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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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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Tesla, Micron, Broadcom, MARA Holdings And Other Big Stocks Moving Higher On Monday
December 16, 2024
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AGIO
AHG
ASAN
Tags
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News
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US Bitcoin Miners' Hashrate Share Up To 29% Despite Declining Market Cap, Says JP Morgan
December 16, 2024
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USD-BITSTAMP
Tags
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From
Benzinga
MicroStrategy Stock Rose More Than 2,800% in the Past 5 Years Due to 1 Simple Decision. This Other Little-Known Technology Company Just Made the Same Move.
December 16, 2024
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MARA
MSTR
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10 Information Technology Stocks With Whale Alerts In Today's Session
December 13, 2024
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AVGO
IREN
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Smart Money Is Betting Big In MARA Options
December 13, 2024
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Tags
Benzinga
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How Bitcoin Miners Assist Energy Grids, Partner With Renewable Energy Projects
December 13, 2024
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MARA
USD-BITSTAMP
Tags
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Marathon Digital Holdings
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From
Benzinga
Riot Platforms Acquires 5,117 Bitcoin For $510 Million
December 13, 2024
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MARA
NEWS
RIOT
Tags
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Josh Brown Unveils The 'Degen Dow,' A Basket Of 30 Retail Darlings Spanning All 'Major Degen Food Groups'
December 12, 2024
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APP
ARCH
Tags
HOOD
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Josh Brown
From
Benzinga
Bitcoin Miners Embrace MicroStrategy Playbook: The Rise Of BTC Yield Strategies
December 12, 2024
Tickers
BITCOMP
MARA
MSTR
TECH
Tags
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Markets
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From
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10 Information Technology Stocks With Whale Alerts In Today's Session
December 11, 2024
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AMD
AVGO
GLW
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Tags
NVDA
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Amazon To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Tuesday
December 10, 2024
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AMZN
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Bitcoin Far More Of A Threat Than A BRICS Reserve Currency, Says Jeremy Siegel: Find It 'Curious' That Trump Championed BTC At 100K
December 10, 2024
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MARA
MSTR
USD-BITSTAMP
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From
Benzinga
MARA Holdings's Options Frenzy: What You Need to Know
December 09, 2024
Tickers
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Tags
Benzinga
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From
Benzinga
Bitcoin Miner MARA Holdings Raises $850M In 0% Convertible Notes, Offering A 40% Premium Over Current Share Price
December 09, 2024
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BITCOMP
MARA
MSTR
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Tags
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From
Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
December 06, 2024
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Tags
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10 Information Technology Stocks With Whale Alerts In Today's Session
December 05, 2024
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From
Benzinga
MARA Holdings Unusual Options Activity For December 04
December 04, 2024
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Tags
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From
Benzinga
Key Takeaways From MARA Holdings Analyst Ratings
December 04, 2024
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Tags
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Bitcoin Surge Powers Riot, Marathon Into Golden Cross Territory: Are Crypto Bulls Back?
December 04, 2024
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RIOT
USD-BITSTAMP
Tags
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From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 03, 2024
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CORZ
IONQ
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CORZ
IONQ
From
Benzinga
(MARA) - Analyzing MARA Holdings's Short Interest
December 03, 2024
Tickers
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Tags
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From
Benzinga
Charles Schwab, Goldman Sachs Boosts MARA Stake As Stock Rallies 30% In Past 6 Months: Morgan Stanley, Other Major Funds Trim Positions In Q3
December 03, 2024
Tickers
GS
IVZ
MARA
MS
Tags
MS
Markets
IVZ
From
Benzinga
CleanSpark CEO Zach Bradford Explains Why The Company Is Betting on Bitcoin Mining, Not Buying
December 03, 2024
Tickers
BITCOMP
CLSK
MARA
MSTR
Tags
$BTC
MARA
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From
Benzinga
Michael Saylor Says MARA On The 'Bitcoin Standard' As Company Doubles Market Cap, Stock Price In Last 3 Months
December 03, 2024
Tickers
BITCOMP
CORZ
MARA
MSTR
Tags
RIOT
Benzinga
Cryptocurrency
From
Benzinga
Why Mara Holdings Stock Dived by Nearly 7% Today
December 02, 2024
Tickers
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MARA
Tags
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Recent Press Releases
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Motley Fool
Crypto-Related Shares Fall Today: What's Going On?
December 02, 2024
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Tags
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Benzinga
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 02, 2024
Tickers
AMD
INTC
IREN
LRCX
Tags
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INTC
From
Benzinga
What's Going On With Bitcoin Mining Stock MARA Holdings Monday?
December 02, 2024
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
why it's moving
Cryptocurrency
News
From
Benzinga
MARA Targets BTC And Debt Buybacks With New $700M Convertible Notes Offering: MSTR's Michael Saylor Says It Is 'A Company On The Bitcoin Standard'
December 02, 2024
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Markets
Bitcoin
bitcoin
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 29, 2024
Tickers
AAPL
AMD
BTDR
CORZ
Tags
MARA
CORZ
MSTR
From
Benzinga
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