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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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)
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
Bond Fund Seminar
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Why Meta's Social Media Peers Snap And Pinterest Are Plummeting Premarket Friday
April 28, 2023
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META
PINS
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April 28, 2023
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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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April 28, 2023
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Alexa Vs. Siri: Amazon And Apple's Battle To Make 'World's Best Personal Assistant' Just Got More Intense
April 28, 2023
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April 27, 2023
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Why Did Shares Of Snapchat Just Tank?
April 27, 2023
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Snap stock falls more than 20% on revenue miss
April 27, 2023
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Snap earnings: What to expect
April 27, 2023
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April 27, 2023
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April 27, 2023
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An undiscovered universe of stocks is trading at ‘near generational lows,’ asset manager says
April 27, 2023
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New York Hall of Science, Verizon And Snap launch Citywide Augmented Reality Experience
April 26, 2023
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Benzinga
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EU targets 19 large tech companies over online content rules
April 25, 2023
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From
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Why Snap May Surprise Investors This Week
April 25, 2023
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From
Motley Fool
Benzinga Pro's Top 5 Stocks To Watch For Tuesday, April 25, 2023: GM, SNAP, WEN, XENE, CXAI
April 25, 2023
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From
Benzinga
After a $2 trillion stock rebound, Big Tech wades into sea of uncertainty
April 24, 2023
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As Big Tech determines the course of Wall Street, here is why Amazon will hold the most sway
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April 21, 2023
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WLGS Stock Alert: 10 Things to Know as Wang & Lee Starts Trading
April 21, 2023
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Snapchat AI Chatbot Launches for All Users. What to Know.
April 21, 2023
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Snapchat Shares Tumble 7% Amid New AI Features And Upcoming Q1 Earnings
April 20, 2023
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Why Nevro Shares Are Trading Lower By Around 19%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
April 20, 2023
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Snapchat Takes A Leaf Out Of Apple's Playbook With New Location-Sharing Option
April 20, 2023
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AAPL
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TECH
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From
Benzinga
AI Rollout, Plus New Partnerships For Snap: What's Going On?
April 19, 2023
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KO
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From
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Snap doubles down on AI
April 19, 2023
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MSFT
SNAP
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From
MarketWatch
AI is the word as Alphabet and Meta get ready for earnings
April 19, 2023
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AAPL
GOOG
GOOGL
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From
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