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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Better Buy: Wingstop vs. McDonald's
August 15, 2024
Tickers
MCD
WING
Tags
Market News
MCD
WING
From
Motley Fool
$100 Invested In McDonald's 20 Years Ago Would Be Worth This Much Today
August 14, 2024
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Benzinga
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From
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3 Stocks to Hide in if the Market Rolls Over Again
August 14, 2024
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MCD
YUM
Tags
YUM
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NYSE:DELL,NYSE:MCD,NYSE:YUM
From
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7 Dependable Dividend Stocks for Long-Term Income
August 14, 2024
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BTI
JNJ
LOW
MCD
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MO
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InvestorPlace
Steph Curry Breaks French Hearts At 2024 Summer Olympics, McDonald's Jokes About Retaliation Move In Host Country
August 13, 2024
Tickers
MCD
NBA
Tags
Restaurants
Steph Curry
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From
Benzinga
7 Stocks That Usually Benefit From a Recession
August 13, 2024
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BUD
CTAS
MCD
REGN
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NYSE:BUD,NASDAQ:CTAS,NYSE:MCD,NASDAQ:REGN,NYSE:ROL,NASDAQ:ROST,NYSE:WMT
MCD
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From
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Starbucks Shockingly Moved on From Its New CEO. You'll Never Believe Who His Replacement Is.
August 13, 2024
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CMG
MCD
SBUX
YUM
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YUM
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From
Motley Fool
3 High-Profile Stock Downgrades Investors Should Watch: LULU, MCD and ARM
August 12, 2024
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ARM
LULU
MCD
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LULU
Market News
ARM
From
InvestorPlace
7 Stable Dividend Stocks to Scoop Up on Discount
August 12, 2024
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BUD
GIS
KDP
KVUE
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Xiabuxiabu shutters stores, cuts prices in bid to stop flow of red ink
August 12, 2024
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MCD
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Market News
Benzinga
From
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7 Stocks You Need to Buy Before the 2025 Recession Starts
August 12, 2024
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AZO
BRK-A
BRK-B
CHD
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MCD
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3 Undervalued Stocks Set to Skyrocket: August Edition
August 11, 2024
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MA
MCD
MSFT
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MSFT
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3 Dow Stocks to Sell in August Before They Crash & Burn
August 09, 2024
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BA
INTC
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MCD
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Yum China Serves Up Profit, Margin Growth Despite Challenging Consumer Landscape
August 09, 2024
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ASIA
MCD
SBUX
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
August 08, 2024
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CMG
CVNA
DUOL
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HD
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5 Surprising Companies Berkshire Hathaway Could Buy With Its $277 Billion Cash Stockpile
August 08, 2024
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BRK-A
BRK-B
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McDonald's Returns to Value
August 08, 2024
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CMG
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CRWD
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DPZ
MCD
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August 07, 2024
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EIG
EMR
KO
MCD
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NNN
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PEP
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3 Moves to Make as Investors Pivot Away From Tech and Into The Dow
August 06, 2024
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AAPL
KO
MCD
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3 Earnings Season Winners to Buy on Strength: Q2 Edition
August 05, 2024
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EVGO
MCD
POWL
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EVGO
MCD
Uncategorized
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InvestorPlace
Looking At McDonald's's Recent Unusual Options Activity
August 05, 2024
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MCD
Tags
Markets
Options
BZI/UOA
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Don't Get Used to Chipotle's Impressive Growth
August 03, 2024
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CMG
DRI
MCD
Tags
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MCD
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7 Dynamite Long-Term Stocks to Buy on the Dip
August 03, 2024
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ABNB
AMD
AMZN
MCD
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AMD
AMZN
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From
InvestorPlace
Is the U.S. Flashing a Big Warning Sign for Coca-Cola and PepsiCo?
August 03, 2024
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KO
MCD
PEP
SBUX
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SBUX
MCD
From
Motley Fool
7 Stable Dividend Stocks to Buy Ahead of Uncharted Political Territory
August 03, 2024
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AWK
HD
MCD
O
Tags
HD
SRE
Market News
From
InvestorPlace
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
August 02, 2024
Tickers
AAP
ABNB
AEO
AMZN
Tags
WYNN
MCD
Options
From
Benzinga
McDonald's Sees Some Consumer Push Back. Is It Time to Sell the Stock?
August 02, 2024
Tickers
MCD
Tags
Market News
MCD
Recent Press Releases
From
Motley Fool
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