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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
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Sample Portfolio
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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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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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A Commercial Real Estate Comeback? Capture Upside With EWRE
October 29, 2021
Tickers
EWRE
Tags
Real Estate
EWRE
Invesco
From
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Invesco Expands QQQ Innovation Suite With QQMG and QQJG
October 27, 2021
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QQQM
Tags
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October 27, 2021
Tickers
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Tags
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Gold Might Be Down, But This Silver ETF Could See Strength
October 26, 2021
Tickers
DBS
SILVER
Tags
Invesco
Innovative ETFs channel
DBS
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Whether You Favor Value or Growth, Consider These Two Mid-Cap ETFs
October 25, 2021
Tickers
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RFV
Tags
RFV
Mid/Cap
RFG
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This ETF Shows Investors Are Bracing for a Bumpy Ride
October 22, 2021
Tickers
SPLV
Tags
Invesco
Innovative ETFs channel
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Inflation and Energy Crisis Can Help Boost This Base Metals ETF
October 21, 2021
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Innovative ETFs channel
DBB
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As First Bitcoin Futures ETF Debuts, Check Out This Blockchain ETF
October 19, 2021
Tickers
BITCOMP
BLKC
USD-BITSTAMP
USD-COINBASE
Tags
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Bitcoin ETF
Innovative ETFs channel
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Will Rising Inflation in Japan Fuel This Bullish Dollar ETF?
October 18, 2021
Tickers
DGL
GOLD
UUP
Tags
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Add This Growth ETF as Visa, MasterCard Approve Bitcoin Transactions
October 18, 2021
Tickers
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PWB
USD-BITSTAMP
USD-COINBASE
Tags
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October 13, 2021
Tickers
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Tags
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Invesco
Innovative ETFs channel
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October 11, 2021
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PGHY
Tags
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Invesco
GTO
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October 08, 2021
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PFM
Tags
PFM
Innovative ETFs channel
Invesco
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Rising Aluminum Prices Could Help Propel This Base Metals ETF
October 06, 2021
Tickers
DBB
Tags
Innovative ETFs channel
Invesco
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Oil and Gas Prices Could Continue to Climb Despite Green Push
October 05, 2021
Tickers
GAS
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PXE
Tags
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Innovative ETFs channel
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Momentum ETF From Invesco Sees Strongest Inflows The Past Month
October 04, 2021
Tickers
PDP
Tags
PDP
momentum
Innovative ETFs channel
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Energize Your ETF Portfolio With DBE
October 03, 2021
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DBE
Tags
DBE
Energy ETFs
Innovative ETFs channel
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Despite Market Volatility, This Small-Cap ETF Led Invesco Fund Flows
October 01, 2021
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IWM
QQQ
Tags
BlackRock
Russell 2000
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Invesco Energy ETFs Lead Gains Amid a Volatile Week
September 30, 2021
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PXI
PXJ
Tags
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Don’t Stop Adding Commodities Exposure in the Current Market
September 30, 2021
Tickers
DBC
PDBC
Tags
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This Dynamic Energy ETF Is up Close to 80% YTD
September 28, 2021
Tickers
GAS
OIL
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Tags
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Share Buybacks Are Flirting With Record Highs
September 27, 2021
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PKW
Tags
PKW
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Ease the S&P 500 Rollercoaster Ride With SPLV
September 24, 2021
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SPLV
Tags
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Use an Equal-Weight Strategy to Help Keep Volatility in Check
September 24, 2021
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Invesco and Galaxy Digital Holdings Partner to Create Digital Asset Products
September 23, 2021
Tickers
QQQ
RSP
SPLV
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Get Small-Cap Exposure With Value and Momentum Using XSVM
September 22, 2021
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XSVM
Tags
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Rise of India’s Market Cap Share a Good Sign For This Invesco ETF
September 20, 2021
Tickers
PIN
Tags
PIN
Invesco
Innovative ETFs channel
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Gold Could Bounce — Here’s One ETF to Play It
September 18, 2021
Tickers
DGL
GOLD
Tags
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DGL
Innovative ETFs channel
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Senior Loans: What They Are and a Good ETF to Get Exposure
September 17, 2021
Tickers
BKLN
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Tags
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An ETF to Consider As Energy Commodities Shine During Inflation
September 16, 2021
Tickers
DBE
DBO
Tags
Invesco
Innovative ETFs channel
DBO
From
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