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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
RSVP-Signup Form
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Bullish on EVs and Renewable Energy? This Top Stock Is a Buy Right Now
February 14, 2023
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ON
TXN
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ON
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Smarter Cars Drive Demand for This Chip Company
February 06, 2023
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NXP Semiconductor Stock Falls, but the 2023 Outlook for EVs and Auto Tech Remains Strong
February 03, 2023
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February 02, 2023
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February 01, 2023
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Analyst Expectations for NXP Semiconductors's Future
February 01, 2023
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Citigroup Maintains Neutral Rating for NXP Semiconductors: Here's What You Need To Know
February 01, 2023
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Benzinga
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From
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AMD To Rally Over 26%? Here Are 10 Other Analyst Forecasts For Wednesday
February 01, 2023
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The 3 Most Undervalued EV Stocks to Buy in February 2023
January 31, 2023
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The world is buying fewer devices, and inventories for PCs, phones and tablets are building
January 31, 2023
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NXP Semiconductors (NXPI) Q4 2022 Earnings Call Transcript
January 31, 2023
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'Solid, Decent' Results For NXP Semiconductors: 4 Analysts Provide Takeaways On Q4
January 31, 2023
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January 31, 2023
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January 31, 2023
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January 31, 2023
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January 31, 2023
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NXP Semiconductor stock falls as outlook comes up short of expectations
January 30, 2023
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January 30, 2023
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Here's How Much $1000 Invested In NXP Semiconductors 10 Years Ago Would Be Worth Today
January 30, 2023
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January 30, 2023
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January 30, 2023
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Earnings Scheduled For January 30, 2023
January 30, 2023
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Whirlpool, Ryanair And 3 Stocks To Watch Heading Into Monday
January 30, 2023
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Fear & Greed Index Remains In 'Greed' Zone As Nasdaq Record Gains For Fourth Straight Week
January 30, 2023
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January 29, 2023
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NXP Semiconductors's Earnings Outlook
January 27, 2023
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Golden Cross Appears Before NXP Semiconductors Investors
January 25, 2023
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Intel stock’s dividend sticks out among chip makers. But a cut may be coming.
January 25, 2023
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Got $1,000? Buy These Hot Growth Stocks Before They Take Off
January 22, 2023
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First Republic Bank, NXP Semiconductors, Ulta Beauty And This ETF Are CNBC's 'Final Trades'
January 19, 2023
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