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home
about us
Investment Approach
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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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Ford unveils plans for EV mega campus in Tennessee
September 28, 2021
Tickers
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Tags
ford
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What The Debt Ceiling And Fed Tapering Could Mean For Interest Rate Markets
September 27, 2021
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Drone tech co. Soaring Eagle Technologies plants HQ in Houston
September 27, 2021
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September 27, 2021
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Oil Trading Higher On Hurricane Supply Woes, Stronger Demand
September 27, 2021
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General
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Port Authority adopts NEXTransit plan for next 25 years of transportation
September 24, 2021
Tags
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Logistics & Transportation
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September 24, 2021
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Op-ed: Bipartisan Infrastructure bill will help working class catch up to Zoom economy
September 24, 2021
Tickers
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Congress
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September 24, 2021
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Transportation
From
Business Journals
SPX Corp. looks to step up acquisitions after selling tranformer business
September 24, 2021
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Gene Lowe
Information Technology
Steve Faranzi
From
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Department of Mobility and Infrastructure releases ambitious new plan for the next 50 years of transportation
September 23, 2021
Tickers
INNO
Tags
Infrastructure
Inno
Karina Ricks
From
Business Journals
Improvements coming to major interchange serving Dayton-area employers, commercial centers
September 23, 2021
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Brooks Compton
Government & Regulations
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Business Journals
Lab to test real 5G tech at Camp Mabry
September 23, 2021
Tags
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Logistics & Transportation
Alex Goldberg
From
Business Journals
Baker Hughes CEO lays out 'hard truths' behind the energy transition as gas prices surge
September 22, 2021
Tags
Europe News
Business
Alternative and sustainable energy
From
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Hollywood bridge project expands, begins to move again
September 21, 2021
Tags
Infrastructure
Government & Regulations
From
Business Journals
EVs to increase Britain’s electricity demand by 31 times by 2040
September 20, 2021
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V2G
Infrastructure
vehicle to grid
From
Geothermal Energy RSS Feed
EVs to increase Britain’s electricity demand by 31 times by 2040
September 20, 2021
Tags
renewable energy
News
Storage
From
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Midstream, MLP ETFs Could Benefit From the Improving Natural Gas Market
September 17, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
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Energy ETFs
Alerian
ENFR
From
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Europe and North America to connect 7.9 million EV chargers by 2025
September 17, 2021
Tags
shell
Berg Insight
Allego
From
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Europe and North America to connect 7.9 million EV chargers by 2025
September 17, 2021
Tags
Berg Insight
shell
Allego
From
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Midstream ETFs Could Benefit from Transporting Hydrogen
September 15, 2021
Tickers
AMJ
AMLP
AMNA
ENFR
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etracs
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ENFR
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Gig workers with smartphones can help set infrastructure priorities
September 14, 2021
Tickers
TC
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TC
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Opinion
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Get a Diversified Approach to Infrastructure With NFRA
September 14, 2021
Tickers
NFRA
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multi/asset channel
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SSA Marine pushing toward terminal improvements at Blount Island
September 14, 2021
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Toyota targets 50% reduction in EV battery costs by 2030
September 14, 2021
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Infrastructure
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toyota
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Toyota targets 50% reduction in EV battery costs by 2030
September 14, 2021
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toyota
Storage
Infrastructure
From
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Here are the major issues and deadlines facing Congress as lawmakers return to Washington
September 13, 2021
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Congress
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The Infrastructure Bill Is the Tip of ESG Iceberg
September 10, 2021
Tickers
PFUT
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Big Ideas Channel
putnam
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Comcast spending $26M to build business internet infrastructure in Greater Philadelphia
September 10, 2021
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Data Technologies
Michael Louden
Information Technology
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China's rumored ambitions to dive into Afghanistan are overstated and unrealistic, experts say
September 09, 2021
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Asia News
Asia Economy
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