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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Missed a tax credit from last year? You can claim that money through Nov. 15
October 12, 2022
Tags
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Tags
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Tags
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October 03, 2022
Tags
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September 27, 2022
Tags
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September 17, 2022
Tags
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Tags
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Tags
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July 15, 2022
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Tags
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New Republican plan calls for renewing monthly child tax credit payments — but there are 'significant' trade-offs, one report finds
July 11, 2022
Tags
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As states and cities raise minimum wage rates, some experts say a higher federal rate is long overdue
July 07, 2022
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June 30, 2022
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How effective were those stimulus checks? Some argue the money may have fueled inflation
June 11, 2022
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Indonesia’s fishermen are raking in bigger incomes, thanks to this app created by a 28-year-old
May 26, 2022
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High inflation continues to point to bigger Social Security cost-of-living adjustment in 2023
May 11, 2022
Tags
Savings
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Here's one way Social Security could better address life expectancy for couples
May 10, 2022
Tags
Income disparity
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Social Security may have underpaid student beneficiaries by about $59.5 million, report finds
May 09, 2022
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How one non-profit is helping single moms disrupt the cycle of poverty
May 08, 2022
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Democrats are pushing to renew the expanded child tax credit. Here's why that hasn't happened yet
May 05, 2022
Tags
Personal Income
Personal saving
Taxes
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Secure 2.0 legislation would make retirement catch-up limits more generous for some. Here's who would really benefit
May 04, 2022
Tags
Personal income
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Personal finance
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Bill to improve federal benefits for the elderly, blind and disabled may herald broader reform, Sen. Sherrod Brown says
May 03, 2022
Tags
Student loans
Social Security
Politics
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Wages up to $147,000 are currently taxed for Social Security. How that could change
April 30, 2022
Tags
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Supreme Court decision may hurt Puerto Rico residents who need access to federal disability program, expert says
April 21, 2022
Tags
Personal saving
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CNBC.com News
Without stimulus checks or child tax credit payments, many Americans can’t afford emergency expenses. One work benefit could help address that
April 18, 2022
Tickers
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Tags
COVID/19
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As food prices soar, some states consider cutting taxes on groceries. But that may not be the best approach, research finds
April 15, 2022
Tags
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Here’s why health savings accounts may contribute to inequality
April 14, 2022
Tags
Racial discrimination
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Some parents still not aware they may get more child tax credit money this tax season, survey shows
April 08, 2022
Tags
Personal taxes
Taxes
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People who live on these government benefits live close to the federal poverty level. How reform could change that
April 08, 2022
Tags
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Legislation
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Who may still be eligible for $1,400 stimulus checks with their 2021 tax returns
March 30, 2022
Tags
Income disparity
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