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about us
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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
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Gold Miners Eye Best 1-Day Rally In 6 Months As Gold Hits Fresh Record Highs: 'Today's Environment Closely Resembles The 1970s'
September 12, 2024
Tickers
AG
BTG
CDE
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September 11, 2024
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September 11, 2024
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From
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September 11, 2024
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Tags
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Tags
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Tags
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Tags
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September 09, 2024
Tickers
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Benzinga
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From
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Long-Dated Treasury ETFs Hit Yearly Highs With August CPI Data Ahead: More 'Good News On Inflation' Expected
September 09, 2024
Tickers
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TLT
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Tags
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US Yield Curve No Longer Inverted: Why This Time The Recession Scenario Might Be Different For Investors
September 09, 2024
Tickers
ECON
Tags
Top Stories
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Interest Rates
From
Benzinga
Jumbo 50 basis points Fed rate cut should not raise alarm, analyst says
September 09, 2024
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From
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Treasury Yields Plunge, TLT ETF Tops $100, VIX Spikes As 50-Basis-Point Rate Cut Odds Soar In Response To Jobs Data
September 06, 2024
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FXY
NVDA
QQQ
Tags
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Wall Street Sighs In Relief As August Jobs Numbers Ease Recession Fears: Small Caps Outperform, Dollar Trims Weekly Losses
September 06, 2024
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AVGO
GLD
IWM
QQQ
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From
Benzinga
Job Creation Falls Short Of Expectations In August, Unemployment Rate Ticks Lower, Wage Growth Soars
September 06, 2024
Tickers
ECON
Tags
labor market
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From
Benzinga
Nobel winner Joseph Stiglitz says Fed raised rates ‘too far, too fast’ — and now needs to cut big
September 06, 2024
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Europe Markets
From
CNBC.com News
CNBC Daily Open: Slow hiring doesn’t mean increased layoffs
September 05, 2024
Tickers
JOBS
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Fed Rate Cut of 0.5% 'Wouldn't Be A Surprise' After Private Payrolls Fall Short, Economist Says
September 05, 2024
Tickers
ECON
Tags
Economics
Analyst Color
Benzinga
From
Benzinga
Gold Rallies, Yen Surges, Treasury Yields Fall As Disappointing Payrolls Data Supports Large Rate-Cut Bets
September 05, 2024
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ECON
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GLD
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A supersized Fed rate cut this month could be 'very dangerous' for markets, economist warns
September 05, 2024
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CNBC Daily Open: Rate cuts need to start before inflation’s 2%
September 05, 2024
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CNBC Daily Open: Can’t wait until 2% to start cutting rates
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From
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