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Classifying Municipal Bonds
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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 Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
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TANs/RANs
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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
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TAF sm Program
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EVENTS
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TAM
Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
Featured Quarterly Newsletter
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Invest in millennials and these ‘one-in-a-lifetime opportunity’ stocks, says this fund manager
October 17, 2023
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MULN Stock: Mullen Says It Will Make 160 Class 3 EVs Before 2024
October 16, 2023
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Mullen’s stock hits another record low after EV-production update
October 16, 2023
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October 11, 2023
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Steer clear of these stocks where the economy is in trouble, says Steve Eisman of Big Short fame.
October 11, 2023
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MULN Stock: Mullen Automotive Appoints New Chief Strategy Officer
October 10, 2023
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3 Shaky Stocks to Sell in October Before It’s Too Late
October 09, 2023
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Why Are EV Stocks Down Today?
October 09, 2023
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MULN
NIO
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Bed Bath & Beyond Is Gone. Which Meme Stock Will Be Next?
October 09, 2023
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MULN Stock: Mullen’s Annual Meeting Fails to Meet Nasdaq Requirements
October 09, 2023
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From $150 oil to no impact at all: What the surprise attack on Israel means to markets
October 09, 2023
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7 F-Rated Stocks to Kick to the Curb in October
October 09, 2023
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RIVN, LCID, MULN, NIO, or NKLA: Who’s Winning the EV Stocks Race?
October 06, 2023
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Spiking long yields are a danger for markets: here’s what may happen next and 5 things investors should do
October 06, 2023
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October 05, 2023
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‘One percenter depression’ and giant sector rotation: How a hedge fund manager sees bond crisis playing out.
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3 Stocks Headed Toward Zero as Meme Mania Fades to Black
October 04, 2023
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SDZNY Stock: 7 Things to Know as Novartis Spinoff Sandoz Starts Trading Today
October 04, 2023
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Solar Stocks Alert: Truist Is Sounding the Alarm on RUN, NOVA Stocks
October 04, 2023
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MULN Stock: Mullen Addresses Lawrence Hardge in New Filing
October 04, 2023
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The ‘wild bunch’ have taken control of the bond market. Here’s where they could wreak havoc next.
October 03, 2023
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Ticking Time Bombs: 3 EV Stocks to Dump Before the Damage Is Done
September 30, 2023
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MULN Stock Alert: Mullen Begins Class 3 Deliveries
September 28, 2023
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Fear on Wall Street? Here’s why investors need to ‘shake it off,’ say these strategists
September 28, 2023
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Run, Don’t Walk, From Mullen Automotive Stock!
September 27, 2023
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NKLA
TSLA
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NASDAQ:MULN,NASDAQ:TSLA,NASDAQ:NKLA
From
InvestorPlace
MULN Stock Alert: 5 Takeaways From Mullen CEO’s Open Letter to Shareholders
September 27, 2023
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MULN
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MULN
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InvestorPlace
The stock market can’t catch a break. Good news is bad news, and now bad news is bad news, too.
September 27, 2023
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Gundlach fears a recession. Here are his low-risk, income-generating investment picks.
September 26, 2023
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AMC
AMZN
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MULN
F
From
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MULN Stock Alert: What to Know as Mullen Receives EPA Certification
September 25, 2023
Tickers
MULN
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Market News
MULN
Today's Market
From
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