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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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China Caixin services PMI falls to 6-month low amid stifling COVID restrictions
December 04, 2022
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PM
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MarketWatch
Companies With Economic Moats You Might Have Missed
December 03, 2022
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ASML
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BRK-B
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SJ
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China Caixin manufacturing PMI marks 4th straight month of contraction
November 30, 2022
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PM
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From
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China’s factory, construction, service activities contract further
November 29, 2022
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Retired? 5 Stocks Yielding 5% to Buy in 2023
November 29, 2022
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T
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Eurozone economic activity contracted for fifth straight month in November, PMIs signal
November 23, 2022
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PM
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PM
From
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7 Sin Stocks That Can Weather a Recessionary Storm
November 21, 2022
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IIPR
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From
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Expert Ratings for Philip Morris Intl
November 15, 2022
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BZI/AAR
Benzinga
From
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Where Philip Morris Intl Stands With Analysts
November 15, 2022
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Benzinga
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Got $5,000? This High-Yield Dividend Stock Is a No-Brainer.
November 15, 2022
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PM
SWMAF
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3 High-Yield Sin Stocks to Buy
November 11, 2022
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NYSE:PM,NYSE:MO,NYSE:TAP,NYSE:DEO
From
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The Power of McKinsey
November 09, 2022
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These 2 Dividend Payers Are Outpacing the S&P 500
November 09, 2022
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MO
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5 Top Dividend Stocks Investors Should Never Sell
November 09, 2022
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Election Day Is Here: Which Politicians Are Profiting (Or Losing) On Stocks?
November 08, 2022
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Meta Goes Twitter Way With Layoffs, Twitter Might Want Some People Back After Firing Them, Coal Miners Terminate $6B Combination Discussions: Top Stories Monday, Nov. 07
November 07, 2022
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Elliott Management Backs Philip Morris's $16B Swedish Match Buyout
November 07, 2022
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PM
SWMAF
SWMAY
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Large Cap
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From
Benzinga
Does Danger Lurk for This Tobacco Giant?
November 05, 2022
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Could This Major Development Be a Game Changer for Altria Stock?
November 03, 2022
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MO
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Nearing Retirement? Buy This Ultra-High-Yielding Dividend Growth Stock
November 03, 2022
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China Caixin services PMI falls further in October
November 02, 2022
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China Caixin manufacturing PMI points to third straight month of contraction
October 31, 2022
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The 7 Best Bear Market Stocks to Buy Now
October 31, 2022
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China’s factory, construction, service activity slump in fresh sign of economic weakness
October 30, 2022
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Swedish Match recommends shareholders accept improved Philip Morris bid
October 28, 2022
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Altria takes on Juul, Philip Morris in smoke-free tobacco
October 27, 2022
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JAPAY
MO
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Tags
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Better Buy: Altria vs. Philip Morris International
October 25, 2022
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MO
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Is Altria a Buy After Losing the Rights to IQOS?
October 25, 2022
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MO
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MO
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This Congressman Likes To Trade Tech, But Bought These 3 Dividend Stocks Instead
October 23, 2022
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ADBE
AMZN
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EPAM
From
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Analyzing Philip Morris Intl's Short Interest
October 21, 2022
Tickers
PM
Tags
PM
Trading Ideas
Benzinga
From
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