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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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Regions Financial's Earnings: A Preview
July 21, 2022
Tickers
RF
Tags
Earnings
RF
Benzinga
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6 Undervalued Bank Stocks to Buy Now
July 19, 2022
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FITB
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Benzinga's Top Ratings Upgrades, Downgrades For July 12, 2022
July 12, 2022
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5 Analysts Have This to Say About Regions Financial
July 07, 2022
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ALEC
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June 23, 2022
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Here’s how you can compound dividend stocks to double the S&P 500’s return
June 23, 2022
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June 03, 2022
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Dividend stocks have trounced the market this year. Here are 15 high-yield stocks expected to raise payouts the most through 2024
May 25, 2022
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C
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OEwaves Introduces W-Band Ultra-Low Phase Noise Analyzer
May 12, 2022
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Will Chart Analysts Notice Bad Omen on Regions Financial's Chart
May 04, 2022
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3 Dirt-Cheap Growth Stocks That Are Also Passive Income Machines
April 23, 2022
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Regions Financial (RF) Q1 2022 Earnings Call Transcript
April 22, 2022
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Recap: Regions Financial Q1 Earnings
April 22, 2022
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Earnings Scheduled For April 22, 2022
April 22, 2022
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April 21, 2022
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Jim Cramer Gives His Opinion On AstraZeneca, Intuitive Surgical And More
April 21, 2022
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Citi upgrades Wells Fargo, cuts view on five other banks
April 12, 2022
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Wells Fargo Upgrades Rating to Overweight for Regions Financial, Raises Price Target To $26
April 11, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For April 11, 2022
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March 28, 2022
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Citi adds M&T Bancorp to focus list as favorite among six regional banks
March 24, 2022
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February 22, 2022
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What 5 Analyst Ratings Have To Say About Regions Financial
February 22, 2022
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From
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Watch For Continued Gains In Shares Of Regions Financial Corporation
February 16, 2022
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From
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4 Reasons Citizens Financial Group Is Well Positioned in 2022
January 26, 2022
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FITB
HBAN
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Regions Financial (RF) Q4 2021 Earnings Call Transcript
January 20, 2022
Tickers
RF
Tags
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Market News
Recent Press Releases
From
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Recap: Regions Financial Q4 Earnings
January 20, 2022
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Earnings
Market News
From
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