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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
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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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3 Growth Stocks That Could Rocket Higher in 2023
January 06, 2023
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Ahead of a year of big unknowns, here are two sectors investors should consider, says this money manager
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2 Best Biotech Stocks to Buy Right Now
December 16, 2022
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Regeneron-Sanofi's Dupixent Wins European Approval For Prurigo Nodularis
December 15, 2022
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SNY
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Regeneron Reveals An Early Cut Data From Follicular Lymphoma Study At ASH Meeting
December 13, 2022
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REGN
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General
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Benzinga
Regeneron Highlights Its First Phase 2 Data To Build Case In CD20xC3 Bispecific Space
December 12, 2022
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REGN
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REGN
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Our 7 Top Biotech Stock Picks for 2023
December 09, 2022
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Will This Potential Approval Be a Winner for Sanofi's Shareholders?
December 09, 2022
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This fund beats the S&P 500 by using just 75 of its components. Here’s how it works.
December 08, 2022
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Chinese Lockdown Effects Ripple Marketwide; A Solution Urgently Needed
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Can These 2 Stocks Crush the Market Again in 2023?
December 04, 2022
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REGN
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Regeneron's Evkeeza Under FDA Priority Review For Younger Kids With Inherited Form Of High Cholesterol
November 30, 2022
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UK Drug Regulator Warns Of Severe Eye Reactions Associated With Sanofi/Regeneron's Dupixent
November 30, 2022
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2 Market-Beating Stocks That Can Continue Rising in 2023
November 30, 2022
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Cramer On This Stock Down 65% Year-To-Date: 'I Do Believe It's Bottoming, But I Don't Know What Gets It Higher'
November 18, 2022
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CytomX Shares Jump After Cancer Therapy Pact With Pharma Major Regeneron
November 17, 2022
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Why Is CytomX Therapeutics (CTMX) Stock Up 29% Today?
November 17, 2022
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FSR
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Regeneron Pharmaceuticals's Return On Capital Employed Overview
November 17, 2022
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November 12, 2022
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$100 Invested In This Stock 15 Years Ago Would Be Worth $4,000 Today
November 10, 2022
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REGN
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7 Cash-Rich Stocks to Buy for Peace of Mind
November 04, 2022
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CSGP
FSLR
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FSLR
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Regeneron Pharmaceuticals: Q3 Earnings Insights
November 03, 2022
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Earnings Scheduled For November 3, 2022
November 03, 2022
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PWR
PYPL
PZZA
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TPIC
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Regeneron Pharmaceuticals Unusual Options Activity
November 02, 2022
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REGN
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Benzinga
Options
Market News
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Here's How Much $1000 Invested In Regeneron Pharmaceuticals 15 Years Ago Would Be Worth Today
November 02, 2022
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REGN
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Benzinga's Top Ratings Upgrades, Downgrades For November 1, 2022
November 01, 2022
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ABMD
ACAD
AKTX
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From
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