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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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It’s Time! 7 Done For Dividend Stocks to Sell in February.
February 22, 2024
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$24.5 Billion Of Fraudulent Returns This Holiday Season Shakes Major Retailers — Now They're Fighting Back
February 05, 2024
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
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January 03, 2024
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Holiday Showdown: Black Friday Reigns Over Christmas As Top Brands Steal the Shopping Spotlight
January 02, 2024
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3 High-Yield Dividend Stocks to Buy Hand Over Fist in 2024
January 01, 2024
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December 18, 2023
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Cigna Calls Off Humana Merger, Joins Macy's, Snap And Other Big Stocks Moving Higher In Monday's Pre-Market Session
December 11, 2023
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Michelle Gass To Take The Helm As Levi Strauss' New CEO In 2024, Succeeding Chip Bergh: Details
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Wall Street's Most Accurate Analysts Say Hold These 3 Consumer Stocks Delivering High-Dividend Yields
December 06, 2023
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Black Friday Foot Traffic Reveals Potential 2023 Holiday Shopping Retail Winners: 17 Stock Ideas
November 27, 2023
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November 22, 2023
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Kohl's (KSS) Q3 2023 Earnings Call Transcript
November 21, 2023
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November 21, 2023
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Why American Eagle Shares Are Trading Lower By Around 16%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
November 21, 2023
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Why Retailer Kohl's Shares Are Declining Today
November 21, 2023
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Earnings Scheduled For November 21, 2023
November 21, 2023
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Nasdaq, S&P 500 Futures Slip Ahead Of AI Bellwether Nvidia's Earnings: Analyst Says Stocks Do Particularly Well In December Of Pre-Election Year
November 21, 2023
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Kohl's: Q3 Earnings Insights
November 21, 2023
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S&P 500 futures stall near four-month highs as traders eye Nvidia earnings
November 21, 2023
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Retailers Report Earnings Ahead Of Black Friday: Best Buy, Kohl's, American Eagle And More Stocks To Watch
November 20, 2023
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November 20, 2023
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November 20, 2023
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Benzinga
From
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