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home
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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'Volatility is part of the game': What financial advisors are telling investors about market turmoil
March 11, 2025
Tags
Personal finance
Investing
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Consumer outlook sinks as recession fears take hold
March 11, 2025
Tags
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March 11, 2025
Tags
Tax planning
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March 10, 2025
Tags
Savings
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Investment strategy
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March 08, 2025
Tags
Tax planning
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March 07, 2025
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Financial planners
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March 06, 2025
Tags
Personal saving
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March 05, 2025
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March 03, 2025
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Investment strategy
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Savings
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March 01, 2025
Tags
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Personal saving
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As the price of bitcoin falls, you can leverage this tax 'loophole,' experts say
February 28, 2025
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February 28, 2025
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You can still lower your 2024 tax bill or boost your refund with these moves
February 27, 2025
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Personal Finance
Breaking News: Investing
Tax refunds
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Thinking of not filing your tax return amid IRS cutbacks? Penalties can be costly, experts say
February 27, 2025
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Investment strategy
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1 in 5 Americans are 'doom spending' — here's how that can backfire
February 27, 2025
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The average IRS tax refund is more than 32% lower this season, early filing data shows. Here's why
February 25, 2025
Tags
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This tax break for lower-income retirement savers is a 'well-kept secret,' expert says
February 24, 2025
Tags
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Don't wait to file your taxes this season, experts say. Here's why
February 21, 2025
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Here's how IRS layoffs could impact your tax filing and refund this season
February 21, 2025
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With tariffs ramping up, this investment option can provide protect against inflation
February 21, 2025
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Investment strategy
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Converting your home to a rental could trigger a 'tax bomb' when you sell, advisor says
February 19, 2025
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February 18, 2025
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Financial planners
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February 18, 2025
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February 15, 2025
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Tax planning
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February 14, 2025
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You could see this tax form for the 'first time ever' this season, taxpayer advocate says
February 14, 2025
Tags
Personal finance
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Taxes
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February 13, 2025
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Home office deduction: Here's who qualifies and how to claim it on your taxes
February 11, 2025
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Tax Planning
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February 10, 2025
Tags
Retirement
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The IRS has issued 3.2 million tax refunds this year. Here’s the average payment
February 07, 2025
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