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home
about us
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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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The 3 Most Undervalued Renewable Energy Stocks to Buy Now: August 2023
August 18, 2023
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FSLR
NEE
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NEE
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From
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Jim Cramer Says This EV Infrastructure Stock Is Losing Too Much Money: 'I Do Not Want To Touch It'
August 16, 2023
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3 Dividend Aristocrats Ready to Outperform the S&P 500
August 14, 2023
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August 12, 2023
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ET
NEE
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BTI
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The 3 Best Renewable Energy Stocks to Buy in August
August 10, 2023
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FSLR
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FLNC
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have $8,900 Today
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NEE
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NEE
Market News
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Better Stock Buy: NextEra Energy vs. Black Hills
August 10, 2023
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7 Dividend Aristocrats That Have Raised Their Payouts for 25 Years or More
August 09, 2023
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A Simple Trade Alert Made 87% Profit On Nextera Energy Inc. In Just A Few Hours Using Options Flow
August 09, 2023
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Augment Your Social Security Check With These 3 Dividend Stocks
August 07, 2023
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3 Cheap Battery Stocks That Smart Investors Will Snap Up Now
August 06, 2023
Tickers
ENPH
ENR
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5 Incredible Dividend Stocks to Buy Now
August 05, 2023
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T
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August 04, 2023
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August 01, 2023
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July 31, 2023
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3 Attractive Utilities Stocks to Snap Up Right Now
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July 29, 2023
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Got $2,500? 2 Top Stocks You Can Buy and Hold for a Lifetime
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Here's How Much You Would Have Made Owning NextEra Energy Stock In The Last 20 Years
July 27, 2023
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This 5.9%-Yielding Dividend Stock Has Grown Its Payout by 355% (and There's More to Come)
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If You Can Only Buy One Energy Stock, It Better Be One of These 3 Names
July 27, 2023
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This Elite Dividend Stock Continues to Generate Powerful Growth
July 26, 2023
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NextEra Energy (NEE) Q2 2023 Earnings Call Transcript
July 25, 2023
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NEE
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NextEra Energy Exceeds Q2 Expectations; Reaffirms FY23 & FY24 Outlook
July 25, 2023
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Briefs
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Want to Beat the Market Over the Next 10 Years? Consider These 3 Stocks
July 25, 2023
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GEHC
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Earnings Preview: NextEra Energy
July 24, 2023
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Benzinga
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3 Future-Proof Energy Stocks to Buy and Hold Forever
July 22, 2023
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NEE
TTE
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TTE
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Looking Into NextEra Energy's Recent Short Interest
July 21, 2023
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Benzinga
7 Fantastic Forever Stocks for Long-Term Lucrative Gains
July 20, 2023
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AMZN
MGM
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Bernie Sanders Warns That This Year 'Is Set To Be The Hottest In History' And Congress 'Must Act Now' To Address Climate Change — 3 Green Stocks Lead The Charge
July 20, 2023
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FSLR
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NEP
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NEE
From
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