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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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Final SOUN Deadline Reminder: May 27, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
May 26, 2025
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MSTR Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against MicroStrategy Incorporated d/b/a Strategy (MSTR)
May 26, 2025
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SOUN Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds SoundHound AI, Inc. (SOUN) Investors of Filing Deadline in Class Action Lawsuit
May 25, 2025
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Class Action Announcement MSTR: A Securities Fraud Class Action Lawsuit Was Filed Against MicroStrategy Incorporated d/b/a Strategy (MSTR)
May 24, 2025
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SOUN Deadline in 4 Days: Kessler Topaz Meltzer & Check, LLP Reminds SoundHound AI, Inc. (SOUN) Investors of Filing Deadline in Class Action Lawsuit
May 23, 2025
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SRPT Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
May 22, 2025
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TASK Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages TaskUs, Inc. (NASDAQ: TASK) Investors to Contact the Firm
May 22, 2025
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SOUN Deadline in 6 Days: Kessler Topaz Meltzer & Check, LLP Reminds SoundHound AI, Inc. (SOUN) Investors of Filing Deadline in Class Action Lawsuit
May 21, 2025
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NASDAQ: MSTR: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Class Action Lawsuit Against MicroStrategy Incorporated d/b/a Strategy
May 21, 2025
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TASK Investigation: Kessler Topaz Meltzer & Check, LLP Encourages TaskUs, Inc. (NASDAQ: TASK) Investors to Contact the Firm
May 20, 2025
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SoundHound AI, Inc. (SOUN) Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds SOUN Investors of Securities Fraud Class Action Lawsuit
May 19, 2025
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TASK Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages TaskUs, Inc. (NASDAQ: TASK) Investors to Contact the Firm
May 17, 2025
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SOUN Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against SoundHound AI, Inc. (SOUN)
May 17, 2025
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Final TBBK Deadline Reminder: May 16, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
May 16, 2025
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TASK Investigation Notice: Kessler Topaz Meltzer & Check, LLP Encourages TaskUs, Inc. (NASDAQ: TASK) Investors to Contact the Firm
May 16, 2025
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SOUN Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against SoundHound AI, Inc. (SOUN)
May 15, 2025
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TBBK Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Investors of Filing Deadline in Class Action Lawsuit
May 14, 2025
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SRPT Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
May 14, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds SOUN Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against SoundHound AI, Inc. (SOUN)
May 13, 2025
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Lead Plaintiff Deadline on May 16, 2025 for TBBK Investors - Kessler Topaz Meltzer & Check, LLP Encourages Investors with Losses to Contact the Firm
May 12, 2025
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SOUN CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds SoundHound AI, Inc. Shareholders of Securities Fraud Class Action Lawsuit
May 11, 2025
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TBBK Deadline in 6 Days: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Investors of Filing Deadline in Class Action Lawsuit
May 10, 2025
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GERN Deadline in 2 Days: Kessler Topaz Meltzer & Check, LLP Reminds Geron Corporation (GERN) Investors of Filing Deadline in Class Action Lawsuit
May 10, 2025
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SOUN Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against SoundHound AI, Inc. (SOUN)
May 09, 2025
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LNW Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Light & Wonder, Inc. (NASDAQ: LNW) Investors with Significant Losses to Contact the Firm
May 09, 2025
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SRPT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
May 09, 2025
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The Bancorp, Inc. Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Investors of Deadline in Securities Fraud Class Action Lawsuit
May 08, 2025
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GERN Deadline in 4 Days: Kessler Topaz Meltzer & Check, LLP Reminds Geron Corporation (GERN) Investors of Filing Deadline in Class Action Lawsuit
May 08, 2025
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SRPT Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Sarepta Therapeutics, Inc. (NASDAQ: SRPT) Investors with Significant Losses to Contact the Firm
May 08, 2025
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Lead Plaintiff Deadline on May 27, 2025 for SOUN Investors - Kessler Topaz Meltzer & Check, LLP Encourages Investors with Losses to Contact the Firm
May 08, 2025
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