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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
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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Ticking Time Bombs: 3 Cannabis Stocks to Dump Before the Damage Is Done
October 01, 2023
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SNDL
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EXCLUSIVE: Canopy Growth, SNDL, Village Farms Could Capture US Cannabis Market Opportunity
September 27, 2023
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CGC
SNDL
VFF
Tags
CCC
Ann Gillin Lefever
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Cannabis Stocks Jump As Senate Committee Approves Cannabis Banking Bill
September 27, 2023
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CCC
CGC
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September 26, 2023
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Bearish Monday For Marijuana Stocks - James E. Wagner, Rhinomed Among Top Gainers
September 25, 2023
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CGC
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New Cannabis Industry Player Gets Into The Game As Another Weed Business Rethinks Strategy
September 25, 2023
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SNDL
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LLC
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7 Cannabis Stocks Getting the Most Love on Reddit Now
September 25, 2023
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CGC
CRLBF
GTBIF
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GTBIF
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Hidden Gems: 3 Cannabis Stocks Flying Under the Radar
September 24, 2023
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CRON
CURLF
SNDL
Tags
NASDAQ:CRON,OTCMKTS:CURLF,NASDAQ:SNDL
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Cannabis Stock Gainers And Losers From September 21, 2023
September 21, 2023
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ACNNF
AUSAF
BBRRF
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CRLBF
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From
Benzinga
Benzinga Cannabis Capital Conference Announces Awards Finalists
September 20, 2023
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IIPR
ISPR
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Cannabis Stock Movers For September 18, 2023
September 18, 2023
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BBRRF
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CANN
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Why These 3 Marijuana Stocks Rocketed Higher This Week
September 14, 2023
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CRON
SNDL
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Cannabis Stock Gainers And Losers From September 13, 2023
September 13, 2023
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What Is the Nasdaq's Best Cannabis Stock?
September 13, 2023
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Cannabis Stock Movers For September 12, 2023
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 11, 2023
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What's Going On With SNDL Stock?
September 11, 2023
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2 Marijuana Stocks That Could Jump By 66% and 79%, According to Wall Street
September 10, 2023
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Sundial, Canopy Growth And More: Analyst Examines The Race For The US Cannabis Market
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 8, 2023
September 08, 2023
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ACNNF
BBRRF
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Cannabis Stock Movers For September 6, 2023
September 06, 2023
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BLOZF
BMMJ
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GRNH
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 5, 2023
September 05, 2023
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Why America's Car-Mart Are Trading Lower By 12%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
September 05, 2023
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ABNB
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ADXN
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Brady, Airbnb, Insmed And Other Big Stocks Moving Higher On Tuesday
September 05, 2023
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AUR
BRC
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Benzinga
Bullish Thursday For Marijuana Stocks - Australis Capital, Choom Holdings Among Top Gainers
August 31, 2023
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AUSAF
BBRRF
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CNTMF
GBHPF
GENE
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Benzinga
Why SNDL Stock Is Rising
August 31, 2023
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SNDL
Tags
Benzinga
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SNDL
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Benzinga
Signet Jewelers, Shopify, Ciena And Other Big Stocks Moving Higher On Thursday
August 31, 2023
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ASO
BEKE
CAL
Tags
News
ANGI
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Benzinga
High Risk, High Reward: 3 Cannabis Stocks for the Bold Trader
August 31, 2023
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BGXX
SNDL
TLRY
Tags
NASDAQ:TLRY,NASDAQ:SNDL,NASDAQ:BGXX
TLRY
SNDL
From
InvestorPlace
Bullish Sentiment Across The Cannabis Space - Check Full Movers For August 30, 2023
August 30, 2023
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ACB
BBRRF
BLOZF
BMMJ
Tags
XXII
MGWFF
CXXIF
From
Benzinga
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