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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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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
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Inside the numbers: Arizona Diamondbacks’ improbable World Series run continues to defy the odds at sportsbooks
October 27, 2023
Tags
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From
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Eerie similarities: 2001, 2023 Arizona Diamondbacks provide extra layers of World Series intrigue
October 26, 2023
Tags
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Five things: Thermo Fisher's skid, Nike lawsuit, and our Boston sports hope
October 26, 2023
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October 25, 2023
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Phoenix Mercury shrug off widespread criticism, show confidence in decision to hire Tibbetts as coach
October 21, 2023
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Professional Sports
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Bringing heat to the Mullett: Partnership between Sun Devils, Coyotes gives hockey a new energy
October 09, 2023
Tags
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Jordan Poole, Terry McLaurin, Kyle Kuzma among D.C.'s highest-paid pro athletes
October 09, 2023
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Professional Sports
Sports Business
From
Business Journals
Arizona Coyotes kicks off third year supporting local Hispanic businesses
October 04, 2023
Tags
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From
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Diamondbacks exec appointed to Arizona Sports Authority board
September 28, 2023
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Government & Regulations
Bizwomen
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Cincinnati Reds finish home schedule with best attendance in eight years, MLB's biggest gain
September 27, 2023
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Cincinnati Reds
Sports Business
Aaron Eisel
From
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Orlando Predators prepare for newest version of Arena Football League
September 27, 2023
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Sports Business
Lee Hutton
John Cheney
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From pretender to contender, Arizona Diamondbacks cherish opportunity to end postseason drought
September 22, 2023
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Sports Business
Professional Sports
From
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Arizona Cardinals grapple with missed opportunities, blown leads and an 0-2 start
September 19, 2023
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Professional Sports
Sports Business
From
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National Women's Soccer League is coming back to Boston
September 19, 2023
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Sports Business
Professional Sports
From
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Five things: professional women's soccer, cannabis clashes, a new IPO, migrant work permits and our woeful sports teams
September 19, 2023
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Professional Sports
Sports Business
Boston 5 Things Editorial 2015
From
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‘The grind is worth it’: Inside Jon Bloom’s rise to become voice of Phoenix Suns
September 17, 2023
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Sports Business
Media & Marketing
Professional Sports
From
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Coyotes CEO Xavier Gutierrez ‘still committed to the East Valley’ in ongoing arena search
September 15, 2023
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Sporting Venues
Sports Business
Professional Sports
From
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Greg Schulte's illustrious 26-year radio career with Diamondbacks winds down
September 15, 2023
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Sports Business
Radio
Professional Sports
From
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2023 WM Phoenix Open raises record amount for Arizona charities
September 13, 2023
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Philanthropy & Nonprofits
Fresh Start Women's Foundation
Sporting Events
From
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Joe Burrow featured on BodyArmor sports drink bottle; Cincinnati Bengals sign Bold Penguin as sponsor
September 12, 2023
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Media & Marketing
Lacy Ekert
Professional Sports
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No sweat: Phoenix Rising soccer team tackles ‘massive challenge’ playing in excessive heat
September 12, 2023
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Professional Sports
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Chase Field has MLB's lowest cost for a family outing, annual survey says
September 06, 2023
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Professional Sports
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NASCAR's Larson, Jarrett team up in Phoenix to supercharge Childhood Cancer Awareness Month
September 02, 2023
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Paycor forms partnership with Miami Dolphins, boosting its NFL exposure
August 31, 2023
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Professional Services
Paycor HCM Inc/
Legal Services
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Red Bird Express shuts down for remainder of 2023 Cardinals season due to 'low turnout'
August 25, 2023
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Report: Chicago White Sox consider Nashville for relocation after lease ends
August 23, 2023
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Noggin Boss gets NFL license for its 'novelty' oversized ballcaps
August 21, 2023
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Orlando lands pro volleyball team
August 18, 2023
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Professional Sports
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Mini-pitches to be installed around St. Louis region by City SC
August 17, 2023
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Sports Business
Professional Sports
From
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Philadelphia Phillies pitcher buys luxury home in Arizona for $8M
August 15, 2023
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Jonathan Leaman
Housing Market
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