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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
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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Now is an ideal time to do a financial reset, advisor says. Here's why
January 16, 2025
Tags
Savings
Personal saving
Investing
From
CNBC.com News
House Republicans push to extend Trump tax cuts amid Democratic pushback
January 15, 2025
Tags
Personal finance
National taxes
Breaking News: Investing
From
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30 million people could qualify to use IRS free Direct File program — here's who is eligible
January 13, 2025
Tags
Government taxation and revenue
Tax planning
Personal Finance
From
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IRS announces the start of the 2025 tax season
January 10, 2025
Tags
Personal Finance
Tax planning
Breaking News: Politics
From
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It's 'Dry January.' Here's how much you can save by not drinking for a month
January 10, 2025
Tags
Personal Finance
Wellness
Health care industry
From
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How much money you should save for a comfortable retirement
January 09, 2025
Tags
Roth IRA
Individual retirement accounts
IRA
From
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January 09, 2025
Tags
Tax planning
Government taxation and revenue
Breaking News: Investing
From
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Taxpayer Advocate urges Congress to preserve IRS funding for service, technology
January 08, 2025
Tags
Tax planning
Personal Finance
Personal saving
From
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Tax bracket changes could mean your paycheck is slightly bigger in 2025 — here's what to know
January 07, 2025
Tags
Tax planning
Personal Finance
Savings
From
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This 401(k) plan feature is a 'green light to contribute aggressively,' advisor says
January 06, 2025
Tags
Breaking News: Investing
401(k) plans
Personal finance
From
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How to maximize your 401(k) plan in 2025 with higher limits, bigger catch-up contributions
January 05, 2025
Tags
Retirement planning
Savings
Investing
From
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It's time to boost 401(k) plan contributions for 2025 — here's how much more you can save
January 03, 2025
Tags
Personal Finance
Investment strategy
Breaking News: Investing
From
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Here's how this DC-area high school is attempting to close the wealth gap
December 28, 2024
Tags
Personal Finance
High schools
Financial planning
From
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If interest rates remain 'higher for longer,' the winners are those with cash accounts
December 27, 2024
Tags
Savings
Interest Rates
Personal saving
From
CNBC.com News
Credit card debt set to hit record levels as consumer holiday spending rises
December 27, 2024
Tags
Credit Cards
Personal debt
Breaking News: Business
From
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Bitcoin ETFs offer a 'traditional way to buy an untraditional asset,' advisor says. Here's what to know
December 23, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Personal Finance
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From
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Number of millennial 401(k) millionaires jumps 400%: Here's what it takes to reach seven-figure status
December 20, 2024
Tags
401(k)
Personal Finance
Inside Wealth: Investing
From
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Investors are putting more into their 401(k)s — here's the average savings rate
December 20, 2024
Tags
Personal investing
Retirement
Investment strategy
From
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CFPB takes aim at ‘bait-and-switch’ credit card rewards — consumers forfeit about $500 million worth each year
December 19, 2024
Tags
Investing
Interest Rates
Credit Cards
From
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Here's what to know before 'taking some risk off the table' with bitcoin profits, advisor says
December 18, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Bitcoin
bitcoin
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From
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The Federal Reserve cuts interest rates by another quarter point. Here's what that means for you
December 18, 2024
Tags
Prices
Student loans
Central banking
From
CNBC.com News
A new 'super funding' limit for some 401(k) savers goes into effect in 2025. Here's how to take advantage
December 17, 2024
Tags
Retirement
Personal investing
Tax Planning
From
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Christmas Shopping Strategies for 2024: Trends and Tips to Maximize Savings – A HotDeals Report
December 17, 2024
Tags
Christmas
Local Shopping
Kingston
From
PRLog
With the Fed poised to cut rates, 'there's an urgency to act now' to get best returns on cash, expert says
December 17, 2024
Tags
Personal finance
Family finances
Certificates of deposit
From
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There's still time to slash your 2024 tax bill with these last-minute moves
December 16, 2024
Tags
Savings
Taxes
Retirement planning
From
CNBC.com News
The ‘vibecession’ is over as optimism gains steam, reports show
December 16, 2024
Tags
Savings
Retirement planning
Personal saving
From
CNBC.com News
Trump's tax plan is uncertain for 2025 — here are key lessons from his 2017 tax overhaul
December 14, 2024
Tags
Personal Finance
Tax planning
Investing
From
CNBC.com News
You don’t need to be a ‘Silicon Valley entrepreneur' to be rich, financial advisor says. Here's how to retire a millionaire
December 13, 2024
Tags
Roth 401(k) plans
Personal saving
Savings
From
CNBC.com News
Federal Reserve is likely to cut interest rates next week. Here's what that means for you
December 13, 2024
Tags
Auto loans
The Fed
Personal loans
From
CNBC.com News
IRS: There's a key deadline approaching for required minimum distributions
December 11, 2024
Tags
Investing
Personal saving
Retirement planning
From
CNBC.com News
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