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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
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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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Plans to replace shuttered Food 4 Less with apartments, retail move forward
October 20, 2021
Tags
Housing Market
Eric Birnbaum
Tca Architects
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Business Journals
Target set to make its debut at Bayshore: Slideshow
October 19, 2021
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October 19, 2021
Tickers
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Amazon looks to be opening retail store in San Antonio
October 18, 2021
Tags
Retail Development
Amazon/com Inc/
Amazon/com, Inc
From
Business Journals
More jobs become available at Amazon ahead of holiday season
October 18, 2021
Tags
Alicia Boler Davis
Amazon/com Inc/
Retail Development
From
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October 17, 2021
Tickers
INNO
Tags
Retail Development
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October 14, 2021
Tags
Cannabis
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From
Business Journals
DMN: 100-acre development on Frisco's northern edge to include retail, possibly another HEB
October 14, 2021
Tags
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From
Business Journals
Amazon Fresh store pops up in North Seattle
October 14, 2021
Tags
Amazon/com Inc/
Technology
Costco Wholesale Corp/
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Business Journals
Here are the Boston Business Journal's 2021 Power 50: The Movement Makers
October 13, 2021
Tags
Career & Workplace
Human Resources
Coronavirus
From
Business Journals
Massive Korean-style King Spa opens in Northern Virginia at long last
October 13, 2021
Tags
King Spa Sauna
John Kim
Commercial Real Estate
From
Business Journals
Kaskaid Hospitality CEO Kam Talebi launching CBD store at Mall of America
October 12, 2021
Tags
Jared Day
Retailing & Restaurants
Food & Lifestyle
From
Business Journals
Best Buy acquiring care-at-home tech platform Current Health
October 12, 2021
Tags
Medical Devices
Insurance
Best Buy Co/ Inc/
From
Business Journals
Caribou Coffee expands U.S. franchise plan
October 12, 2021
Tags
John Butcher
Retailing & Restaurants
Original Bread
From
Business Journals
Cambridge Holdings developing health and wellness district at Frisco Station
October 11, 2021
Tags
Commercial Real Estate
Retail Development
Jean/Claude Saada
From
Business Journals
Florida-based burger and craft beer franchise expanding in Dallas
October 11, 2021
Tags
Restaurants
Brian Judd
Retailing
From
Business Journals
Fenway Capital Advisors renovating Campbell Centre
October 11, 2021
Tags
Commercial Real Estate
Retail Development
Patrick Tribolet
From
Business Journals
They left Google, Wall Street to build crochet startup in Durham
October 07, 2021
Tickers
INNO
Tags
Retailing
Arts
Retail Development
From
Business Journals
Plano's Market Square Mall to become walkable ‘village’ with offices, retail and multifamily
October 07, 2021
Tags
Dan Zeltser
Calvin Wong
Residential Real Estate
From
Business Journals
How this Cary startup aims to redefine soda – with a twist
October 06, 2021
Tickers
INNO
Tags
Retail Development
Retailing
Food & Beverage Manufacturing
From
Business Journals
Best Buy rolls out Totaltech membership program nationwide
October 05, 2021
Tags
Retail Development
Retailing
Best Buy Co/ Inc/
From
Business Journals
Ontario Gateway Center sells for $40 million
October 05, 2021
Tags
Bill Bauman
Retail Development
Commercial Real Estate
From
Business Journals
Luxury retailer Bottega Veneta expands Union Square footprint
October 04, 2021
Tags
Retail Chains
Retailing
Retail Development
From
Business Journals
Charlotte church turning former site into townhouses, plots mixed-use project at current property
October 04, 2021
Tags
Gallup Inc/
Commercial Real Estate
Retail Development
From
Business Journals
Clean Juice opening first Minnesota location in Nolan Mains
October 04, 2021
Tags
Retail Development
Food & Lifestyle
Retail Chains
From
Business Journals
No brain, no gain: New Cincinnati health center concept combines mind, body workouts
October 01, 2021
Tickers
INNO
Tags
Health Care
Martin Pazzani
Marie Stoner
From
Business Journals
Westlake Ace Hardware to open new store in St. Louis County
October 01, 2021
Tags
Retail Development
Retail Chains
Retailing
From
Business Journals
New event looks to connect 'old Pittsboro and new Pittsboro'
October 01, 2021
Tags
Greg Stafford
Recreational Tourism
Bars
From
Business Journals
Durham seeks developer for former police headquarters site – again
September 30, 2021
Tags
Homebuilders
Housing Market
Retail Chains
From
Business Journals
Demand intense for space in Mosaic at Chatham Park
September 30, 2021
Tags
Kirk Bradley
Retail Development
Retail Chains
From
Business Journals
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