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home
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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TAF® Program
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Investing During Uncertain Times
Read FULL Seminar Here
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The last chance for some retirees to avoid a 25% tax penalty is April 1
March 17, 2023
Tags
Retirement
IRA
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From
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March 10, 2023
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Tags
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March 05, 2023
Tags
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Tags
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February 28, 2023
Tags
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February 28, 2023
Tags
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February 23, 2023
Tickers
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February 11, 2023
Tags
Roth 401(k) plans
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February 09, 2023
Tags
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February 06, 2023
Tags
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January 22, 2023
Tags
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Don't forget about your old 401(k) if you quit a job or are laid off. What departing workers need to know
January 17, 2023
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Tags
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Life expectancy can have a greater impact than even record high inflation on how long your retirement savings will last
January 16, 2023
Tags
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January 09, 2023
Tags
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How to balance retirement and emergency savings in a shaky economy
January 06, 2023
Tags
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Personal finance
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Secure 2.0 changes 3 key rules around required withdrawals from retirement accounts
January 03, 2023
Tags
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5 tax and investment changes that could boost your finances in 2023 amid economic uncertainty
December 31, 2022
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4 new ways to avoid a tax penalty for early individual retirement account withdrawals
December 28, 2022
Tags
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Here's what Secure 2.0 means for you if you're getting close to retirement
December 27, 2022
Tags
401(k)
Personal finance
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'Secure 2.0' clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system
December 23, 2022
Tags
IRA
Individual retirement accounts
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From
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Two of the 'best' ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors
December 23, 2022
Tags
Savings
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'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
Tax refunds
Government taxation and revenue
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From
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Here are 10 ways to avoid the early withdrawal penalty for individual retirement accounts
December 22, 2022
Tags
Roth IRA
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Retirement planning
From
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'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
Investing
Roth IRA
Retirement planning
From
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This 'wild card' strategy can help retirees with unpaid quarterly taxes before year-end
December 20, 2022
Tags
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21% of investors don’t think they pay investing-related fees. Here’s why they’re wrong — and how it costs them
December 19, 2022
Tags
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December 12, 2022
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