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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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ITW Stock Earnings: Illinois Tool Works Beats EPS, Misses Revenue for Q1 2024
April 30, 2024
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Mixed Signals For Illinois Tool Works: Q1 Profit Soars, Revenue Stumbles
April 30, 2024
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April 23, 2024
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WBA
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Where Illinois Tool Works Stands With Analysts
April 02, 2024
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This Sector Is Crushing the S&P 500 in 2024 (and It's Not Tech)
March 30, 2024
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Here's How Much You Would Have Made Owning Illinois Tool Works Stock In The Last 10 Years
March 26, 2024
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If You Like Buying Caterpillar Near an All-Time High, Then You'll Love These Two Dividend Stocks With More Room to Run
March 26, 2024
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Want Decades of Passive Income? 4 Stocks to Buy Now
March 20, 2024
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7 Analysts Have This To Say About Illinois Tool Works
March 14, 2024
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March 10, 2024
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February 27, 2024
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2 Stocks I Just Bought -- Even With the Market Near All-Time Highs
February 24, 2024
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February 08, 2024
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February 05, 2024
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Illinois Tool Works (ITW) Q4 2023 Earnings Call Transcript
February 01, 2024
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Why Manufacturing Company Illinois Tool Works Shares Are Down Today
February 01, 2024
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Breaking Down Illinois Tool Works: 5 Analysts Share Their Views
January 10, 2024
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The Highest-Yielding Stock in the Dow Just Cut Its Dividend to Its Lowest Level in 11 Years
January 09, 2024
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Here's How Much You Would Have Made Owning Illinois Tool Works Stock In The Last 10 Years
January 04, 2024
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December 22, 2023
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$100 Invested In This Stock 20 Years Ago Would Be Worth $600 Today
December 20, 2023
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Expert Outlook: Illinois Tool Works Through The Eyes Of 4 Analysts
December 19, 2023
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December 14, 2023
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$100 Invested In This Stock 20 Years Ago Would Be Worth $600 Today
December 11, 2023
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Want Safe Income? This Stock Raised Its Dividend in the Last 8 Recessions
November 27, 2023
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