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home
about us
Investment Approach
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Form CRS
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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)
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Back Dated Performance Reports
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Lamborghini is now making an off-road supercar. (But won’t it get dirty?)
December 13, 2022
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TM
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From
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Porsche To Join Germany's Blue-Chip Index - What's On The Cards?
December 06, 2022
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Market News
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From
Benzinga
Why Americans are more annoyed with their car purchases
December 05, 2022
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F
FUJHY
HMC
MZDAY
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KR:000270
MZDAY
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From
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Check out Ferrari’s first SUV (just don’t call it an SUV)
November 28, 2022
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RACE
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POAHY
RACE
From
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23 Penny Stocks to Buy for a MASSIVE Bull Market in 2023
November 07, 2022
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AAPL
AEVA
APPH
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AAPL
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InvestorPlace
Volkswagen Plans Special Dividend From Porsche IPO In January
October 14, 2022
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POAHY
VWAGY
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10 SUVs that are the most fun to drive
October 12, 2022
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HYMTF
MZDAY
POAHY
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Twitter May Drop Clickable Hashtags, AstraZeneca's Nasal COVID-19 Vaccine Fails Trial, Coinbase Gets Singapore Nod: Top Stories Tuesday, Oct. 11
October 11, 2022
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Volkswagen Receives $8.8B Via Selling Preferred Porsche Shares: Report
October 11, 2022
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IPOS
POAHY
VWAGY
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Benzinga
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3 EV Stocks to Buy as Electric Vehicle Sales Skyrocket
October 06, 2022
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POAHY
RIVN
TSLA
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LCID
From
InvestorPlace
Digging Into the Porsche IPO
October 05, 2022
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BAC
BTC
BYDDY
ETH
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POAHF
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From
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Why the Porsche IPO Generated So Much Excitement
October 01, 2022
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EXCLUSIVE: The Adventures Of Tom Ward, The Celebrity Interviewer Who Lived A Double Life
September 30, 2022
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Benzinga
Rite Aid (RAD) Stock Tumbles After Cutting Full-Year Guidance
September 29, 2022
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BBBY
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From
InvestorPlace
PTON Stock Alert: What to Know as Peloton Hits the Shelves at Dick’s Sporting Goods
September 29, 2022
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DKS
POAHY
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NASDAQ:PTON,NYSE:DKS,OTCMKTS:POAHY,NASDAQ:BBBY,NASDAQ:APRN
From
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Porsche IPO Sends POAHY Stock Into the Spotlight. Here’s Why.
September 29, 2022
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Today's Market
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Want to buy Porsche stock in the U.S.? It’s complicated.
September 29, 2022
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POAHY
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POAHY
DE:P911
XE:VOW3
From
MarketWatch
Porsche IPO Aims to Put Global Stock Markets Back in Top Gear
September 29, 2022
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DJI
POAHY
TSLA
VWAGY
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^DJI
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Finally, new car inventory is up; what it means for car shoppers
September 26, 2022
Tickers
FUJHY
HMC
HYMTF
POAHY
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KR:000270
HYMTF
TM
From
MarketWatch
Why Porsche's IPO Changes Little About the Company
September 17, 2022
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POAHY
RACE
TSLA
VWAGY
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RACE
POAHY
VWAGY
From
Motley Fool
Vegan is trending in the auto industry, and it’s not just about leather
September 12, 2022
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GM
POAHY
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XE:BMW
POAHY
From
MarketWatch
Polestar plans to build this gorgeous electric roadster—when can you get one?
September 07, 2022
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PSNY
TSLA
VLVLY
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TSLA
PSNY
VLVLY
From
MarketWatch
What to Know as Volkswagen Plans Porsche IPO
September 06, 2022
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POAHY
RACE
VWAGY
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POAHY
RACE
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From
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GM’s flexible electric vehicle platform is looking promising for the masses
August 15, 2022
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F
FDX
GM
HMC
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GM
F
POAHY
From
MarketWatch
The 2022 Porsche 718 Cayman: This gorgeous, talented coupe offers exhilarating driving dynamics
August 09, 2022
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POAHY
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POAHY
From
MarketWatch
JetBlue, Crowdstrike Get CNBC Fast Money Mentions, With This Stock Popping 0.94%
August 04, 2022
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CRWD
IRM
JBLU
MRK
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From
Benzinga
A drain, power outlets and a secret door are just some of the things in the ‘frunk’ of the Ford F-150 Lightning
July 26, 2022
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F
POAHY
VWAGY
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VWAGY
POAHY
F
From
MarketWatch
Nine facts about the Lucid Air EV and why you should pay attention
July 13, 2022
Tickers
LCID
POAHY
TSLA
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LCID
TSLA
POAHY
From
MarketWatch
Hyundai breaks the rules with its curvy, swoopy Ioniq 6 EV
July 06, 2022
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HYMTF
POAHY
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HYMTF
POAHY
From
MarketWatch
Car quality is slipping: These are the brands with the most and least complaints, study finds
July 05, 2022
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AAPL
F
FUJHY
GM
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HMC
FUJHY
VLVLY
From
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