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home
about us
Investment Approach
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Firm ADV PDFs
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
FIP
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
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What Costs A Lot Of Money, But Should Be Free? We Asked, You Answered
April 27, 2023
Tickers
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Tags
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Mark Cuban
From
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Mark Cuban’s pharmacy teams up with Boston diagnostics company
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Tags
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April 24, 2023
Tags
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Mark Cuban Weighs In On The Twitter Blue Checkmark Debate: 'Elon Musk Gets To Pick And Choose What He Does'
April 23, 2023
Tags
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Mark Cuban
From
Benzinga
Mark Cuban Vs. Elon Musk: Twitter Problems Continue For 'Shark Tank' Star
April 19, 2023
Tags
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Social Media
Mark Cuban
From
Benzinga
Santa Fe startup secures deal on ABC's Shark Tank
April 13, 2023
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April 13, 2023
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Tags
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Ryan Yoo
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From
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Jeff Bezos, George Soros, Mark Cuban, and Ray Dalio All Have One Thing in Common: They're Making a Big Bet on This Industry
April 13, 2023
Tickers
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JNJ
PG
Tags
Ray Dalio
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Market News
From
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Mark Cuban Says This Is The Key To 'Controlling Your Own Destiny' And Making Big Time Money
April 13, 2023
Tags
General
News
Benzinga
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Here Are 6 Foods Mark Cuban Can't Live Without
April 12, 2023
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April 04, 2023
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here's how much $1000
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Mark Cuban Is Signing The Payroll Check For His Startup
April 03, 2023
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Mark Cuban Asks Elon Musk Why He's Losing Followers Despite Paying For Twitter Blue
April 01, 2023
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Mark Cuban Aims To Disrupt A $365 Billion Industry – With The Only Startup That Bears His Name
March 31, 2023
Tags
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Mark Cuban Reveals Which Tech Will Have 'Bigger Impact On The World:' AI Vs. Blockchain Vs. Internet
March 27, 2023
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The Inspiring Story of Mark Cuban: From Bargain-Hunting For Chicken To Becoming A Billionaire
March 26, 2023
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March 24, 2023
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Mark Cuban's Game-Changing Startup: How He Plans To Take-On a $365 Billion Industry
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Here's How Much $100 In Dogecoin Could Be Worth If DOGE Hits New All-Time Highs
March 22, 2023
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Mark Cuban-Backed Startup Delivers Charging To EVs: Just Like Ordering From 'Uber Eats or GrubHub'
March 21, 2023
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EXCLUSIVE: Mark Cuban Breaks 'No Silicon Valley' Rule, Backs Illumix In $18M VC Round
March 20, 2023
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If You Invested $1,000 In Dogecoin On Jan. 1, 2021, Here's How Much You'd Have Now
March 19, 2023
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Mark Cuban Has A New Role In Life To Prepare For After Investing, Shark Tank And NBA Success
March 14, 2023
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10 Of The Most Inspirational Mark Cuban Quotes: "Sweat Equity Is The Most Valuable Equity There Is"
March 14, 2023
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From
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Mark Cuban Highlights Risk Associated With 'Limited FDIC Coverage' Amid US Banking Turmoil
March 13, 2023
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SBNY
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From
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Jeff Bezos, George Soros, Mark Cuban, and Ray Dalio All Have One Thing in Common: They're Making a Big Bet on This Industry
March 13, 2023
Tickers
ABBY
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HZNP
PG
From
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Mark Cuban Has One 'Big Question' After US Government Saves SVB, Signature Bank Depositors
March 13, 2023
Tickers
SBNY
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Tags
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Is A Banking Bailout Imminent? Or A Bank Run? What We Know So Far On SVB, Regulators As Asian Open Nears
March 12, 2023
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Regulations
From
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