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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
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
RSVP-Signup Form
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Why NetEase Shares Are Trading Lower? Here Are Other Stocks Moving In Friday's Mid-Day Session
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Intuit Reports Strong Q3 Results, 'Disappointing' Outlook: 6 Analysts On TurboTax Provider
May 24, 2024
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What's Going On With Intuit Stock Friday?
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Benzinga
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These Analysts Revise Their Forecasts On Intuit Following Q3 Results
May 24, 2024
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INTU
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Ross Stores, Booz Allen Hamilton And 3 Stocks To Watch Heading Into Friday
May 24, 2024
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Wall Street On Track To Rebound As Traders Train Eyes On Key Data Ahead Of Long Weekend: Analyst Says Brace For More Gains In Second-Half
May 24, 2024
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May 24, 2024
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Boeing, Intuit, Workday, Micron Technology, Tesla: Why These 5 Stocks Are On Investors' Radars Today
May 23, 2024
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Intuit (INTU) Q3 2024 Earnings Call Transcript
May 23, 2024
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INTU Stock Earnings: Intuit Beats EPS, Beats Revenue for Q3 2024
May 23, 2024
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Intuit Gears Up For Q3 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
May 23, 2024
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Wall Street Braces For Strong Open On Nvidia Cheer, But Traders Wary Of Key Data: Why This Analyst Sees More Market Bullishness Near-Term
May 23, 2024
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Looking At Intuit's Recent Unusual Options Activity
May 22, 2024
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Zoom, Snowflake, Intuit Face Short-Term 'Choppiness,' But Long-Term Gains Will Follow: JPMorgan
May 20, 2024
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Decoding 15 Analyst Evaluations For Intuit
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May 20, 2024
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NVIDIA To Rally Around 30%? Here Are 10 Top Analyst Forecasts For Monday
May 20, 2024
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Intuit Unusual Options Activity For May 16
May 16, 2024
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Benzinga
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INTU
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $8,200 Today
May 13, 2024
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Benzinga
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3 S&P 500 Stocks to Sell in May Before They Crash & Burn
May 12, 2024
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HRL
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Market News
INTU
From
InvestorPlace
5 Stocks to Buy Immediately, According to AI
May 09, 2024
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Is PayPal's CEO Delivering?
May 07, 2024
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Investing in This High-Yield ETF Could Turn $500 Per Month Into $42,650 in Annual Passive Income
May 07, 2024
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PGR
INTU
From
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