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about us
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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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Sample Portfolio
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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The ‘vibecession’ is over as optimism gains steam, reports show
December 16, 2024
Tags
Personal Finance
Inflation
Retirement planning
From
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Senate plans to vote on bill that would increase Social Security benefits for some pensioners
December 15, 2024
Tags
Personal Income
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Personal saving
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December 10, 2024
Tags
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December 05, 2024
Tags
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Government pensions and social security
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November 29, 2024
Tags
Credit
Personal debt
Personal spending
From
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November 27, 2024
Tags
Death and dying
Personal saving
Personal finance
From
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November 27, 2024
Tags
Financial planning
Personal investing
Retiree finances
From
CNBC.com News
36-year-old mom: I built a thriving living room Etsy side hustle, quit my job, and now earn $10,000 a month in passive income
November 27, 2024
Tags
Entrepreneurs
Lifestyle
Make It / Work
From
CNBC.com News
59% of Americans consider this the No. 1 sign of success — it's not wealth
November 26, 2024
Tags
Personal Finance
Travel
FA Playbook
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73% of workers worry Social Security won't be able to pay retirement benefits. Here's what advisors say
November 21, 2024
Tags
Social Security
Personal saving
Individual retirement accounts
From
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Social Security beneficiaries to soon receive notices revealing the size of their 2025 benefit checks
November 20, 2024
Tags
Social Security
Personal Income
Medicare
From
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89% of Americans say they do not consider themselves wealthy — here's what stands in the way
November 19, 2024
Tags
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Wealth
Personal loans
From
CNBC.com News
Older voters prioritized personal economic issues, helped Republicans win on Election Day, new AARP poll finds
November 15, 2024
Tags
Personal Finance
Retirement planning
Personal income
From
CNBC.com News
The House just voted 'yes' on a bill that would increase Social Security checks for some pensioners
November 13, 2024
Tags
Disability benefits
Personal saving
Retirement
From
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Trump wants to provide a tax credit for caregivers. Here's what experts say about the proposal
November 13, 2024
Tags
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What investors need to consider when choosing a dividend-paying fund
November 12, 2024
Tags
Apple Inc
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Here's what a new Trump administration could mean for your money, financial advisors say
November 11, 2024
Tags
Personal debt
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Monetary policy
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Trump promised no taxes on Social Security benefits. It's too soon to plan on that change, experts say
November 06, 2024
Tags
Retirement
Disability benefits
Personal debt
From
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Voters ages 50 and up may decide the 2024 presidential election based on 'day-to-day pocketbook issues,' expert says
November 05, 2024
Tags
Personal Finance
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Politics
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Should I pay off my mortgage in retirement? New book tackles big money questions
November 03, 2024
Tags
Personal spending
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Mortgage refinancing
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Inflation is down — but the middle class is still feeling financial pressure. Here's why
October 29, 2024
Tags
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Bills
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October 25, 2024
Tags
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Self/help books
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Do I have enough money to retire? Ask yourself these 3 questions to assess whether you're ready
October 24, 2024
Tags
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How new tax changes for 2025 could affect federal tax liabilities for families
October 22, 2024
Tags
Personal spending
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Personal saving
From
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