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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Figma opens at $85 per share on NYSE, more than doubling from IPO price
July 31, 2025
Tickers
IPO
IPOS
Tags
IPOs
IPO
Hinge Health Inc
From
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July 30, 2025
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IPOS
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July 29, 2025
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IPO
IPOS
Tags
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July 29, 2025
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IPOS
Tags
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From
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July 28, 2025
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IPO
IPOS
Tags
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Breaking News: Technology
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From
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Figma raises IPO range to $30-$32 per share, in deal that could value company at nearly $19 billion
July 28, 2025
Tickers
IPO
IPOS
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Adobe Inc
Breaking News: Technology
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From
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AI startups raised $104 billion in first half of year, but exits tell a different story
July 22, 2025
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IPO
IPOS
Tags
Slide Insurance Holdings Inc
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From
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Rocket maker Firefly Aerospace files to go public under ticker FLY
July 11, 2025
Tickers
IPO
IPOS
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Business News
Transportation
Circle Internet Group Inc
From
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London IPO fundraising hits a three-decade low in another blow to the UK capital
July 04, 2025
Tickers
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IPOS
Tags
MHA PLC
Europe News
Europe Markets
From
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IPO market gets boost from Circle's 500% surge, sparking optimism that drought may be ending
July 03, 2025
Tickers
IPO
IPOS
Tags
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US: News
Investment strategy
From
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London stock market could weather its biggest blow yet if AstraZeneca exits
July 02, 2025
Tickers
IPO
IPOS
Tags
IPO
IPOs
Markets
From
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Figma files for NYSE debut as tech IPO market gains steam
July 01, 2025
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IPO
IPOS
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CNBC Disruptor 50
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Chime's IPO Marks Another Successful Wall Street Debut
June 15, 2025
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CHYM
CRCL
CRWV
IPO
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Benzinga
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From
Benzinga
Chime opens at $43 in Nasdaq debut after pricing IPO above expected range
June 12, 2025
Tickers
IPO
IPOS
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Crypto
Circle Internet Group Inc
Breaking News: Technology
From
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Chime prices IPO at $27 per share, valuing fintech company at $11.6 billion ahead of Nasdaq debut
June 11, 2025
Tickers
IPO
IPOS
Tags
PayPal Holdings Inc
Circle Internet Group Inc
Technology
From
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Circle IPO Success Suggests Markets Open To New Listings, Especially From Crypto Businesses, Says SPAC King Chamath Palihapitiya
June 10, 2025
Tickers
COIN
CRL
IPO
IPOS
Tags
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News
From
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Ex-Goldman Executive On Circle's 168% IPO Spike: Don't Rush To Buy Stock As Bankers Engineer A 'Pop' — Cites Facebook Example
June 09, 2025
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CRCL
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Tags
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From
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Omada shares open at $23 in Nasdaq debut after health-tech company's IPO
June 06, 2025
Tickers
IPO
IPOS
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Circle Internet Group Inc
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Stablecoin issuer Circle soars 124% in NYSE debut after pricing IPO above expected range
June 05, 2025
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Tags
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June 05, 2025
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COIN
IPO
IPOS
NEWS
Tags
IPO
IPOs
Markets
From
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Shein's embattled IPO signals mounting troubles for fast fashion giant
May 30, 2025
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IPO
IPOS
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ASOS PLC
Business News
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From
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May 29, 2025
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IPO
IPOS
Tags
IPOs
IPO
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Instacart names Chris Rogers as CEO after Fidji Simo's exit for OpenAI
May 28, 2025
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IPOS
Tags
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May 27, 2025
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IPOS
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May 27, 2025
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EL
IPO
JNJ
KVUE
Tags
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Shares in China's CATL jump over 17% in Hong Kong debut as battery maker rides electric-vehicle boom
May 19, 2025
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IPO
IPOS
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China Economy
Breaking News: Technology
From
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Klarna doubles losses in first quarter as IPO remains on hold
May 19, 2025
Tickers
IPO
IPOS
Tags
Markets
Deals & IPOs
SoftBank Group Corp
From
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Birkenstock Keeps Its Footing, Ups Guidance Despite Global Uncertainty
May 16, 2025
Tickers
BIRK
IPO
NEWS
Tags
Market News
Benzinga
Large Cap
From
Benzinga
Nvidia owned $900 million in CoreWeave stock as of March, filing shows
May 15, 2025
Tickers
IPO
IPOS
Tags
AI Effect
CoreWeave Inc
AI / Artificial Intelligence
From
CNBC.com News
Birkenstock CEO Is Confident Tariffs Is Not A Disadvantage For The Brand
May 15, 2025
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BIRK
IPO
NEWS
Tags
Equities
News
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From
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