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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
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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
EVENTS
FIP
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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about JEPI
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Shelton Capital To Launch SEPI ETF, Betting On Options-Income Boom
August 26, 2025
Tickers
JEPI
JEPQ
Tags
Stories That Matter
New ETFs
JEPI
From
Benzinga
Tom Lee's Next Move: Small-Cap And JEPI-Style Income ETFs Join GRNY
August 25, 2025
Tickers
GRNY
JEPI
VOO
Tags
Stories That Matter
New ETFs
JEPI
From
Benzinga
The Vanguard S&P 500 ETF Yields Just 1.2%. Here Are 3 Better ETFs for Boosting Your Passive Income.
August 21, 2025
Tickers
JEPI
MGV
VDE
VOO
Tags
VOO
Market News
JEPI
From
Motley Fool
JP Morgan Unveils JOYT ETF To Boost Total Return With Options Premium Strategy
August 20, 2025
Tickers
JEPI
JEPQ
JOYT
Tags
Market News
ETFs
JEPQ
From
Benzinga
Why I Continue Piling Into These 2 High-Yielding ETFs for Passive Income
August 19, 2025
Tickers
JEPI
SCHD
Tags
SCHD
JEPI
Market News
From
Motley Fool
Create Your Own Dividends in Volatile Times
August 17, 2025
Tickers
JEPI
ULTY
Tags
Kelly Green
mauldin economics
YieldMax
From
ETF Trends
3 ETFs That Could Generate $1 Million in Passive Income
August 16, 2025
Tickers
FDVV
JEPI
JEPQ
PFF
Tags
JEPQ
Market News
SCHD
From
Motley Fool
High Yield and Low Stress: 2 Dividend ETFs That Are Built for Passive Income
August 15, 2025
Tickers
JEPI
JEPQ
Tags
Market News
JEPI
Recent Press Releases
From
Motley Fool
Dividend Investor Earning $5,200 A Month Shares His Top 7 Stock Picks – 'Getting Dividend is the Biggest Joy in My Life'
August 14, 2025
Tickers
COP
CVX
GPIQ
JEPI
Tags
ORCL
COP
MSFT
From
Benzinga
State Street Gives Sector Investors an Income Boost
July 30, 2025
Tickers
GPIX
JEPI
NEOS
SPDR
Tags
xlui
xlii
XLC
From
ETF Trends
JEPI ETF Stock Nears Make-Or-Break Level Ahead Of Major Events
July 28, 2025
Tickers
JEPI
Tags
Market News
JEPI
ETFs
From
TalkMarkets
High Dividend Yield and Monthly Payouts? This ETF Offers Both.
July 16, 2025
Tickers
JEPI
Tags
Recent Press Releases
Market News
JEPI
From
Motley Fool
Investing 101: Small-Cap, Mid-Cap, And Large-Cap Stocks For Beginners
July 13, 2025
Tickers
AMZN
BAC
IWM
JEPI
Tags
NVDA
Market News
NFLX
From
TalkMarkets
My Financial Independence, Retire Early (FIRE) Strategy: Freedom Through Passive Income
July 04, 2025
Tickers
FIRE
JEPI
O
Tags
O
JEPI
Market News
From
Motley Fool
I Have $4 Million -- Will My Plan to Invest for $27,000 Monthly Work?
June 29, 2025
Tickers
JEPI
JEPQ
SCHD
VOO
Tags
VOO
JEPI
SCHD
From
Motley Fool
American Attorney Working Remotely From Thailand Making $60K/Month in Dividends Shares Stock Portfolio – 'Most of All I Love' Working From Beach
June 19, 2025
Tickers
AMZN
JEPI
JEPQ
MA
Tags
Benzinga
Personal Finance Access
news access
From
Benzinga
I'm Seeking High-Yield Investments -- Can You Recommend Durable Stocks or ETFs That Yield 8% or More?
June 14, 2025
Tickers
AMLP
ARCC
JEPI
Tags
^GSPC
AMLP
Recent Press Releases
From
Motley Fool
Better Ultra-High-Yield Dividend ETF to Buy for Passive Income: Global X SuperDividend ETF or JPMorgan Equity Premium Income ETF?
June 07, 2025
Tickers
JEPI
SDIV
Tags
SDIV
Recent Press Releases
Market News
From
Motley Fool
4 Top Dividend ETFs Yielding Over 4% to Buy for Easy Passive Income
June 04, 2025
Tickers
GCOW
JEPI
PFF
SCHD
Tags
JEPI
Recent Press Releases
PFF
From
Motley Fool
10 of the Best Dividend ETFs to Buy
June 03, 2025
Tickers
DGRO
DGRW
DIVO
DVY
Tags
JEPI
DVY
DGRO
From
Motley Fool
High-Yield ETFs: Big Payouts, Bigger Trade-Offs?
May 25, 2025
Tickers
CONY
JEPI
MSTY
NVDY
Tags
MSTY
JEPI
Market News
From
TalkMarkets
The S&P 500 Is Up 13% in 1 Month, but These 2 High-Yield Dividend Stocks and ETF Are Still Too Cheap to Ignore
May 25, 2025
Tickers
JEPI
NEE
TGT
WMT
Tags
TGT
WMT
Market News
From
Motley Fool
Want Decades of Passive Income? Buy This ETF and Hold It Forever.
May 23, 2025
Tickers
JEPI
JPM
VOO
XOM
Tags
JEPI
JPM
^GSPC
From
Motley Fool
Cash Flow Kings: How JEPI And JEPQ Are Turning Market Jitters Into Steady Income
May 21, 2025
Tickers
AAPL
GOOGL
JEPI
JEPQ
Tags
AI Generated
Specialty ETFs
MSFT
From
Benzinga
ETF Battles: JEPI Vs. ISPY Vs. GPIX - A Covered Call Income ETF Rumble
May 21, 2025
Tickers
GPIX
ISPY
JEPI
Tags
ISPY
Market News
JEPI
From
TalkMarkets
What's Behind The Surge In Options Income ETFs?
May 16, 2025
Tickers
DIVO
JEPI
JEPQ
QYLD
Tags
QYLD
Options
JEPI
From
TalkMarkets
1 No-Brainer Dividend Index Fund to Buy Right Now for Less Than $500 -- and Another Dividend Fund Yielding 11%
May 14, 2025
Tickers
JEPI
SCHD
Tags
Recent Press Releases
Market News
SCHD
From
Motley Fool
2 High-Yield ETFs to Supercharge Your Passive Income Strategy Now
May 08, 2025
Tickers
JEPI
VYMI
Tags
Market News
VYMI
JEPI
From
Motley Fool
5 Top Stocks to Buy in May 2025
May 02, 2025
Tickers
BABA
BRK-A
BRK-B
JEPI
Tags
BRK/A
PG
Market News
From
Motley Fool
40-Year-Old Making $4K a Month in Dividends Reveals His Top 8 Stocks — 'We Don't Wear Fancy Clothes or Spend Money on Impressing Others'
May 01, 2025
Tickers
ARCC
COP
CVX
JEPI
Tags
PEP
MO
VZ
From
Benzinga
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