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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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
Bond Fund Seminar
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MARKET RESEARCH
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Japan Equities: Playing Catch-Up
December 04, 2021
Tags
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From
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This ETF Shows Promise for Japanese Stocks in 2022
December 02, 2021
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December 01, 2021
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November 30, 2021
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Aggressive Growth, Momentum ETF Is Refreshed
November 29, 2021
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Adapting to Market Signals with Our Growth and Momentum Fund
November 27, 2021
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November 26, 2021
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WisdomTree Investments
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From
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November 25, 2021
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November 24, 2021
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Time to Be Selective With Emerging Markets Debt
November 23, 2021
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ELD
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ELD
WisdomTree Investments
model portfolio channel
From
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The Right Way to Get Reacquainted With European Equities
November 23, 2021
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EUDG
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EUDG
WisdomTree Investments
model portfolio channel
From
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Cybersecurity Investing Always Fashionable
November 22, 2021
Tickers
WCBR
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model portfolio
Model Portfolio Channel
WisdomTree Investments
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“Transitory” Inflation Has Gone Mainstream
November 21, 2021
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model portfolio channel
WisdomTree Investments
From
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Cybersecurity Is Hot—But Did It Ever Cool Off?
November 20, 2021
Tags
model portfolio channel
WisdomTree Investments
From
ETF Trends
China Script Flipped This Year, but Sound ETF Ideas Are Still Out There
November 18, 2021
Tickers
CXSE
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CXSE
WisdomTree Investments
model portfolio channel
From
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How China’s Zero-Tolerance COVID-19 Policy Affects Stocks
November 17, 2021
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CXSE
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model portfolio channel
WisdomTree Investments
CXSE
From
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Reasons Mount to Be Bullish on Japan ETFs
November 16, 2021
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DXJ
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WisdomTree Investments
DXJ
model portfolio channel
From
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EM Small-Caps Are Crushing Large-Cap Rivals
November 15, 2021
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DGS
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model portfolio channel
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Checking In on Risk Factor Diversification
November 14, 2021
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Getting Exposure to Quality Companies in Developed Markets?
November 13, 2021
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Most Domestic Companies Have Pricing Flexibility
November 12, 2021
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WFIG
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model portfolio channel
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IQDG: Quality the International Way
November 11, 2021
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IQDG
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An Exciting New Look for This Small-Cap Dividend ETF
November 10, 2021
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DLS
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model portfolio channel
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With Inflation Proving Persistent, Make the Commodities Call
November 09, 2021
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GCC
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model portfolio channel
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Cloud Computing Becoming Tech Investing Pillar
November 08, 2021
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Introducing the WisdomTree Short Duration Fixed Income Model
November 07, 2021
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Higher Growth Globally at Lower Valuations
November 06, 2021
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DNL: Better Dividends, Higher Growth, Attractive Valuations
November 05, 2021
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DNL
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model portfolio channel
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An Efficient Core Idea for International Exposure
November 04, 2021
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NTSI
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Historic Opportunity Afoot in Biotech Investing
November 03, 2021
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WDNA
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