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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
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
RSVP-Signup Form
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NXP Semiconductors Shares Are Trading Higher Tuesday: What's Driving The Action?
July 25, 2023
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F5 stock surges as earnings top estimates, Goldman shares slip on downgrade and other stocks on the move.
July 25, 2023
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Alphabet, General Motors And 3 Stocks To Watch Heading Into Tuesday
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July 25, 2023
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NXP Semiconductors Stock Rises After Hours: Here's Why
July 24, 2023
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Auto chip maker NXP tops expectations ahead of Texas Instruments earnings
July 24, 2023
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Ahead Of Semiconductor Earnings, Analysts Expect AI To Serve As 'Shining Pillar' To Guide Through Muted Chip Demand
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1 Self-Driving Car and AI Stock to Watch in the Second Half of 2023
July 24, 2023
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Dow looks to extend winning streak as central bank decisions and raft of earnings loom
July 24, 2023
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Domino's Pizza, Whirlpool And 3 Stocks To Watch Heading Into Monday
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July 24, 2023
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3 Semiconductor Stocks to Buy to Turn $20,000 Into $1 Million
July 23, 2023
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NXP Semiconductors's Earnings: A Preview
July 21, 2023
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McDonald's To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Friday
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Stellantis Unveils Semiconductor Strategy To Gain Supply Security
July 18, 2023
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What 10 Analyst Ratings Have To Say About NXP Semiconductors
July 18, 2023
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3 Semiconductor Stocks That AI Is Loving in July
July 13, 2023
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Here's How Much $100 Invested In NXP Semiconductors 10 Years Ago Would Be Worth Today
July 11, 2023
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NXP Semiconductors Unusual Options Activity
July 10, 2023
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Semiconductor Winners And Losers Are Growing Apart: Analyst's Top 10 Stock Picks Including Nvidia, Qualcomm, Texas Instruments
July 07, 2023
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What's Going On With NXP Semiconductors and Taiwain Semiconductor Stocks Thursday?
July 06, 2023
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China's Restrictions On Semiconductor Metals, Biden's Cloud Computing Ban: Which Companies Are In The Line Of Fire?
July 05, 2023
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Why Semiconductor Stocks Are Moving Wednesday
July 05, 2023
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ETF Flows: Small-Cap Winners And Losers
June 30, 2023
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The 3 Most Undervalued Semiconductor Stocks to Buy Now
June 30, 2023
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Want to Buy Rivian Stock? Here's a Safer Way to Own the EV Start-Up.
June 23, 2023
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $6,500 Today
June 22, 2023
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