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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
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
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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
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Is It Finally Time to Buy SNDL Stock?
April 06, 2023
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TLRY
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TLRY
SNDL
Market News
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Bearish Wednesday For Marijuana Stocks - 4Front Ventures, EnWave Among Top Gainers
April 05, 2023
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April 05, 2023
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April 04, 2023
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SNDL Granted MCTO, Amends Strategic Partnership Agreement With Nova Cannabis
April 04, 2023
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From
Benzinga
Michigan's Embattled Skymint Cannabis Company Catches A Break: Court Orders Return Of 3 Dispensaries
April 03, 2023
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Down 80% in 1 Year, Is SNDL Stock Ready for a Bull Run?
March 30, 2023
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SNDL
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Market News
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SNDL To Acquire Four Dutch Love Cannabis Dispensaries
March 28, 2023
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SNDL
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The 7 Best Cannabis Stocks to Buy for Long-Term Growth
March 27, 2023
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Workers At Two More Cannabis Companies Unionize With Teamsters And UFCW
March 23, 2023
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Cannabis Stock Movers For March 22, 2023
March 22, 2023
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Bullish Tuesday For Marijuana Stocks - Aurora Cannabis, OrganiGram Holdings Among Top Gainers
March 21, 2023
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March 21, 2023
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Cannabis Stock Gainers And Losers From March 20, 2023
March 20, 2023
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Stoner Icon Cheech Marin Introduces Cured Resin Concentrate To This State's Cannabis Market
March 17, 2023
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Is Recreational Weed Killing Medical Marijuana? Michigan MMJ Sales Drop A LOT As Rec Sales Boom
March 17, 2023
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1 Dirt Cheap Growth Stock That Wall Street Thinks Could Climb 114% in 2023
March 17, 2023
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Cannabis Stock Gainers And Losers From March 16, 2023
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Bearish Wednesday For Marijuana Stocks - Charlottes Web Holdings, TerrAscend Among Top Gainers
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Down 80% From Its High, Is SNDL a Buy?
March 14, 2023
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2 Reasons to Sell Tilray Stock and 1 Reason to Buy It
March 14, 2023
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Michigan Court Approves Order For The Appointment Of Receiver Over Skymint Assets
March 13, 2023
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Cannabis Stock Gainers And Losers From March 10, 2023
March 10, 2023
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CARA
CGC
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Cannabis Industry Woes: It's Not Just Skymint, Another 4 Michigan Weed Companies Now In Receivership
March 10, 2023
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Atlas Global Brands Makes Changes 'Not Taken Lightly' - Reduces Its Workforce By ~20%
March 10, 2023
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Hedge Funds And Institutional Investors Are Buying These Cannabis Stocks
March 09, 2023
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Marijuana Stock Movers For March 8, 2023
March 08, 2023
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CNVCF
CPHRF
CRLBF
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Skymint Gets Sued, Cannabis Market In Michigan Affects Several Companies & More
March 08, 2023
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Benzinga
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