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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Mattel results: Potential ‘Barbie’ boost overshadowed by still-sluggish toy demand
July 26, 2023
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July 26, 2023
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July 25, 2023
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July 25, 2023
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July 25, 2023
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Barbie's Astronaut Adventure: NASA Celebrates Iconic Doll's Space Journey
July 25, 2023
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How will ‘Barbie’ mania impact Mattel earnings?
July 24, 2023
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3 Stocks Set to Cash In on the ‘Barbie’ Movie Craze
July 24, 2023
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'Barbie,' 'Oppenheimer' Set Box Office Records; It's The First Top 10 Weekend Missing This Key Ingredient
July 24, 2023
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VeeFriends Partners With Squishmallows: How You Can Get A Toy From Companies Owned By Gary Vee, Warren Buffett
July 24, 2023
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July 24, 2023
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Benzinga Buzz: How Tony Bennett Made A Financial Comeback; This Country Bans Band Over Same-Sex Kiss; Are Disney Assets For Sale?; Box-Office Barbie & More
July 23, 2023
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With Microsoft, Meta and Alphabet earnings hanging on AI, more investors are asking: ‘How are you going to pay for that?’
July 23, 2023
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Barron's Weekend Stock Picks: Barbie Bonanza, Vertex's Promising Drug And Tesla Doubts
July 22, 2023
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The Microsoft-Activision Blizzard Deal Moves Forward
July 22, 2023
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"The New York Times" Goes All In on The Athletic
July 22, 2023
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US Military Is Giving Your Tax Dollars To LEGO... Here's Why
July 21, 2023
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From
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If You Invested $1,000 In Mattel Stock When 'Barbie Girl' Song Was Released, Here's How Much You'd Have Today
July 21, 2023
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SPY
WBD
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‘Barbie’ and ‘Oppenheimer’ set for blockbuster opening weekend amid ‘Barbenheimer’ buzz
July 21, 2023
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CNK
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Potential Delay In iPhone 15 Debut Could Impact Apple's Margins, Meta's Threads App Faces User Exodus, Microsoft CEO Satya Nadella's Earnings Exceed $1B: Today's Top Stories
July 21, 2023
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ALV
AN
AXP
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From
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3 Retail Stocks Cashing In on the Barbie Movie Craze
July 21, 2023
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CHWY
CROX
GPS
MAT
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From
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This Barbie ‘holy grail’ doll is on sale for $25,000 — but one rare Barbie collectible could fetch $1 million
July 21, 2023
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GOOG
GOOGL
MAT
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EBAY
MAT
From
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Barbie Maker Mattel Accused Of 'Stealth Marketing' After Giving Away Free Dolls To Schools
July 21, 2023
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MAT
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Benzinga
Entertainment
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From
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Up 20% This Year, Is Mattel Stock a Buy Ahead of the Release of "Barbie"?
July 20, 2023
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MAT
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Barbie's Got Her Own Movie -- Here's What It Means for Mattel
July 20, 2023
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Thanks Barbie! 3 Toy Stocks Worth Playing as Dolls Make a Comeback.
July 19, 2023
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FNKO
HAS
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From
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Are Barbie Dollars Driving Mattel Stock Higher? Here's the Surprising Answer.
July 19, 2023
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‘Barbie’ movie might boost Mattel’s toy sales — but it may not do much more for the stock, analyst says
July 18, 2023
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CROX
MAT
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