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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
Bond Fund Seminar
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MORN Stock Earnings: Morningstar Reported Results for Q1 2024
April 24, 2024
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Market News
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Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next
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Alphabet, Starbucks And 2 Other Stocks Insiders Are Selling
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February 22, 2024
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February 15, 2024
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3 Top Stock Picks from America’s Leading SMID-Cap Fund
February 07, 2024
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MUTF:EAASX,NASDAQ:MORN,NYSE:WRB,NYSE:MKL,NYSE:BRK/B,NYSE:TFX
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History Says the Nasdaq Will Soar in 2024: 1 Stock-Split AI Growth Stock to Buy Now and Hold Forever
January 09, 2024
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This Growth Stock Soared 391% in 2023. It Could Fall 48% in 2024, According to Wall Street.
January 03, 2024
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Wall Street Says the S&P 500 Is Headed Higher in 2024: 2 No-Brainer Growth Stocks to Buy Now With $200 and Hold Long Term
December 11, 2023
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Scoring Big: 3 Football Stocks to Keep an Eye On This Thanksgiving
November 21, 2023
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2 Little-Known Artificial Intelligence (AI) Growth Stocks to Buy Before They Soar 43% and 50%, According to Wall Street
November 01, 2023
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Why Harley-Davidson Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
October 26, 2023
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Ticking Time Bombs: 3 Financial Services Stocks to Dump Before the Damage Is Done
September 28, 2023
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September 18, 2023
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Does It Make Sense to Invest in a Company With Its Name on a Stadium?
September 07, 2023
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Halliburton, Signet Jewelers And 2 Other Stocks Insiders Are Selling
July 12, 2023
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Morningstar: Dividend Insights
July 03, 2023
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The 3 Most Undervalued Renewable Energy Stocks to Buy Now: June 2023
June 30, 2023
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May 15, 2023
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Robinhood Customers Can Earn 4.65% APY On Idle And Uninvested Cash
May 03, 2023
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Why NETGEAR Shares Are Trading Lower By 18%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
April 27, 2023
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Insiders Selling Adobe, Morningstar And This Consumer Cyclical Stock
March 22, 2023
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A small-cap fund guru explains why you need to invest in small companies: they’re the stock market’s undiscovered nuggets.
March 19, 2023
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