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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
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
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Here's Why S&P Global Can Keep Paying You for Years
January 23, 2023
Tickers
MCO
SPGI
Tags
Market News
SPGI
Recent Press Releases
From
Motley Fool
ECB’s Centeno paints upbeat picture of Europe’s economy
January 17, 2023
Tickers
CS
SPGI
Tags
SPGI
BX:TMBMKDE/10Y
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January 14, 2023
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MPW
SPGI
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SPGI
From
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The 7 Best Stocks to Buy for January 2023
January 13, 2023
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BBWI
GXO
NUE
PPRUY
Tags
SPGI
NYSE:BBWI,NYSE:NUE,NYSE:HCANYSE:EL,OTCMKTS:PPRUY,NYSE:SPGI,NYSE:XPO,NYSE:RXO,NYSE:GXO,NASDAQ:TSCO,
NUE
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‘A very good test’: Watch this bank ETF as big banks kick off earnings season Friday
January 12, 2023
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ARKK
ARKW
BAC
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CVS
FRT
HD
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MCO
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3 High-Growth Stocks With High Margins to Buy for Big Gains in the New Year
January 10, 2023
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CNQ
MAR
ROCC
SPGI
Tags
ROCC
CNQ
Stocks to Buy
From
InvestorPlace
S&P Global Buys ChartIQ, Touts 'Deeper Resources, Vast Library Of Financial Data'
January 09, 2023
Tickers
SPGI
Tags
Benzinga
ChartIQ
Dan Schleifer
From
Benzinga
14 Analysts Have This to Say About S&P Global
January 04, 2023
Tickers
SPGI
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Cramer Says These 3 Financial Stocks Can Be 'Tremendous Performers' If Fed Decides to End Pain Next Year
December 21, 2022
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MS
SPGI
SPY
Tags
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SPY
Analyst Ratings
From
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Earn Passive Income for Years With This Dividend Aristocrat
December 16, 2022
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NEE
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SPGI
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Stryker, Freeport-McMoRan, Southwest Gas And This Health Care Major Feature On CNBC's 'Final Trades'
December 09, 2022
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FCX
MRK
SPGI
SWX
Tags
Brenda Vingiello
FCX
Benzinga
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Estée Lauder, S&P Global, Public Service Enterprise Group And This Leading US Homebuilder Feature On CNBC's 'Final Trades'
December 08, 2022
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LEN
PEG
SPGI
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3 Stocks That Could Turn $1,000 Into $5,000 by 2030
December 04, 2022
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CGC
KO
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Is Your Investment Portfolio Down Big? 3 Dividend Stocks to Buy Now
December 03, 2022
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BIPC
DE
SPGI
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BIPC
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Where S&P Global Stands With Analysts
November 28, 2022
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Tags
Analyst Ratings
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From
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Expert Ratings for S&P Global
November 28, 2022
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BZI/AAR
Benzinga
SPGI
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Benzinga
12 Analysts Have This to Say About S&P Global
November 28, 2022
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Tags
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Benzinga
SPGI
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What 12 Analyst Ratings Have To Say About S&P Global
November 28, 2022
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Tags
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Dollar General To Rally 11%? Here Are 5 Other Price Target Changes For Monday
November 28, 2022
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DG
LVS
Tags
SPGI
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Consumer Discretionary
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3 High-Yield Passive-Income Powerhouse Stocks to Buy Now
November 20, 2022
Tickers
D
EMR
ENB
KMI
Tags
D
Market News
KMI
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2 Hot Stocks to Buy and Hold Until You Retire
November 18, 2022
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MA
SPGI
Tags
MA
Market News
Recent Press Releases
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Here's How to Find the Next Dividend King
November 08, 2022
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SPGI
Tags
Recent Press Releases
SPGI
Market News
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What 11 Analyst Ratings Have To Say About S&P Global
November 07, 2022
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SPGI
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Benzinga
Market News
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Benzinga's Top Ratings Upgrades, Downgrades For November 7, 2022
November 07, 2022
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ACMR
ADNT
AVB
CHD
Tags
UVSP
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WDAY
From
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S&P Global's Return on Invested Capital Overview
October 31, 2022
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SPGI
Tags
Market News
SPGI
Benzinga
From
Benzinga
Here's How Much $100 Invested In S&P Global 5 Years Ago Would Be Worth Today
October 28, 2022
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SPGI
Tags
Market News
News
Benzinga
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Got $2,000? 4 Top Dividend Stocks to Buy for the Long Term
October 28, 2022
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CBSH
CINF
FRT
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Tags
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SPGI
CBSH
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Buy the Dip on These 3 Dow Stocks Down Over 30% in 2022
October 28, 2022
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CRM
HD
SPGI
WBA
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SPGI
Recent Press Releases
Market News
From
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S&P; Global (SPGI) Q3 2022 Earnings Call Transcript
October 27, 2022
Tickers
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Tags
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Recent Press Releases
Market News
From
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