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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Featured Quarterly Newsletter
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Circle confidentially files for IPO following banner year for crypto stocks
January 11, 2024
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IPOS
Tags
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From
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December 15, 2023
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December 11, 2023
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November 30, 2023
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November 29, 2023
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Tags
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From
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Reddit Eyes 2024 IPO Amid Volatile Market, Estimates $15B Valuation: Report
November 28, 2023
Tickers
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IPO
IPOS
MS
Tags
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Huawei's smartphone spin-off Honor plans IPO
November 22, 2023
Tickers
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Tags
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IPO pipeline welcomes some profitable companies, raising hopes for a rebound
November 20, 2023
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KVYO
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HK:175
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Bithumb's Ambitious Plan To Go Public A Game-Changer For The Crypto Market?
November 13, 2023
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Tags
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KOSDAQ
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Cargo Therapeutics rises 2.2% in trading debut after IPO priced at low end of range
November 10, 2023
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CRGX
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SPX
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CRGX
From
MarketWatch
Ron Baron expects SpaceX's Starlink to go public around 2027
November 10, 2023
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IPO
IPOS
Tags
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From
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Arm, Instacart and Klaviyo’s earnings are another reason for IPO buyers’ remorse
November 09, 2023
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APP
ARM
CART
CROX
Tags
CART
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From
MarketWatch
The IPO market has grown quiet again. Here's what is behind the shift in sentiment
November 09, 2023
Tickers
IPO
Tags
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November 08, 2023
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GS
IPO
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Tags
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Kokusai Electric shares pop 32% on Tokyo debut
October 25, 2023
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IPOS
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IPOs Were Crushed This Year — And Venture Capitalists Are Worried
October 21, 2023
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ARM
CART
IPO
Tags
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SNOW
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From
Benzinga
European Private Equity CVC Capital Partners Defies Market Pessimism, Weighs Amsterdam IPO Next Week
October 19, 2023
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IPOS
Tags
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News
IPOS
From
Benzinga
Gensler Compares Bitcoin ETF Review To IPO Process, Says SEC Is Working On Them
October 18, 2023
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BITCOMP
IPO
SEC
USD-BITSTAMP
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$BTC
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Spot Bitcoin ETF
From
Benzinga
Birkenstock’s IPO was one of the worst debuts for a billion-dollar deal in a decade
October 16, 2023
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APP
BIRK
IPO
SPX
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From
MarketWatch
Asia fintech MoneyHero slides on first day of trading after merger with Peter Thiel-backed SPAC
October 13, 2023
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IPO
IPOS
Tags
Bridgetown Holdings Ltd
Personal Finance
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From
CNBC.com News
Birkenstock’s stock falls 10% in trading debut after IPO priced at lower end of range
October 11, 2023
Tickers
ARM
BIRK
CART
CROX
Tags
NKE
SPX
CART
From
MarketWatch
Birkenstock Prices IPO At $46 Per Share: Everything You Need To Know About The German Shoemaker
October 11, 2023
Tickers
ARM
BIRK
CART
CROX
Tags
BIRK
IPO
KVYO
From
Benzinga
Birkenstock IPO expected to prove the next test of investor appetite for deals
October 09, 2023
Tickers
GPAK
IPO
KVYO
SPX
Tags
BIRK
IPO
GPAK
From
MarketWatch
This esports company is gearing up to be the first Pakistani entity to list on Nasdaq
October 05, 2023
Tickers
GPAK
IPO
SPX
Tags
GPAK
IPO
SPX
From
MarketWatch
Birkenstock’s valuation is too high and investors may not make money in its IPO, analyst says
October 04, 2023
Tickers
AMZN
ARM
BIRD
CART
Tags
BIRK
IPO
ARM
From
MarketWatch
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