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home
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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)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Apple TV+ hikes subscription for third time in three years
August 21, 2025
Tags
Mobile
Television
Media
From
CNBC.com News
Here's why Jim Cramer thinks it could be a good time to buy Spotify
August 05, 2025
Tags
stocks
Business
Markets
From
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Spotify stock falls on revenue miss, lackluster guidance
July 29, 2025
Tags
Music
Mobile
Breaking News: Technology
From
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AI-generated music is going viral. Should the music industry be worried?
July 17, 2025
Tags
Music & Musicians
Entertainment
Spotify Technology SA
From
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Sirius, long commercial-free in cars, is betting on advertising to capture new listeners
July 15, 2025
Tags
Advertising
Business News
Sirius XM Holdings Inc
From
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Spotify's Daniel Ek leads $694 million investment in defense startup Helsing
June 17, 2025
Tags
Venture capital
Europe News
Spotify Technology SA
From
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United partners with Spotify to add streaming audio to seatback screens
June 06, 2025
Tags
Transportation
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Arts and entertainment
From
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June 06, 2025
Tags
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June 05, 2025
Tags
General Electric Co
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Business
From
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Rick Astley's No. 1 hit has a billion Spotify streams, 38 years after its release: It's 'something I never dreamed of'
June 05, 2025
Tags
Entertainment
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From
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Court denies Apple appeal in Epic Games case, keeping App Store changes in place
June 04, 2025
Tags
Entertainment
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From
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Fortnite approved by Apple, returns to U.S. App Store 5 years after removal
May 20, 2025
Tags
Business
Amazon/com Inc
Entertainment
From
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Judge calls out 'Apple official who is personally responsible' in Fortnite app order
May 19, 2025
Tags
Mobile
Apple Inc
US: News
From
CNBC.com News
YouTube launches weekly top podcast list to rival Spotify and Apple
May 15, 2025
Tags
Breaking News: Technology
Apple Inc
Mobile
From
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May 07, 2025
Tickers
LAW
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Tags
Law
US: News
Apple Inc
From
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Apple clears Spotify update under new rules allowing purchases within apps
May 02, 2025
Tags
Enterprise
Entertainment
Spotify Technology SA
From
CNBC.com News
Spotify paid over $100 million to podcasts in the first quarter, including Joe Rogan, Alex Cooper and Theo Von
April 28, 2025
Tags
Radio
Advertising
Mobile
From
CNBC.com News
Cramer's week ahead: Key economic data and earnings from Apple, Amazon, Meta and Microsoft
April 25, 2025
Tags
Mad Money
Amazon/com Inc
Spotify Technology SA
From
CNBC.com News
Spotify is down. Company says it is working to fix it
April 16, 2025
Tags
Breaking News: Technology
Social media
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From
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With IPOs on hold even longer, tariffs spell trouble for private tech investors
April 11, 2025
Tickers
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Tags
Mergers and acquisitions
Start/ups
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From
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Napster pioneered music sharing over 25 years ago. It just got bought for $207 million
March 25, 2025
Tags
Media
US: News
Apple Inc
From
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Charts suggest subscription stocks like Netflix and Spotify can weather uncertainty, says Jim Cramer
March 24, 2025
Tags
Stock markets
Business News
Investment Strategy
From
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Spotify says it paid nearly 1,500 artists $1 million or more in royalties for 2024 streams
March 12, 2025
Tags
Entertainment
Internet
Technology
From
CNBC.com News
Zuckerberg's rightward policy shift puts Meta staffers on edge, targets Apple
February 14, 2025
Tags
Meta Platforms Inc
Spotify Technology SA
Internet
From
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Spotify shares pop 10% after company reports first profitable year
February 04, 2025
Tags
Universal Music Group NV
Breaking News: Technology
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From
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Jim Cramer's week ahead: Earnings from Amazon, Alphabet, Eli Lilly, Palantir
January 31, 2025
Tags
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From
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December 09, 2024
Tags
Eaton Corporation PLC
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Spotify Wrapped is out. Here's who topped the 2024 streaming charts
December 04, 2024
Tags
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Spotify Technology SA
From
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European tech funding declines for third consecutive year — but the sector is finally stabilizing
November 19, 2024
Tags
Internet
Europe News
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From
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Jim Cramer names hot sectors that could use a pullback
November 14, 2024
Tags
U/S/ Markets
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From
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