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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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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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Here's How Much $100 Invested In STMicroelectronics 5 Years Ago Would Be Worth Today
August 11, 2023
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P/E Ratio Insights for STMicroelectronics
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(STM) - Analyzing STMicroelectronics's Short Interest
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STMicroelectronics Delivers Impressive Q2 Revenue Growth Across Segments, Expands Margins, Stock Shines
July 27, 2023
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Here's How Much You Would Have Made Owning STMicroelectronics Stock In The Last 10 Years
July 26, 2023
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Here's How Much You Would Have Made Owning STMicroelectronics Stock In The Last 15 Years
July 13, 2023
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7 Semiconductor Stocks to Catapult You into the Millionaires’ Club
July 12, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For July 12, 2023
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Looking Into STMicroelectronics's Recent Short Interest
July 11, 2023
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Foxconn Withdraws from $19.5B Semiconductor Joint Venture with Vedanta, Hindering India's Chipmaking Plans
July 10, 2023
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The 3 Best Tech Stocks to Buy in July
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The 7 Best Semiconductor Stocks to Buy in July
July 06, 2023
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3 Boring Stocks That You Should Buy and Hold Forever
July 02, 2023
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Here's How Much $100 Invested In STMicroelectronics 10 Years Ago Would Be Worth Today
June 29, 2023
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Another way to play AI stocks: These have been the most efficient chip makers
June 26, 2023
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7 Chip Stocks to Buy if You Missed Out on NVDA
June 21, 2023
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Here's How Much You Would Have Made Owning STMicroelectronics Stock In The Last 15 Years
June 12, 2023
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EU Puts Its Money Where the Chips Are, Approves €8B in Semiconductor Research Projects
June 08, 2023
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Why STMicroelectronics Shares Are Trading Higher Wednesday
June 07, 2023
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STMicroelectronics and Sanan Optoelectronics Forge $3.2B SiC Manufacturing Joint Venture in China
June 07, 2023
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STMicroelectronics & GlobalFoundries Seal Deal For French Factory Worth €7.5B
June 05, 2023
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$1000 Invested In STMicroelectronics 10 Years Ago Would Be Worth This Much Today
May 26, 2023
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Chips Used in EVs and Power Are Hot -- Is Fast-Growing Navitas Semiconductor Stock a Buy in This Niche?
May 19, 2023
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1 Top Chip Stock to Bet on an Electric Future
May 14, 2023
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Here's How Much You Would Have Made Owning STMicroelectronics Stock In The Last 10 Years
May 11, 2023
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Is This Semiconductor Stock the Best Way to Play the Clean Energy Transition?
May 07, 2023
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Picking Winners: Invest $1,000 in One of These 3 Stocks
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