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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Private student loan interest rates soar for both 5- and 10-year loans
October 19, 2022
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Jared Hughes
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Student loan refinance interest rates dive below 3% for 5-year variable-rate loans
October 17, 2022
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October 12, 2022
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Student loan refinance interest rates edge down for 10-year fixed-rate loans
October 10, 2022
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Student loan refinance rates plunge for 5-year variable-rate loans
October 03, 2022
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Private student loan interest rates surge for 5- and 10-year loans
September 28, 2022
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Jared Hughes
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Student loan refinance interest rates rise for both 5- and 10-year loans
September 26, 2022
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Savings window opens: Private student loan interest rates tumble for 10-year fixed-rate loans
September 21, 2022
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Good news: Student loan refinance interest rates fall for both 5- and 10-year loans
September 19, 2022
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Private student loan interest rates climb for both 5- and 10-year loans
September 14, 2022
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Student loan refinance interest rates plunge for 5-year variable-rate loans
September 12, 2022
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Good news: Private student loan interest rates edge down for 10-year fixed-rate loans
September 07, 2022
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Student loan refinance interest rates continue trending down for 10-year fixed-rate loans
September 06, 2022
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4 ways to pay off remaining student loan debt after forgiveness
September 01, 2022
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Private student loan interest rates tumble for 5-year variable-rate loans
August 31, 2022
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Wondering if you qualify for $20K forgiveness? How to know if you got a Pell Grant
August 30, 2022
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Student loan refinance interest rates edge down for 10-year fixed-rate loans
August 29, 2022
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Jared Hughes
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Private student loan interest rates edge down for 5-year variable-rate loans
August 25, 2022
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Good news: 10-year private student loan interest rates dip below 7%
August 17, 2022
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Jared Hughes
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Student loan refinance interest rates fall for 10-year fixed-rate loans
August 15, 2022
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Jared Hughes
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Good news: 10-year private student loan interest rates tumble
August 10, 2022
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Student loan refinance rates tumble for 5-year variable-rate loans
August 08, 2022
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Student loan refinance rates edge down for 10-year fixed-rate loans
August 01, 2022
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Private student loan rates edge down for 10-year fixed-rate loans
July 27, 2022
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Student loan refinance rates edge down for 5-year variable-rate loans
July 25, 2022
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Private student loan interest rates plunge for 5-year variable-rate loans
July 20, 2022
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Student loan refinance rates tick up for both 5- and 10-year loans
July 18, 2022
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Private student loan interest rates continue to edge up following latest Fed rate hike
July 13, 2022
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5-year variable-rate student loan refinance interest rates plunge below 3%
July 11, 2022
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Private student loan interest rates slip for 5- and 10-year loans
July 06, 2022
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