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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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What could happen to Social Security benefits in 2033 if the program's trust fund isn't fixed
October 22, 2024
Tags
Retiree finances
Personal finance
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From
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Using Retirement Funds For Home Repairs After A Disaster: What Retirees Should Know
October 22, 2024
Tags
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Benzinga
From
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October 22, 2024
Tags
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Social Security's retirement trust fund may run out in nine years. Here's how the next U.S. president may address that
October 19, 2024
Tags
Retirement planning
Personal income
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October 18, 2024
Tags
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Some workers qualify for a maximum Social Security retirement benefit. But even people with moderate earnings can increase their checks
October 17, 2024
Tags
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October 17, 2024
Tags
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October 17, 2024
Tags
Savings
Retirement
401(k)
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Key change coming for 401(k) ‘max savers’ in 2025, expert says — here's what you need to know
October 16, 2024
Tags
Retirement
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From
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Here's why the U.S. retirement system isn't among the world's best
October 16, 2024
Tags
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Retirees can shop for health-care coverage during Medicare open enrollment. It's a great time to review costs, experts say
October 14, 2024
Tags
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Personal health insurance
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Advisors Say They Cover Key Retirement Topics, But Clients Disagree — New Research Highlights The Disconnect
October 13, 2024
Tags
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From
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Op-ed: Here's how to incentivize your kid to start investing for retirement
October 13, 2024
Tags
Personal Finance
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From
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Social Security payroll tax limit increases for 2025. Here's how that may affect you
October 11, 2024
Tags
Financial planning
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Personal saving
From
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Investors face delays moving certain assets from TreasuryDirect
October 11, 2024
Tags
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From
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Here's why the Social Security COLA is smaller for 2025
October 10, 2024
Tags
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Social Security Administration announces 2.5% cost-of-living adjustment for 2025
October 10, 2024
Tags
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Social Security cost-of-living adjustment for 2025: Here's how benefits may change
October 09, 2024
Tags
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As interest rates fall, it's a 'fantastic time' to revisit bonds, advisor says — here's why
October 09, 2024
Tags
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Life spans are growing but 'health spans' are shrinking. What that means for your money
October 09, 2024
Tags
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For retirees, here's what to do with required withdrawals when you don't need the money
October 07, 2024
Tags
Breaking News: Investing
Personal finance
Personal saving
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Here are the pros and cons of renting versus owning a home in those retirement years
October 04, 2024
Tags
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October 02, 2024
Tags
Financial planners
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Here's how we determine the FA 100 ranking for 2024
October 02, 2024
Tags
Retirement planning
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The CNBC FA 100 ranking recognizes advisory firms that help clients navigate competing financial goals
October 02, 2024
Tags
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Fixing Social Security funding woes requires addressing immigration 'fraud,' Vance said. Here's what experts say
October 01, 2024
Tags
Personal finance
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Retiree finances
From
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Some investors can 'capital gain harvest' to avoid year-end mutual fund payouts, advisor says
October 01, 2024
Tags
Retirement
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The Reality of Diminishing Retirement Security
October 01, 2024
Tags
portfolio construction channel
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From
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Op-ed: Your kids need a Roth IRA. It's the 'golden egg' savings vehicle for young people
September 29, 2024
Tags
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For Retirees, Interest Rates & Inflation Remain Risks
September 27, 2024
Tags
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Natixis Investment Managers
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