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home
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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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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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‘We are running out of time’: People have not been this worried about their bank deposits since the Great Recession, Gallup says
May 04, 2023
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DJIA
JPM
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Regional Bank PacWest Is Reportedly Weighing a Sale. What Should Investors Do?
May 03, 2023
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Fed’s Powell says U.S. banking system is ‘sound and resilient’ after First Republic failure
May 03, 2023
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May 03, 2023
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Selloff in regional-bank stocks halted as Western Alliance and PacWest shares move higher
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Jim Cramer Identifies 4 Hurdles Facing Investors Today: 'Everybody Suddenly Wants To Sell In May And Go Away'
May 03, 2023
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Why First Republic’s rescue isn’t arresting a selloff in U.S. regional bank stocks
May 02, 2023
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Bank Stocks Alert: Why Are PACW, WAL, BAC, ZION, Down Today?
May 02, 2023
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May 02, 2023
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SEC’s Gensler warns ‘tremors’ in hedge fund sector could threaten U.S. economy
May 02, 2023
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Regional Bank ETF sinks after First Republic failure, heads for biggest drop since March banking turmoil
May 02, 2023
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PacWest Bancorp, Western Alliance stocks post steep losses in wake of First Republic deal
May 02, 2023
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May 02, 2023
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Investor Optimism Improves Slightly Following JPMorgan's Purchase Of First Republic's Assets
May 02, 2023
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CNN Business Fear & Greed Index
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Regional bank ETF hits record ‘relative’ low after First Republic’s failure, but momentum is shifting to the bulls
May 01, 2023
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FDIC recommends raising deposit insurance limit for business accounts after SVB, First Republic failures
May 01, 2023
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Investor Sentiment Declines Further Amid Revived Concerns Over Banks
April 26, 2023
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Why PacWest Bancorp Shares Are Jumping Tuesday Afternoon
April 25, 2023
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Pimco co-founder Bill Gross says he’s bought regional bank stocks
April 21, 2023
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Bank ETFs rise as earnings roll out – but investors aren’t piling in with cash
April 20, 2023
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What Does JPMorgan's Earnings Beat Mean For Regional Bank Stocks? Analyst Says Not Much
April 14, 2023
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Why the weakness in U.S. bank stocks since the collapse of SVB is a worrisome sign on eve of bank earnings
April 13, 2023
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CFPB chief Chopra calls for clawbacks, stricter regulation of banker pay after SVB collapse
April 11, 2023
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Loan growth, lower margins cloud the skies over big banks: analyst
April 10, 2023
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ETF investors showed ‘a lot of restraint’ in the first quarter. Here’s why bonds won them over.
April 06, 2023
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Banks on the line for deposit flows and margin pressure in Q1 updates as they reel from banking crisis
April 06, 2023
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Banking sector’s growing political might could blunt reform in wake of SVB failure, experts warn
April 05, 2023
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Bank fears leave KRE ETF ‘hanging by a thread’, threatening broader pullback: analyst
April 05, 2023
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