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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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EVENTS
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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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Latest News about Retail Development
Recent news which mentions Retail Development
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Partners launch new coffee concept in SA's King William district
January 26, 2022
Tags
Retailing & Restaurants
Retail Development
Retailing
From
Business Journals
State auditors: Overland Park’s Prairiefire could default on $64.8M in bonds
January 26, 2022
Tags
Jeff Pittman
Government & Regulations
Economic Incentives
From
Business Journals
Rally House scores another win: an award from the NFL
January 19, 2022
Tags
Retail Chains
Retailing
Retail Development
From
Business Journals
Chicago-based market to make Boston debut in the Back Bay
January 11, 2022
Tags
CRE Developers
Retailing & Restaurants
CRE Brokerages
From
Business Journals
Bed Bath & Beyond closing McKnight Road location
January 07, 2022
Tags
Retail Development
Retail Chains
Retailing
From
Business Journals
Report: At Home moving headquarters to Cypress Waters development
January 06, 2022
Tags
Lee Bird
Retail Development
Retail Chains
From
Business Journals
Report: H-E-B buys empty supermarket in southern Dallas
January 05, 2022
Tags
Retail Development
Retail Chains
Retailing
From
Business Journals
Here's a breakdown of all the cannabis business opportunities in NY
December 28, 2021
Tickers
INNO
Tags
Retail Development
Government & Regulations
Agriculture
From
Business Journals
'Buy Black. Buy Local': A look inside the Holiday Bos. Shop in Back Bay
December 23, 2021
Tags
Retail Development
Diversity, Equity and Inclusion
Retailing
From
Business Journals
Midwest grocery chain won't enter Texas market citing H-E-B dominance
December 22, 2021
Tags
Consumer Goods
Retailing
H/E/B Grocery Co/
From
Business Journals
Rocky Mount startup gets sales bump after TV appearance
December 17, 2021
Tickers
INNO
Tags
Consumer Goods
Inno
Startups
From
Business Journals
California entertainment center and arcade could be heading to North Star
December 16, 2021
Tags
Retailing
Retail Chains
Retail Development
From
Business Journals
S.F. introduces program to help small business pay back rental debts
December 15, 2021
Tags
Retail Development
Coronavirus
Government & Regulations
From
Business Journals
Rhode Island to institute new mask, vaccination requirements for venues
December 15, 2021
Tags
Conventions & Trade Shows
Health Care
Retail Development
From
Business Journals
Developers plan $600M high-rise project across from Dorothea Dix Park
December 15, 2021
Tags
Retail Chains
Residential Real Estate
Koch Industries Inc/
From
Business Journals
South Park Mall welcomes new tenant amid other expected changes
December 02, 2021
Tags
Retailing
Retail Chains
Commercial Real Estate
From
Business Journals
BBJ panelists: Covid response missed the mark for small businesses. Here's how to fix it
December 02, 2021
Tags
Advertising & Public Relations
Retailing & Restaurants
Immigration
From
Business Journals
Despite large loan maturing Scottsdale Fashion Square not in trouble, expert says
November 29, 2021
Tags
Retail Development
Retailing
Retail Chains
From
Business Journals
Grocery wholesaler building 330,000-square-foot warehouse in St. Cloud
November 23, 2021
Tags
David Smith
Retail Development
Retailing
From
Business Journals
Cocktail startup in Carrboro ditches alcohol, shakes up $1M funder
November 23, 2021
Tickers
INNO
Tags
Startups
Retailing & Restaurants
Inno
From
Business Journals
Want to live above a Wegmans? Have a look at Alexandria's Carlyle Crossing.
November 23, 2021
Tags
Christopher Burek
Cooper Carry Inc/
Wegmans Food Markets Inc/
From
Business Journals
Kitchen Window is closing in latest retail loss for Uptown Minneapolis
November 22, 2021
Tags
Retailing
Retail Development
Doug Huemoeller
From
Business Journals
Crypto café, serving ‘NFTeas’ and ‘Moon Fuel,’ opens in Louisville
November 22, 2021
Tickers
INNO
Tags
Retail Development
Food & Lifestyle
Inno
From
Business Journals
California-based boot company is moving to Fort Worth
November 19, 2021
Tags
Ernie Tarut
Retail Development
Retailing
From
Business Journals
Northern Tool + Equipment doubles down on brick-and-mortar
November 18, 2021
Tags
Retailing
Retail Chains
Diversity, Equity and Inclusion
From
Business Journals
Shopping for centers: Dated retail properties are finding new ways to extend their shelf life in Albuquerque
November 18, 2021
Tags
Retail Development
Commercial Real Estate
Retailing
From
Business Journals
FIRST LOOK: See inside Shady Rays' first retail store (PHOTOS)
November 13, 2021
Tickers
INNO
Tags
Inno
Startups
Retail Development
From
Business Journals
TXRE Properties expands to Southlake and Westlake submarkets with acquisition
November 12, 2021
Tags
Albany Road Real Estate Partners
Commercial Real Estate
Sabre Corporation
From
Business Journals
Commercial Real Estate Awards 2021: Matt King
November 11, 2021
Tags
Awards
CRE Brokerages
Retail Development
From
Business Journals
Fort Worth is getting its first downtown residential tower in more than three decades
November 11, 2021
Tags
Tim Downey
Residential Real Estate
Retail Development
From
Business Journals
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