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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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EVENTS
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Event Schedule
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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
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PSE&G Receives Top Honor for Electric Vehicle Charging Program
December 20, 2022
Tickers
PEG
Tags
Plug In America
Electric Vehicle Charging Program
2022 Drive Electric Award
From
3BL Media: Corporate Social Responsibility, Energy and Health News
PSE&G: Two First Place J.D. Power Rankings in 2022
December 14, 2022
Tickers
PEG
Tags
NYSE: PEG
2022 J/D/ Power Rankings
Awards, Ratings & Rankings
From
3BL Media: Corporate Social Responsibility, Energy and Health News
PSE&G Ranks First In Customer Satisfaction in the East among Large Utilities According to the J.D. Power 2022 Gas Utility Residential Customer Satisfaction Study
December 02, 2022
Tickers
PEG
Tags
J/D/ Power
Energy
Awards, Ratings & Rankings
From
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PSE&G’s Harvey Switching Station Honors Fallen Hero
November 14, 2022
Tickers
PEG
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PSEG’s Veterans Employee Business Resource Group
PSE&G
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From
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Plainfield Gas Team Recognized for Responding to Severe Gas Leak
November 02, 2022
Tickers
PEG
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PSE&G
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From
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KABOOM! and PSEG Build Perth Amboy Kids Dream Playground
October 19, 2022
Tickers
PEG
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PSE&G
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Perth Amboy
From
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Hackensack Meridian Health Saves Money With Energy Efficiency Upgrades
October 07, 2022
Tickers
PEG
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Energy
Responsible Production & Consumption
PSE&G
From
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Reducing Emissions, Improving Waste Management & Enhancing Biodiversity
September 21, 2022
Tickers
PEG
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PSE&G
waste management
Climate Week
From
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Can You Dig It? Only if You Call 811 Before Starting
August 08, 2022
Tickers
PEG
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NYSE: PEG
dig safe
New Jersey One Call
From
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The Earnings of Public Service Enterprise in the Second Quarter Were Lower Than Expected.
August 02, 2022
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PEG
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News
NYSE: PEG
Public Service Enterprise Group
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Summer of Scams: Learn the Telltale Signs
August 01, 2022
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Celebrating PSEG's Interns
July 28, 2022
Tickers
PEG
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Responsible Business & Employee Engagement
Kim Hanemann
NYSE: PEG
From
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Prepare for Summer and High Heat Days
July 22, 2022
Tickers
CDC
HEAT
PEG
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Responsible Business & Employee Engagement
Heatstroke
CDC Public Health Tracking Network
From
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PSE&G Names David L. Johnson New Chief Customer Officer
July 18, 2022
Tickers
PEG
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David L/ Johnson
PSE&G
Diversity & Inclusion
From
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Heroes Work Here: Right Place, Right Time...Technicians Help Elderly Couple
July 15, 2022
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PEG
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Heroes Work Here
From
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PSE&G Gains Approval to Fast Track Grid Modernization Efforts
June 29, 2022
Tickers
PEG
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NYSE: PEG
Sustainable Development Goals
clean energy goals
From
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Heroes Work Here: Meter Reader Administers CPR To Save a Life
June 24, 2022
Tickers
CPR
PEG
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From
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PSEG Celebrates Juneteenth
June 23, 2022
Tickers
PEG
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Responsible Business & Employee Engagement
NYSE: PEG
PSEG Pan African Leadership Forum
From
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PSE&G Wins Electric Power Industry's Top Honor for Strengthening Service to Customers and Increasing Reliability and Resilience in the Face of Extreme Weather
June 22, 2022
Tickers
PEG
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Edison Electric Institute
2022 Edison Award
NYSE: PEG
From
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Burlington Gas Safety Exercise Unites First Responders
June 17, 2022
Tickers
PEG
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NYSE: PEG
Emergency Preparedness
Responsible Business & Employee Engagement
From
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Heroes Work Here: Guardian Angel Meter Reader Saves Baby Leo
June 16, 2022
Tickers
PEG
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responsible business
NYSE: PEG
Social Impact & Volunteering
From
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PSEG Welcomes 2022 Interns
June 14, 2022
Tickers
PEG
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Responsible Business & Employee Engagement
PSEG Internship Program
NYSE: PEG
From
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PSEG Announces Graduates of Supplier Diversity Mentorship Program
June 10, 2022
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PEG
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Human Capital Management Report
Supply Chain & the Circular Economy
Diversity & Inclusion
From
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A Decade After Superstorm Sandy, New Jersey's Infrastructure Is Considerably More Prepared for Hurricane Season
June 09, 2022
Tickers
PEG
Tags
climate change
Energy Strong I and II and Gas System Modernization Program
Energy
From
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PSEG Foundation Launches Annual Neighborhood Partners Program
June 07, 2022
Tickers
CSR
DEI
PEG
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DEI
CSR
Neighborhood Partners Program
From
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PSE&G Recognized for Helping Advance Energy Equity
June 02, 2022
Tickers
PEG
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Energy Equity Award
NYSE: PEG
Energy
From
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Heroes Work Here: Central Division Chief Lineman's Quick Actions Save a Life
May 26, 2022
Tickers
PEG
Tags
NYSE: PEG
PSEG Energize!
Social Impact & Volunteering
From
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PSE&G Offers Tips to Prepare for Summer and High Heat Days
May 25, 2022
Tickers
HEAT
PEG
Tags
NYSE: PEG
Heat Safety
National Heat Awareness Day
From
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Sharing Their Journeys: Women Changing the Environment
May 23, 2022
Tickers
DEI
PEG
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PSEG Energize!
PSE&G
DEI
From
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PSE&G Shares Tips to Stay Safe, Save Energy and Save Money While Using Electricity
May 20, 2022
Tickers
PEG
Tags
Consumer Product Safety Commission
National Electrical Safety Month
Energy
From
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