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home
about us
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Firm ADV PDFs
Form CRS
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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
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
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US Stocks Kick Off The Week In The Green, Tesla Rockets On China's FSD Approval, Yen Rallies: What's Driving Markets Monday?
April 29, 2024
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AAPL
ALB
ALTM
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April 22, 2024
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From
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April 19, 2024
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April 17, 2024
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April 11, 2024
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April 11, 2024
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Tags
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Biden, Kishida Set New Tone for US-Japan Ties With 70 New Initiatives To Counter China's Ambitions
April 10, 2024
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Tags
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PM Fumio Kishida Urges US Tech Giants To Invest In Japan: 'I'm Strongly Promoting Policies Toward The Next Economic Stage'
April 10, 2024
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Yen Weakens Amid Intervention Concerns And Interest Rate Differentials
April 09, 2024
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Credit Suisse Japan Wealth Unit To Be Absorbed By UBS-SuMi Venture Post Takeover
April 08, 2024
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Tags
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TSMC Suspends Chip Production After Taiwan Rocked By Strongest Tremor In 25 Years
April 02, 2024
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Announcing the Renewal and Reopening of TOKYO SKYTREE® SHOP and Extended Hours for TOKYO SKYTREE Observation Deck
April 02, 2024
Tags
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April 01, 2024
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March 22, 2024
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Tags
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Trump's Possible Return As President Sparks Re-Entry Of 'Moshitora' Buzzword In Japan: What Does It Mean?
March 21, 2024
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Benzinga
Warren Buffett's Prediction Comes True: Japanese Banks To Profit From BoJ's Positive Rates
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World's Largest Pension Fund Eyes Bitcoin For Portfolio Diversification
March 19, 2024
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Bank Of Japan Raises Interest Rates, Abandoning 17-Year Negative Interest Rate Stint — Nikkei Reacts By Dropping Over 200 Points
March 19, 2024
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TSMC Considers Advanced Chip Packaging Expansion In Japan: Report
March 18, 2024
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Tags
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Kim Jong Un's North Korea Fires Missiles Amid Blinken's Seoul Visit: Japan Says 'Absolutely Unacceptable'
March 18, 2024
Tickers
NEWS
Tags
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Kaustubh Bagalkote
From
Benzinga
Bear Luxe Travel Offers Immersive Artistic Cultural Experiences in Kanagawa, Japan
March 15, 2024
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BearLuxeTravel
From
PRLog
Yen Weakens Despite Japan's Deflation Exit
March 15, 2024
Tickers
ASIA
Tags
Benzinga
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From
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