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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Value (TAV)
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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)
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Biden to tell Detroit Auto Show that first $900 million to fill gaps in EV charging network is on its way
September 14, 2022
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Tags
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‘We have yet to see a peak in food inflation’: Food price increase is highest increase since 1979, and this staple is up nearly 40% on last year
September 13, 2022
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These 3 races could determine whether Democrats or Republicans control the Senate in 2023
September 09, 2022
Tags
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Yellen to say Biden’s climate law helps put Putin in his place
September 06, 2022
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Midterm elections: Republican edge over Democrats erodes in this one key indicator
August 24, 2022
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The emotional scars of inflation will shake the foundations of Western societies
August 16, 2022
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UK:BRN00
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Midterm elections: This House seat may flip red for the first time in almost a century and indicate whether Republicans have ‘had a really good night’
August 16, 2022
Tickers
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From
MarketWatch
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August 15, 2022
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August 12, 2022
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GM
GOOG
Tags
KR:000270
JP:7201
TSLA
From
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Inflation hasn’t peaked yet because rents are still rising fast
August 10, 2022
Tags
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RB00
From
MarketWatch
Are you confused about why there are so many different inflation measures? We can explain.
August 09, 2022
Tags
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FF00
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Here’s how the Inflation Reduction Act’s rebates and tax credits for heat pumps and solar can lower your energy bill
August 07, 2022
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Higher prices lead to higher wages, which fuel higher prices. The Fed must break this cycle with aggressive rate increases.
August 03, 2022
Tags
RB00
UK:BRN00
FF00
From
MarketWatch
The Fed’s inflation promises are simply not credible
August 03, 2022
Tags
RB00
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NG00
From
MarketWatch
Renewable energy: Strongest ever investment in wind and solar in first half of year even with sting of inflation, supply chains
August 02, 2022
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CL00
RB00
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MarketWatch
Mulling an EV? A first-ever $4,000 tax incentive for used electric vehicles is part of Manchin’s compromise
July 28, 2022
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Switching to sustainable cargo transportation has been a rough road. Here’s the way to speed up adoption.
July 27, 2022
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Trump calls U.S. ‘cesspool of crime,’ says ‘nasty’ policies needed in first D.C. speech since leaving office
July 26, 2022
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RB00
From
MarketWatch
Biden administration says releases from oil reserves cut gasoline prices by up to 40 cents per gallon
July 26, 2022
Tags
RB00
From
MarketWatch
Biden to tout South Korean company’s $22 billion investment in U.S. manufacturing
July 26, 2022
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RB00
From
MarketWatch
The Fed’s rate hikes alone won’t cure inflation
July 21, 2022
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CL00
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MarketWatch
Surprise! Inflation hedges like real estate, gold and TIPS ‘are not performing as expected’
July 20, 2022
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SPX
TIP
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Biden vows ‘strong executive action’ on climate. Here are 3 moves he could make
July 19, 2022
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From
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Republicans still favored in midterm elections, but their chances for taking back Senate are dropping
July 15, 2022
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RB00
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MarketWatch
Manchin, key to Democrats’ budget deal, sounds inflation alarm after hot CPI report
July 13, 2022
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From
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A recession can be avoided if Americans accept 4% inflation
July 13, 2022
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W00
From
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Why the U.S. exports oil when we need it here at home
July 07, 2022
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From
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NASCAR closer to adding Chicago street race as it competes with Formula 1 for fans
July 07, 2022
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Biden oil reserve release was ‘single handedly responsible’ for halting increase in gas prices, advisor says
July 07, 2022
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Energy leads commodities surge with oil up roughly 50% in first half of 2022
June 30, 2022
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