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Form CRS
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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
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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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Dear MULN Stock Fans, Mark Your Calendars for Dec. 5
November 30, 2023
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November 27, 2023
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MULN Stock: Mullen Wants U.S. Customs and Border Protection Approval for Its EVs
November 27, 2023
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November 24, 2023
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November 17, 2023
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Dear MULN Stock Fans, Mark Your Calendars for Nov. 20
November 16, 2023
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November 15, 2023
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MULN Stock: Mullen Leases Warehouse Previously Used to Make Food
November 13, 2023
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3 Stocks to Sell This Month Before They Take a Dive
November 12, 2023
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November 07, 2023
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From
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MULN Stock: Mullen Amends Filing to Show Much Lower Sales Forecasts for Q4
November 06, 2023
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Today's Market
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From
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Rally will fizzle out in a week or two, Morgan Stanley strategist Wilson says
November 06, 2023
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David Michery Is Set to Earn Another 9.65 Million Shares of MULN Stock
November 03, 2023
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November 03, 2023
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Are investors walking into a monster bull trap? Watch for these signals, says portfolio manager.
November 03, 2023
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I Saw the Car Behind Mullen’s Campus EV on the Road in China. Here’s What I Learned.
November 02, 2023
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ELMSQ
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NASDAQ:MULN,OTCMKTS:ELMSQ,NASDAQ:LI,NYSE:NIO,OTCMKTS:BYDDY
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MULN Stock: David Michery Answers Key Investor Questions
November 02, 2023
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October 31, 2023
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October 31, 2023
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Trouble Ahead: 3 Stocks With High Bankruptcy Risk in 2023-2024
October 31, 2023
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October 30, 2023
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October 30, 2023
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MULN Stock: New SEC Filing Threatens More Investor Dilution at Mullen
October 30, 2023
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The market’s in a funk. Why now is an attractive entry point for long-term investors, says JPMorgan strategist.
October 30, 2023
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Dear MULN Stock Fans, Mark Your Calendars for Jan. 22
October 27, 2023
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Stick a Fork in MULN Stock, It’s Done.
October 27, 2023
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October 26, 2023
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Why Mullen Automotive Stock Is Charging Higher
October 26, 2023
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12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
October 26, 2023
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