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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
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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
Featured Quarterly Newsletter
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Baidu Q3: 6% Topline Growth, Prioritizing AI Investments, ERNIE 4.0 Launch & More
November 21, 2023
Tickers
BIDU
IQ
Tags
Briefs
IQ
Markets
From
Benzinga
AVITA Medical Cuts Revenue Forecast, Joins iQIYI, Trip.com And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
November 21, 2023
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IQ
MOR
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BUR
SBSW
From
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A Preview Of iQIYI's Earnings
November 20, 2023
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IQ
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Earnings
IQ
BZI/EP
From
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5 OTC Stocks With The Potential To Explode In 2024
November 08, 2023
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ARDX
EGY
IOVA
IQ
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ARDX
Ohanae
IQ
From
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Does Smoking Weed Kill Your Brain Cells?
September 16, 2023
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IQ
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Market News
Study
General
From
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Is Baidu Stock a Buy Now?
August 25, 2023
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BIDU
IQ
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IQ
Market News
BIDU
From
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10 Communication Services Stocks Whale Activity In Today's Session
August 24, 2023
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DIS
GOOG
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From
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Foot Locker, Peloton Interactive And Other Big Stocks Moving Lower On Wednesday
August 23, 2023
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AMC
CIX
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Why Macy's Are Trading Lower By Around 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
August 22, 2023
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AMC
APE
ASLE
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From
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Earnings Scheduled For August 22, 2023
August 22, 2023
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BIDU
BJ
BMTX
Tags
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DKS
BJ
From
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Baidu's Q2 Earnings: Strong Growth, Beats Expectations, Says Well-Positioned To Capitalize on AI
August 22, 2023
Tickers
BIDU
IQ
Tags
IQ
Earnings
Briefs
From
Benzinga
A Preview Of iQIYI's Earnings
August 21, 2023
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Tags
Benzinga
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10 Communication Services Stocks With Whale Alerts In Today's Session
August 10, 2023
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BIDU
DIS
GOOGL
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T
Benzinga
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Alibaba, Nio among China stocks falling amid downbeat economic data
August 08, 2023
Tickers
BABA
BIDU
BILI
HUYA
Tags
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LI
XPEV
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Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2023
July 27, 2023
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BA
BIDU
BIIB
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Where iQIYI Stands With Analysts
July 27, 2023
Tickers
IQ
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Benzinga
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Analyst Ratings
From
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Nio helps lead strong China stock rally amid upbeat economic commentary, while Alibaba shares get a lift
July 24, 2023
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BIDU
BILI
HUYA
Tags
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Becton, Dickinson and Company, Applied Digital, POSCO And Other Big Stocks Moving Higher On Monday
July 24, 2023
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APLD
BDX
BILI
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From
Benzinga
Alibaba Conducts Strategic Review of Youku and Tudou Amidst Rivalry with Baidu and Tencent
July 05, 2023
Tickers
BABA
BIDU
IQ
TCEHY
Tags
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IQ
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From
Benzinga
Nio’s stock turns briefly positive after more than $1 billion investment from Abu Dhabi fund
June 20, 2023
Tickers
BABA
BILI
IQ
JD
Tags
NIO
LI
XPEV
From
MarketWatch
Why Are Chinese Stocks BABA, BIDU, JD, IQ, PDD Up Today?
June 13, 2023
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BIDU
IBIO
IQ
Tags
IBIO
SOFI
Today's Market
From
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7 Stocks to Buy for 200% Returns This Year
June 13, 2023
Tickers
AEVA
IQ
LOVE
MRSN
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MRSN
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NASDAQ:MRSN,NASDAQ:LOVE,NASDAQ:PLUG,NASDAQ:OABI,NASDAQ:IQ,NYSE:RSI,NYSE:AEVA
From
InvestorPlace
What's Going On With iQIYI Stock During Thursday's Session
June 08, 2023
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IQ
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Benzinga
why it's moving
Market News
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Benzinga
Top 5 Tech And Telecom Stocks That May Rocket Higher This Month
June 05, 2023
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AMCX
FYBR
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RSI
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Benzinga
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IQ
From
Benzinga
What's Going On With Alibaba Stock Wednesday
May 17, 2023
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BABA
BIDU
IQ
TCEHY
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News
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Movers
From
Benzinga
Where iQIYI Stands With Analysts
May 17, 2023
Tickers
IQ
Tags
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BZI/AAR
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 17, 2023
May 17, 2023
Tickers
APG
APP
BLFY
BNTX
Tags
WE
TFIN
MMP
From
Benzinga
Wynn Resorts To Rally Around 31%? Here Are 10 Other Analyst Forecasts For Wednesday
May 17, 2023
Tickers
BIDU
EXPE
HD
IQ
Tags
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Benzinga
HD
From
Benzinga
Why RH Shares Are Trading Lower By 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
May 16, 2023
Tickers
ADV
AEY
AGL
AMPL
Tags
MICS
APLD
LMFA
From
Benzinga
Baidu Tops Q1 Backed By Robust Marketing Revenue; Remains Invested In AI
May 16, 2023
Tickers
BIDU
IQ
Tags
News
Market News
BIDU
From
Benzinga
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