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Firm ADV PDFs
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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
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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
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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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Japan ETF DXJ Remains Strong Option
February 01, 2024
Tickers
DXJ
Tags
Japan
modern alpha channel
Japan ETF
From
ETF Trends
Tobu Railways has renewed the map of Tokyo's Sumida River Walk area to better circulate tourism in the Asakusa-TOKYO SKYTREE downtown region
January 31, 2024
Tags
Japan
Tokyo
Culture
From
PRLog
Mom Mails Cannabis To Son On US Military Base In Japan — Things Didn't Go As Planned
January 21, 2024
Tickers
NEWS
Tags
US Air Force Base
Benzinga
Market News
From
Benzinga
Amazon's AWS To Invest $15B In Japan's Cloud Computing Infrastructure
January 19, 2024
Tickers
AMZN
MSFT
NEWS
NVDA
Tags
Jeff Bezos
cloud computing
artificial intelligence
From
Benzinga
Kim Jong Un Tests 'Underwater Nuclear Weapons System' Amid Growing Tensions With US, South Korea
January 18, 2024
Tickers
NEWS
Tags
South Korea
Japan
Global
From
Benzinga
Midstream Positions for Ballooning U.S. LNG Exports
January 16, 2024
Tickers
ARX
CQP
CVX
DVN
Tags
MLPs
GULF
midstream
From
ETF Trends
Tobu Railway to Expand Capacity of Spacia X Train Service and Readjust Pricing on Premium Seating from March 16, 2024
January 11, 2024
Tags
Nikko
NikkoJapan
Tochigi
From
PRLog
Japan's Nikkei Continues To Grow As It Crosses 34K Mark Despite Falling Asia-Pacific Market
January 10, 2024
Tickers
NEWS
Tags
Japan
Nikkei 225
Economics
From
Benzinga
Asia-Pacific Markets Rebound As Japan's Nikkei Hits 33-Year High Amid Tech Stock Surge
January 09, 2024
Tickers
NEWS
Tags
General
Pooja Rajkumari
Market News
From
Benzinga
Fire Ravages Former Japan Prime Minister's House: A Reminder Of The Decades-Old Lockheed Bribery Scandal
January 09, 2024
Tickers
LMT
NEWS
Tags
Lockheed Martin
Naoki Tanaka
Benzinga
From
Benzinga
Japan’s Nikkei 225 and Topix exploded higher: more upside?
January 08, 2024
Tags
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Stock Market
Indices
From
Invezz
Tokyo's Haneda Airport Resumes Full Operations A Week After Tragic Collision Between Japan Airlines Plane And Coast Guard Bombardier
January 08, 2024
Tickers
JAPSY
NEWS
Tags
Kaustubh Bagalkote
Market News
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Benzinga
Why Dermata Therapeutics Stock Took Off After-Hours
January 04, 2024
Tickers
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NEWS
Tags
General
Market News
News
From
Benzinga
Japan Airlines Faces Over $100M Loss After Tragic Plane Collision At Haneda Airport
January 04, 2024
Tickers
AIG
AIR
ASIA
EADSF
Tags
AIG
Markets
EADSF
From
Benzinga
Tesla Steps Up To Offer Free Supercharging For A Week In Japan's Earthquake-Hit Regions
January 02, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
EVs
Benzinga
TSLA
From
Benzinga
Powerful Earthquake Strikes Central Japan, Triggering Tsunami Warnings
January 01, 2024
Tickers
NEWS
Tags
Global
Japan
AI Generated
From
Benzinga
USD/JPY forecast for 2024: How high will the Japanese yen rise?
December 29, 2023
Tickers
USD
Tags
Japan
USD
Bank of Japan
From
Invezz
World's Biggest Atomic Power Plant In Japan Gears Up For A Comeback
December 27, 2023
Tickers
NEWS
Tags
General
Benzinga
Market News
From
Benzinga
Toyota Achieves Record Global Output In November Fueled by Strong Consumer Demand
December 27, 2023
Tickers
NEWS
TECH
TM
Tags
Market News
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Benzinga
Uber Teams Up With Elon Musk's Tesla To Enter Japan's Taxi Market Following Government's Ridesharing Policy Shift: Report
December 26, 2023
Tickers
EVS
NEWS
TECH
TSLA
Tags
Japan
Market News
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From
Benzinga
Japan Targets Apple, Google With Legislation To Curb App Store Monopolies
December 26, 2023
Tickers
AAPL
GOOG
GOOGL
NEWS
Tags
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GOOGL
Tech
From
Benzinga
Samsung To Invest $280M In Chip Packaging Research Facility In Japan
December 21, 2023
Tickers
SSNLF
TECH
Tags
Benzinga
Equities
Market News
From
Benzinga
Japan Emerges As Promising 2024 Investment Destination: 3 Stocks To Consider
December 20, 2023
Tickers
ASIA
CCOEY
DSNKY
EWJ
Tags
Benzinga
Belinda Bao
Equities
From
Benzinga
End Of An Era: Toshiba Delisted From Tokyo Stock Exchange After 74 Years
December 19, 2023
Tickers
ASIA
TECH
TOSBF
TOSYY
Tags
Market News
Asia
News
From
Benzinga
'Extremely Bullish On The Direction Of SHIB' Says Shiba Inu Community Member; Shibarium Celebrates 100M Transactions
December 14, 2023
Tags
Markets
Japan
$SHIB
From
Benzinga
Japanese Tech Powerhouse, Saudi Arabian Oil Giant Team Up For Digital Assets Renaissance
December 11, 2023
Tags
Benzinga
Cryptocurrency
SBI Middle East
From
Benzinga
$69K Luxury Lexus Meant For Kim Jong Un Blocked By Japanese Authorities In Smuggling Fiasco
December 11, 2023
Tags
smuggling
Japan
lexus
From
Benzinga
Japan Digital Bond Market Sees Largest Digital Green Bonds Sale, $68M By Hitachi
December 07, 2023
Tickers
HTHIY
Tags
digital green bond
Japan
corporate
From
Benzinga
Tobu Railway's Hosts "Tokyo Downtown Tour: Bamboo Lighting."
December 01, 2023
Tags
Event
TobuJapanTrip
TokyoTokyo
From
PRLog
US Military Aircraft Crashes Into Ocean Near Japanese Island With Eight On Board, Coast Guard Confirms
November 29, 2023
Tags
Osprey
Japan
News
From
Benzinga
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