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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
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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
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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
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Bitcoin price steadies around $59,000
October 28, 2021
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Stock futures gain despite GDP slowdown
October 28, 2021
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October 27, 2021
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Bitcoin price slips 7% to $58,400
October 27, 2021
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Stock futures rise ahead of major earnings reports
October 27, 2021
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Bitcoin price climbs back above $46,000
September 09, 2021
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Stock futures trade lower after Fed said economy slowed over summer
September 09, 2021
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Stock futures trade lower on growth concerns
September 08, 2021
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Bitcoin price struggles above $45,000 following plunge
September 08, 2021
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What markets are open on Labor Day?
September 06, 2021
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Firefly Aerospace rocket 'terminated' in fiery explosion off California coast
September 04, 2021
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Bitcoin price slips 1.4% Friday morning
September 03, 2021
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Stock futures trade higher ahead of August jobs report
September 03, 2021
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Bitcoin reaches $50,000 following Ethereum's rise
September 02, 2021
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Stock futures trade higher ahead of jobless claims, productivity
September 02, 2021
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Bitcoin begins month off 1.4% at $47,200
September 01, 2021
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Stock futures start new month with gains
September 01, 2021
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Intuit in talks to buy Mailchimp for over $10B: report
September 01, 2021
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Bitcoin price rebounds above $47,000 Friday morning
August 27, 2021
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Stock futures trade higher, oil adds to gains day after Kabul attack
August 27, 2021
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Bitcoin price dips below $47,000 Thursday morning
August 26, 2021
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Stock futures trade cautiously after record day
August 26, 2021
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Mortgage rates dip, lifting purchase applications, refis
August 25, 2021
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Bitcoin price slide continues after hitting $50,000
August 25, 2021
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Stock futures trade tentatively after Nasdaq closes above 15,000
August 25, 2021
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Apple pushes back return to office until at least January: report
August 20, 2021
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Bitcoin price rises on strong buyer demand
August 20, 2021
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Stock futures trade lower to end the week
August 20, 2021
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Toyota to slash September production due to global chip shortage: report
August 19, 2021
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Bitcoin price slips below $45,000
August 19, 2021
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