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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
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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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
RSVP-Signup Form
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Vanguard Doubled Down on SOFI Stock
November 15, 2022
Tickers
BLK
SFTBY
SOFI
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Market News
SOFI
From
InvestorPlace
SoftBank Just Sold Off SOFI Stock. Here’s Why.
November 15, 2022
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SOFI
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SOFI
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Facebook Stalls Portal & Smartwatch Projects, Visa Breaks Debit Card Tie Up With FTX, $3B Bitcoin Withdrawn From Crypto Exchanges: Top Stories Monday, Nov. 14
November 14, 2022
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BITCOMP
BYDDF
BYDDY
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bitcoin
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From
Benzinga
Softbank Disappoints Investors And Analysts With Lack Of Buyback Post Q2 Results
November 14, 2022
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SFTBF
SFTBY
TECH
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Eurasia
SFTBF
Benzinga
From
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Japan Ropes In IBM To Beef Up Advanced Semiconductor Presence
November 11, 2022
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IBM
MU
SFTBF
SFTBY
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IBM
TM
Tech
From
Benzinga
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November 11, 2022
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BA
BABA
BYDDF
BYDDY
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SFTBY
FTT
$FTT
From
Benzinga
Softbank discloses $100 million investment in FTX but mostly avoids crypto bets
November 11, 2022
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SFTBY
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SFTBY
JP:9984
From
MarketWatch
Toyota, Sony Partner To Create Advanced Chip Business In Japan: Report
November 11, 2022
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SFTBY
SONY
TM
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SFTBY
Briefs
SONY
From
Benzinga
SoftBank Accomplishes Profit In Q2; Vision Fund Continues To Bleed
November 11, 2022
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BABA
DASH
GTOFF
SFTBF
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DASH
From
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SoftBank Might Write Off $100M Loss On Stake Held In Beleaguered FTX Crypto Exchange
November 11, 2022
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SFTBY
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$BNB
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From
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It's Not Just Facebook, Twitter — Indian Tech Startups Go On Firing Spree As Plump Funding Disappears
November 10, 2022
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META
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BRK
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From
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Warren Buffett, Jack Ma-Backed Paytm Is Down 60% Since IPO Debut — Analyst Sees It Doubling From Current Levels
November 09, 2022
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BRK
SFTBY
TECH
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BABA
Tech
From
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Alibaba Comes Back Strong Against US Sanctions; To Power 20% Operations By In-House CPUs By 2025
November 04, 2022
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Qualcomm Charges Arm For License And Trademark Dispute
October 27, 2022
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GoTo Approaches Alibaba and SoftBank To Help Salvage Stock Crash
October 21, 2022
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C
GS
GTOFF
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GTOFF
SFTBY
C
From
Benzinga
More Stake Sale Of Softbank's Loss Making Businesses, Latest Being This British E-Commerce Retail
October 18, 2022
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SFTBF
SFTBY
TECH
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Activist Investor Starboard Has 5% Stake In Splunk, Likely To Discuss Its Prospects In Tuesday Meeting
October 17, 2022
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SPLK
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Microsoft Lashes Out At UK Watchdog For Relying On Sony's Bias Regarding Activision Deal
October 12, 2022
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Market News
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Tech
From
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Another Reason Why SOFI Stock Has Little Rebound Potential
October 12, 2022
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SCHW
SFTBY
SOFI
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NASDAQ:SOFI,NYSE:SCHW,OTCMKTS:SFTBY
SCHW
From
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SoftBank Proposes Long-Term Collaboration With Samsung During Seoul Visit: Report
October 05, 2022
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AAPL
SFTBF
SFTBY
SSNLF
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News
Market News
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From
Benzinga
Samsung Shares Ambitious Chip Production Targets Citing Demand Tailwinds
October 04, 2022
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SFTBF
SFTBY
SSNLF
TECH
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News
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Media
From
Benzinga
Softbank Offloads Stake In This Pandemic Favorite As Losses Weigh
September 30, 2022
Tickers
CLCMF
CPNG
DASH
SFTBF
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Tech
SFTBY
Briefs
From
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British Chip Designer Arm Ropes In Splunk's Jason Child As Finance Chief
September 27, 2022
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NVDA
SFTBY
SPLK
TECH
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Benzinga
SPLK
Management
From
Benzinga
5 Investors Betting Big on SOFI Stock Right Now
September 26, 2022
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BLK
SFTBY
SOFI
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BLK
SOFI
Market News
From
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SoftBank Founder To Discuss Arm Partnership With Samsung
September 21, 2022
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NVDA
SFTBY
SSNLF
TECH
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SFTBY
Briefs
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From
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Consumer Electronics Distributor Ingram Micro Confidentially Files For US IPO
September 20, 2022
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INTC
IPOS
SFTBY
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AAPL
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From
Benzinga
3 Best Quantum Computing Stocks to Buy in October
September 20, 2022
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AMZN
BABA
HON
IBM
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NASDAQ:HON,NYSE:IONQ,NASDAQ:RGTI,NYSE:IBM,NASDAQ:MSFT,NASDAQ:AMZN,NYSE:BABA,OTCMKTS:SFTBY
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SFTBY
From
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There's One Chinese Stock That Is Different From The Rest. Goldman Sachs Explores Why
September 19, 2022
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BABA
BIDU
BILI
JD
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Media
XPEV
Market News
From
Benzinga
Top Financial Media Stories Monday, September 19: Apple iPhone 14's Glitch With Some Third Party Apps, Tesla Wants To Double Sales In Germany, Ford Working On Smartphone Based Crash Detection Tech And
September 19, 2022
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AAPL
F
META
MRNA
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SFTBF
SE
From
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SoftBank-Backed Indian Startup OYO Revives IPO Plan: Bloomberg
September 19, 2022
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SFTBF
SFTBY
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Benzinga
SFTBF
Eurasia
From
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