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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
Client Contact with Portfolio Manager(s)
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
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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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Smart Money Is Betting Big In JNJ Options
March 05, 2024
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From
Benzinga
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March 04, 2024
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Will Johnson & Johnson Be a Trillion-Dollar Stock by 2030?
March 03, 2024
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JNJ
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Don’t Panic! 7 Smart Stocks to Buy if the Markets Take a Tumble.
February 29, 2024
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AMZN
COST
IBM
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Want $1,000 in Ultra-Safe Annual Dividend Income? Invest $19,000 Into the Following 3 Time-Tested Dividend Kings.
February 29, 2024
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Beyond The Numbers: 13 Analysts Discuss Johnson & Johnson Stock
February 28, 2024
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Benzinga
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Johnson & Johnson Stock Has 33% Upside, According to 1 Wall Street Analyst
February 28, 2024
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Nearing Retirement? These Stocks Are as Cautious as They Come
February 28, 2024
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UNH
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7 Dividend Stocks Every Investor Should Own to Survive a Market Crash
February 27, 2024
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February 27, 2024
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February 26, 2024
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7 Stocks to Buy Now if You Think the S&P 500’s Winning Streak Will Continue
February 25, 2024
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GOOG
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February 24, 2024
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February 23, 2024
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February 22, 2024
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February 21, 2024
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February 21, 2024
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February 20, 2024
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February 20, 2024
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February 20, 2024
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February 18, 2024
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NASDAQ:AAPL,NYSE:BUD,NYSE:JNJ,NYSE:KVUE
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If You Invested $10,000 in Johnson & Johnson Stock in 2004, This Is How Much You Would Have Today
February 18, 2024
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JNJ
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JNJ
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3 Unstoppable Dividend Stocks That Could Pay You for Life
February 17, 2024
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AAPL
JNJ
MPW
V
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JNJ
AAPL
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What the Options Market Tells Us About Johnson & Johnson
February 16, 2024
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JNJ
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Benzinga
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The 3 Biotech Stocks That Could Make Your February Unforgettable
February 15, 2024
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ACLX
ADCT
AMAM
JNJ
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InvestorPlace
7 Small-Cap Stocks With Significant Upside Potential in 2024
February 15, 2024
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ARCO
BBW
JNJ
LPG
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NYSE:LPG,NASDAQ:ZYME,NASDAQ:POWW,NYSE:NTB,NYSE:ARCO,NYSE:BBW,NYSEMKT:REI,NYSE:JNJ
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BBW
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7 Stable Dividend Stocks to Ease Lingering Market Jitters
February 13, 2024
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JNJ
KO
KVUE
MCD
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NYSE:MCD,NYSE:PG,NYSE:TGT,NYSE:JNJ,NYSE:KVUE,NYSE:KO,NYSE:SRE,NYSE:XOM
KO
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