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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
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Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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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
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2 ETF Options as Muni & Corporate Bonds See Global Appeal
August 26, 2025
Tickers
ICE
VTC
VTEB
Tags
ICE
fixed income channel
VTEB
From
ETF Trends
ETF 360: John Lawlor Unpacks the State of Munis
August 21, 2025
Tickers
MMIT
Tags
MacKay Shields
NYLI
Video
From
ETF Trends
Northern Trust Introduces 3 New Fixed Income ETF Suites
August 19, 2025
Tickers
MUNA
MUNB
MUNC
MUND
Tags
TAXT
Municipal Bonds
MUNC
From
ETF Trends
2 ETF Options as Munis Offer Insulation From Tariff Contagion
August 15, 2025
Tickers
VCRM
VTEB
Tags
VTEB
Fixed Income Channel
municipal bond etfs
From
ETF Trends
Turn the Yield Dial Up to Max With This Active Muni ETF
August 06, 2025
Tickers
INTM
IROC
Tags
municipal bond etfs
IROC
Munis
From
ETF Trends
Vanguard Doubles Down On Munis With Two New ETFs — Just In Time For Tax-Weary Investors
May 23, 2025
Tickers
MUNY
VTEB
VTEC
VTEL
Tags
municipal bonds
Benzinga
MUNY
From
Benzinga
Macquarie Expands ETF Lineup With HTAX, Targeting High-Yield Munis
March 07, 2025
Tickers
HTAX
STAX
Tags
Bonds
Stories That Matter
municipal bonds
From
Benzinga
‘Fell through the cracks’: Controversial private credit ETF faces new regulatory hurdles
March 06, 2025
Tags
Breaking News: Markets
Debt and bond markets
Stock markets
From
CNBC.com News
Why state governments are tightening their budgets
November 06, 2024
Tags
Municipal Bonds
Economy
US Economy
From
CNBC.com News
As interest rates fall, it's a 'fantastic time' to revisit bonds, advisor says — here's why
October 09, 2024
Tags
Wealth
Bonds
Retirement
From
CNBC.com News
Don’t Shy Away From Munis to Avoid Election Volatility
September 20, 2024
Tickers
VTEB
Tags
Munis
Municipal Bonds
VTEB
From
ETF Trends
Don’t Let an Election Year Keep You From Munis
September 11, 2024
Tickers
VTEB
Tags
fixed income channel
VTEB
Vanguard
From
ETF Trends
Election Year Adds Intrigue to Municipal Bonds
August 28, 2024
Tickers
VCRB
VTEB
VTES
Tags
fixed income channel
Fixed/Income
VCRB
From
ETF Trends
The election could have a 'massive impact' on the municipal bond market, analyst says
July 18, 2024
Tags
Investment strategy
Personal finance
National taxes
From
CNBC.com News
3 ETFs for Low-Cost and Convenient Bond Exposure
May 22, 2024
Tickers
BND
VCIT
VTEB
Tags
fixed income channel
VCIT
VTEB
From
ETF Trends
As Muni Bonds Hum Along, Consider This ETF Duo
May 14, 2024
Tickers
EVIM
EVSM
Tags
evim
Morgan Stanley
EVSM
From
ETF Trends
Many large U.S. cities are in deep financial trouble. Here's why
April 25, 2024
Tags
US Economy
Reserve assets
Economy
From
CNBC.com News
Munis Offer Benefits Beyond Tax-Free Income
April 10, 2024
Tickers
VTEB
VTES
Tags
VTEB
Vanguard
VTES
From
ETF Trends
New ETF looks to profit from municipal bonds
April 06, 2024
Tags
Exchange/traded funds
Finance
Investing
From
CNBC.com News
'Biggest mistake' bond investors may make ahead of Fed rate cuts
April 04, 2024
Tags
stocks
Markets
Municipal debt
From
CNBC.com News
Increase in Wealthy Population Should Boost This ETF
April 02, 2024
Tickers
ALPS
MNBD
Tags
ETF Building Blocks Channel
Municipal Bonds
ALPS
From
ETF Trends
Record Issuance, Strong Yields Put Municipal Bonds in Play
March 01, 2024
Tickers
VTEB
Tags
fixed income channel
VTEB
Vanguard
From
ETF Trends
Forget cash — it's time to move into fixed income, Franklin Templeton strategist says
February 29, 2024
Tags
Dover Corp
Pro: Income Investing
Municipal Bonds
From
CNBC.com News
Get Quality and Yield With This Muni Bond ETF
February 20, 2024
Tickers
MNBD
Tags
ETF Building Blocks Channel
Municipal Bonds
MNBD
From
ETF Trends
Take Advantage of These Muni ETFs Before Fed Cuts Rates
February 15, 2024
Tickers
AVMU
TAXF
Tags
Municipal Bonds
core strategies channel
AVMU
From
ETF Trends
Get Active Exposure to Municipal Bonds Amid Higher Issuance
February 05, 2024
Tickers
ALPS
MBND
Tags
MBND
ALPS
ETF Building Blocks Channel
From
ETF Trends
Experience Benefits of Municipal Bonds That Extend Beyond Yield
February 01, 2024
Tickers
VTEB
Tags
tax exempt
Municipal Bonds
fixed income channel
From
ETF Trends
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