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home
about us
Investment Approach
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Firm ADV PDFs
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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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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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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How every MLB team in Arizona Cactus League is projected to fare amid countdown to 2024 Opening Day
February 25, 2024
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February 20, 2024
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February 15, 2024
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February 12, 2024
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February 11, 2024
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O Canada! Nick Taylor impresses by shooting 60 at WM Phoenix Open
February 09, 2024
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February 09, 2024
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‘Embrace the craziness’: Despite rain delay, players endure at WM Phoenix Open
February 09, 2024
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MIT, Adidas research can predict how your running shoes will fit you
February 08, 2024
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Stars come out, hail comes down: Wild WM Phoenix Open pro-am features appearances by Saban, Phelps
February 07, 2024
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WM Phoenix Open officials, players put on brave face despite weather concerns
February 06, 2024
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Weather woes? Possible storms still in forecast for WM Phoenix Open
February 05, 2024
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Back to life: Turf Paradise kicks off 57-day meet despite offseason closure talk
January 30, 2024
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Send us your Purple Friday pics for Ravens' AFC Championship matchup
January 23, 2024
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January 22, 2024
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January 12, 2024
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January 04, 2024
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January 04, 2024
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December 20, 2023
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Sports betting, social media and the unintended consequences of attracting a younger demographic
December 18, 2023
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Viewpoint: One neighbor's view of the Potomac Yard arena plan for the Wizards and Caps
December 18, 2023
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December 18, 2023
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St. Louis Blues fire head coach Craig Berube, name Drew Bannister interim
December 13, 2023
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Numbers game: Experts disagree on economic impact of 2023 Super Bowl in Arizona
December 12, 2023
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Match 2 results: St. Louis City SC loses to Sporting Kansas City in Round 1
November 06, 2023
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Arizona Diamondbacks World Series merch is flying off shelves, but beware of counterfeit swag
November 01, 2023
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Match 1 results: St. Louis City SC loses 1st playoff match to Sporting Kansas City 1-4
October 30, 2023
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Phoenix businesses, airport, Valley Metro prepare for World Series visitors
October 28, 2023
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