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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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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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Alibaba, Chinese Tech Stocks And EV Stocks NIO, XPeng, Li Auto Tumble After Disappointing Economic Report
July 15, 2024
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BIDU
BILI
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From
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July 13, 2024
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LI
MSBHF
RIVN
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TSLA
MSBHF
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From
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The 3 Most Undervalued Auto Stocks to Buy in July 2024
July 12, 2024
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GM
LI
TSLA
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7 High-Risk Stocks Worth a Gamble for Multibagger Returns
July 12, 2024
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DKNG
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IAG
MARA
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3 Millionaire-Maker Stocks With More Potential Than Nvidia
July 10, 2024
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LI
NKE
NVDA
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Market News
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The 3 Most Undervalued EV Stocks to Buy in July 2024
July 10, 2024
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LCID
OTCMKTS:BYDD,NASDAQ:LI,NASDAQ:LCID
From
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Chinese EV Innovations: NIO And XPeng Advance In-House Smart Driving Chips, Tape-Out Progress And Future Prospects Unveiled
July 09, 2024
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NEWS
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From
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Chinese EV Stocks NIO, LI, XPEV on Alert as EU Tariffs Launch
July 08, 2024
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T
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July 08, 2024
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Tesla And Reddit Were Among 12 Large Cap Stocks With Strongest Performance In The Last Week (June 30-July 6): Details
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Nio, XPeng And Li Auto Lifted The EV Market's Spirits With Their June Deliveries
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July 01, 2024
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Why Tesla Stock Popped Ahead of Second-Quarter Deliveries
July 01, 2024
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NIO
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NIO Stock Alert: Nio Deliveries Almost Double in June 2024
July 01, 2024
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NIO
PSNY
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NYSE:NIO,NASDAQ:PSNY,NASDAQ:LI,NASDAQ:XPEV
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What's Going On With Chinese EV Stocks NIO, Li Auto, XPeng On Monday?
July 01, 2024
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LI
NEWS
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Tags
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Tesla Set To Breach $200 Mark As Stock Rises Premarket: What's Powering The Rally
July 01, 2024
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Tags
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Benzinga
Wall Street Eyes Cautious Start, Nvidia Falls: Optimistic Analyst Says S&P 500 Could Challenge All-Time Highs Multiple Times In Second-Half
July 01, 2024
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GME
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From
Benzinga
You’ve Been Warned! 3 EV Stocks to Buy Now or Regret Forever.
July 01, 2024
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LCID
LI
RIVN
Tags
LCID
NASDAQ:LCID;NASDAQ:RIVN;NASDAQ:LI
Market News
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InvestorPlace
Tesla Rises Ahead Of Crucial Q2 Deliveries, Rivian Affirms Goal After Volkswagen Deal, Nikola Ropes In Key Customer And More: Biggest EV Stories Of The Week
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BYDDY
EVS
F
Tags
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The 3 Smartest Auto Stocks to Buy With $500 Right Now
June 29, 2024
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LI
TM
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Market News
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From
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