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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
Client Contact with Portfolio Manager(s)
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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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Is the U.S. in a ‘silent depression?’ Economists weigh in on the viral TikTok theory
December 20, 2023
Tags
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December 19, 2023
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December 19, 2023
Tags
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December 19, 2023
Tags
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Tags
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December 16, 2023
Tags
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December 15, 2023
Tags
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December 15, 2023
Tags
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December 15, 2023
Tags
Inflation
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December 14, 2023
Tags
Roth IRAs
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December 14, 2023
Tags
Personal saving
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December 13, 2023
Tags
Auto Loans
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December 13, 2023
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December 12, 2023
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Personal finance
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December 12, 2023
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December 12, 2023
Tags
Personal finance
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Here's how advisors are using Roth conversions to reduce taxes for inherited IRAs
December 11, 2023
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The Federal Reserve could achieve a soft landing after all. Here's what that would mean for you
December 11, 2023
Tags
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This is the biggest year-end tax issue for high-net-worth clients, advisor says
December 11, 2023
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More retirement savers are borrowing from their 401(k) plan. Those are ‘leading indicators of economic stress,’ expert says
December 10, 2023
Tags
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I've been a money expert for 20 years. Here's the No. 1 thing that made me a millionaire
December 08, 2023
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Most people don't wait until 70 to claim Social Security retirement benefits. These changes may help people get bigger monthly checks, experts say
December 07, 2023
Tags
Personal saving
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Here are some money moves to make in your 20s that can set you up for success in retirement
December 07, 2023
Tags
Retirement
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Bank CEOs express support for Supplemental Security Income reform. 'This definitely should be fixed,' Jamie Dimon says
December 06, 2023
Tags
Family finances
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IRS rejects more than 20,000 refund claims for pandemic-related tax credit
December 06, 2023
Tags
National taxes
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3 financial strategies to prepare for the shifting rate cycle — one is a ‘no brainer,’ advisor says
December 06, 2023
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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
Credit Cards
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‘A very tricky conundrum’: Experts give their verdict on saving vs. investing as inflation falls
December 06, 2023
Tags
Personal investing
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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
Social issues
Tax planning
Government taxation and revenue
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