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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
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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Back Dated Performance Reports
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Sample Portfolio
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
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Investing During Uncertain Times
Read FULL Seminar Here
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US job growth moderates in August with 315,000 added while unemployment edges higher
September 02, 2022
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August jobs report likely to show hiring remained healthy, but gains could slow in coming months
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September 01, 2022
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September 01, 2022
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September 01, 2022
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August 31, 2022
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August 31, 2022
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August 31, 2022
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August 30, 2022
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US home price growth cooled in June for third straight month
August 30, 2022
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Powell's hawkish tone in Jackson Hole raises bets of another super-sized rate hike
August 26, 2022
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Fed's Powell pledges to combat inflation 'forcefully,' but warns of economic pain ahead
August 26, 2022
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Fed's preferred inflation gauge eases in July but remains near 40-year high
August 26, 2022
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IRS to start spending new $80 billion budget from Democrats
August 25, 2022
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IRS to refund penalties for millions of taxpayers who filed late
August 25, 2022
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GDP shrank at revised 0.6% rate in second quarter, signaling US remains in technical recession
August 25, 2022
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Megan Henney
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Tips for navigating a recession
August 25, 2022
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Biden student loan handout could worsen inflation crisis, analysis shows
August 24, 2022
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Home prices tumble in July, posting biggest decline since 2011
August 24, 2022
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US pending home sales drop 1% in July, tumbling to lowest level since 2020
August 24, 2022
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Student loan deal could cost $900B and favor top earners, analysis shows
August 24, 2022
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US economy headed for recession by mid-2023, majority of economists say
August 23, 2022
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Student loan cancellation could cost $900B and favor top earners, analysis shows
August 23, 2022
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US new home sales plunge for sixth straight month to lowest level since 2016
August 23, 2022
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Surging rents squeezing middle-class Americans the hardest, study shows
August 23, 2022
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JPMorgan forecasts another super-sized rate hike by the Fed in September
August 22, 2022
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Larry Summers warns student loan debt relief could worsen inflation
August 22, 2022
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Fewer Americans are switching to new jobs, NY Fed survey shows
August 22, 2022
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US economy likely to face recession by year's end as growth continues to slow, report says
August 19, 2022
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