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home
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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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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
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
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Why Nordstrom Stock Popped Today
June 01, 2023
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Expert Ratings for Nordstrom
June 01, 2023
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US Stocks Set For Higher Open As House Passes Debt Deal: Why This Analyst Sees Possibility Of 'June Swoon'
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June 01, 2023
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Nordstrom (JWN) Q1 2023 Earnings Call Transcript
June 01, 2023
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Nordstrom Q1 Earnings Highlights: Revenue Beat, EPS Beat, Guidance, Store Update And More
May 31, 2023
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Benzinga
nordstrom rack
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Nordstrom rallies on earnings, but wind-down of Canadian operations weigh on sales
May 31, 2023
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From
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US Stocks Set For Lower Open Ahead Of House Vote On Budget Deal — But Analyst Sees Outperformance This Year
May 31, 2023
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Earnings Scheduled For May 31, 2023
May 31, 2023
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'Meme King' Ryan Cohen Gets Documentary Treatment With Stories Of Chewy, GameStop, Bed Bath & Beyond: How And When To Watch
May 30, 2023
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Nordstrom Earnings Preview
May 30, 2023
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May 17, 2023
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Showering Moms With Love: Mother's Day Sales Anticipated To Hit All-Time Highs
May 15, 2023
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May 11, 2023
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How to Profit From GameStop Stock? The Key Is Timing Your Sale.
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April 30, 2023
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Is This High-Yield Dividend Stock Paying Near 5% Safe?
April 29, 2023
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Where will Bed Bath & Beyond customers go next? Amazon, Target and Walmart look like winners.
April 27, 2023
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April 26, 2023
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‘Technology and industrials could be vulnerable to a 20% to 40% correction.’ Why this veteran trader likes oil and retail stocks now.
April 20, 2023
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GameStop Savior Ryan Cohen Seems To Have Found His Next Turnaround Target: 'Once A Great American Brand'
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March 10, 2023
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Retailers are clearing out their stock, but a lot of products will likely still be cheaper
March 09, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For March 8, 2023
March 08, 2023
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As consumers pull back on discretionary spending, what’s next for retail?
March 03, 2023
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Nordstrom's Inventory Markdown To Have Positive Effect On Growth, Says Analyst
March 03, 2023
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Costco still showing strength despite discretionary-spending pullback, analysts say
March 03, 2023
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