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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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
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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
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Last Week in ETFs: A Few New ETFs, 1 Closure
June 03, 2024
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July 25, 2023
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May 10, 2023
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Capitalize on Europe Opportunity With ESG Benefits
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February 16, 2023
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Investigate IQSI as US Stocks’ Run of Dominance Wanes
February 14, 2023
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Sustainable Bond Outlook Could Be Supportive of This ETF
February 10, 2023
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February 09, 2023
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Rising Pharma Prices Could Give a Beat to HART ETF
February 07, 2023
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This ESG ETF Could Be Prime Rebound Candidate
February 06, 2023
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Some Members of This Transport ETF Have Big Upside Potential
February 01, 2023
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IndexIQ
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Climate Warms for This ESG Bond ETF
January 31, 2023
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IQHI
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European Stocks Could Propel This ESG ETF
January 27, 2023
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IQSI
IndexIQ
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With This ESG ETF, the Index Really Matters
January 23, 2023
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U.S. EV Adoption Is Shifting Into High Gear
January 20, 2023
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Investigate IQHI if Junk Bond Environment Improves
January 17, 2023
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Expect Gender Lens Investing to Gain Momentum This Year
January 13, 2023
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Abundant Quality Found in ESG ETF IQSU
January 11, 2023
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Healthcare Could Be a Healthy Sector Bet in 2023
January 09, 2023
Tickers
HART
Tags
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Investors Are Willing to Pay Up for ESG ETFs, but They Don’t Have To
January 06, 2023
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IQSM
IQSU
Tags
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Reliability Carried the Day for Healthcare Sector in 2022
January 03, 2023
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HART
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Gender Lens Investing Came Into Focus in 2022
December 29, 2022
Tickers
EQUL
Tags
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Make the CLNR Call as Clean Tech Tipping Point Arrives
December 27, 2022
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CLNR
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HART Heavy on Healthcare Bounce Back Plays
December 22, 2022
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HART
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Contrarian Calls Could Boost This ETF in 2023
December 20, 2022
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IQSU
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EQUL Could Be in 2023 Spotlight as Gender Investing Focus Rises
December 15, 2022
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Tags
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From
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