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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
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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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Quarterly Performance Reports
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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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Earnings Scheduled For February 28, 2023
February 28, 2023
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9 Analysts Have This to Say About Sarepta Therapeutics
January 20, 2023
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January 06, 2023
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BTIG Maintains Buy Rating for Sarepta Therapeutics: Here's What You Need To Know
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2 Top Healthcare Stocks to Buy for the Long Haul
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GH
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November 03, 2022
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Sarepta Therapeutics (SRPT) Q3 2022 Earnings Call Transcript
November 03, 2022
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Earnings Scheduled For November 2, 2022
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Apple To $177? Plus This Analyst Slashes PT On Opendoor Technologies By About 71%
October 17, 2022
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7 Analysts Have This to Say About Sarepta Therapeutics
October 13, 2022
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PepGen's Duchenne Candidate Has Potential For Greater Exon Skipping Capabilities At Lower Doses Versus Sarepta's Candidate, Says Analyst
September 28, 2022
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$6 Million Bet On Sarepta Therapeutics? 3 Stocks Insiders Are Buying
September 16, 2022
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Analyst Ratings for Sarepta Therapeutics
September 08, 2022
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A Biotech's Stock Just Hit Year High. This Analyst Expects It To Jump Another 16%
September 08, 2022
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FDA Lifts Clinical Hold On Sarepta's Dose-Expansion Part Of Duchenne Trial
September 06, 2022
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August 29, 2022
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Sarepta In-Licenses Next-Gen AAV Tech Covering Five Indications
August 08, 2022
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Is Biotech Back? This Analyst Sees 18% Upside Potential In This Bio Play
August 08, 2022
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Sarepta's Duchenne Gene Therapy Update Gets Bullish Stance From Analysts
August 03, 2022
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Sarepta Therapeutics (SRPT) Q2 2022 Earnings Call Transcript
August 02, 2022
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August 02, 2022
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Biotech Daily: Trial Setback For Eliem Therapeutics, Allarity Drops Work On Cancer Monotherapies, Axcella Aces Long COVID Study
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August 01, 2022
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