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about us
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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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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Financial stocks in ‘the cheap seats’ as top banks widely underperform the sector, says DataTrek
March 21, 2023
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March 21, 2023
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First Republic stock sinks after credit rating slashed by another three notches at S&P
March 20, 2023
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March 17, 2023
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March 17, 2023
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Guarantee for all bank deposits should be on the table, ex-FDIC chief Bair says
March 17, 2023
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First Republic's Struggle For Survival In Lending Sector Chaos: 4 Analysts Weigh In, Possible 'Distressed M&A Sale ... Could Leave Minimal Residual Value'
March 17, 2023
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Unlimited deposit insurance: A radical idea that’s gaining steam in Congress
March 17, 2023
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Homebuilder ETFs are beating the S&P 500 this year. Can their outperformance last amid banking sector worries?
March 16, 2023
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ETF of the Week: SPDR S&P Regional Banking ETF (KRE)
March 16, 2023
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March 16, 2023
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Bank Stocks Rally On 'Too Big To Fail' Narrative As Credit Suisse's Crisis Recedes
March 16, 2023
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Why UBS Thinks Western Alliance (WAL) Is the Best Bank Stock to Buy Now
March 15, 2023
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Fifth Third board member bought $1.3 million worth of stock after it tumbled
March 15, 2023
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Elizabeth Warren proposes nixing 2018 rollback of banking rules: ‘We now have evidence of what happens when you ease up’
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SEC Chief Gensler pledges investigation in wake of bank failures
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3 Reasons the Fed Should Pause Its Rate Hike Cycle Before It’s Too Late
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‘Net worth of median household is basically nothing,’ says Carl Icahn. ‘We have some major problems in our economy.’
March 14, 2023
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Bank ETFs bounce as this regional banking fund sees ‘record’ trading volume over recent days
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Citadel scoops up Western Alliance shares on the cheap
March 14, 2023
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March 14, 2023
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3 Top-Notch Bank ETFs to Buy Right Now
March 14, 2023
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March 13, 2023
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COF
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Banking industry jitters could mean more pain for stocks by dragging out Fed’s battle with inflation
March 13, 2023
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Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
March 13, 2023
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