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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
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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
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Market Value Securities (MVS)
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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What a record 8.7% Social Security cost-of-living adjustment could mean for taxes on benefits
October 20, 2022
Tags
Retirement planning
Taxes
Personal income
From
CNBC.com News
Here's what you need to know about 2023 Medicare prescription drug plans during open enrollment
October 18, 2022
Tags
Personal finance
Retiree finances
Medicare Part D
From
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Social Security record 8.7% cost-of-living adjustment for 2023 could put pressure on the program's funds, some experts say
October 14, 2022
Tags
Consumer spending
Government Agencies
Personal Finance
From
CNBC.com News
Social Security cost-of-living adjustment will be 8.7% in 2023, highest increase in 40 years
October 13, 2022
Tags
Retirement
Personal spending
Fiscal policy
From
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Social Security's cost-of-living increase for 2023 would be largest in 40 years. Here's what that means for benefits
October 10, 2022
Tags
Consumer prices
Personal investing
Personal Finance
From
CNBC.com News
Medicare's annual fall enrollment period starts Oct. 15. Here's what you need to know
October 10, 2022
Tags
Medicare Part C
Personal finance
Retiree finances
From
CNBC.com News
Some seniors make this costly Medicare enrollment mistake. A bipartisan bill looks to fix it
October 02, 2022
Tags
Health insurance
Investing
Health Insurance
From
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As Biden vows to 'protect' Social Security, here's what we know about the future of benefits
September 29, 2022
Tags
Inflation
Personal Finance
Family finances
From
CNBC.com News
Higher-income Medicare beneficiaries may face smaller premium surcharges in 2023. Here are tips for reducing or avoiding those extra amounts
September 29, 2022
Tags
Investing
Social issues
Financial consulting
From
CNBC.com News
Medicare standard Part B premiums will drop by 3% next year, to $164.90
September 27, 2022
Tags
Personal finance
Retiree finances
Retirement
From
CNBC.com News
Nearly 6 million older adults are living below the poverty line. These resources can help struggling seniors
September 26, 2022
Tags
Medicaid
Congress
Social issues
From
CNBC.com News
New retirees may face surcharges for Medicare premiums. Here's how to appeal paying extra if your income has dropped
September 22, 2022
Tags
Personal Finance
Medicare health plans
Retirement planning
From
CNBC.com News
Inflation drives long-term care costs even higher. Here’s how planning ahead can help families afford it
August 30, 2022
Tags
Government Programs
Medicare
Insurance
From
CNBC.com News
Enrolling in Medicare? Here are three key things you need to know — not understanding one can lead to a lifelong penalty
August 21, 2022
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Retiree finances
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Medicare Part C
From
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The Inflation Reduction Act caps costs for Medicare patients on insulin. Where the push for broader relief stands
August 16, 2022
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Personal Finance
Inflation
Health care policy
From
CNBC.com News
DOJ plans to retry Philip Esformes despite Trump commuting sentence of Florida nursing home owner
August 12, 2022
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LAW
LAWS
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Law
White House
From
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Retirees on Social Security could see monthly benefit rise average $159 in 2023 due to inflation, estimate finds
August 10, 2022
Tags
Financial planning for marriage
Personal Finance
Retirement planning
From
CNBC.com News
1 in 5 insulin users on Medicare has ‘catastrophic’ drug spending, Yale finds. The Inflation Reduction Act may help
August 09, 2022
Tags
Health care policy
Politics
Personal Finance
From
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