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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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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
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3 High-Yield Dividend Stocks to Buy Hand Over Fist
May 29, 2024
Tickers
EPD
MO
T
Tags
MO
Market News
Recent Press Releases
From
Motley Fool
Hidden Stocks, Huge Gains: 7 Picks the Market Mispriced for Triple-Digit Returns
May 28, 2024
Tickers
EADSY
INTC
IREN
LAC
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Market News
IREN
From
InvestorPlace
7 Top Stocks to Buy for Under $10: May 2024
May 27, 2024
Tickers
CRON
ELEV
MAMA
MO
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Market News
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UEC
From
InvestorPlace
Got $10,000? 2 High-Yield Dividend Stocks to Buy and Hold Forever.
May 26, 2024
Tickers
MO
O
PM
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PM
MO
Recent Press Releases
From
Motley Fool
Could Investing $100,000 in Altria Make You a Millionaire?
May 25, 2024
Tickers
MO
PM
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MO
PM
Market News
From
Motley Fool
7 Blue-Chip Stocks to Buy Now: May 2024
May 23, 2024
Tickers
AMZN
ASTS
COST
JAZZ
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NYSE:MO,NYSE:MDT,NYSE:OXY,NASDAQ:AMZN,NASDAQ:COST,NASDAQ:JAZZ,NYSE:O,NYSE:T,NASDAQ:ASTS
O
Stocks to Buy
From
InvestorPlace
Wall Street's Most Accurate Analysts' Views On 3 Risk Off Stocks Delivering High-Dividend Yields
May 22, 2024
Tickers
ENR
MO
NEWS
PM
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Pre/Market Outlook
News
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From
Benzinga
1 Reason to Buy Altria Stock Like There's No Tomorrow
May 21, 2024
Tickers
MO
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Market News
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MO
From
Motley Fool
Altria Group: Buy, Sell, or Hold?
May 20, 2024
Tickers
MO
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MO
Recent Press Releases
Market News
From
Motley Fool
3 Reliable Dividend Stocks With Yields Above 5% You Can Buy With Less Than $100 Right Now
May 20, 2024
Tickers
DG
MCO
MO
O
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MO
Recent Press Releases
O
From
Motley Fool
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
May 19, 2024
Tickers
C
D
FIBK
HAS
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SPYD
PEG
From
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I Wouldn't Touch This Stock With a 10-Foot Pole: Here's What I'd Buy Instead
May 18, 2024
Tickers
HRL
MO
PM
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HRL
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From
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3 Cheap Consumer Stocks to Buy Now: May 2024
May 17, 2024
Tickers
MNSO
MO
PEP
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MO
NYSE:MO,NASDAQ:PEP,NYSE:MNSO
MNSO
From
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Dividend Delights: 3 Safe Stocks Yielding Over 7% in Uncertain Times
May 16, 2024
Tickers
AY
MO
NEP
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MO
AY
NYSE:NEP,NYSE:MO,NASDAQ:AY
From
InvestorPlace
Time to Pounce: 2 Beaten-Down Ultra-High-Yield Dividend Stocks That Are Historically Cheap and Begging to Be Bought Right Now
May 16, 2024
Tickers
MO
T
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MO
Market News
Recent Press Releases
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Motley Fool
1 Yields 8.6%, Another 6.5% -- but Which Is the Best Dividend Stock to Buy for Passive Income Investors?
May 16, 2024
Tickers
MO
T
Tags
Recent Press Releases
Market News
T
From
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7 Dividend Stocks With Yields Over 7% Set to Explode
May 15, 2024
Tickers
ARCC
GECC
IIPR
MO
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OCSL
GECC
RC
From
InvestorPlace
Spotlight on Altria Group: Analyzing the Surge in Options Activity
May 15, 2024
Tickers
MO
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Benzinga
Markets
MO
From
Benzinga
3 High-Yield Dividend Stocks to Buy Hand Over Fist in May
May 14, 2024
Tickers
ENB
MO
T
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Market News
T
From
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Best Stock to Buy Right Now: Altria vs. British American Tobacco
May 13, 2024
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BTI
MO
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MO
BTI
Recent Press Releases
From
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Duolingo & Roblox: Did Investors Get It Right?
May 13, 2024
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CRON
DUOL
MO
RBLX
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CRON
MO
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This Number Keeps Getting Worse for Altria Group: Should Investors Be Worried About This Ultra-High Dividend Yield Tobacco Stock?
May 12, 2024
Tickers
MO
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MO
Recent Press Releases
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From
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Smoke Out the Top Tobacco Stock: MO, BTI, or PM?
May 12, 2024
Tickers
BTI
MO
PM
Tags
MO
NYSE:MO,NYSE:BTI,NYSE:PM
Stocks to Buy
From
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Should You Buy the 3 Highest-Paying Dividend Stocks in the S&P 500?
May 12, 2024
Tickers
MO
T
VZ
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MO
T
VZ
From
Motley Fool
Billionaires Are Selling These Stocks and Buying Up These Instead
May 12, 2024
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AAPL
CVX
MO
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AAPL
Recent Press Releases
Market News
From
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Earn $1000 Every Month From These 3 Stocks
May 11, 2024
Tickers
ABBV
MO
PFE
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ABBV
Market News
From
Motley Fool
3 Magnificent S&P 500 Dividend Stocks Down 17% to 44% to Buy and Hold Forever
May 11, 2024
Tickers
BUD
HD
MO
O
Tags
MO
BUD
HD
From
Motley Fool
3 Tobacco Stocks Silently Creating Small Fortunes
May 10, 2024
Tickers
BTI
MO
PM
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Stocks to Buy
Market News
PM
From
InvestorPlace
Want $500 in Dividend Income? Here's How Much You'd Have to Invest in Altria Stock
May 10, 2024
Tickers
MO
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MO
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The 3 Most Undervalued Stocks to Buy in May 2024
May 10, 2024
Tickers
BUD
HII
JNJ
MO
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HII
BUD
MO
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