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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
Services, Fees and Compensation
Client Information
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
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Deadline to Lead in Securities Fraud Lawsuit Against New Fortress Energy Inc. (NFE) is November 18, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 14, 2024
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Fluence Energy Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
October 14, 2024
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MEI SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Methode Electronics, Inc. and Lead Plaintiff Deadline on October 25, 2024
October 14, 2024
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LNW ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Light & Wonder, Inc. (LNW) for Potential Securities Law Violations
October 12, 2024
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FLNC ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Fluence Energy, Inc. (FLNC) for Potential Securities Law Violations
October 12, 2024
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DPZ CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Domino's Pizza Inc. (DPZ) and Lead Plaintiff Deadline on November 19, 2024
October 12, 2024
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BEN INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
October 12, 2024
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METHODE ELECTRONICS DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on October 25, 2024
October 12, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against The Toronto-Dominion Bank (TD)
October 12, 2024
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ZI SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against ZoomInfo Technologies Inc. (ZI) and Lead Plaintiff Deadline on November 4, 2024
October 12, 2024
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NFE DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before November 18, 2024
October 12, 2024
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FRANKLIN RESOURCES INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
October 11, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating The Toronto-Dominion Bank (TD) for Potential Securities Law Violations
October 11, 2024
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AILE Deadline to Lead in Securities Fraud Lawsuit is December 9, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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NFE Deadline to Lead in Securities Fraud Lawsuit is November 18, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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Fluence Energy Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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MEI DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Methode Electronics, Inc. and Lead Plaintiff Deadline on October 25, 2024
October 11, 2024
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ACHC INVESTIGATION: Kaplan Fox & Kilsheimer LLP is Investigating Acadia Healthcare for Potential Securities Law Violations
October 11, 2024
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ZI CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit against ZoomInfo Technologies Inc. (ZI) and Lead Plaintiff Deadline on November 4, 2024
October 11, 2024
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Light & Wonder Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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DPZ DEADLINE FOR LEADERSHIP is November 19, 2024 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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FNA Deadline to Lead in Securities Fraud Lawsuit is November 29, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 11, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against iLearningEngines, Inc. (AILE) is December 9, 2024 Contact Kaplan Fox & Kilsheimer LLP
October 10, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against Paragon 28, Inc. (FNA) is November 29, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 10, 2024
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Acadia Healthcare is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
October 10, 2024
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Paragon 28, Inc. (FNA) - Deadline is November 29, 2024
October 09, 2024
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Acadia Healthcare Investors are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
October 09, 2024
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against iLearningEngines, Inc. (AILE) Deadline is December 9, 2024
October 09, 2024
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STTK is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
October 04, 2024
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SPIR Deadline to Lead in Securities Fraud Lawsuit is October 21, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 04, 2024
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