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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 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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Chinese Stocks Sink As Bubble Fears Revive Memories Of 2015 Crash
August 27, 2025
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4 Analysts Assess PDD Holdings: What You Need To Know
August 26, 2025
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These Analysts Increase Their Forecasts On PDD Following Q2 Earnings
August 26, 2025
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August 26, 2025
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August 26, 2025
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Dow Tumbles More Than 300 Points: Investor Sentiment Decreases, Fear Index Remains In 'Greed' Zone
August 26, 2025
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Stocks Scattered As Rate-Cut Buzz, Tailwinds Die Down
August 25, 2025
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US Stocks Mixed; Dow Falls Over 150 Points
August 25, 2025
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Temu Parent PDD Warns Current Profits Not Sustainable As Competition Heats Up In China
August 25, 2025
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Bridgewater, Once Led By Ray Dalio, Exits Alibaba, JD, PDD And Baidu, Dumping All US-listed Chinese Stocks Amid Geopolitical Risks
August 25, 2025
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August 25, 2025
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Earnings Scheduled For August 25, 2025
August 25, 2025
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Dow Jumps Over 800 Points Following Powell's Speech: Investor Sentiment Improves, Fear Index In 'Greed' Zone
August 25, 2025
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Heico, PDD Holdings And 3 Stocks To Watch Heading Into Monday
August 25, 2025
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August 24, 2025
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PDD Stock Doji Points To A Reversal As Earnings To Show A Profit Drop
August 24, 2025
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August 24, 2025
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August 23, 2025
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August 22, 2025
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DeepSeek's New AI Model Sparks Rally In Chinese Tech And EV Stocks As Nvidia Retreats
August 22, 2025
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Top Wall Street Forecasters Revamp PDD Holdings Expectations Ahead Of Q2 Earnings
August 22, 2025
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Benzinga
Trump's New Import Rules Create Ripples: Korea Post Suspends All US-Bound Mail And Parcels, Other Nations Make Similar Moves
August 22, 2025
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August 21, 2025
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How Is The Market Feeling About PDD Holdings?
August 21, 2025
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August 20, 2025
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August 19, 2025
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August 18, 2025
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David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks
August 15, 2025
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