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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
Bond Fund Seminar
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Peter Schiff Says 'Lot Of Inflation Left In The Pipeline,' Warns Of More Price Hikes
February 17, 2023
Tags
Consumer Price Index
Benzinga
Inflation
From
Benzinga
Nasdaq, S&P 500 Futures Indicate Weak Opening For Wall Street: Benefit Of Lowering Recession Risk Comes With Sticky Inflation Threat, Says Economist
February 17, 2023
Tickers
AMCX
BTCM
DE
DKNG
Tags
SPY
Peter Schiff
DE
From
Benzinga
El-Erian Says Last Few Weeks Of Data Suggest Recession Can Still Be Averted: 'Hoping Strength Of Economy Stays'
February 14, 2023
Tickers
QQQ
SPY
Tags
Macro Economic Events
Benzinga
Markets
From
Benzinga
'Rich Dad Poor Dad' Author Warns 'Giant Crash Coming' In US Markets: Only Bitcoin Or 'God's Money' Can Save You Now
February 13, 2023
Tickers
BITCOMP
BTC
GLD
SLV
Tags
Jerome Powell
Inflation
News
From
Benzinga
Navigate 2023 With Recession-Resistant ETF ZECP
February 10, 2023
Tickers
ZECP
Tags
Exchange: An ETF Experience
Zacks research
expert insights
From
ETF Trends
Steve Hanke Says With Money Supply Contracting At 'Unprecedented' Rate, Recession Is 'Around The Corner'
February 09, 2023
Tags
Economics
Recession
Steve Hanke
From
Benzinga
$1,000 In Tesla Or SPY At Start Of 2023: Which Investment Has Given Better Returns?
February 08, 2023
Tickers
SPY
TSLA
Tags
TSLA
Benzinga
Federal Reserve
From
Benzinga
Fed's Kashkari Says Aggressive Rate Hikes Needed To Curb Inflation: 'Haven't Seen Anything Yet To Lower My Rate Path'
February 07, 2023
Tags
Federal Reserve
Covid/19
Benzinga
From
Benzinga
NTKI Offered Better Returns in Small-Caps in 2022
February 07, 2023
Tickers
NTKI
Tags
retirement income channel
Nationwide
recession
From
ETF Trends
NFIB Survey Suggests A Recession Is Coming
February 06, 2023
Tags
NFIB
Expert Ideas
Economics
From
Benzinga
Wildflower Bee Farm publishes new book "What Grandpa Learned from His Honeybees"
February 06, 2023
Tags
Investments
Recession
Real Estate Investing
From
PRLog
Jim Cramer Says Jobs Report Indicates Economy Can Handle More Rate Hikes
February 06, 2023
Tickers
QQQ
SPY
Tags
Benzinga
Jim Cramer
QQQ
From
Benzinga
Why Black workers are a canary in the coal mine for the U.S. economy
February 03, 2023
Tags
US Economy
Recession
Economy
From
CNBC.com News
Nasdaq, S&P Futures Lower As Powell & Team Kick Off 2-Day Fed Meeting: Analyst Says Positive January Harbinger Of Good Times
January 31, 2023
Tickers
AMD
AMGN
CAT
CVNA
Tags
SPY
CVNA
AMD
From
Benzinga
Go Shopping with Disruptive Commerce ETF BUYZ
January 30, 2023
Tickers
BUYZ
MELI
Tags
Franklin Templeton
disruptive technology channel
disruptive commerce ETF
From
ETF Trends
Newly released 2023 Krugerrand Silver Coin and other sovereign precious metals investments
January 27, 2023
Tickers
SILVER
Tags
Silver Coins
Prepping
Banking
From
PRLog
What is a 'rolling recession' and how does it impact consumers? Economic experts explain
January 27, 2023
Tickers
GDP
JOBS
Tags
Recession
Savings
Investing
From
CNBC.com News
Nasdaq Futures Weighed Down By Tech Earnings Even As US Stocks Look To End Week On High Note
January 27, 2023
Tickers
AXP
CL
CMCSA
CVX
Tags
HAS
SPY
Analyst Color
From
Benzinga
Almost half of Americans think we’re already in a recession. Here's how to prepare if they're right
January 26, 2023
Tags
Personal income
Personal Finance
Inflation
From
CNBC.com News
Nasdaq, S&P Futures Take Off As Tesla's Solid Earnings Report Perk Up Sentiment: Advance Q4 GDP Data, Housing Data On Investors' Radar
January 26, 2023
Tickers
AAL
ALK
CMCSA
CVX
Tags
STX
Dow Industrials
Trading Ideas
From
Benzinga
Nasdaq Futures Slump As Microsoft's Outlook Dampens Tech Recovery Expectations — Analyst Warns Of More Bumpiness By Mid-February
January 25, 2023
Tickers
ABT
BA
CSX
FCX
Tags
UNP
MSFT
SPY
From
Benzinga
Dallas-Based CRE Investment Firm Says Recession Is Here, And The Future Depends On New Strategies
January 24, 2023
Tags
Benzinga
Real Estate
commercial real estate
From
Benzinga
David Rosenberg Says 'Fascinating' How Soft Landing Narrative Is Gaining 'Upper Hand' Despite Decline In Leading Economic Index
January 24, 2023
Tags
leading economic index
Recession
Economics
From
Benzinga
US Stocks Look Set For Lower Start On Tuesday Ahead Of Microsoft's Earnings: Analysts Caution Of More Near-Term Volatility
January 24, 2023
Tickers
AMD
BX
CRWD
GE
Tags
CRWD
MSFT
TRV
From
Benzinga
Why a Preferred Securities ETF Like QPFF Can Appeal
January 23, 2023
Tickers
QPFF
Tags
current income
QPFF
Preferreds
From
ETF Trends
Look Forward, Not Back in Dividend Growth ETF DGRW
January 23, 2023
Tickers
DGRW
Tags
recession
DGRW
modern alpha channel
From
ETF Trends
Apple Avoids Layoffs, Dogecoin Surges, South America Does A Eurozone And More: 5 Key Stories You May Have Missed From The Weekend
January 23, 2023
Tickers
AAPL
CRM
TECH
TSLA
Tags
Earnings
Markets
Analyst Ratings
From
Benzinga
Businesses See Lower Likelihood Of US Recession But Remain Wary Of Higher Interest Rates, Costs: Survey
January 23, 2023
Tags
Economics
NABE Survey
Recession
From
Benzinga
US Stocks Seem To Flatline As Traders Digest Friday's Gains: Key Earnings To Dominate Sentiments This Week
January 23, 2023
Tickers
BKR
CRM
GS
MSFT
Tags
MSFT
SPY
U/S/ Federal Reserve Monetary policy
From
Benzinga
Biden Completes 2 Years In Office: How Economy, Stock Market Fared Under Him Compared To Obama, Trump
January 20, 2023
Tickers
SPY
Tags
Market News
Top Stories
News
From
Benzinga
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