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about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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MARKET RESEARCH
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AI Hype For Samsung Galaxy S24 Starts Dying Out 6 Months After Launch, Says Top Analyst: How Will The Next iPhone And Pixel Fare?
August 13, 2024
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Apple To Discontinue iPhone 17 Plus In Favor Of An Ultraslim Version, Says Prominent Tipster
July 25, 2024
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Apple Skips TSMC's 2nm Chip For iPhone 17, Unveils First iOS 18 Public Beta And More: This Week In Appleverse
July 21, 2024
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iPhone16 Projections Questioned: Ming-Chi Kuo Says Expecting Apple Intelligence To Drive Sales 'May Be Too Optimistic'
July 18, 2024
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Tags
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From
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Top Apple Analyst Says Don't Expect Much For iPhone 16 This Year, But Tim Cook-Led Company Has A Slew Of Tetraprism Camera Upgrades In Pipeline
July 11, 2024
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From
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iPhone 16 Stainless Steel Cases Will Meet EU Rules And Improve Battery Life 'By 5-10%,' Says Key Apple Watcher Ming-Chi Kuo
June 30, 2024
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TECH
Tags
News
AAPL
Tech
From
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Vision Pro Users Are Quickly Giving Up On The Device After A Few Tries, Says Top Apple Analyst Ming-Chi Kuo: 'Simply Creating A Downgraded Version...Won't Solve The Problem'
June 19, 2024
Tickers
AAPL
AR
NEWS
TECH
Tags
gadgets
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From
Benzinga
Advantage Qualcomm: World's Largest Smartphone Maker Could Switch Completely To Snapdragon Chips For Its Next Flagship
June 18, 2024
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From
Benzinga
Ming-Chi Kuo Says Apple's Intelligence Showcases iPhone Makers 'Strengths In Ecosystem Integration And Interface Design' But Investors Want More
June 11, 2024
Tickers
AAPL
NEWS
TECH
Tags
artificial intelligence
Stories That Matter
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From
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Ming-Chi Kuo Says iPhone 16 Shipments To Fall 5% YoY: iOS18's Unveiling At Apple's WWDC 2024 Will Have Limited Impact On Replacement Demand
June 09, 2024
Tickers
AAPL
NEWS
TECH
Tags
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AAPL
Media
From
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Ming-Chi Kuo's Prediction Comes True As Nvidia Surpasses Apple Becoming The Second Most Valuable Company: Strong AI Growth Contrasts 'Innovation Challenges' Faced By Consumer Electronics
June 05, 2024
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Tags
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Ming/Chi Kuo
From
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iPhone 16 Pro Max May Get Battery Boost And Stainless Steel Upgrade, Says Top Apple Analyst
May 20, 2024
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NEWS
TECH
Tags
News
Apple
Consumer Tech
From
Benzinga
Apple's iPhone 16 Pro Models To Ditch Blue For Rose Titanium — Analyst Ming-Chi Kuo Predicts New Color Options
May 20, 2024
Tickers
AAPL
NEWS
TECH
Tags
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iPhone 16
gadgets
From
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Cramer 'Glad' Apple Has Higher Price Point For Vision Pro As Headset Becomes Hit With Fortune 100 Companies: 'Never A Bust.. Will Be Bigger'
May 02, 2024
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Apple In Trouble? Tim Cook Reportedly Cuts Vision Pro Shipment Forecasts By Up To 50%, Analyst Says Demand Has 'Fallen Sharply'
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Apple's Tech Ally Foxconn Is Making A Play For The AI Server Market With Nvidia: Ming-Chi Kuo
March 14, 2024
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From
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Don't Hold Your Breath For A Foldable iPhone Or iPad Until 2027, But Here's What's Likely On The Way According To Renowned Apple Analyst
March 07, 2024
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From
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Apple Analysts Dissecting iPhone Maker's 'Dark Chapter' Pin Hope On One Thing For Tide To Turn: 'If Humanity Needs Devices In The Future...'
March 06, 2024
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iPhone's Decline In China Continues In 2024 Despite Apple's Recent Price Cuts: Kuo
February 16, 2024
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Apple Analyst Predicts Foldables, Huawei, And AI Pose Threat To iPhone Throne In 2024
January 31, 2024
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NEWS
SSNLF
TECH
Tags
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Ming/Chi Kuo
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Apple Vision Pro Hits Stores Friday: iPhone-Like Frenzy Missing For AR Headset, But Analysts Expect 500K-600K Sales This Year
January 30, 2024
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AAPL
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AR
TECH
Tags
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From
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Apple's Vision Pro Hits Pre-Order Jackpot, But Analyst Warns Of Demand Dip Ahead Based On Crucial Metric
January 22, 2024
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AAPL
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Tags
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From
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iPhone 16, 17 Set To Raise The Bar With Cutting-Edge Camera Features, Reveals Top Apple Watcher
January 03, 2024
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TECH
Tags
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Market News
Benzinga
From
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Apple Vision Pro Could Hit Shelves In Late January Or Early February, Says Ming-Chi Kuo
December 26, 2023
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AAPL
NEWS
TECH
Tags
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Media
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From
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Apple's New Global Play: iPhone 17 Production To Start In India, Not China, Says Top Analyst
November 02, 2023
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TECH
Tags
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From M3-Equipped iMac To New 'Space Black' MacBook Pro Models: Here's Everything Apple Introduced During 'Scary Fast' Event
October 31, 2023
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After Lower Sales Of Quest 2 Led To Loss At Reality Labs, Meta Reportedly Cuts Quest 3 Shipment Forecast By 5-10%
October 27, 2023
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META
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Tags
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Cash-Rich Apple Still Needs Billions To Catch Up In Generative AI Race Against Meta Or Microsoft: Analyst Ming-Chi Kuo Reveals Why
October 24, 2023
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AAPL
AI
META
MSFT
Tags
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Media
MSFT
From
Benzinga
Apple's Rumored Cheaper Vision Pro To Cost $2000 Less — But It Might Come Without These Features
October 15, 2023
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AAPL
TECH
Tags
Ming/Chi Kuo
Appleverse
Mark Gurman
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Benzinga
Apple Watcher Says iPhone 17 May Finally Have Tech That Could Allow You To Leave That Hunk Of A Powerbank At Home
October 12, 2023
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AAPL
TECH
Tags
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Consumer Tech
AAPL
From
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