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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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STLA Deadline to Lead in Securities Fraud Lawsuit is October 15, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 03, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against Spire Global, Inc. (SPIR) is October 21, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 03, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Shattuck Labs, Inc. (STTK)
October 03, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Shattuck Labs, Inc. (STTK) for Potential Securities Law Violations
October 02, 2024
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Spire Global, Inc. (SPIR) - Deadline is October 21, 2024
October 02, 2024
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ACHC Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
October 02, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against Stellantis N.V. (STLA) is October 15, 2024 - Contact Kaplan Fox & Kilsheimer LLP
October 02, 2024
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Stellantis N.V. (STLA) - Deadline is October 15, 2024
October 01, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Acadia Healthcare Company, Inc. (ACHC)
October 01, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Acadia Healthcare Company, Inc. (ACHC) for Potential Securities Law Violations
September 30, 2024
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DXCM DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before October 21, 2024
September 29, 2024
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Kaspi.kz Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
September 28, 2024
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AVNW ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Aviat Networks, Inc. (AVNW) for Potential Securities Law Violations
September 28, 2024
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MEI CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Methode Electronics, Inc. and Lead Plaintiff Deadline on October 25, 2024
September 28, 2024
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DPZ Deadline to Lead in Securities Fraud Lawsuit is November 19, 2024 - Contact Kaplan Fox & Kilsheimer LLP
September 28, 2024
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POWW is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
September 28, 2024
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ZI DEADLINE: Investors are Encouraged to Contact Kaplan Fox Before November 4, 2024
September 28, 2024
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BEN ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
September 28, 2024
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Napco Security is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
September 28, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against Domino's Pizza Inc. (DPZ) is November 19, 2024 - Contact Kaplan Fox & Kilsheimer LLP
September 27, 2024
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MEI DEADLINE FOR LEADERSHIP is October 25, 2024 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
September 27, 2024
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Kaspi.kz Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
September 27, 2024
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Napco Security Investors are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
September 27, 2024
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INVESTIGATION REMINDER: Aviat Networks Faces Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
September 27, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against AMMO, Inc. (POWW)
September 27, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations against Light & Wonder, Inc. (LNW)
September 27, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Light & Wonder, Inc. (LNW) for Potential Securities Law Violations
September 26, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating AMMO, Inc. (POWW) for Potential Securities Law Violations
September 26, 2024
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Domino's Pizza Inc. (DPZ) - Deadline is November 19, 2024
September 26, 2024
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MEI DEADLINE: Investors are Encouraged to Contact Kaplan Fox Before October 25, 2024
September 26, 2024
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