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What We Buy Currently
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Investment Approach
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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This Stock Has A 2.32% Yield And Sells For Less Than Book
July 05, 2022
Tickers
SCHN
Tags
Metals
From
Metals Channel
See How Enviva Ranks Among Analysts' Top Metals Picks
June 30, 2022
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Tags
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June 29, 2022
Tickers
CMC
Tags
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From
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Notable Two Hundred Day Moving Average Cross - AUY
June 23, 2022
Tickers
AUY
Tags
Metals
From
Metals Channel
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June 23, 2022
Tickers
IAUX
Tags
Metals
From
Metals Channel
China's electric vehicle battery supply chain shows signs of forced labor, report says
June 21, 2022
Tags
Metal Commodities
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China Economy
From
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POSCO Holdings Stock Getting Very Oversold
June 21, 2022
Tickers
PKX
Tags
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From
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ZEUS Makes Notable Cross Below Critical Moving Average
June 16, 2022
Tickers
ZEUS
Tags
Metals
From
Metals Channel
Trane Technologies (TT) Shares Enter Oversold Territory
June 16, 2022
Tickers
TT
Tags
Metals
From
Metals Channel
Masco (MAS) Shares Enter Oversold Territory
June 16, 2022
Tickers
MAS
Tags
Metals
From
Metals Channel
ZEUS Trading Below COO's Recent Buy Price
June 16, 2022
Tickers
ZEUS
Tags
Metals
From
Metals Channel
TRS Crosses Critical Technical Indicator
June 16, 2022
Tickers
TRS
Tags
Metals
From
Metals Channel
Kaiser Aluminum Stock Getting Very Oversold
June 16, 2022
Tickers
KALU
Tags
Metals
From
Metals Channel
Shares of BALL Now Oversold
June 15, 2022
Tickers
BALL
Tags
Metals
From
Metals Channel
Ero Copper Stock Getting Very Oversold
June 14, 2022
Tickers
ERO
Tags
Metals
From
Metals Channel
SBSW Crosses Critical Technical Indicator
June 14, 2022
Tickers
SBSW
Tags
Metals
From
Metals Channel
WOR Added as Top 5 Metals Channel Dividend Stock With 2.67% Yield
June 14, 2022
Tickers
WOR
Tags
Metals
From
Metals Channel
Shares of EVA Now Oversold
June 13, 2022
Tickers
EVA
Tags
Metals
From
Metals Channel
Howmet Aerospace (HWM) Shares Cross Below 200 DMA
June 13, 2022
Tickers
HWM
Tags
Metals
From
Metals Channel
NUE Added as Top 5 Metals Channel Dividend Stock With 1.66% Yield
June 13, 2022
Tickers
NUE
Tags
Metals
From
Metals Channel
STLD Named 'Top Dividend Stock of the S&P Metals & Mining Index' at Dividend Channel With 1.8% Yield
June 13, 2022
Tickers
STLD
Tags
Metals
From
Metals Channel
Nucor Shares Cross Below 200 DMA
June 10, 2022
Tickers
NUE
Tags
Metals
From
Metals Channel
Top Buys by Top Brass: EVP & President, CC Services Koci's $225K Bet on CLF
June 07, 2022
Tickers
CLF
Tags
Metals
From
Metals Channel
London Metal Exchange hit with two U.S. lawsuits over nickel trading chaos
June 07, 2022
Tags
Hedge Funds
Wall Street
Markets
From
CNBC.com News
Arconic (ARNC) Shares Cross Above 200 DMA
June 06, 2022
Tickers
ARNC
Tags
Metals
From
Metals Channel
Compania de Minas Buenaventura Breaks Below 200-Day Moving Average - Notable for BVN
June 06, 2022
Tickers
BVN
Tags
Metals
From
Metals Channel
Grab This Bargain Metals Stock Even Cheaper Than Director McPherson Did
June 01, 2022
Tickers
CMC
Tags
Metals
From
Metals Channel
Analyst Favorites: Piedmont Lithium Ranks As a Top Metals Pick
June 01, 2022
Tickers
PLL
Tags
Metals
From
Metals Channel
Piedmont Lithium (PLL) Shares Cross Below 200 DMA
June 01, 2022
Tickers
PLL
Tags
Metals
From
Metals Channel
Shares of SKE Now Oversold
May 25, 2022
Tickers
SKE
Tags
Metals
From
Metals Channel
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