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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Meet Tampa Bay's Inno on Fire 2022 Blazer winners
November 03, 2022
Tickers
INNO
Tags
Startups
Bruce Lucas
Jeff Vinik
From
Business Journals
Hey, Mark Cuban! You're Invited To Benzinga's December 2022 NYC Crypto And Fintech Events. See You There?
November 03, 2022
Tags
Mark Cuban
Events
Media
From
Benzinga
These 16 billionaires from North Texas landed on the Forbes 400
November 01, 2022
Tags
Alice Walton
Mark Cuban
Andrew Beal
From
Business Journals
EXCLUSIVE: 'Scrape The Place Clean' — 'Shark Tank' Investors Weigh In On Elon Musk's Twitter Purchase
November 01, 2022
Tags
Mark Cuban
General
Kevin O'Leary
From
Benzinga
Boston Shark Tank companies — Where are they now?
October 21, 2022
Tickers
INNO
Tags
Kevin O'Leary
Hoda Kotb
Venture capital
From
Business Journals
This St. Louis entrepreneur left ‘Shark Tank’ without a deal. The experience still shaped her startup’s growth plan.
October 20, 2022
Tickers
INNO
Tags
Robert Herjavec
Mark Cuban
Sofi Seck
From
Business Journals
Genetesis closes $17.5M Series C led by Mithril Capital, Cercano Management, CincyTech
October 06, 2022
Tickers
INNO
Tags
Insurance
Startups
Health Care
From
Business Journals
Miami University alum, Mad Rabbit founders, slated to return to ABC's 'Shark Tank'
October 05, 2022
Tickers
INNO
Tags
Media & Marketing
Kristen Schumacher
Inno
From
Business Journals
Mark Cuban Envisions Some Of The Biggest Crypto Opportunities Ahead
October 02, 2022
Tags
Markets
Mark Cuban
opportunities
From
Benzinga
Why Mark Cuban called this Triangle startup 'as sharky as we are' on 'Shark Tank'
October 01, 2022
Tags
Startups
Banking & Financial Services
Mark Cuban
From
Business Journals
The 3 Companies That Made A Deal During Shark Tank's Season 14 Live Premiere
September 24, 2022
Tags
Market News
Benzinga
Kevin O'Leary
From
Benzinga
Dallas-based Cerebro Sports expands operations with Mark Cuban investment
September 19, 2022
Tickers
INNO
Tags
Ryan Girardot
Sports Business
Rohan Dang
From
Business Journals
The National Beat: An EV startup's grand plans come with hurdles
September 16, 2022
Tickers
INNO
Tags
Jalen Hurts
Mark Cuban
Dylan Telano
From
Business Journals
Ethereum And Dogecoin Backer Mark Cuban Says Crypto Is Boring Now
September 09, 2022
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Dallas Mavericks
Markets
$ETH
From
Benzinga
Mark Cuban Says 'Pharma Bro' Martin Shkreli Inspired His Cost Plus Drug Company
September 07, 2022
Tags
Biotech
Health Care
Mark Cuban
From
Benzinga
Steph Curry's VC firm and Mark Cuban are among investors in this local NFT startup
August 31, 2022
Tickers
INNO
Tags
Fonz Olvera
Paul Maritz
Bryant Barr
From
Business Journals
Mark Cuban Super Bullish On Ethereum In Anticipation Of This Key Event
August 25, 2022
Tags
News
Cryptocurrency
Market News
From
Benzinga
Mark Cuban Claps Back At Gary Gensler, Who Says The SEC Is Serving As 'Cop On The Beat' For Cryptocurrency
August 23, 2022
Tickers
COIN
SEC
TWTR
Tags
Markets
crypto regulation
crypto regulations
From
Benzinga
What It's Like To Have Mark Cuban As A Dad: 'You Don't Just Get A Credit Card'
August 21, 2022
Tags
Shark Tank
Mark Cuban
Entrepreneurship
From
Benzinga
Mark Cuban Faces Class Action Investor Lawsuit After Promoting Crypto Firm Voyager Digital
August 12, 2022
Tickers
VYGVQ
Tags
Legal
$BTC
Penny Stocks
From
Benzinga
Mark Cuban Says Share Buybacks Are Bad For Employees: Here's Why
August 11, 2022
Tickers
TWTR
Tags
Benzinga
Inflation Reduction Act
After/Hours Center
From
Benzinga
If You Invested Your 3 Stimulus Checks In Bitcoin, Dogecoin And Ethereum, Here's How Much You'd Have Now
August 10, 2022
Tickers
BITCOMP
BTC
ETH
TSLA
Tags
Mark Cuban
Elon Musk
$DOGE
From
Benzinga
Mark Cuban, An 'Ethereum Maxi,' Is Bullish On These Low-Cap Cryptos
August 08, 2022
Tags
Market News
News
Blocto Token
From
Benzinga
Mark Cuban Says Buying Metaverse Land Is 'The Dumbest S**t Ever'
August 08, 2022
Tickers
TECH
Tags
metaverse
Gaming
Benzinga
From
Benzinga
Mark Cuban: Dogecoin (DOGE) Has More Applications Than Cardano (ADA)
August 07, 2022
Tickers
ADA
Tags
Benzinga
$SHIB
Cryptocurrency
From
Benzinga
Tampa Bay startups raised nearly $30 million in July, following surge of Southeast funding
August 01, 2022
Tickers
INNO
Tags
Mark Cuban
Banking & Financial Services
Startups
From
Business Journals
Mark Cuban Says Americans Shouldn't Have To Pick Between Rent, Food Or Medicine
July 29, 2022
Tickers
NVS
PFE
Tags
Startups
Mark Cuban
podcast/ Costplusdrugs
From
Benzinga
Mark Cuban Shares Worst Shark Tank Investment And One That Had A Surprising Return Thanks To A Buyout
July 27, 2022
Tickers
AAPL
ABC
CVNA
DIS
Tags
CVNA
Mark Cuban
Daymond John
From
Benzinga
Mark Cuban: Dogecoin Was 'Real Money For Us' Until People Lost The Vibe For It
July 26, 2022
Tickers
HOOD
Tags
News
Market News
dogecoin
From
Benzinga
Mark Cuban Foundation bringing AI Bootcamp sessions to Pittsburgh with Argo AI and The Readiness Institute at Penn State
July 25, 2022
Tickers
INNO
Tags
Argo AI
Technology
Inno
From
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