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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
Services, Fees and Compensation
Client Information
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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
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EVENTS
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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
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AT&T CEO John Stankey says he's not satisfied with his own company's brand
September 21, 2021
Tags
Telecommunications
T/Mobile US Inc
Discovery Inc
From
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JPMorgan Chase is buying college financial aid platform Frank to deepen ties with students
September 21, 2021
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Tags
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September 15, 2021
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CNI
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Tags
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Benzinga
From
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Intuit CEO's $20 billion buying spree has put tax software company firmly on tech M&A map
September 15, 2021
Tags
Social media
US: News
Mergers
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September 14, 2021
Tags
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Social Media
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September 13, 2021
Tags
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September 10, 2021
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Tags
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September 08, 2021
Tags
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September 08, 2021
Tags
Technology
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From
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September 05, 2021
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Tickers
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August 28, 2021
Tags
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Technology
Mergers
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German publisher Axel Springer to buy Politico in deal reportedly worth $1 billion
August 26, 2021
Tags
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Mergers
Social media
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Verizon Media executives still don't know if they'll have jobs as Apollo seeks to close Yahoo deal on Sept. 1
August 25, 2021
Tags
Mergers
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Verizon Communications Inc
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Kansas City Southern To Hold CN-KCS Merger Vote In September
August 19, 2021
Tickers
CN
CNI
CP
KSU
Tags
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M&A
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From
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FTC files new antitrust complaint against Facebook
August 19, 2021
Tags
Breaking News: Politics
Antitrust
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FuboTV CEO David Gandler thinks 5 million people could subscribe to its bundle of TV networks by 2026
August 18, 2021
Tags
AT&T Inc
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Draftkings Inc
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How the FTC could get another chance to take on Facebook this week
August 17, 2021
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Antitrust
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Bipartisan bill targets Apple and Google's ability to profit from app stores
August 11, 2021
Tags
Breaking News: Technology
Technology
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CNN president Jeff Zucker will stay at WarnerMedia at least until Discovery deal closes
August 04, 2021
Tags
Media
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From
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Democrats urge Amazon, Facebook to stop campaigning for FTC Chair Khan's recusal in antitrust cases
August 04, 2021
Tags
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FTC struggles to keep up with merger filings, tells some businesses to merge at own risk
August 03, 2021
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Antitrust
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August 02, 2021
Tags
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Disney, WarnerMedia and NBCUniversal wrestle with balancing the value of cable networks and streaming services
July 31, 2021
Tags
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AT&T Inc
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State AGs plan to fight court dismissal of their antitrust claims against Facebook
July 28, 2021
Tags
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Lucid Motors CEO says EV start-up is in an 'enviable position' as stock pops in its debut
July 26, 2021
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Lucid Group Inc
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