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home
about us
Investment Approach
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Team Biographies
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
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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
RSVP-Signup Form
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Benzinga's Top Ratings Upgrades, Downgrades For March 2, 2023
March 02, 2023
Tickers
ARRY
AXON
BMRC
BTE
Tags
BZI/Ratings
SAND
Initiation
From
Benzinga
These Beaten-Down Energy Stocks Have a Big Potential Catalyst
February 27, 2023
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AQN
AY
BAM
Tags
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From
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KKR & Co: Dividend Insights
February 13, 2023
Tickers
KKR
Tags
KKR
Dividends
Benzinga
From
Benzinga
1 Indicator Showing Why These Beaten-Down Dividend Stocks Are Great Buys
February 08, 2023
Tickers
BAM
BN
BX
KKR
Tags
KKR
BN
Recent Press Releases
From
Motley Fool
$1000 Invested In KKR & Co 10 Years Ago Would Be Worth This Much Today
February 07, 2023
Tickers
KKR
Tags
Dividends
KKR
Earnings
From
Benzinga
Updated: Powell At Noon
February 07, 2023
Tickers
ATVI
BP
CARR
CNC
Tags
DD
FISV
Jerome Powell
From
Benzinga
A Preview Of KKR & Co's Earnings
February 06, 2023
Tickers
KKR
Tags
Earnings
Market News
Benzinga
From
Benzinga
Hopeful Golden Cross Forms On KKR & Co's Chart
February 03, 2023
Tickers
KKR
Tags
KKR
Markets
Trading Ideas
From
Benzinga
KKR Steps In To Bid For Telecom Italia Grid For Around €20B As Carrier Aims To Cut Debt
February 03, 2023
Tickers
KKR
TECH
TIAIY
TIAJF
Tags
Briefs
TIAJF
News
From
Benzinga
Justin Bieber Lands $200M Catalog Deal With This Blackstone-Backed Company: Why Artists, Private Equity Will 'Never Say Never' To More Deals
January 25, 2023
Tickers
APO
BX
HPGSF
KKR
Tags
General
music royalties
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From
Benzinga
5 Analysts Have This to Say About KKR & Co
January 25, 2023
Tickers
KKR
Tags
KKR
BZI/AAR
Analyst Ratings
From
Benzinga
Private equity may be up next for ETF innovation as State Street celebrates SPY
January 25, 2023
Tickers
BX
KKR
PSP
SPY
Tags
SPY
KKR
PSP
From
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Holding company Compass widens reach into healthcare as a bright spot in moribund M&A market
January 23, 2023
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ARCC
CODI
EFC
Tags
EFC
ARCC
TPG
From
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KKR, Starwood limit withdrawal requests from real-estate funds as investors try to cash in
January 19, 2023
Tickers
BX
KKR
Tags
BX
KKR
From
MarketWatch
BofA downgrades Schwab by two notches as stock extends slide for second day
January 19, 2023
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AMP
ARES
FOCS
IBKR
Tags
FOCS
LPLA
ARES
From
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If I Could Only Buy 1 Stock Right Now, This Would Be It
January 08, 2023
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BAM
BN
BX
KKR
Tags
Market News
BX
Recent Press Releases
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SPAC Firms Rush To Liquidate ... Has The Boom Ended?
December 25, 2022
Tickers
DWAC
KKR
TPG
Tags
General
SPAC
special purpose acquistion company
From
Benzinga
Music royalties sing sweet tune to deal makers despite economic headwinds
December 16, 2022
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BX
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Tags
AAPL
WBD
SONY
From
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KKR researchers see challenges ahead for 60-40 portfolio and suggest more alternatives
December 14, 2022
Tickers
KKR
Tags
KKR
From
MarketWatch
KKR Acquisition Holding to liquidate as the latest SPAC melts down
December 09, 2022
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CVII
GPS
KAHC
Tags
GPS
LULU
KAHC
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'3-Legged Stool' Hedge Fund Upped Its Stake In 2 Dividend Stocks - The Next Compounding Machine?
December 06, 2022
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KKR
MCO
Tags
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Benzinga
13F filings
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1 Upcoming Stock-Split Stock Dividend Investors Won't Want to Miss
November 27, 2022
Tickers
BAM
BX
KKR
Tags
KKR
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BX
From
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Non-profit Provenance blockchain supports digital currency efforts by Apollo, Hamilton Lane
November 23, 2022
Tickers
APO
C
HLNE
KKR
Tags
KKR
C
APO
From
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Interview With Value Investor Bill Nygren of Oakmark Funds
November 22, 2022
Tickers
AMZN
CRM
EOG
FISV
Tags
Recent Press Releases
KKR
FISV
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Are Investors and Companies Ready for the Energy Transition?
November 14, 2022
Tickers
KKR
Tags
NYSE:KKR
KKR
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From
3BL Media: Corporate Social Responsibility, Energy and Health News
KKR & Co's Debt Overview
November 10, 2022
Tickers
KKR
Tags
Benzinga
Market News
Intraday Update
From
Benzinga
Here's How Much $1000 Invested In KKR & Co 10 Years Ago Would Be Worth Today
November 09, 2022
Tickers
KKR
Tags
BZI/POD
Benzinga
Market News
From
Benzinga
Mark Zuckerberg Takes Blame As Meta Lays Off 13% Of Workforce, Elon Musk's Tesla Stock Sale May Not Sit Well With Investors, Netflix Eyes Sports Leagues: Top Stories Wednesday, Nov. 09
November 09, 2022
Tickers
AAPL
AMZN
BA
CRM
Tags
SPY
TSM
AAPL
From
Benzinga
Vodafone Divests Stake In $16B Tower Business
November 09, 2022
Tickers
CLLNY
KKR
TECH
VOD
Tags
Briefs
Asset Sales
News
From
Benzinga
Wednesday Is Your Last Chance To Buy KKR & Co Before The Dividend Payout
November 07, 2022
Tickers
KKR
Tags
BZI/ExDiv
Market News
Benzinga
From
Benzinga
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