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home
about us
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Client Contact with Portfolio Manager(s)
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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
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EVENTS
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Event Schedule
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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
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Q2 2025 U.S. Retail Scorecard - Wednesday, Aug. 27
August 27, 2025
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WSM
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Markets Close In The Red, But Off Session Lows
August 22, 2025
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Ross Stores Q2 Sales Rise 5 Percent
August 21, 2025
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Ross Stores Reports Mixed Q2 Results: EPS Beat, Revenues Miss
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Ross Stores Posts 5% Sales Gain in Q2
August 21, 2025
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Jobless Claims Up, Philly Fed Down, Walmart Q2 Mixed
August 21, 2025
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TJX Is Winning - But Your Retail ETF Might Be Missing The Move
August 21, 2025
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Ross Stores Likely To Report Lower Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
August 21, 2025
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Stock Market Today: Dow, S&P 500 Futures Slip As Jackson Hole Kicks Off— Walmart, Intuit, Ross Stores Earnings In Focus
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Earnings Scheduled For August 21, 2025
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August 20, 2025
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Retail Investors' Top Stocks With Earnings This Week: Faraday Future, XPeng, Walmart And More
August 18, 2025
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What Analysts Are Saying About Ross Stores Stock
August 18, 2025
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Assessing Ross Stores: Insights From 14 Financial Analysts
July 28, 2025
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My Top Seasonality Trade For Next Week
July 25, 2025
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Opendoor Stock Surges 6.55% After Hours Amid Meme Mania
July 23, 2025
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GoPro's Stock Soars 60% After Hours: Here's What's Going On
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Price Over Earnings Overview: Ross Stores
July 22, 2025
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What's Driving the Market Sentiment Around Ross Stores?
July 21, 2025
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Meta To Rally Around 3%? Here Are 10 Top Analyst Forecasts For Wednesday
July 02, 2025
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Deep Dive Into Ross Stores Stock: Analyst Perspectives (15 Ratings)
July 02, 2025
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Ross Stores Stock: Expect Sideways-to-Bearish Trend Through Late 2025
July 02, 2025
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This Ross Stores Analyst Turns Bullish; Here Are Top 3 Upgrades For Wednesday
July 02, 2025
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Is the Market Bullish or Bearish on Ross Stores?
June 16, 2025
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