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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
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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)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Here are key things you need to know if you’re eyeing a Medigap policy alongside basic Medicare
January 06, 2023
Tags
Personal Finance
Retiree finances
Personal finance
From
CNBC.com News
Some Medicare costs are heading higher in 2023, while others are going down. Here's what you need to know
December 29, 2022
Tags
Investment strategy
Retiree finances
Retirement planning
From
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Millions at risk of losing Medicaid in the spring under provision tucked inside $1.7 trillion federal spending bill
December 21, 2022
Tags
World News
Epidemics
Disease outbreaks
From
CNBC.com News
Up to 254,000 Medicare beneficiaries are getting new ID cards due to data breach at subcontractor. What they need to know
December 16, 2022
Tags
Personal Finance
Investment strategy
Investing
From
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As a record 8.7% Social Security cost-of-living increase starts in 2023, here's what beneficiaries should look for in annual statements
December 11, 2022
Tags
Inflation
Retirement planning
Retirement
From
CNBC.com News
Medicare open enrollment ends Dec. 7. Here's why it's important to evaluate your 2023 coverage
November 28, 2022
Tags
Personal health insurance
Investing
Prescription drugs
From
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50-plus voters were the deciders.' How seniors influenced key congressional districts in the midterm elections
November 22, 2022
Tags
Prescription drug costs
Retiree finances
Voting
From
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Even as the midterm election results were 'positive for seniors,' some worry about Social Security amid debt ceiling negotiations
November 19, 2022
Tags
Personal spending
Personal finance
National security
From
CNBC.com News
New Medicare enrollment rules that eliminate coverage gaps take effect in 2023. Here's what you need to know
November 15, 2022
Tags
Personal Finance
Government/funded health insurance
Personal finance
From
CNBC.com News
'Sirens should go off': How to avoid getting duped by Medicare scammers during open enrollment
November 09, 2022
Tags
Retiree finances
Cybersecurity
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From
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6 health insurance terms you need to know as open enrollment begins
November 06, 2022
Tags
Medicare
Health Insurance
Health insurance
From
CNBC.com News
Before dropping a Medicare Advantage plan altogether during open enrollment, compare these key costs
November 02, 2022
Tags
Medicare Part C
Retirement planning
Retirement
From
CNBC.com News
As Election Day approaches, Democrats warn of possible repercussions for Social Security and Medicare
November 02, 2022
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Wages and salaries
Social Security
Medicare
From
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How Congress and corporations can help stop inflation
November 01, 2022
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Fed up with Medicare Insurance Jargon? Professor Medicare's New Webpage Offers Free Copies of Their Guide!
October 31, 2022
Tags
Colorado
Health
Medical
From
PRLog
Americans now say they will need $1.25 million to retire comfortably, survey finds
October 25, 2022
Tags
Medicare
Health care costs
U/S/ Economy
From
CNBC.com News
Social Security benefits are set to rise by more than $140 per month in 2023. Here's how to find out how much more money you may receive
October 21, 2022
Tags
Personal income
Personal debt
Medicare health plans
From
CNBC.com News
What a record 8.7% Social Security cost-of-living adjustment could mean for taxes on benefits
October 20, 2022
Tags
Social Security
Income Tax
Medicare
From
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