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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
Turnkey Operation Platform
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Analyzing Revenue Bonds
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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 sm Program
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EVENTS
FIP
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Earnings Scheduled For January 20, 2022
January 20, 2022
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BANR
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Tags
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Benzinga
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Earnings Season Is in Full Swing — and So Are the Buying Opportunities
January 18, 2022
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JPM
MS
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Tags
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WFC
RF
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$1000 Invested In This Stock 10 Years Ago, Would Be Worth This Much
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News
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Interest rates are rising. Here are five strategies to help you prepare for a new reality in the markets
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C
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Benzinga's Top Ratings Upgrades, Downgrades For January 3, 2022
January 03, 2022
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ADTH
ALNY
AVB
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FSLY
Initiation
ROST
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Expert Ratings For Regions Financial
January 03, 2022
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BZI/AAR
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Market News
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December 06, 2021
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ALLY
BK
C
Tags
STT
RF
ADS
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December 06, 2021
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Tags
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Analyst Ratings
BZI/AAR
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Overview Of Value Stocks In The Financial Services Sector
November 25, 2021
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KEY
MSBI
RF
Tags
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7 Dividend Stocks to Gift to Your Kids (Or Grandkids)
November 22, 2021
Tickers
CAG
CMS
EXR
FNF
Tags
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EXR
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7 Safe Stocks that are Immune from China’s Market Volatility
November 04, 2021
Tickers
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JNJ
MMM
MO
Tags
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October 25, 2021
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Tags
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Analyst Ratings
Market News
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Benzinga's Top Ratings Upgrades, Downgrades For October 25, 2021
October 25, 2021
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AMPL
BFST
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CSPR
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Regions Financial Corporation (RF) Q3 2021 Earnings Call Transcript
October 22, 2021
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Tags
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Market News
From
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$100 Invested In This Stock Over The Last 5 Years, Would Be Worth This Much
October 22, 2021
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Regions Financial: Q3 Earnings Insights
October 22, 2021
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ALV
AXP
BDR
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Benzinga
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October 21, 2021
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BAC
BP
COP
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October 21, 2021
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Benzinga
RF
BZI/EP
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A Look Into Regions Financial's Price Over Earnings
October 20, 2021
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News
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Intraday Update
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Price To Earnings Ratio Insights For Regions Financial
October 04, 2021
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BZI/PE
Earnings
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Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2021
September 08, 2021
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ALB
DTEGY
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M&A lawyers knuckle down for an expected wave of regional bank mergers
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C
CFG
FITB
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ISTR
ISBC
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Regions Financial Looks Promising but Still Has Room for Improvement
August 18, 2021
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6 A-Rated, Safe Stocks to Buy With Dividends
July 30, 2021
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BKE
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Regions Financial Corporation (RF) Q2 2021 Earnings Call Transcript
July 23, 2021
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July 23, 2021
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