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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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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
MARKET RESEARCH
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Mike Pence To Launch 2024 Presidential Run, Setting Up Showdown With Former Running Mate Trump: Report
May 31, 2023
Tickers
SHY
Tags
Media
General
Benzinga
From
Benzinga
June's Fed Rate Hike Probabilities Jump Amid Debt Ceiling Deal Hopes: Investors On Edge As All Eyes Turn To Jobs Data
May 30, 2023
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May 30, 2023
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Tags
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Benzinga
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Biden, McCarthy May Have Agreed On Debt Ceiling But Here's Why A Barrage Of T-Bills Is Bad News For Households
May 28, 2023
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5 Bond ETFs To Watch As Debt Ceiling Talks Enter The Final Hours To Avoid A US Default
May 26, 2023
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BOND
EMB
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From
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Paul Krugman Believes Ratings Agencies 'Are Just Irrelevant' — 'I'm Terrified About The Possible Implications Of Actual Default'
May 26, 2023
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Benzinga
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From
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Default Fears Push Yields On Short-Term T-Bills To Over 7% — JPMorgan Says 1-in-4 Chance US Will Hit Date X
May 24, 2023
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SHY
SPY
VGSH
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From
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What To Watch When FOMC Minutes Drop: Pain For Stocks, Bonds Looms If Market Expectations Diverge With Fed Reality
May 23, 2023
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Jamie Dimon Thinks Everyone Should 'Be Prepared' For Interest Rates Going Up From Here
May 23, 2023
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Debt Ceiling Crisis: Here Are Assets Investors Will Watch Closely As Market Braces For Volatility
May 22, 2023
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SHY
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Debt Ceiling Crisis: Biden, McCarthy Set To Meet On Monday
May 21, 2023
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Treasury Yields Snapshot: May 19, 2023
May 19, 2023
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Biden Reportedly Urges Negotiators to Keep Pursuing Debt-Limit Deal Amid Optimism for Resolution
May 19, 2023
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Single-Treasury Bond ETFs Prove Their Mettle, 9 Months Later
May 17, 2023
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Debt-Ceiling Impasse: Pimco's Schneider Says Certain Treasury Yields Could Shoot Up To 10%
May 16, 2023
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3 Alarming Charts: US Yield Curve Mirrors 2008 Subprime Crisis As Default, Recession Worries Mount
May 11, 2023
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Unraveling Treasury Yield Curve: 5 Charts Depicting Haywire Shifts In The Debt-Ceiling Crisis
May 10, 2023
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Treasury Yields Snapshot: May 5, 2023
May 05, 2023
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Investors Reduce 2023's Rate Cut Bets Ahead of FOMC: Analysts Now Expect Fed On Hawkish-Hold Mode For Longer
May 02, 2023
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Tags
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US T-Bill Yields Surge As Debt-Ceiling Concerns Fuel Investor Anxiety, Default Insurance Costs Reach 2009 Highs
May 02, 2023
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Treasury Yields: A Long-Term Perspective
May 01, 2023
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Treasury Yields Rise On Stagflation Threats: Investors Flock To Long-Term Treasury ETFs Expecting Weaker Growth Ahead
April 27, 2023
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Bond Market A Warning Sign For Fed's Mistake, Says Analyst: '2-Year Treasury Yield Acting Like Meme Stock'
April 12, 2023
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S&P 500 Has Plenty of Room To Fall As Recessionary Warnings Get Louder: BofA
April 10, 2023
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3 Signs A Recession Is Coming: Just 1 Is Left Before Bank Of America Sounds The Alarm
April 04, 2023
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VettaFi Voices On: Where the Fed Goes Next on Rate Hikes
March 24, 2023
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BofA: Bubble Expanding Into Money Market Funds As AUM Tops Record Of $5.1 Trillion
March 24, 2023
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GOVT
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US Treasuries
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Benzinga
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Almost Done: BofA, Goldman Sachs Expect Fed Hiking Cycle To End By Mid-Year Amid Banking Credit Crunch
March 23, 2023
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Tags
Federal Reserve
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Inflation Expert Says Markets Are In 'Sweet Spot' As End Of Fed Rate Hike Cycle Nears
March 22, 2023
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SHY
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Federal Reserve
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Interest Rates
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