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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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Boerne's 10-year plan takes center stage at upcoming economic summit
July 29, 2025
Tags
Career & Workplace
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From
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Dana Monfort followed a less 'glamorous’ path to Town Pump Provisions
May 16, 2025
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November 08, 2024
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October 22, 2024
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August 29, 2024
Tags
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August 13, 2024
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Retail Development
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June 28, 2024
Tags
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Mary Bacarella reflects on a transformative period at Pike Place Market
June 27, 2024
Tags
Retail Development
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5 things: BareBones WorkWear opens in Placerville's Apple Farm Place, Beach Hut Deli apparently in the works
June 25, 2024
Tags
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Retail Development
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Opinion: Seattle needs to foster a thriving Stadium District
June 17, 2024
Tags
Sports Business
Markham McIntyre
Bruce Harrell
From
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5 things: Harbor Freight Tools opens this week in Placerville's Apple Farm Place
April 01, 2024
Tags
Retailing
Retail Chains
Retail Development
From
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Monica Grunick's store reflects her love for Pittsburgh — and artisans
February 16, 2024
Tags
Retail Chains
Retailing
CRE Brokerages
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Business Journals
Business Journal to launch 2024 real estate Growth Corridors series in Glendale
February 01, 2024
Tags
Logistics & Transportation
Retail Development
Commercial Real Estate
From
Business Journals
Boston museum teams up with Showcase Cinemas for Black History Month
January 29, 2024
Tags
Noelle Trent
Philanthropy & Nonprofits
Retail Development
From
Business Journals
Five things: State contracts, CVS closing stores and a Boloco comeback, for now
January 16, 2024
Tags
Boston 5 Things Editorial 2015
Restaurants
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What's on your wish list for the Triad?
December 22, 2023
Tags
Retailing & Restaurants
Retail Development
Retailing
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Business Journals
What's on your wish list for the Triad?
December 22, 2023
Tags
Retailing & Restaurants
Retail Development
Retail Chains
From
Business Journals
Lucas returns from visit with potential Plaza buyers. See what he had to say about trip
December 22, 2023
Tags
Retail Development
Local Merchants
Quinton Lucas
From
Business Journals
Holiday spending expected to smash records across the U.S.
November 16, 2023
Tags
KPMG LLP
Retail Development
Banking & Financial Services
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Business Journals
Five things: Moderna vaccines, Google stores, Shoppers need to know today, and a reason to be kind
November 03, 2023
Tags
Retailing
Retail Development
Boston 5 Things Editorial 2015
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From Dulles to Anacostia to Silver Spring, here are 10 D.C.-area developments to keep an eye on
October 02, 2023
Tags
Commercial Real Estate
Construction
CRE Brokerages
From
Business Journals
Convenience store giant Buc-ee’s calls off plans for another Tennessee travel center
September 15, 2023
Tags
Retail Development
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From
Business Journals
Brooklyn Bedding dreams big after moving into huge Glendale facility
September 01, 2023
Tags
Retail Development
Retailing
Commercial Real Estate
From
Business Journals
Five things: Google store, Dell layoffs, Lahey at home, Marshfield Fair photos and the state’s new identity
August 23, 2023
Tags
Retail Development
Charlie Baker
Government & Regulations
From
Business Journals
The business of thrift: Style, value, sustainability driving growth, appeal of secondhand stores
July 03, 2023
Tags
Brian Weer
Retail Development
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Business Journals
5 things: New Village Westpark business, El Dorado Hills restaurant update, latest on mayoral race
May 31, 2023
Tags
Retailing & Restaurants
Retail Development
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From
Business Journals
Keep it Kaimuki now has a digital map of businesses in the neighborhood
April 28, 2023
Tickers
INNO
Tags
Inno
Technology
Restaurants
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SBA names Baby's on Broadway boutique Woman-owned Small Business of the Year
April 26, 2023
Tags
Startups
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Business Journals
IKEA is expanding in the US. Could Phoenix be a landing spot?
April 25, 2023
Tags
Retail Development
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Business Journals
Minneapolis farmers market won't be on Nicollet Mall this summer
April 21, 2023
Tags
Travel & Tourism
Retailing & Restaurants
Retail Development
From
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