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home
about us
Investment Approach
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Mission Statement
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Bond Fund Seminar
RSVP-Signup Form
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$100 Invested In Linde 10 Years Ago Would Be Worth This Much Today
May 25, 2023
Tickers
LIN
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LIN
BZI/POD
Market News
From
Benzinga
3 Hydrogen Stocks to Buy for Massive Growth Potential
May 24, 2023
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LIN
PLUG
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The 3 Hydrogen Stocks You Need to Own Now for Maximum Returns
May 16, 2023
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LIN
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PLUG
Market News
LIN
From
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If You Invested $1000 In This Stock 15 Years Ago, You Would Have $3,900 Today
May 09, 2023
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Earnings
News
From
Benzinga
Where Linde Stands With Analysts
May 08, 2023
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LIN
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Market News
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The 3 Hydrogen Stocks to Watch as Clean Energy Demand Soars
May 05, 2023
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APD
BE
BLDP
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From
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Why FuelCell Energy Is Soaring This Week
May 05, 2023
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LIN
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FCEL
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From
Motley Fool
7 Dividend-Paying Large-Cap Stocks to Buy in May
May 04, 2023
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AVGO
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MA
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MA
AVGO
From
InvestorPlace
Looking At Linde's Recent Unusual Options Activity
May 03, 2023
Tickers
LIN
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LIN
Markets
Market News
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Benzinga
ExxonMobil Is Near an All-Time High -- Is the Stock Still a Buy?
April 28, 2023
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LIN
XOM
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Market News
Recent Press Releases
LIN
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Linde Earnings Perspective: Return On Capital Employed
April 28, 2023
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LIN
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Earnings
Benzinga
Market News
From
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ExxonMobil's Record-Setting Profits Continue. Is it a Top Stock to Buy?
April 28, 2023
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CF
LIN
XOM
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Recent Press Releases
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Linde Unusual Options Activity For April 27
April 27, 2023
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LIN
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BZI/UOA
Market News
Benzinga
From
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Earnings Preview: Linde
April 26, 2023
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Market News
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Here's How Much You Would Have Made Owning Linde Stock In The Last 5 Years
April 19, 2023
Tickers
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BZI/POD
Benzinga
From
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Linde Ramps Up Capacity Of Samsung Display On-Site Facility In South Korea
April 19, 2023
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Benzinga
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Linde Earnings Conference Call Is Coming Up, Here's What You Need To Know
April 18, 2023
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The Forever Battery… And 3 Other Tech Investment Trends for 2023
April 09, 2023
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PLUG Stock Price Prediction: This Analyst Just Cut Plug Power’s Price Target in Half
April 05, 2023
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BE
HD
LIN
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HD
NASDAQ:PLUG,NYSE:BE,NYSE:LIN,NYSE:WMT,NASDAQ:AMZN,NYSE:HD
AMZN
From
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ExxonMobil Is Racing to Capture This Multitrillion-Dollar Opportunity
April 05, 2023
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LIN
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ENLC
CF
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$1000 Invested In Linde 5 Years Ago Would Be Worth This Much Today
April 04, 2023
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Dividends
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Benzinga
7 Hydrogen Stocks Sitting in the Sweet Spot
April 03, 2023
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BA
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LIN
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4 Defensive Ways To Play The Stock Market
March 22, 2023
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EQIX
LIN
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Here's How Much You Would Have Made Owning Linde Stock In The Last 5 Years
March 16, 2023
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Benzinga
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DocuSign To Rally Around 25%? Here Are 10 Other Analyst Forecasts For Tuesday
March 07, 2023
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CARA
CCOI
CIEN
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CCOI
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From
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Analyst Expectations for Linde's Future
March 07, 2023
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LIN
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Market News
Benzinga
Analyst Ratings
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$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,300 Today
March 06, 2023
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LIN
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BZI/POD
LIN
Market News
From
Benzinga
7 Dividend Stocks to Buy to Retire Rich
March 01, 2023
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ELV
LIN
MSFT
TJX
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NYSE:VICI,NYSE:TRGP,NYSE:LIN,NYSE:ELV,NYSE:UNH,NASDAQ:MSFT,NASDAQ:ATVI/NYSE:AJG,NYSE:TJX
TJX
TRGP
From
InvestorPlace
Is This Top Dividend Growth Stock a Buy for 2023?
March 01, 2023
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LIN
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Market News
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LIN
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Motley Fool
The hunt for stocks with rising dividends: These fund managers have a strategy to keep your payouts growing
February 13, 2023
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ACN
ADI
APD
AZN
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