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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
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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
Bond Fund Seminar
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MU Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Micron Technology, Inc. (MU) - Contact Kessler Topaz Meltzer & Check, LLP
January 16, 2025
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Zeta Global Holdings Corp. (ZETA) Investors: January 21, 2025 Filing Deadline in Securities Class Action
January 16, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against Enphase Energy, Inc.
January 16, 2025
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Celsius Holdings, Inc. (CELH) Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds CELH Investors of Securities Fraud Class Action Lawsuit
January 16, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds NXT Investors of February 25, 2025 Deadline in Securities Fraud Class Action and Urges Investors With Losses to Contact the Firm
January 16, 2025
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XRAY Equity Alert: Kessler Topaz Meltzer & Check, LLP Alerts Shareholders of Securities Fraud Class Action Lawsuit Filed Against DENTSPLY SIRONA Inc. (XRAY)
January 16, 2025
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Cassava Sciences, Inc. (SAVA) Investors: February 10, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
January 16, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages Marqeta, Inc. (MQ) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
January 16, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages Applied Therapeutics, Inc. (APLT) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
January 16, 2025
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SYM CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - A Securities Fraud Class Action Lawsuit Has Been Filed Against Symbotic Inc. (SYM)
January 16, 2025
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KYTX CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - A Securities Fraud Class Action Lawsuit Has Been Filed Against Kyverna Therapeutics, Inc. (KYTX)
January 16, 2025
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WOLF DEADLINE ALERT: Kessler Topaz Meltzer & Check, LLP Announces Deadline in Wolfspeed, Inc. Securities Fraud Class Action Lawsuit
January 16, 2025
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SIG Investigation Reminder: Kessler Topaz Meltzer & Check, LLP Encourages Signet Jewelers Limited (NYSE: SIG) Investors With Significant Losses to Contact the Firm
January 15, 2025
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TMDX Investigation: Kessler Topaz Meltzer & Check, LLP Encourages TransMedics Group, Inc. (NASDAQ: TMDX) Investors With Significant Losses to Contact the Firm
January 15, 2025
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BIOA Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against BioAge Labs, Inc. (BIOA) - Contact Kessler Topaz Meltzer & Check, LLP
January 15, 2025
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MGPI Deadline Alert: Kessler Topaz Meltzer & Check, LLP Reminds Investors of February 14, 2025 Deadline in Securities Fraud Class Action Lawsuit Against MGP Ingredients, Inc. (MGPI)
January 15, 2025
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Wolfspeed, Inc. (WOLF) Investors: January 17, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
January 14, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages Nextracker Inc. Investors With Losses to Contact the Firm
January 14, 2025
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SYM ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors of a Class Action Lawsuit Against Symbotic Inc.
January 14, 2025
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CELH DEADLINE: Kessler Topaz Meltzer & Check, LLP Reminds Celsius Holdings, Inc. Investors of Deadline and Encourages Investors With Losses to Contact the Firm
January 14, 2025
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XRAY Announcement: Kessler Topaz Meltzer & Check, LLP Encourages DENTSPLY SIRONA Inc. Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
January 14, 2025
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KYTX ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors of a Class Action Lawsuit Against Kyverna Therapeutics, Inc.
January 14, 2025
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ENPH ANNOUNCEMENT: Kessler Topaz Meltzer & Check, LLP Notifies Investors that the Firm Has Filed a Class Action Lawsuit Against Enphase Energy, Inc.
January 14, 2025
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SAVA Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Cassava Sciences, Inc. (SAVA) Shareholders of Deadline in Securities Fraud Class Action Lawsuit
January 14, 2025
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MQ Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Marqeta, Inc. (MQ)
January 14, 2025
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APLT Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against Applied Therapeutics, Inc. (APLT)
January 14, 2025
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ZETA Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Zeta Global Holdings Corp. Shareholders of Deadline in Securities Fraud Class Action Lawsuit
January 14, 2025
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MGPI Announcement: Kessler Topaz Meltzer & Check, LLP Encourages MGP Ingredients, Inc. (MGPI) Investors to Contact the Firm About Securities Fraud Class Action Lawsuit
January 13, 2025
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PACS DEADLINE REMINDER: Important January 13, 2025 Deadline Reminder in PACS Group, Inc. Securities Class Action Lawsuit
January 12, 2025
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Nextracker Inc. (NXT) Investors: February 25, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
January 12, 2025
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