
PAYC
WDAY
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Market News
ADBE
PAYC
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Intuit Is Buying Mailchimp. Here's What Investors Need to Know.
October 09, 2021
Tickers
INTU
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Market News
INTU
From
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Why Patient Investors Should Watch the Dip in Adobe
October 06, 2021
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ADBE
CRM
INTU
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INTU
Market News
ADBE
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Apple, Microsoft, Disney And Amazon Lobby Against Climate Bill: Report
October 01, 2021
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From
Benzinga
10 Information Technology Stocks Showing Unusual Options Activity In Today's Session
September 30, 2021
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BTBT
INTU
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SQ
VMW
From
Benzinga
Could This Software Stock Be a Top Infrastructure Play?
September 26, 2021
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ADSK
DE
INTU
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U
DE
ADBE
From
Motley Fool
Market Sell-Off: Best Dividend Stocks to Buy Now
September 22, 2021
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INTU
POOL
ROL
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ROL
POOL
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3 Stocks to Buy Instead of Robinhood Markets
September 21, 2021
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BTC
HOOD
INTU
LMND
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LMND
Market News
SQ
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Where Will Angi Lead Us From Here?
September 21, 2021
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ANGI
HUBS
INTU
MCD
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YUM
SFIX
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Apple’s Latest, Hot IPOs, and the Future of AI
September 21, 2021
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AAPL
AMZN
BROS
DASH
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ULTA
F
INTU
From
Motley Fool
Intuit Stock May Just Be Gettng Started After This MailChimp Bump
September 17, 2021
Tickers
ADBE
BAC
FIS
FISV
Tags
SQ
FIS
NASDAQ:INTU,NASDAQ:ADBE,NYSE:FIS,NASDAQ:FISV,NASDAQ:SQ,NYSE:BAC
From
InvestorPlace
Intuit Stock Price Predictions: Can Mailchimp Buy Take INTU to $640?
September 14, 2021
Tickers
INTU
Tags
Market News
Today's Market
NASDAQ:INTU
From
InvestorPlace
A Peek Into The Markets: US Stock Futures Mostly Flat Ahead Of Consumer Price Index
September 14, 2021
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CNM
GOOG
GOOGL
HLF
Tags
GOOGL
Eurozone
Internet Software & Services
From
Benzinga
5 Stocks To Watch For September 14, 2021
September 14, 2021
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CNM
HLF
INTU
ORCL
Tags
Earnings
SKIL
CNM
From
Benzinga
Intuit To Buy Email Marketing Firm Mailchimp For $12B: What You Need To Know
September 14, 2021
Tickers
INTU
TECH
Tags
M&A
Mailchimp
Tech
From
Benzinga
Intuit near deal to buy Mailchimp for around $12 billion
September 13, 2021
Tickers
INTU
Tags
INTU
From
MarketWatch
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