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about us
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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SoftBank's Masayoshi Son Lived Life Like 'Benjamin Button' — Nikesh Arora Says He Took Every Risk His Mother Warned Him About And Struck Gold With Alibaba, ARM
July 01, 2025
Tickers
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June 27, 2025
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SoftBank's Masayoshi Son Proposes $1 Trillion Robotics And AI Hub In Arizona With TSMC
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Peter Lynch Once Revealed Existence Of A One Liner So Loved By Warren Buffett That The Oracle Of Omaha Called Him To Borrow It: 'The One Line He Picked...Has Been The Greatest Mistake'
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Elon Musk Calls SoftBank's Masayoshi Son 'Overleveraged' As $16 Billion AI Loan Fuels Debate About Viability Of OpenAI's Stargate Project
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January 22, 2025
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Tech Stocks Rise After Trump Announces AI Infrastructure Investment
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Trump Says SoftBank's $100B Commitment To US Is 'Monumental Demonstration Of Confidence In America's Future'
December 16, 2024
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Softbank's Masayoshi Son To Reportedly Announce $100B US Investment During Meeting With Trump
December 16, 2024
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SoftBank Secures Bigger OpenAI Stake With $1.5B Employee Share Buyout: Report
November 27, 2024
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Nvidia's CEO Reveals The Massive Deal He Missed And Why It Is Today A $3.6 Trillion Regret
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SoftBank Is In Profit Once Again Thanks To Indian IPOs: What's Next For Masayoshi Son?
November 13, 2024
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ARM Stock: SoftBank's AI Goals Vs. Bearish Market Trends
October 04, 2024
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SoftBank's Masayoshi Son Predicts Artificial Superintelligence Within A Decade After Testing OpenAI's 'Strawberry' Models
October 04, 2024
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After Apple Reportedly Backed Out, SoftBank Eyes $500M Investment In ChatGPT Parent, Pushing Valuation To $150B
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Masayoshi Son's Plans To Rival Nvidia With SoftBank's Own AI Chip Production Hit A Roadblock As Intel Talks Reportedly Fall Through
August 15, 2024
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Masayoshi Son's SoftBank Announces $3.4B Share Buyback As Vision Fund Tech Arm Yields Investment Gains
August 07, 2024
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Jeff Bezos And Masayoshi Son's SoftBank Lead $300M Funding Round For Startup Working On Developing 'General Purpose Brain' For AI Systems
July 15, 2024
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Masayoshi Son's Shift From 'Defense' To 'Offense' Worked As Arm, AI Drive SoftBank Stock To 24-Year High
July 05, 2024
Tickers
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SFTBF
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Masayoshi Son's SoftBank Negotiates $10B Energy Project Funding With Banks: Report
July 05, 2024
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Masayoshi Son's SoftBank To Raise $1.86B Through Bond Issuance For AI Investment And Debt Repayment
June 28, 2024
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After Missing Nvidia Rally, Masayoshi Son Is Giving AI Investment Another Try? SoftBank Is Reportedly Investing In Jeff Bezos-Backed AI Startup That's Taking On Google Search
June 27, 2024
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GOOGL
NEWS
SFTBF
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Benzinga
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SoftBank CEO Masayoshi Son Sees Shareholder Support Plunge For His Reappointment After Proxy Advisor's Recommendation: Report
June 25, 2024
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From AGI to ASI: Masayoshi Son’s Shocking AI Timeline
June 22, 2024
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Regret Missing Out On Nvidia Rally? You're Not Alone, As SoftBank's Masayoshi Son Laments $157B Lost Opportunity: 'The Fish That Got Away'
June 21, 2024
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SoftBank's Masayoshi Son Readies For 'Next Big' Investment Move After Setback From Alibaba, WeWork: 'Without Fear Of...Hit Or Miss'
June 20, 2024
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