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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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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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See where seniors face the longest travel times to get to their local Social Security offices
June 02, 2025
Tags
Retirement
Fraud and false statements
Personal Income
From
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As Denmark raises its retirement age to 70, experts weigh in on whether the U.S. may follow its lead
May 31, 2025
Tags
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May 30, 2025
Tags
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May 21, 2025
Tags
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How House GOP bill’s $4,000 senior 'bonus' compares to eliminating tax on Social Security benefits
May 16, 2025
Tags
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Social Security cost-of-living adjustment for 2026 is projected to be lowest in recent years. Why that may change
May 13, 2025
Tags
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Tags
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As new Social Security leadership takes the helm, here are the changes beneficiaries need to watch
May 11, 2025
Tags
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May 06, 2025
Tags
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Social Security reduces benefit clawback from 100% to 50% for some; experts still warn of 'devastating' effects
May 05, 2025
Tags
Personal income
Social Security
Personal Finance
From
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Millions of older workers lost jobs during Covid. Here's how their employment prospects have improved
May 01, 2025
Tags
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Personal Income
From
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Does it still make sense to wait to claim Social Security retirement benefits? Here's what experts say
April 29, 2025
Tags
Personal saving
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Retiree finances
From
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Warren Buffett has a record amount of cash on the sidelines. Here's how experts recommend balancing saving and investing
April 24, 2025
Tags
Personal income
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April 22, 2025
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April 19, 2025
Tags
Executive branch
Personal saving
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April 17, 2025
Tags
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37-year-old mom makes $6,300 a month in passive income: 'I don't regret working less so I can spend more time with my toddler'
April 14, 2025
Tags
Personal income
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Social Security cost-of-living adjustment projected to be lower in 2026, estimates find. But tariffs may change that
April 10, 2025
Tags
Social Security
Personal income
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From
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Social Security Administration updates information on new anti-fraud measures for benefit claims
April 09, 2025
Tags
Personal income
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From
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Homeownership is ‘an investment,’ Maryland governor says. High prices mean fewer young adults can benefit
March 30, 2025
Tags
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Social Security Administration delays timeline for new identity proofing policies following complaints
March 27, 2025
Tags
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