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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
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
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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
Bond Fund Seminar
RSVP-Signup Form
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Large and in Charge: 3 Large-Cap Stocks Ready for Lift-Off
February 08, 2024
Tickers
ANET
LIN
Tags
NASDAQ:LIN,NYSE:ANET
Market News
LIN
From
InvestorPlace
Wells Fargo Maintains Overweight Rating for Linde: Here's What You Need To Know
February 07, 2024
Tickers
LIN
Tags
BZI/AAR/UPDATE
LIN
Analyst Ratings
From
Benzinga
Specialty Chemicals Major Linde Shares Are Surging Today: What's Going On?
February 06, 2024
Tickers
LIN
NEWS
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Briefs
News
Equities
From
Benzinga
Earnings Scheduled For February 6, 2024
February 06, 2024
Tickers
AAT
AB
ACT
AEIS
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AEIS
WAT
ACT
From
Benzinga
$100 Invested In Linde 20 Years Ago Would Be Worth This Much Today
February 02, 2024
Tickers
LIN
NEWS
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LIN
BZI/POD
Trading Ideas
From
Benzinga
Wall Street Favorites: 3 Hydrogen Stocks With Strong Buy Ratings for January 2024
January 29, 2024
Tickers
APD
GTLS
LIN
Tags
Market News
NYSE:APD,NYSE:GTLS,NYSE:LIN
GTLS
From
InvestorPlace
Beyond the Horizon: 3 Best Stocks to Buy for a Green Energy Revolution
January 26, 2024
Tickers
LIN
NEE
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NASDAQ:LIN,NYSE:NEE,NYSE:NEE
Stocks to Buy
LIN
From
InvestorPlace
3 Hydrogen Stocks to Turn $100K Into $1 Million: January 2024
January 24, 2024
Tickers
APD
BE
LIN
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Market News
LIN
APD
From
InvestorPlace
Hydrogen’s Hidden Gems: 3 Stocks Ready for a Green Surge
January 19, 2024
Tickers
BP
LIN
NFE
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LIN
Stocks to Buy
Market News
From
InvestorPlace
Forget Plug Power: Here Are 3 No-Brainer Hydrogen Stocks to Buy in 2024
January 18, 2024
Tickers
APD
BE
LIN
PLUG
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Recent Press Releases
PLUG
Market News
From
Motley Fool
The 3 Most Undervalued Hydrogen Stocks to Buy in January
January 17, 2024
Tickers
BE
HJEN
LIN
NFE
Tags
Stocks to Buy
LIN
NFE
From
InvestorPlace
The Average Investor Ignores These 3 Stocks. Here's Why You Shouldn't.
January 14, 2024
Tickers
DE
HEI
LIN
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HEI
DE
LIN
From
Motley Fool
5 Materials Sector Stock Picks With Attractive Supply-Demand Dynamics For 2024
January 10, 2024
Tickers
CBT
COPPER
FCX
GAS
Tags
2024
Large Cap
OLN
From
Benzinga
3 Stocks for a Future Powered by Hydrogen
January 09, 2024
Tickers
APD
BP
LIN
Tags
NYSE:APD,NYSE:LIN,NYSE:BP
Market News
BP
From
InvestorPlace
Here's How Much You Would Have Made Owning Linde Stock In The Last 5 Years
January 09, 2024
Tickers
LIN
NEWS
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Trading Ideas
BZI/POD
LIN
From
Benzinga
Chemical Sector Outlook: Ecolab, Linde, and Sherwin-Williams Downgraded Amid Market Shifts
January 08, 2024
Tickers
ECL
LIN
NEWS
SHW
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Benzinga
Market News
Downgrades
From
Benzinga
Green Investing- 3 Renewable Energy Stocks Ready for Growth in 2024
January 03, 2024
Tickers
BEP
LIN
NEE
Tags
NYSE:BEP,NYSE:NEE,NASDAQ:LIN
Market News
NEE
From
InvestorPlace
Energetic Investments: 3 Prime Hydrogen Stocks Poised for Growth
December 24, 2023
Tickers
APD
BE
LIN
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LIN
APD
Growth Stocks
From
InvestorPlace
3 Highly Underrated Renewable Energy Stocks to Buy for 2024
December 20, 2023
Tickers
ENPH
LIN
NEE
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Stocks to Buy
ENPH
LIN
From
InvestorPlace
If You Invested $100 In This Stock 15 Years Ago, You Would Have $700 Today
December 20, 2023
Tickers
LIN
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Market News
Benzinga
News
From
Benzinga
Best Hydrogen Stocks 2024: 3 Names To Add to Your Must-Buy List
December 19, 2023
Tickers
APD
CVX
LIN
PLUG
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Stocks to Buy
APD
LIN
From
InvestorPlace
"Value" Funds See Big Inflow, Oil Continues To Bleed - ETF Winners And Losers: Mid-Cap Flows
December 18, 2023
Tickers
CHRD
ELS
IJJ
JBL
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JBL
XOP
XLB
From
Benzinga
This Stock Is Up 186% Since 2018, and Most Investors Have Still Never Heard of It
December 15, 2023
Tickers
APD
LIN
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Recent Press Releases
Market News
^GSPC
From
Motley Fool
The 3 Most Undervalued Hydrogen Stocks to Buy in December
December 13, 2023
Tickers
APD
LIN
PLUG
Tags
LIN
APD
NASDAQ:LIN,NYSE:APD,NASDAQ:PLUG
From
InvestorPlace
2 Big-Name Stocks Are Falling Wednesday -- Here's Why
December 13, 2023
Tickers
LIN
PFE
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LIN
PFE
Market News
From
Motley Fool
Harnessing Hydrogen: 3 Companies Leading the Way
December 08, 2023
Tickers
AMZN
APD
LIN
PLUG
Tags
AMZN
LIN
APD
From
InvestorPlace
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $3,300 Today
December 04, 2023
Tickers
LIN
Tags
News
Market News
Benzinga
From
Benzinga
If You Can Only Buy One Hydrogen Stock in December, It Better Be One of These 3 Names
November 30, 2023
Tickers
BLDP
LIN
PLUG
Tags
BLDP
PLUG
Market News
From
InvestorPlace
Tired of Money-Losing Hydrogen Stocks? 2 Winning Alternatives to Plug Power
November 26, 2023
Tickers
APD
LIN
PLUG
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Recent Press Releases
PLUG
Market News
From
Motley Fool
Where Linde Stands With Analysts
November 24, 2023
Tickers
LIN
Tags
Analyst Ratings
Market News
Benzinga
From
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