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about us
Investment Approach
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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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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
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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
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2 Undervalued Video Game Stocks to Buy in July
July 16, 2023
Tickers
NTES
UBSFF
UBSFY
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Recent Press Releases
UBSFY
NTES
From
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$100 Invested In NetEase 10 Years Ago Would Be Worth This Much Today
July 14, 2023
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Benzinga
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NetEase's Cloud Music Pens Deal With RYCE Entertainment To Boost Content Library
July 14, 2023
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TECH
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Benzinga
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NTES
From
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July 12, 2023
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NTES
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NTES
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How Is The Market Feeling About NetEase?
July 07, 2023
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NTES
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Benzinga
From
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Goldman Sachs Names Top Stocks To Leverage AI Trend In Music: CNBC
July 05, 2023
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LYV
NTES
UMGNF
Tags
Goldman Sachs
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From
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Why NetEase (NTES) Shares Are Rising
July 03, 2023
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NTES
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why it's moving
News
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From
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Why NetEase (NTES) Shares Are Trading Higher
June 27, 2023
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NTES
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Market News
NTES
News
From
Benzinga
Here's How Much $1000 Invested In NetEase 15 Years Ago Would Be Worth Today
June 22, 2023
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NTES
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Earnings
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NTES
From
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Why NetEase Shares Are Falling
June 20, 2023
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NTES
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NTES
Market News
News
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Here's How Much You Would Have Made Owning NetEase Stock In The Last 15 Years
June 06, 2023
Tickers
NTES
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Earnings
Dividends
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NetEase's Unstoppable Growth: Bullish Analyst Highlights How It's Shaping the Future of Gaming with AI
June 05, 2023
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May 30, 2023
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From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI.
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May 26, 2023
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NetEase's Successful Game Strategy: High-Quality Growth in Cloud Music and Youdou Services
May 26, 2023
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May 26, 2023
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May 26, 2023
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May 25, 2023
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May 25, 2023
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May 24, 2023
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Nvidia Chief Flags Dangers To US Chips Act, Disney, Shell, Gucci Allegedly Used Worthless Carbon Credits, Microsoft's Daring Attempt to Outshine Google In Search Game: Today's Top Stories
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Alibaba Liable To Pay Over $7M Penalty To NetEase Under Gaming Lawsuit
May 24, 2023
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Here's How Much You Would Have Made Owning NetEase Stock In The Last 15 Years
May 22, 2023
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Michael Burry of The Big Short fame doubled down on China bets. Here’s what other investors are saying
May 17, 2023
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How Is The Market Feeling About NetEase?
May 15, 2023
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Benzinga
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PayPal, 3D Systems, Lucid Group And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
May 09, 2023
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3 Gaming and Esports Stocks With Huge Return Potential for Long-Term Investors
May 07, 2023
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NTES
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