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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Crooked Beverage signs distribution deal for THC drinks in Minnesota
April 20, 2023
Tags
Chad Lindbloom
Dave Ladner
Retailing
From
Business Journals
Five things you need to know, and the stores there before
April 14, 2023
Tags
Retailing
Retail Chains
Retail Development
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Ace Hardware to anchor new retail project on Northgate in North Sacramento
April 13, 2023
Tags
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April 07, 2023
Tickers
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Tags
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March 31, 2023
Tags
Retail Development
Matt Westmoreland
Food & Lifestyle
From
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Polaris launches Xchange online market for ATVs, motorcycles, snowmobiles
March 28, 2023
Tags
Retail Development
Retailing
Polaris Inc/
From
Business Journals
Dick's Sporting Goods plans store at Rosedale Center Herberger's site
March 27, 2023
Tags
Dick's Sporting Goods Inc
Lauren Hobart
Retail Development
From
Business Journals
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March 21, 2023
Tags
Retail Development
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Sports Business
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The Normal Brand is bringing Midwest fashion to the MOA with new store
March 21, 2023
Tags
Heather Brechbill Swilley
Retail Chains
Retailing
From
Business Journals
Phoenix pet care startup lands $1M funding to fuel expansion in new retail markets
March 21, 2023
Tickers
INNO
Tags
Startups
Inno
Technology
From
Business Journals
Old Bob Evans to get new life as Goldfish Swim School
March 20, 2023
Tags
Retail Development
Food & Lifestyle
Retailing & Restaurants
From
Business Journals
Acme Tools expands e-commerce with Burnsville distribution center
March 17, 2023
Tags
Retailing
Retail Development
Paul Kuhlman
From
Business Journals
Nordstrom Rack store to open third location in San Antonio
March 17, 2023
Tags
Retailing
Retail Chains
Apparel & Textiles
From
Business Journals
Wahiawa Product Development Center to open this summer
March 16, 2023
Tickers
INNO
Tags
Agriculture
Food & Beverage Manufacturing
Retailing
From
Business Journals
South Shore brewery teams up with food truck for new Brighton location
March 10, 2023
Tags
Restaurants
Bars
Retailing & Restaurants
From
Business Journals
Zona Rosa adds four new tenants after multimillion-dollar renovation
March 09, 2023
Tags
Scott Zigler
Retailing & Restaurants
Food & Lifestyle
From
Business Journals
New Toro battery-powered lawn mower will stripe your lawn
March 07, 2023
Tags
Christina Swanson
Automotive
Retail Development
From
Business Journals
Sporting goods retailer to hire 400 for new East Valley location
March 07, 2023
Tags
Louie Sikich
Retail Development
Retailing
From
Business Journals
Sneak peek: Founder Under 25 honoree Maddie Flowers opens brick-and-mortar L'Avenue Boutique in Winston-Salem (PHOTOS)
March 03, 2023
Tickers
INNO
Tags
Claire Calvin
Maddie Flowers
E/commerce
From
Business Journals
Bed Bath & Beyond closures creating opportunity for shopping centers
February 28, 2023
Tags
Bed Bath & Beyond Inc/
Dan Mossey
Tom Palmquist
From
Business Journals
Triangle's Phydeaux pet stores sold to Kentucky chain
February 24, 2023
Tags
Mergers and Acquisitions
Feeders Supply Co/
Retail Development
From
Business Journals
Target plans to boost next-day delivery service with more sortation centers
February 22, 2023
Tags
Retailing
Target Corp/
Retail Chains
From
Business Journals
Boston names its first director of nightlife economy
February 22, 2023
Tickers
INNO
Tags
Segun Idowu
Hotels & Lodging
Colleges & Universities
From
Business Journals
Party City will hold bankrupcty auction for a lease to one of its seven KC-area stores
February 20, 2023
Tags
Party City Holdco Inc/
CRE Developers
CRE Brokerages
From
Business Journals
Five things you need to know today, and the meaning of ‘Project Aquarius’
February 17, 2023
Tags
Boston 5 Things Editorial 2015
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Tiger Woods' PopStroke has an opening date for Tampa-area course
February 09, 2023
Tags
Commercial Real Estate
Food & Lifestyle
Tiger Woods
From
Business Journals
Black History Month: Royalty Spirits' Chaunci King on city permitting headaches
February 05, 2023
Tickers
INNO
Tags
Inno
Retailing & Restaurants
Retail Development
From
Business Journals
Grocery store planned for first floor of new SKK Developments residential project in Midtown Sacramento
February 02, 2023
Tags
Traci Rockefeller/Cusack
Retail Development
Retailing
From
Business Journals
Gap relocating Banana Republic store to much smaller Union Square space
January 30, 2023
Tags
Retail Chains
Retailing
Retail Development
From
Business Journals
Five things you need to know, and a look at retail foot traffic numbers
January 19, 2023
Tags
Boston 5 Things Editorial 2015
Retail Development
Retail Chains
From
Business Journals
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