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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Recent news which mentions Social Security
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House Dems, looking to renew plan to expand Social Security, say debt ceiling fight 'hurts seniors the most'
May 23, 2023
Tags
Disability benefits
Labor economy
Legislation
From
CNBC.com News
This chart shows the fastest-rising costs for Social Security beneficiaries
May 17, 2023
Tags
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Economic events
Personal Income
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Debt ceiling woes point to need for Social Security, Medicare reform, experts say
May 16, 2023
Tags
Labor economy
Debt Ceiling
Debt and bond markets
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Social Security, Medicare, federal salaries: What payments may be delayed in debt ceiling standoff
May 13, 2023
Tags
Medicare
Social Security
Medicaid
From
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Raising the Social Security retirement age would 'haunt young people,' says expert. Here's why
May 12, 2023
Tags
Financial planning
Personal finance
Retiree finances
From
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As lawmakers warn of a Social Security 'shutdown,' here's how the debt ceiling may affect benefits
May 11, 2023
Tags
Fiscal policy
Economic policy
National debt
From
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Social Security cost-of-living adjustment could be 3.1% for 2024, according to early estimate
May 10, 2023
Tags
Retirement
Personal saving
Social Security
From
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As retirement age change sparks protests in France, here's what could happen in the U.S.
May 07, 2023
Tags
Retirement
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Personal debt
From
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69% of people either failed or barely passed this Social Security quiz. Test your knowledge before you claim
May 02, 2023
Tags
401(k) plans
Personal Finance
Retirement planning
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Heading into retirement? Here are 4 key tips for mapping out a game plan
April 28, 2023
Tags
Financial planning
Personal finance
Retiree finances
From
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As lawmakers gear up for federal debt limit fight, here's what it could mean for Social Security
April 26, 2023
Tags
Government debt
Government pensions and social security
Government spending
From
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As possible Social Security benefits cut looms, GOP senator says lawmakers are working on a 'big idea' fix
April 25, 2023
Tags
The New Road to Retirement
Economy
Retirement
From
CNBC.com News
74% say they can't count on Social Security when planning for retirement. Here's what not to do
April 15, 2023
Tags
Retirement
Labor economy
Social issues
From
CNBC.com News
As inflation starts to subside, a lower Social Security cost-of-living adjustment for 2024 may be on the horizon
April 13, 2023
Tags
Personal income
Retirement planning
Inflation
From
CNBC.com News
Social Security is in the 'worst public service crisis in memory,' labor union says. What it may take for services to improve
April 11, 2023
Tags
Social issues
National budgets
Disability benefits
From
CNBC.com News
Insolvency is on the horizon for Social Security, Medicare funds, expert says. These changes may help
April 05, 2023
Tags
Inflation
Personal Finance
Policy
From
CNBC.com News
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