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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
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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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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Kowalski's Market to open Southdale Center grocery store in 2024
January 18, 2023
Tags
Victor Gruen
Judy Tullius
Life Time Group Holdings Inc/
From
Business Journals
Bojangles links with North Carolina brewery to debut hard sweet tea
January 17, 2023
Tags
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Sunni Spencer boutique set to open at the Vinoy
December 13, 2022
Tags
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Lane4 affiliate buys upscale shopping center Hawthorne Plaza in Overland Park
December 12, 2022
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Tags
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December 11, 2022
Tags
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December 11, 2022
Tags
Anne Holland
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December 09, 2022
Tags
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November 29, 2022
Tickers
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Tags
Technology
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Mark Chrystal
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November 29, 2022
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Tags
Retailing
Retail Development
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From
Business Journals
Mark Cuban: Here's why we couldn't close the Shark Tank-infused Woobles deal
November 28, 2022
Tickers
INNO
Tags
Technology
Inno
Startups
From
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Movie theater opens at new development on site of the old Hanover Mall
November 28, 2022
Tags
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Retail Development
Commercial Real Estate
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Business Journals
Here's what's new at Boston-area malls this shopping season
November 21, 2022
Tags
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Retailing
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Sanford weighs development with 600 homes, apartments and room for restaurants, grocery store
November 20, 2022
Tags
Residential Real Estate
D/R/ Horton Inc/
Rebecca Wyhof Salmon
From
Business Journals
Loews Kansas City Hotel wants to book two-story restaurant/retail tenant
November 10, 2022
Tags
Retailing & Restaurants
Leonard Popplewell
Hotels & Lodging
From
Business Journals
Hawaiian Bros says 'Aloha' to a different kind of growth: franchising
November 10, 2022
Tags
Carey Malloy
Hawaiian Bros Island Grill
Restaurants
From
Business Journals
Sneak peek: Asia Mall prepares for soft opening in Eden Prairie (gallery)
November 09, 2022
Tags
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Michael Bui
From
Business Journals
Are you ready for another H-E-B? Fort Worth location will break ground soon
October 26, 2022
Tags
Retail Development
Retailing
From
Business Journals
With changes afoot at Overland Crossing, it lands a notable tenant: Nordstrom Rack
October 26, 2022
Tags
Dave Claflin
Retailing
Retail Chains
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Business Journals
These are the largest construction projects underway in D.C.
October 19, 2022
Tags
Commercial Real Estate
Liz Price
Construction
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Tiffani Faison names successor to Fenway favorite Tiger Mama
October 14, 2022
Tags
Retailing & Restaurants
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Business Journals
Mana Up showcase to highlight Hawaii entrepreneurs
October 13, 2022
Tickers
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Tags
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Business Journals
‘Affiliate links…are our enemy:’ A new social media shopping experience
October 12, 2022
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Blade & Timber Axe Throwing hits a longtime target with Portland location
October 10, 2022
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Retailing & Restaurants
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Business Journals
Cary startup's drink is too boozy for consumers, lawsuit says
October 10, 2022
Tickers
INNO
Tags
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Business Journals
Why Mark Cuban called this Triangle startup 'as sharky as we are' on 'Shark Tank'
October 01, 2022
Tags
Lori Greiner
Mark Cuban
Walt Disney Company (The)
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Business Journals
As The Woobles preps for 'Shark Tank' debut, here's what happened to other North Carolina startups on show
September 29, 2022
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Tags
Adrian Zhang
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Inno Under 25: Meet 14 of Greater Philadelphia's top young founders and innovators
September 29, 2022
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Tags
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Business Journals
Aspinwall Riverfront Park lands $4.7M from Allegheny County to expand trail network
September 28, 2022
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Transportation
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Awards
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Business Journals
As The Woobles preps for 'Shark Tank' debut, what happened to other NC startups on the show
September 27, 2022
Tickers
INNO
Tags
Venture capital
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Adrian Zhang
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First look: Ferrari shifts Nashville into the fast lane with new dealership
September 15, 2022
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Automotive
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