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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
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
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
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Event Schedule
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Event Schedule
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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
Tax-Free Income Seminar
Bond Fund Seminar
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Alibaba's Latest Spinoff - What's Going On?
September 26, 2023
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BABA
FXI
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Media
PDD
Market News
From
Benzinga
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CDT
COTY
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big losers
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News
From
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Don’t Miss the Boom: 3 Chinese Stocks Set to Explode Higher
September 25, 2023
Tickers
BABA
BIDU
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Tags
JD
NYSE:BABA,NASDAQ:BIDU,NASDAQ:JD
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Why JD.Com Stock Hit A New 52-Week Low Today
September 25, 2023
Tickers
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Tags
JD
Market News
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4 Awe-Inspiring Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip
September 23, 2023
Tickers
BMRN
JD
META
PINS
Tags
BMRN
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Recent Press Releases
From
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Alibaba and other Chinese shares bounce back as China reportedly looks to re-energize its stock market
September 22, 2023
Tickers
BABA
BIDU
BILI
JD
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XPEV
BIDU
BILI
From
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What's Going On With JD.Com Stock?
September 22, 2023
Tickers
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Benzinga
News
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Bruised Stocks Set For Rebound After 3 Days Of Losses Despite Lofty Bond Yields: Why This Analyst Says 'Don't Lose Faith Just Yet'
September 22, 2023
Tickers
AMZN
ATVI
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Tags
PLTR
Equities
Benzinga
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$1,000 Investment, 24/7 Results: How Alibaba, Rivals Are Using AI Clones To Drive Chinese E-Commerce
September 22, 2023
Tickers
AI
ASIA
BABA
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Tags
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News
Market News
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Apple's Soaring Demand in China: iPhone 15 Causes Website Crash and Sells Out in Under a Minute!
September 19, 2023
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Benzinga
Media
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JD.com Unusual Options Activity For September 19
September 19, 2023
Tickers
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Tags
JD
Markets
Options
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JD.com Unusual Options Activity For September 13
September 13, 2023
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3 Tech Stocks With More Potential Than Any Cryptocurrency
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September 12, 2023
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JD.com Unusual Options Activity
September 08, 2023
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Why JD.com Stock Fell 20% in August
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September 06, 2023
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September 05, 2023
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Market News
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Is It Time to Buy August's 3 Worst-Performing Nasdaq Stocks?
September 05, 2023
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FTNT
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FTNT
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JD.Com's Strong Q2 Execution Overshadowed By Macro Uncertainties: This Analyst Lowers Price Target
August 31, 2023
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Chinese Central Bank Vows Mortgage Rate Cuts: Investors Respond With 'Not Enough'
August 31, 2023
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BIDU
EWH
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Is Pinduoduo (PDD) Stock a Buy Now?
August 31, 2023
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PDD
Tags
PDD
Recent Press Releases
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High-Stakes Picks: 7 Speculative Stocks for the Bold Investor
August 30, 2023
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AEYE
IMAX
JD
PL
Tags
IMAX
NYSE:TSM,NYSE:IMAX,NASDAQ:PLAY,NASDAQ:JD,NYSE:PL,NASDAQ:PRTS,NASDAQ:AEYE
PL
From
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This Is What Whales Are Betting On JD.com
August 30, 2023
Tickers
JD
Tags
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Options
Markets
From
Benzinga
Go Contrarian! 3 Beaten-Down Chinese Stocks to Buy Before the Comeback
August 29, 2023
Tickers
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BIDU
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Tags
JD
Stocks to Buy
BABA
From
InvestorPlace
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