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home
about us
Investment Approach
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Form CRS
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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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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Draw Income From a Variety of Sources in Just One ETF
September 11, 2021
Tickers
CVY
Tags
CVY
Innovative ETFs channel
Invesco
From
ETF Trends
Minimize Volatility While Investing in Emerging Markets With EELV
September 10, 2021
Tickers
EELV
Tags
EELV
Invesco
Emerging Markets
From
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ERTH Is a High Yield ESG Impact Fund
September 09, 2021
Tickers
ERTH
ESG
Tags
ERTH
Invesco
Innovative ETFs channel
From
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Get El Salvador Exposure With This ETF After Country Legalizes Bitcoin
September 09, 2021
Tickers
BITCOMP
PCY
USD-BITSTAMP
USD-COINBASE
Tags
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Invesco
PCY
From
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Get High Dividend Yields and Low Volatility With This ETF
September 09, 2021
Tickers
SPHD
Tags
SPHD
Innovative ETFs channel
Invesco
From
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Keep Riding the Nasdaq 100 Wave With QQQJ
September 08, 2021
Tickers
QQQJ
Tags
nasdaq 100
QQQJ
Innovative ETFs Channel
From
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Remedy an Unbalanced Equities Portfolio With RSP
September 07, 2021
Tickers
RSP
Tags
Equal/Weight
Invesco
Innovative ETFs channel
From
ETF Trends
Housing Prices and Gold Correlated? Two ETFs to Play
September 03, 2021
Tickers
DGL
GOLD
PSR
Tags
Innovative ETFs Channel
PSR
Real Estate
From
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Here Are Three High-Yield ETF Options
August 31, 2021
Tickers
IHYF
PGHY
PHB
Tags
Innovative ETFs channel
High/Yield
IHYF
From
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Oil Rally Could Continue as Fuel Demand Rises — Check Out DBO
August 26, 2021
Tickers
DBO
GAS
OIL
Tags
Gas
DBO
Innovative ETFs channel
From
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Low Volatility Seekers Rushing to This Invesco ETF
August 25, 2021
Tickers
SPLV
Tags
Innovative ETFs channel
Invesco
SPLV
From
ETF Trends
Here’s An ETF to Get Income and Hedge Against Rising Rates
August 24, 2021
Tickers
VRP
Tags
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Income
From
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Love the QQQ ETF? Don’t Forget About ‘QQQM’
August 23, 2021
Tickers
QQQ
QQQM
Tags
QQQM
Technology
Invesco
From
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As Growth Attempts a Comeback, ‘RPG’ Is Worth a Look
August 23, 2021
Tickers
RPG
Tags
Invesco
Innovative ETFs channel
RPG
From
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Nvidia’s Improving Outlook Helps Lift Semiconductor ETFs
August 19, 2021
Tickers
SMH
SOXQ
SOXX
Tags
SOXQ
SMH
Invesco
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How to Snag Materials Exposure while Minding the Momentum
August 19, 2021
Tickers
PYZ
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Innovative ETFs channel
Invesco
momentum
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An Equal-Weight Strategy Is Propelling This Invesco ETF to Big Inflows
August 17, 2021
Tickers
EQWL
RSP
Tags
EQWL
Innovative ETFs channel
Invesco
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3 Bond Funds to Consider in Today’s ETF Bonanza
August 16, 2021
Tickers
GTO
IIGV
PICB
Tags
IIGV
Invesco
Innovative ETFs channel
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ETF Trends
Worried about Frothiness in the Real Estate Sector?
August 11, 2021
Tickers
EWRE
Tags
EWRE
Real Estate
Innovative ETFs channel
From
ETF Trends
Moderna Vaccine Is Granted Authorization in Australia
August 09, 2021
Tickers
BBH
IBB
Tags
Health Care
iShares
Innovative ETFs channel
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Is Today’s Smart Money in Commodities?
August 09, 2021
Tickers
DBC
PDBC
Tags
PDBC
Commodities
DBC
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An ETF to Watch for Amidst the Vaccine Push
August 06, 2021
Tickers
IBBQ
Tags
Innovative ETFs channel
biotech
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Infrastructure Bill Bolsters the Push for Clean Water
August 05, 2021
Tickers
PIO
Tags
Innovative ETFs channel
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Invesco
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QQQ Versus QQQJ: Who’s Winning the Battle?
August 04, 2021
Tickers
QQQ
QQQJ
TECH
Tags
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QQQJ
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Fight Low Yields with Preferred ETFs, ‘VRP’
August 03, 2021
Tickers
VRP
Tags
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Innovative ETFs channel
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Fight Low Yields with Preferred ETFs, ‘VRB’
August 03, 2021
Tickers
VRP
Tags
Invesco
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As Private Equity Funds Are Set for Banner Year, Get Exposure With “PSP”
July 29, 2021
Tickers
PSP
Tags
Innovative ETFs Channel
Invesco
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This Strong-Performing Energy ETF Gives You Access to Small Cap Value
July 28, 2021
Tickers
PXE
Tags
Value
PXE
Invesco
From
ETF Trends
Can Small Caps Sustain Their Rally in Second Half of 2021?
July 27, 2021
Tickers
RWJ
Tags
RWJ
S&P Small Cap 600
Innovative ETFs Channel
From
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Blockchain ETFs Surge on Speculation Amazon Could Accept Crypto
July 26, 2021
Tickers
BITQ
BKCH
BLOK
DAPP
Tags
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