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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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The $68 trillion great wealth transfer is 'an unprecedented time' for women, advisor says. Here's why
December 12, 2023
Tags
Retirement planning
Savings
Investing
From
CNBC.com News
Here's how advisors are using Roth conversions to reduce taxes for inherited IRAs
December 11, 2023
Tags
Tax planning
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December 11, 2023
Tags
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December 11, 2023
Tags
Personal finance
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December 10, 2023
Tags
Personal Finance
Debt
401(k) plans
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December 08, 2023
Tags
Personal saving
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December 07, 2023
Tags
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December 07, 2023
Tags
Retirement
Personal finance
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December 06, 2023
Tags
Personal debt
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Citigroup Inc
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IRS rejects more than 20,000 refund claims for pandemic-related tax credit
December 06, 2023
Tags
Savings
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Personal saving
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December 06, 2023
Tags
U/S/ Economy
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Personal finance
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Consumers say this pitfall is ‘their biggest threat to building wealth’ — yet about half do it anyway
December 06, 2023
Tags
Wealth
Credit Cards
Personal debt
From
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December 06, 2023
Tags
Investment strategy
Personal finance
Personal debt
From
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Supreme Court hears tax case on 'income': It may 'have the biggest fiscal policy effects of any court decision,' expert says
December 05, 2023
Tags
National courts
Supreme Court (U/S/)
Government taxation and revenue
From
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High mortgage rates have limited opportunities for homebuyers and sellers. How that may change in 2024
December 05, 2023
Tags
Personal Finance
Mortgages
Personal income
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Women are ‘significantly more likely’ to live paycheck to paycheck, report finds
December 05, 2023
Tags
Savings
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Making the grade in financial literacy: More states require students to take a personal finance course
December 05, 2023
Tags
Your Money
Student loans
Personal Finance
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Here’s where to invest your cash to save on taxes in 2024
December 04, 2023
Tags
Wealth
Personal finance
Tax Planning
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December 04, 2023
Tags
Personal Finance
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Savings
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Pension-eligible workers face complex Social Security rules that may reduce benefits. How to more accurately estimate retirement income
December 02, 2023
Tags
Personal finance
Personal debt
Retirement
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CNBC.com News
Investors piled cash into money market mutual funds in 2023 — and now could see a higher tax bill
December 01, 2023
Tags
Investing
Personal saving
Taxes
From
CNBC.com News
Are you looking to opt out of your 401(k)? Your employer may put you back in
December 01, 2023
Tags
Personal Finance
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Nashville added nearly 100 new residents per day in 2022. Here's why people are moving to Music City
November 30, 2023
Tags
Personal finance
Personal loans
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Don't make these common 401(k) mistakes. With one, many 'aren't even aware' they're missing out, expert says
November 30, 2023
Tags
Savings
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Personal saving
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'Women's No. 1 source of stress is money,' expert says. Fixing that requires a step-by-step approach
November 29, 2023
Tags
Personal saving
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Financial planning for marriage
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Americans are 'doom spending' — here's why that's a problem
November 29, 2023
Tags
Investment strategy
Debt
Personal loans
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4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts
November 28, 2023
Tags
Philanthropy
Wealth
Tax Deductions
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Here are the top money questions financial advisors were asked this Thanksgiving by friends and family
November 28, 2023
Tags
Personal debt
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Personal investing
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401(k) balances are down, and 'last resort' hardship withdrawals are up
November 28, 2023
Tags
401(k)
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Can money buy happiness? 60% of Americans say yes — and the price tag is $1.2 million
November 27, 2023
Tags
Personal Finance
Millennials
Retirement planning
From
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