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about us
Investment Approach
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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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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
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EVENTS
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Event Schedule
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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
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Best Stock to Buy: MercadoLibre Stock vs. Pinterest Stock
February 26, 2023
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Got $2,000? 2 Stocks to Buy Without Hesitation for 2023
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February 24, 2023
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Best Stock to Buy: Meta Stock vs. Pinterest Stock vs. Alphabet Stock
February 22, 2023
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3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
February 20, 2023
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February 19, 2023
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2 Growth Stocks That Are Screaming Buys for 2023
February 18, 2023
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February 18, 2023
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EXEL
MA
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Pinterest Is Outperforming in This Key Metric
February 17, 2023
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Going Stock Shopping for 2023? 2 No-Brainer Buying Opportunities in a Growth Stock Bear Market
February 17, 2023
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2 Monster Stocks to Buy Hand Over Fist in 2023
February 16, 2023
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These 2 Stocks Carry a Lot of Risks, but Their Upside Is Huge
February 15, 2023
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Pinterest Is Down 72% From Its High. Time to Buy?
February 14, 2023
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Stock Market Sell-Off: Is Pinterest a Buy?
February 14, 2023
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February 13, 2023
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February 12, 2023
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February 12, 2023
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3 Growth Stocks With More Potential Than Any Cryptocurrency
February 12, 2023
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The Stock Market Isn't Picture-Perfect, but This Stock Has a Bright Outlook
February 11, 2023
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2 Top Stocks I'm Buying Hand Over Fist in February
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$5,000 Invested in These 3 Stocks Could Make You Richer
February 10, 2023
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PayPal CEO Plans to Step Down -- Good News for Investors?
February 10, 2023
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EBAY
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PYPL
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What Smart Investors Know About Pinterest's $500 Million Share Repurchase Plan
February 10, 2023
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Here's Why Pinterest Is Still One of My Largest Stock Holdings
February 10, 2023
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Pinterest Executives Keep Jumping Ship. Should You?
February 09, 2023
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This Is the Number to Watch at Pinterest
February 09, 2023
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Is Pinterest Stock a Buy?
February 09, 2023
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Pinterest Missed Its Q4 Sales Estimates. Here's Why I Still Like It.
February 09, 2023
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META
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SNAP
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‘No one is immune’: activist investors target tech companies after stocks dive
February 08, 2023
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