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home
about us
Investment Approach
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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)
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
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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
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Recession Fears Still Looming? Why Bond Mangers From Allianz To Fidelity Still Worry About A Downturn
June 11, 2023
Tickers
IEF
SHY
VGSH
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IEF
Market News
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June 11, 2023
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BAC
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Benzinga
JPMorgan bond chief Bob Michele sees worrying echoes of 2008 in market calm
June 09, 2023
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June 09, 2023
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Franklin Templeton's Sonal Desai Says The Upcoming Recession Will Differ From 2008 Financial Crisis: 'Not The End Of The World'
June 09, 2023
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June 08, 2023
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June 06, 2023
Tickers
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From
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Treasury yields dip as investors weigh economic outlook
June 06, 2023
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June 04, 2023
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June 04, 2023
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Benzinga
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Economist Flags This As A 'Sure-Fire Recession Signal': 'Economy Is A Dead Man Walking'
June 04, 2023
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What Recession? How High-End Lululemon Compares To Discount Dollar General, Walmart, Costco
June 02, 2023
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Freight Recession: 5 Stocks To Watch As Transportation Costs Plummet To Pre-Covid Levels
June 01, 2023
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From
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A Recession Is Coming In 2023
May 31, 2023
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Benzinga
Fed's Loretta Mester Sees No Compelling Reason To Pause Rate Hike: 'We May Have To Go Further'
May 31, 2023
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News
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Market News
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Benzinga
Charlie Munger Says US Nearing 'Mild' Recession, But It Won't 2008 All Over Again
May 29, 2023
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Nationwide’s Chief Economist on Risk, Recession, and Banks
May 23, 2023
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May 23, 2023
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May 19, 2023
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May 19, 2023
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May 17, 2023
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Here's how much emergency savings you need amid economic uncertainty, according to financial advisors
May 15, 2023
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May 12, 2023
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May 11, 2023
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May 10, 2023
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Nasdaq, S&P 500 Futures Slip Ahead Of Inflation Data — But Analyst Hints It Still Might Be Ok To Be Bullish
May 10, 2023
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Citigroup Global Markets' Economist Says 2 More Rate Hikes Lined Up: 'We Think The Fed's Not Done Until July'
May 10, 2023
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