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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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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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
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Latest News about Mackenzie Scott
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Jeff Bezos' First Marriage Ended In A $38 Billion Divorce — Now, As The Amazon Founder Plans To Marry Lauren Sanchez, He's Reportedly Ring-Fencing His $233 Billion Fortune
June 25, 2025
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As Gates and Buffett Step Back, New Tax Rules And Emerging Women Donors Signal Shift In Billionaire Philanthropy Landscape
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April 27, 2025
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April 25, 2025
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MacKenzie Scott Gave Away $19 Billion Of Her $38 Billion Divorce Settlement From Jeff Bezos In 5 Years — Her Current Net Worth May Shock You
February 24, 2025
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Elon Musk Calls Jeff Bezos' Ex-Wife MacKenzie Scott's $19 Billion Charitable Donations 'Concerning'
December 25, 2024
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MacKenzie Scott's Mission-Driven Investing Pushes Back Against Wealth Concentration: Amazon Stock Rich Philanthropist Pledges $2 Billion In Donations
December 19, 2024
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Jeff Bezos' Ex-Wife MacKenzie Scott Sells More Amazon Shares
November 15, 2024
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August 06, 2024
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Bill Gates' Ex-Wife Reveals She Shares Jeff Bezos' Ex-Wife MacKenzie Scott's Parenting Style: 'She Was Trying To Raise Her Kids, Literally Just Down The Street From Me, In Essentially The Same Way'
July 29, 2024
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5 things: Akame Sushi sets opening date for Roseville restaurant, Michelin-recognized eatery coming to Elk Grove
March 25, 2024
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Shrugging Off Elon Musk's 'Western Civilization' Jab, Jeff Bezos's Ex-Wife Doubles Her Donation Efforts To $640M For 361 Nonprofits
March 20, 2024
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MacKenzie Scott Offloaded A Significant Portion Of Her Amazon Shares Last Year. Here's How Much She's Worth Now.
January 28, 2024
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Evara Health Foundation receives a substantial gift of $7.5M from MacKenzie Scott
November 29, 2023
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Jeff Bezos Makes 'Emotional Decision' To Shift Base To Miami, Shares Throwback Video Of Seattle Garage Where Amazon Began
November 03, 2023
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Jeff Bezos Makes Waves With Reported $68M Florida Home: A Glimpse Into His Expanding Property Portfolio
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Remember Jeff Bezos' Shirtless Instagram Photo That Broke The Internet? Here's His Stunning Fitness Journey
July 29, 2023
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If You Invested $1,000 IN Amazon Stock After Jeff Bezos Got Divorced, Here's How Much You Would Have Now
February 03, 2023
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Jeff Bezos' Girlfriend Lauren Sanchez Is Headed To Space: Here's When The Flight Will Happen And Why It's Important
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Health Forward Foundation promotes Macklin to vice president of policy and impact
January 11, 2023
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Health Forward Foundation awards $7.5M in grants to 140 area nonprofits
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November 01, 2022
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Jeff Bezos' Billionaire Ex-Wife MacKenzie Scott Files For Divorce From 2nd Husband
September 28, 2022
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Billionaire MacKenzie Scott donates $15M to Health Forward Foundation
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Mackenzie Scott gifts KC’s Junior Achievement $1M to provide real-world learning
September 22, 2022
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Here’s a look at Big Brothers Big Sisters’ North Minneapolis headquarters
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Jeff Bezos' Girlfriend Is Also Rich, She Just Donated $1M To This Charity
July 23, 2022
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