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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
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)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Fed's Kashkari Warns Of December Interest Rate Pause Risk: 'Surprises To The Upside'
November 12, 2024
Tickers
ECON
SPY
Tags
Inflation
Stories That Matter
Federal Reserve
From
Benzinga
Trump-Led Market Honeymoon Faces Crucial Test With Wednesday's Inflation Data
November 12, 2024
Tickers
DIA
ECON
QQQ
SPY
Tags
Econ #s
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From
Benzinga
How President-elect Trump can influence the U.S. economy
November 11, 2024
Tickers
JOBS
Tags
Economic events
Consumer prices
US: News
From
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Here's what a new Trump administration could mean for your money, financial advisors say
November 11, 2024
Tags
FA Playbook
Inflation
Government taxation and revenue
From
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Trump's Tariffs, Deportations, And Tax Cuts May Push Prices Higher, Experts Say: 'It's Pretty Clear'
November 11, 2024
Tickers
NEWS
Tags
Kaustubh Bagalkote
Inflation
Donald Trump
From
Benzinga
The 2 things that will drive the stock market after last week's Trump-Fed rally
November 10, 2024
Tags
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Investment strategy
Walt Disney Co
From
CNBC.com News
Fed's Kashkari says Trump tariffs could reheat inflation if they provoke global trade 'tit for tat'
November 10, 2024
Tags
U/S/ Economy
United States Election 2024
Breaking News: Politics
From
CNBC.com News
Powell Brushes Off Trump's Removal Threat: Economists Say 2026 Could Be His Last Stand
November 08, 2024
Tickers
ECON
Tags
Federal Reserve
Stories That Matter
Inflation
From
Benzinga
US Consumer Sentiment Rises More Than Predicted To 6-Month Highs, Inflation Expectations Hit 4-Year Low
November 08, 2024
Tickers
ECON
IWM
TECH
TLT
Tags
Top Stories
Broad U/S/ Equity ETFs
Consumer Confidence
From
Benzinga
Yields on cash are still 'well ahead of inflation,' expert says. Here's where to put your money now
November 08, 2024
Tags
Personal spending
Breaking News: Economy
Interest Rates
From
CNBC.com News
Fed Cuts Interest Rates, But Inflation Remains Elephant In The Room
November 08, 2024
Tickers
IVV
SPY
VOO
Tags
IVV
Top Stories
Interest Rates
From
Benzinga
Wall Street Closes At Record Highs After Reassurance From Powell: Magnificent 7 Hit $17 Trillion, Treasury Yields Erase Post-Election Spike
November 07, 2024
Tickers
AAPL
AMZN
APA
BDX
Tags
GOOGL
Treasuries
MSFT
From
Benzinga
Powell Dismisses Talk Of Resignation After Trump Victory, Says 'Policy Is Still Restrictive'
November 07, 2024
Tags
Interest Rates
Donald Trump
Top Stories
From
Benzinga
The president's influence on the U.S. economy may be greatly exaggerated, according to experts
November 07, 2024
Tags
Student loans
Fiscal policy
Monetary policy
From
CNBC.com News
Fed Cuts Interest Rates To Lowest Since February 2023, Sticks To Data-Driven Path (CORRECTED)
November 07, 2024
Tickers
ECON
Tags
Economics
Jerome Powell
Benzinga
From
Benzinga
Federal Reserve cuts interest rates by a quarter point
November 07, 2024
Tags
Inflation
Markets
Breaking news
From
CNBC.com News
The Federal Reserve cuts interest rates by a quarter point after election. Here's what that means for you
November 07, 2024
Tags
Debt
The Fed
Auto Loans
From
CNBC.com News
Why Trump's Boost To Treasury Yields, Inflation Expectations May Weaken Fed's Efforts To Cut Interest Rates
November 07, 2024
Tickers
ECON
UTEN
Tags
Treasuries
national debt
Markets
From
Benzinga
Trump's 20% Tariff Plans Could Unleash Wave Of Spending On Big Ticket Buys In Holiday Quarter, Says Economist Justin Wolfers — 'Already Hearing Anecdata'
November 06, 2024
Tickers
NEWS
Tags
Global
Market News
benzinga neuro
From
Benzinga
Trump's proposed tariffs could raise prices for consumers and slow spending
November 06, 2024
Tags
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Breaking News: Economy
Five Below Inc
From
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US Treasuries Take Sharpest Plunge In A Year Ahead Of Fed Meeting: Could Powell Adjust Stance In Response To Trump?
November 06, 2024
Tickers
ECON
IWM
SPY
TLT
Tags
Market News
Equities
ETFs
From
Benzinga
Here's what President-elect Trump's tariff plan may mean for your wallet
November 06, 2024
Tags
Personal finance
Breaking News: Economy
US Economy
From
CNBC.com News
Trump's Historic Return: 7 Ways His Second Term Could Impact The US Economy
November 06, 2024
Tickers
ECON
UUP
Tags
Economics
Politics
Benzinga
From
Benzinga
Brits brace for higher mortgage payments despite Bank of England seen cutting rates
November 06, 2024
Tags
Bank of England
Central Banks
Inflation
From
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