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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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TAF
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
Tax-Free Income Seminar
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Flexible Plan Investments recognized as 2022 "Strategist of the Year" by SMArtX Advisory Solutions
March 03, 2022
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From
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Villarreal Integrity Professionals Joins MEA Energy Association (MEA)
March 01, 2022
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March 01, 2022
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Snowboarder Ross Rebagliati, Rick Wershe, AKA "White Boy Rick" Honored At JARS Cannabis Rail Jam
February 28, 2022
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Villarreal Integrity Professionals Announces Gold Shovel Standard Certification
February 24, 2022
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Michigan Football Players Set To Release University-Licensed NFTs
February 19, 2022
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February 17, 2022
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Organic Cannabis Delivery & Edibles Now Available in Ann Arbor, MI Via Winewood Organics
February 15, 2022
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Retail Sales
From
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Michigan's Pleasantrees & Blake's Hard Cider Open Cannabis Beverage Facility In Gibraltar Trade Center Site
February 14, 2022
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Randy Buchman
From
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Michigan Report: Gov. Whitmer Consolidates Cannabis And Hemp Regulation To Increase Efficiency
February 13, 2022
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From
Benzinga
Michigan's JARS And Terrapin Cannabis Companies Partner With School On Social Equity Scholarship Programs
February 10, 2022
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From
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Overruled: Michigan Regulators Must Stop Recall After Judge Rules In Favor Of Cannabis Testing Lab
February 10, 2022
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Comprehensive Neuromonitoring, LLC Announces Women's Business Enterprise (WBE) Certification
February 09, 2022
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Michigan's Booming Cannabis Market Takes A Rest In January: Sales Down 9%
February 09, 2022
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Red White & Blue Closes On PharmaCo Acquisition
February 08, 2022
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305 Farms' $110M Indoor Cannabis Grow Facility To Bring Jobs And Weed To Michigan
February 07, 2022
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COMCO Wellness Launches Flagship Cannabis Retail And Lifestyle Brand, Raise
February 03, 2022
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Viteyes Focuses on Eye Health Nutrition during Age-Related Macular Degeneration (AMD) Awareness Month
February 01, 2022
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Flexible Plan Investments launches FPI FundLink with strategies using American Funds
February 01, 2022
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Pairaphrase Updates Docx File Parser For Language Translation Software
January 27, 2022
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'Legends Never Die': HYMAN Honors Late Detroit Rapper Blade Icewood With New Cannabis Strain
January 26, 2022
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Eco-Friendly Legacy Builder Wendy Turner Miller Upends the Waste and Recycling Business with Superior Innovative Solutions, LLC
January 25, 2022
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BREAKING: Red White & Bloom Launches Cannabis Operations At Michigan Facility, Platinum Vapes Available In 400+ Shops
January 18, 2022
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How Much Weed Was Sold In Top-Selling Cannabis States? Arizona & Michigan Smash Records Again
January 12, 2022
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Alta Vista Technology Honored in Bob Scott's VAR Stars 2021
January 12, 2022
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TownePlace Suites Monroe, Michigan Opens
January 11, 2022
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Michigan Cannabis Company Sells 'Nugs' in Milk Cartons To Raise Money For Non-Violent Pot Prisoners
January 06, 2022
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Benzinga
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Sage Names Alta Vista Technology a "Sage Intacct Growth Partner of the Year"
January 05, 2022
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SAGE
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Chicago Atlantic Real Estate Extends Senior Secured Credit To Michigan's MEDfarms
January 04, 2022
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Publisher of Speakers Magazine and Publicist, Pam Perry, Awarded Honorary Doctorate
December 28, 2021
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