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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
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Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Fannie Mae, Freddie Mac to back mortgages over $1M
December 02, 2022
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November 09, 2022
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Credit card borrowers slip back into pre-pandemic habits, TransUnion says — here’s how to pay off your debt
November 07, 2022
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November 03, 2022
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November 01, 2022
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Kelsey Ramirez
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Biden’s student loan forgiveness plan temporarily blocked by US appeals court
October 31, 2022
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Home price growth slips in August for fourth consecutive month: CoreLogic
October 27, 2022
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FHFA to change credit score model for new mortgages
October 25, 2022
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FHFA to eliminate G-fees for some homebuyers
October 24, 2022
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Inflation to remain high through 2024, recession on its way: MBA forecast
October 24, 2022
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Fed says inflation concerns remain, will continue raising rates
October 20, 2022
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White House releases student loan forgiveness application — what to know
October 19, 2022
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Social Security Administration to make substantial COLA increase in 2023, but is it enough for retirees?
October 14, 2022
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Home prices see ‘forceful deceleration’ in July: Case-Shiller
October 11, 2022
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Job growth slows in September but remains strong
October 07, 2022
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Kelsey Ramirez
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Biden administration revises student loan forgiveness for some borrowers
October 06, 2022
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Kelsey Ramirez
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Housing market likely to tip economy into recession in 2023: Fannie Mae
October 04, 2022
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Final GDP estimate for Q2 confirms negative economic growth
September 30, 2022
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75% of families unaware FAFSA application opens in October, survey says
September 28, 2022
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Apple Pay Later unexpectedly delayed until further notice
September 27, 2022
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Social Security benefits forecast revised for 2023 as inflation eases
September 23, 2022
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Fed announces third consecutive 75-basis point rate hike
September 22, 2022
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Home price growth slows in June for third consecutive month: Case-Shiller Index
September 21, 2022
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Credit access, debt balances rise in Q2: TransUnion study
September 14, 2022
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Inflation improves slightly in August for second consecutive month — what it means for you
September 14, 2022
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Tappable home equity rises to a new record high
September 12, 2022
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Americans counter consumer product 'shrinkflation' with new spending habits, survey says
September 09, 2022
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Weave, Sunbit launch BNPL product for health care costs
September 07, 2022
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