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home
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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)
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
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
Bond Fund Seminar
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Iran Allegedly Used Lloyds And Santander To Circumvent US Sanctions: Report
February 05, 2024
Tickers
LYG
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houthi
Syria
Market News
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Benzinga
Earnings Scheduled For January 31, 2024
January 31, 2024
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ALGN
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Banco Santander Earnings Preview
January 30, 2024
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SAN
Tags
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How Is The Market Feeling About Banco Santander?
January 03, 2024
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SAN
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Trading Ideas
Short Ideas
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Benzinga
Is Ripple's (XRP) Price About to Explode?
January 01, 2024
Tickers
BAC
HOOD
RY
SAN
Tags
HOOD
^GSPC
Recent Press Releases
From
Motley Fool
Jim Cramer Likes This Financial Stock: It's 'Breaking Out.' As For The Kroger Deal...
December 11, 2023
Tickers
ACI
ASAN
KR
SAN
Tags
Jim Cramer
Markets
mad money Lightning Round
From
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Jon Rahm Bolts PGA Tour For LIV Golf: How Departure Of World's Third-Ranked Golfer Could Shake Things Up
December 08, 2023
Tickers
DKNG
GOLF
LSXMA
MBGYY
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Masters
From
Benzinga
A Look Into Banco Santander Inc's Price Over Earnings
November 17, 2023
Tickers
SAN
Tags
Markets
Benzinga
BZI/PE
From
Benzinga
Price Over Earnings Overview: Banco Santander
November 07, 2023
Tickers
SAN
Tags
Market News
SAN
News
From
Benzinga
Earnings Scheduled For October 25, 2023
October 25, 2023
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EIG
ENSG
EPR
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7 Value Stocks Getting Ready to Vault Higher
October 05, 2023
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GM
GOOG
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Ticking Time Bombs: 3 Financial Services Stocks to Dump Before the Damage Is Done
September 28, 2023
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Tags
RY
NASDAQ:MORN, NYSE:RY, NYSE:SAN
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3 Up-and-Coming Fintech Stocks to Put on Your Must-Buy List
August 31, 2023
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MCD
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P/E Ratio Insights for Banco Santander
August 15, 2023
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SAN
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Benzinga
Is XP Inc On The Brink Of Implosion? Inside The Bear Cave's Troubling Allegations
August 03, 2023
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BBD
ITUB
SAN
XP
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Trading Ideas
Legal
BBD
From
Benzinga
Looking Into Banco Santander's Recent Short Interest
August 03, 2023
Tickers
SAN
Tags
Benzinga
SAN
BZI/SHORTHIST
From
Benzinga
A Look Into Banco Santander Inc's Price Over Earnings
July 26, 2023
Tickers
SAN
Tags
Markets
Benzinga
BZI/PE
From
Benzinga
Facing the hounds of hell, Spanish voters head for a divisive election
July 20, 2023
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BBVA
SAN
SPX
Tags
SAN
SPX
ES:IBE
From
MarketWatch
Peering Into Banco Santander's Recent Short Interest
July 12, 2023
Tickers
SAN
Tags
Short Sellers
SAN
Benzinga
From
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The 3 Most Undervalued Cryptos To Buy Now
July 03, 2023
Tickers
AXP
SAN
Tags
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Crypto & Blockchain
From
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Bitcoin Gains Unexpected Allies As Financial Giants Turn From Skeptics To Supporters
July 02, 2023
Tickers
BITCOMP
BLK
BTC
COIN
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DB
From
Benzinga
Canadian Solar Unit Secures €150M Multi-Currency Facility With Santander CIB
June 26, 2023
Tickers
CSIQ
SAN
Tags
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News
SAN
From
Benzinga
Bank branch closings slow in April to below 12-month trailing average: S&P
May 30, 2023
Tickers
JPM
PNC
SAN
USB
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SAN
JPM
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Brazil's Money Makeover: Digital Real To Outshine Bitcoin?
May 26, 2023
Tickers
BITCOMP
CBDC
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From
Benzinga
European Stocks Slip As UK Inflation Accelerates, Central Bankers Remain Hawkish
May 24, 2023
Tickers
ALIZF
BNPQF
FEZ
LRLCY
Tags
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Futures
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From
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Snap, Pinterest And Other Big Stocks Moving Lower In Friday's Pre-Market Session
April 28, 2023
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AMZN
BBVA
BCS
FSLR
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Market News
Small Cap
From
Benzinga
Santander’s $2.84 billion profit beats forecast, says full-year targets on track
April 25, 2023
Tickers
FDS
SAN
Tags
FDS
ES:SAN
SAN
From
MarketWatch
15 Cryptos to Buy If You Want to Be Filthy Rich
April 09, 2023
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BAC
GOOG
GOOGL
ORCL
Tags
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From
InvestorPlace
5 Best And Worst Performing Country ETFs For Q1 2023: A Defaulting Country's Stock Market Beats S&P 500
March 31, 2023
Tickers
AMX
ARGT
BBVA
BZQIY
Tags
Emerging Market ETFs
BZQIY
Benzinga
From
Benzinga
How Is The Market Feeling About Banco Santander?
March 24, 2023
Tickers
SAN
Tags
SAN
BZI/SHORTHIST
Benzinga
From
Benzinga
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