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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
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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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
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Flex-Owned Solar Solutions Supplier Nextracker Files For US IPO
January 17, 2023
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FPX
IPO
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January 02, 2023
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The tech IPO market collapsed in 2022, and next year doesn't look much better
December 29, 2022
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IPOS
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December 22, 2022
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INTC
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December 09, 2022
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December 07, 2022
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IPO
IPOS
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Tags
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News
From
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December 06, 2022
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IPO
IPOS
Tags
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November 16, 2022
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IPOS
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November 15, 2022
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JD
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November 08, 2022
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October 18, 2022
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Tags
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Intel Trims Self-Driving Unit Mobileye's IPO Valuation Yet Again, Could Detail New Terms Tuesday: WSJ
October 18, 2022
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IPO
IPOS
TECH
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AIM Vaccine Shrinks Its IPO But Gives Chairman a Mega Paycheck
September 30, 2022
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IPO
IPOS
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September 29, 2022
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September 28, 2022
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September 28, 2022
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September 27, 2022
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IPOS
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The IPO market went from 'boom to bust' in 2022. Here's what's driving the massive slowdown
September 23, 2022
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September 21, 2022
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September 15, 2022
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Market rout casts cloud over biggest IPO of the year as at least two deals are pulled during brutal selloff
September 14, 2022
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DJIA
IPO
LNKB
Tags
LNKB
COMP
DJIA
From
MarketWatch
This AIG spinoff is the biggest IPO of the year at just $1.8 billion as 2022 deals dry up
September 12, 2022
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APO
BABA
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August 12, 2022
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KIND
MCD
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FRZA Stock News: What to Watch as Forza X1 Completes Its IPO
August 12, 2022
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IPO
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Tags
VEEE
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IPO
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Degrain (DGRN) Cryptocurrency, new in presale, thoughts?
August 11, 2022
Tickers
IPO
Tags
IPO
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Hidden Gems
From
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For tech workers who missed window for IPO market riches, it's time for a job market rethink
August 08, 2022
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IPO
JOBS
Tags
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CNBC.com News
UAE hospital group Burjeel posts record full-year revenues ahead of a potential IPO
August 04, 2022
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IPO
IPOS
Tags
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IPO
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Down 80%, Should Investors Buy the Dip or Avoid Warby Parker Stock?
July 30, 2022
Tickers
IPO
WRBY
Tags
Market News
Recent Press Releases
IPO
From
Motley Fool
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