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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
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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
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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Coatue Just Made a Big Bet on SoFi (SOFI) Stock
August 17, 2022
Tickers
BLK
SFTBY
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NASDAQ:SOFI,OTCMKTS:SFTBY,NYSE:BLK
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From
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SoftBank’s hard fall is a reminder that successful investors know they’re not invincible
August 17, 2022
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From
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Avoid SOFI Stock Like the Plague
August 17, 2022
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SOFI
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From
InvestorPlace
SoftBank Just Gave Nu Holdings (NU) Stock a Big Boost
August 16, 2022
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AMTD
CVNA
GILD
NU
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NU
SFTBY
NYSE:NU,OTCMKTS:SFTBY,NYSE:CVNA,NASDAQ:GILD,NYSE:AMTD
From
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Paul Singer's Elliott Management Sold SoftBank Stake Amid Tech Selloff; Built Higher Stake In Toshiba
August 16, 2022
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SFTBY
TECH
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From
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Weekend Stock Spotlight: Affirm, SoftBank And How Trump Documents Seizure May Impact Midterms
August 13, 2022
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LLY
NVO
SFTBY
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Benzinga
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Martin Shkreli
From
Benzinga
SoftBank Just Sold Off More SOFI Stock. Should You?
August 12, 2022
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SFTBY
SOFI
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NASDAQ:SOFI,OTCMKTS:SFTBY
SOFI
SFTBY
From
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Benzinga Before The Bell: Johnson & Johnson To Stop Selling Talc-Based Powder, Google Fined $43M In Australia For Misleading Users Over Data Tracking, S&P Global Drops Coinbase Debt Rating And Other T
August 12, 2022
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DTEGY
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From
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Deutsche Telekom Nears Majority Stake Ownership In T-Mobile
August 12, 2022
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DTEGY
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T
TECH
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TMUS
Benzinga
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Benzinga
Already Strained Supply Chain Dynamics Could See Added Pressure From US-China Tensions: Report
August 12, 2022
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TSM
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SFTBY
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Benzinga
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Why Alibaba-Backed Fintech Paytm Plunged 6% Today
August 12, 2022
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ASIA
BABA
SFTBY
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India
Asia
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From
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Corruption Probes Spread To Chipmaker Executives. Is This China's Retaliation Against The West?
August 11, 2022
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Benzinga
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Hold Off on SoFi Stock After a Post-Earnings Spike
August 10, 2022
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SOFI
SQ
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SQ
PYPL
From
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Benzinga Before The Bell: Elon Musk Sells $6.8B Tesla Shares, Nio Begins ES7 Test Drives, Coinbase Accused Of Misleading Investors And Other Top Financial Stories Wednesday, August 10
August 10, 2022
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U
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Benzinga
SoftBank Expects Windfall Gain of $34B From Alibaba Stake Sale: Report
August 10, 2022
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Could SoftBank Go Private Following Disappointing Quarterly Results? Analysts See Possibility
August 09, 2022
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UBER
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From
Benzinga
SoftBank Is Selling Off SOFI Stock. Here’s Why.
August 09, 2022
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Uber Dumped By Large Shareholder As Billionaire's 'Vision' Suffers Investment Struggles
August 08, 2022
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GH
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Benzinga Before The Bell: Elon Musk Confirms Tesla AI Day Part 2, Dogecoin Scam, BioNTech Q2 Earnings Shocker And Other Top Financial Stories Monday, August 8
August 08, 2022
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BHP
BIDU
BNTX
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SoftBank Vision Fund Loses Over $17B In June Quarter As Recession Fear Erodes Portfolio Holdings
August 08, 2022
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BABA
SFTBY
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Masayoshi Son
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Add Brain Drain to Softbank's Latest Struggles And Billion Dollar Losses: Report
August 05, 2022
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BABA
SFTBY
TECH
WE
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U.S. Stock Futures Edge Higher Ahead of Jobless Claims Data
August 04, 2022
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BKNG
CI
EBAY
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K
LLY
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Benzinga
SoftBank Group Raises $22B Through Deals That Would Slash Its Alibaba Stake
August 03, 2022
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BABA
GS
SFTBY
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From
Benzinga
7 Undervalued Cybersecurity Stocks to Buy Now
July 22, 2022
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ATEN
CHKP
FTNT
MSFT
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ZS
From
InvestorPlace
Benzinga Before The Bell: Musk's Twitter Lawsuit, Uber Penalized For Overcharging People With Disabilities, Johnson & Johnson Cuts Outlook And Other Top Financial Stories Tuesday, July 19
July 19, 2022
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AAPL
AMZN
BA
BABA
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$BTC
Benzinga
TWTR
From
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UK's Political Turmoil Tilted Scales For Arm IPO Towards US: FT
July 19, 2022
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NVDA
SFTBF
SFTBY
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Market News
Government
Benzinga
From
Benzinga
5 Investors Betting Big on SOFI Stock
July 15, 2022
Tickers
SFTBY
SOFI
TROW
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TROW
NASDAQ:SOFI,OTCMKTS:SFTBY,NASDAQ:TROW
SOFI
From
InvestorPlace
Short Volatility Alert: SoftBank Group Corp.
July 14, 2022
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SFTBY
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SFTBY
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From
Benzinga
Key Takeaways From SoftBank's Latest High Profile Exit
July 07, 2022
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BABA
SFTBY
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From
Benzinga
Investors Prune Stake In This Major Chinese Gaming Company After Alibaba
June 27, 2022
Tickers
BABA
JPM
NPSNY
PROSY
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NPSNY
Benzinga
PROSY
From
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