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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
MARKET RESEARCH
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12 Information Technology Stocks Moving In Wednesday's After-Market Session
January 12, 2022
Tickers
BRQS
BTCS
DTSS
IOT
Tags
NXTD
DTSS
IOT
From
Benzinga
Multimatics wins CertNexus’ Most Improved Authorized Training Partner of the Year Award
January 12, 2022
Tickers
AI
IOT
IT
Tags
certnexus
AI
IT certification
From
PRUnderground
Knowledgecom wins CertNexus’ APJC Authorized Training Partner of the Year Award
January 11, 2022
Tickers
AI
IOT
IT
Tags
certification
data science
cyber security
From
PRUnderground
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2022
January 10, 2022
Tickers
ACN
AGR
AIRC
APG
Tags
APG
STOR
SBAC
From
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
January 03, 2022
Tickers
ADTN
AVCT
BLIN
CLIR
Tags
Top Gainers
Movers
SEAC
From
Benzinga
5 Worst-Performing IPOs Of 2021
December 29, 2021
Tickers
BHG
INNV
IOT
IPOS
Tags
TCEHY
Market News
e/commerce
From
Benzinga
Five Hurdles Of Healthcare IoT - And How To Overcome Them
December 16, 2021
Tickers
IOT
KEYS
Tags
Keysight Technologies
NYSE:KEYS
IoT
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The IOT IPO gets an A-OK, as Samsara stock gains after pricing at top of range
December 15, 2021
Tickers
IOT
IPO
SPX
Tags
SPX
IPO
IOT
From
MarketWatch
Samsara IPO Alert: 10 Things to Know as IOT Stock Starts Trading Today
December 15, 2021
Tickers
IOT
Tags
Today's Market
NYSE:IOT
Market News
From
InvestorPlace
Samsara IPO prices at $23 a share, high end of range
December 15, 2021
Tickers
IOT
IPO
SPX
Tags
IOT
IPO
SPX
From
MarketWatch
Samsara IPO: 5 things about the cloud-based operations company
December 14, 2021
Tickers
IOT
Tags
IOT
From
MarketWatch
Samsara IPO: When Does Samsara Go Public? What Is the IOT Stock IPO Price Range?
December 13, 2021
Tickers
IOT
VZ
Tags
Today's Market
VZ
NYSE:IOT,NYSE:VZ
From
InvestorPlace
A Look At Upcoming IPOs For The Week
December 12, 2021
Tickers
IOT
IPOS
Tags
IPOs
IOT
Benzinga
From
Benzinga
Learning Tree wins CertNexus’ Global Authorized Training Partner of the Year Award
December 07, 2021
Tickers
AI
IOT
IT
Tags
certnexus
AI
Emerging Technology
From
PRUnderground
PwC Academy wins CertNexus’ EMEA Authorized Training Partner of the Year Award
December 06, 2021
Tickers
AI
IOT
IT
Tags
data ethics
cyber security
emerging tech
From
PRUnderground
Top 5 trending IoT devices in 2021
November 24, 2021
Tickers
IOT
Tags
New York City
Information technology
Iot
From
PRLog
AI and hybrid edge-cloud solutions to dominate the IoT landscape in 2022
November 15, 2021
Tickers
AI
IOT
ML
Tags
Internet
Industrial
Edgecomputing
From
PRLog
What Value Does a GBKSOFT Dedicated Team Bring to Business?
November 12, 2021
Tickers
IOT
Tags
Web development & design
GBKSOFT
Healthcare
From
PRUnderground
Mehraban Advisory Group, LLC Appoints Mr. Erik Amaro Lott as Chief Security Officer (CSO)
November 04, 2021
Tickers
AI
CSO
IOT
IT
Tags
DATA CENTER
small business
cloud
From
PRUnderground
Raspberry Pi gets $45M to meet demand for low cost PCs and IoT
September 21, 2021
Tickers
IOT
Tags
IoT
Europe
eben upton
From
TechCrunch
DecentralHacks 2021: Octaloop's 19-Day Hackathon And Summit Begins On September 13th
September 13, 2021
Tickers
IOT
TECH
Tags
Market News
Events
Benzinga
From
Benzinga
Global technology event, TechEx, returns as a physical expo
September 08, 2021
Tickers
IOT
Tags
blockchain
AI & Big Data
iOt
From
PRUnderground
IOTech and Lotus Labs partner to deliver AI and visual inference at the IoT edge
September 01, 2021
Tickers
IOT
Tags
Industrial Automation
Computers
Software
From
PRLog
Inventory and Supply Chain Management Trends
August 12, 2021
Tickers
IOT
Tags
New York City
Supply Chain
Iot
From
PRLog
AKCP Supports MQTT on sensorProbe+ platforms
August 12, 2021
Tickers
IOT
SPX
Tags
Cloud Services
Cupertino
Spx
From
PRLog
Supercharge Your Battery-Powered IoT Devices
August 05, 2021
Tickers
IOT
KEYS
Tags
IoT
Innovation & Technology
battery engineering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Arizona Technology Council Announces Three New Board Members and New Director of Marketing and Communications
July 30, 2021
Tickers
IOT
STEM
Tags
STEM
aerospace
Cybersecurity
From
PRUnderground
Digital Transformation Week Global Announces Expert Speaker Line-up for Free In-Person Event, This September in London
July 29, 2021
Tickers
AI
IOT
Tags
cloud computing
digital transformation event
blockchain
From
PRUnderground
Nodle Network Partners With ESTV To Enable Game Viewers To Earn Nodle Cash While Streaming
July 22, 2021
Tickers
IOT
TECH
Tags
IoT
marketacross
gaming
From
Benzinga
AKCP Monitors French National Weather Service
July 22, 2021
Tickers
IOT
Tags
AKCP
Meteo France
Remote Monitoring
From
PRLog
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