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home
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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
RSVP-Signup Form
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Match Stock Gains After Letter From Activist Investor
July 16, 2024
Tickers
MTCH
NEWS
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News
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From
Benzinga
UnitedHealth Posts Better-Than-Expected Earnings, Joins AngioDynamics, Bank of America And Other Big Stocks Moving Higher On Tuesday
July 16, 2024
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Mizuho Just Issued a Warning on Palantir (PLTR) Stock
July 16, 2024
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GRNQ
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PLTR
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July 16, 2024
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MTCH Stock Alert: Activist Starboard Value Is Betting Big on Match Group
July 16, 2024
Tickers
IAC
MTCH
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MTCH
NASDAQ:MTCH,NASDAQ:IAC
Today's Market
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Wall Street Set To Extend Gains Amid Rate Cut Hopes, Bond Yields Slip: Analyst Says Market On Cusp To Shift To Value Stocks
July 16, 2024
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Why Match Group Shares Are Trading Higher; Here Are 20 Stocks Moving Premarket
July 16, 2024
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Tinder Parent Match Group Soars Nearly 9% In After-Hours Trading As Activist Hedge Fund Starboard Value, Led By Jeffrey Smith, Reportedly Acquires Over 6.5% Stake Amid Calls For Policy Changes
July 16, 2024
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MTCH
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Jeffrey Smith
MTCH
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"Rule Breaker Investing" Stock Pick Review: The Big One
July 15, 2024
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3 Metaverse Stocks to Sell in June Before They Crash & Burn
June 20, 2024
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META
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June 10, 2024
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BMBL
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Hello Group Still Looking For Investor Love As Revenue Declines Accelerate
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Earnings Overreaction: 3 Oversold Growth Stocks to Buy Now
May 30, 2024
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3 Sorry Social Media Stocks to Sell in May While You Still Can
May 29, 2024
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Bumble Vs. Match Group: A Strategic Showdown In Online Dating
May 22, 2024
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Bumble Could 'Close Value Gap' To Tinder's Parent Company: Expert Predicts 45% Upside On Heels Of Q1 Earnings
May 09, 2024
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Match Group (MTCH) Q1 2024 Earnings Call Transcript
May 08, 2024
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Why Match Group Stock Is Down 6% Wednesday
May 08, 2024
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Stocks Falter As Fed Signals Need For Higher-For-Longer Rates; Uber Crashes, Energy Sector Loses Ground: What's Driving Wednesday's Market?
May 08, 2024
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Why Investors Swiped Left on Match Group Stock Today
May 08, 2024
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Wall Street Poised For Muted Open On Mixed Earnings, With More Fed Speeches In Store: Analyst Sees S&P 500 Crossing Late-March High
May 08, 2024
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MTCH Stock Earnings: Match Group Beats EPS, Beats Revenue for Q1 2024
May 07, 2024
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MTCH
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From
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US Stocks Eye Fourth Positive Session Despite Hawkish Fed Remarks; Disney, Palantir Tumble; Treasury Yields Fall: What's Driving Markets Tuesday?
May 07, 2024
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ANET
AXON
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Wall Street Stutters After Disney, Palantir Earnings Frustrate: Apple Event, Hawkish Fed Speech In Focus While Analyst Insists 'Bull Market Is Back'
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ANET
COHR
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Will Earnings Cheer Continue This Week? All Eyes On Disney, Palantir, Robinhood While Reddit Gears Up For Debut Quarterly Report
May 06, 2024
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Stock Market Crash Warning: Don’t Get Caught Holding These 3 Social Media Stocks
May 02, 2024
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META
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SNAP
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MTCH
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Meta's Threads Enhances User Control with New Features
April 26, 2024
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MTCH
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Dump Trump. Buy These 3 Social Media Stocks Instead
April 25, 2024
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BRZE
META
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QSR
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QSR
RUM
From
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