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home
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
Services, Fees and Compensation
Client Information
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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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PubMatic Is Ready for an Advertising Slump
March 04, 2023
Tickers
PUBM
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Recent Press Releases
PUBM
Market News
From
Motley Fool
Streaming Fatigue Makes This Growth Stock a Screaming Buy Right Now
March 02, 2023
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CMCSA
FOX
FOXA
MGNI
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FOX
Market News
MGNI
From
Motley Fool
Why Pubmatic Stock Was Sliding Today
March 01, 2023
Tickers
PUBM
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Recent Press Releases
PUBM
Market News
From
Motley Fool
PubMatic Earnings Highlight a Challenging Macroeconomic Environment
March 01, 2023
Tickers
GOOG
GOOGL
META
PUBM
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META
Market News
GOOG
From
Motley Fool
12 Communication Services Stocks Moving In Wednesday's Pre-Market Session
March 01, 2023
Tickers
AMC
BIDU
BILI
DOYU
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ZH
BZI/TFM
PUBM
From
Benzinga
PubMatic (PUBM) Q4 2022 Earnings Call Transcript
March 01, 2023
Tickers
PUBM
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Recent Press Releases
PUBM
Market News
From
Motley Fool
12 Communication Services Stocks Moving In Tuesday's After-Market Session
February 28, 2023
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BHAT
CIDM
DOYU
IPDN
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NCMI
VMEO
Benzinga
From
Benzinga
Earnings Scheduled For February 28, 2023
February 28, 2023
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NFE
NNI
NRDY
NSTG
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RYAN
XPEL
RKT
From
Benzinga
This Tech Stock Might Underperform for Now, but Will Eventually Take Off
February 27, 2023
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PUBM
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Recent Press Releases
Market News
PUBM
From
Motley Fool
3 Magnificent Growth Stocks That Can Make You a Fortune by 2040
February 26, 2023
Tickers
LOVE
PUBM
PYPL
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PYPL
LOVE
Market News
From
Motley Fool
2 Cheap Tech Stocks to Buy Right Now
February 25, 2023
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MU
PUBM
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MU
PUBM
Market News
From
Motley Fool
1 Extraordinary Ad Tech Stock for 2023
February 21, 2023
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PUBM
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Recent Press Releases
PUBM
Market News
From
Motley Fool
7 Comeback Stocks to Buy Before They Soar Again
February 14, 2023
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EVGO
FSLY
GEVO
LIT
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PUBM
EVGO
From
InvestorPlace
4 Stock Market Sweethearts You'll Want to Call Your Own
February 14, 2023
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CRWD
GOOG
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JNJ
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Market News
GOOG
JNJ
From
Motley Fool
3 Game-Changing Stocks That Can Put Your Kids (or Grandkids) Through College
February 05, 2023
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LOVE
PINS
PUBM
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Recent Press Releases
Market News
PUBM
From
Motley Fool
Why PubMatic Stock Was Up Almost 20% Last Month
February 03, 2023
Tickers
BLK
GOOG
GOOGL
PUBM
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BLK
Market News
GOOG
From
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2 Tech Stocks That Are Ridiculously Cheap in 2023
January 30, 2023
Tickers
MELI
PUBM
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PUBM
MELI
Market News
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Nasdaq Bear Market: 3 Screaming Bargains That Can Double Your Money by 2025
January 25, 2023
Tickers
LOVE
PUBM
TEVA
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^IXIC
LOVE
Market News
From
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Nasdaq Bear Market: 3 Innovative Growth Stocks That Can Quadruple Your Money by 2033
January 18, 2023
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PUBM
UPST
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^IXIC
UPST
Market News
From
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Here's What You Can Do That Warren Buffett Can't
January 10, 2023
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BRK-A
BRK-B
LOB
PUBM
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BRK/B
TTD
Recent Press Releases
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Nasdaq Bear Market: 5 Phenomenal Growth Stocks You'll Regret Not Buying on the Dip
January 07, 2023
Tickers
FSLY
IIPR
META
PLTR
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^IXIC
META
PLTR
From
Motley Fool
Down 60% in This Bear Market, Can PubMatic Stock Recover in 2023?
January 06, 2023
Tickers
PUBM
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PUBM
Market News
Recent Press Releases
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3 Underappreciated Growth Stocks That Could Soar in 2023
January 05, 2023
Tickers
GOOG
GOOGL
INMD
LOVE
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Recent Press Releases
GOOGL
PUBM
From
Motley Fool
2023 Bull Market Guide: Stocks to Buy Now
January 03, 2023
Tickers
CVNA
GM
MGM
PUBM
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TEAM
CVNA
MGM
From
Motley Fool
7 Sensational Stocks That Can Double Your Money in 2023
January 03, 2023
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BARK
GTBIF
LOVE
NVAX
Tags
GTBIF
LOVE
RDFN
From
Motley Fool
My Favorite Advertising Stocks for 2023 (and Beyond)
December 22, 2022
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GOOG
GOOGL
MGNI
PUBM
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Market News
GOOG
TTD
From
Motley Fool
Stocks That Hit 52-Week Lows On Tuesday
December 20, 2022
Tickers
OCGN
OCX
OGI
OLO
Tags
TIL
SINT
ZEV
From
Benzinga
3 Top Stocks You'll Wish You'd Bought on the Dip
December 17, 2022
Tickers
NYT
PUBM
S
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S
NYT
Recent Press Releases
From
Motley Fool
Investors Roundly Rejected Pubmatic Stock in 2022. Will It Be a Buy in 2023?
December 16, 2022
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PUBM
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Recent Press Releases
PUBM
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From
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Snap stock is down 80% this year, but analyst still sees too much optimism
December 15, 2022
Tickers
IAS
PUBM
SNAP
TTD
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SNAP
TTD
IAS
From
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