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home
about us
Investment Approach
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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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Client Information
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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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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
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Earnings Scheduled For February 6, 2024
February 06, 2024
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AAT
AB
ACT
AEIS
Tags
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REXR
JKHY
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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From
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Apple Veteran Saori Casey To Take Over As Sonos CFO: Report
January 09, 2024
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NEWS
SONO
TECH
Tags
AAPL
Market News
News
From
Benzinga
2 Reasons Why Small-Cap Stocks Could Explode Higher in 2024
December 28, 2023
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SONO
UDMY
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UDMY
Market News
SONO
From
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Top 4 Consumer Stocks That You May Want To Dump In Q4
December 14, 2023
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APEI
GOTU
RSI
SONO
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SONO
Market News
News
From
Benzinga
Where Sonos Stands With Analysts
December 12, 2023
Tickers
SONO
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Market News
Analyst Ratings
BZI/AAR
From
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2 Struggling Stocks to Buy and Hold
November 30, 2023
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BBY
SONO
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Market News
BBY
SONO
From
Motley Fool
Gold Gains 1%; Williams-Sonoma Posts Upbeat Earnings
November 16, 2023
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FIXX
PLCE
SONO
UTI
Tags
FIXX
UTI
Eurozone
From
Benzinga
Why Children's Place Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
November 16, 2023
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ADN
ALLT
APLM
AUGX
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UTI
From
Benzinga
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
November 16, 2023
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ARCO
CZOO
FFIE
JWEL
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BZI/TFM
Market News
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Crude Oil Down 4%; Walmart Shares Fall After Q3 Results
November 16, 2023
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DRMA
FIXX
PLCE
SONO
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From
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Here's Why Sonos Stock Soared Higher Today
November 16, 2023
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SONO
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Sonos Reports Upbeat Results, Joins Macy's, NICE And Other Big Stocks Moving Higher On Thursday
November 16, 2023
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GYRE
KLIC
LVRO
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M
News
From
Benzinga
Why Sonos Stock Is Surging Thursday
November 16, 2023
Tickers
SONO
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Market News
why it's moving
News
From
Benzinga
Sonos (SONO) Q4 2023 Earnings Call Transcript
November 15, 2023
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Market News
SONO
Recent Press Releases
From
Motley Fool
Earnings Scheduled For November 15, 2023
November 15, 2023
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US Stocks On Track To Build On Gains As Traders Await A Batch Of Data; Can Market Resist Profit Taking?
November 15, 2023
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Earnings Preview: Sonos
November 14, 2023
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Benzinga
From
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Why Sonos Stock Wasn't Music to Investors' Ears Today
November 07, 2023
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Recent Press Releases
SONO
Market News
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Sonos’s stock dinged as BofA ends bullish call
November 07, 2023
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From
MarketWatch
4 Analysts Have This to Say About Sonos
November 07, 2023
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Benzinga
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7 De-Risked Tech Stocks to Pick Up for Cheap
October 31, 2023
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October 17, 2023
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Google Triumphs Over Sonos In Smart Speaker Dispute: Here's How It Impacts Your Nest & Google Devices
October 12, 2023
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October 05, 2023
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From Taylor Swift and Beyoncé to blockchain and AI: Music ETF CEO eyes the next big thing
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Wall Street Is Bullish on These 3 Top Stocks: Are They a Buy?
September 30, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 20, 2023
September 20, 2023
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BBW
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Stocks That Hit 52-Week Lows On Tuesday
September 19, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2023
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ACGL
ADBE
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Benzinga
From
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