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home
about us
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Form CRS
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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
Client Information
Client Contact with Portfolio Manager(s)
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
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Swiss Precision Active Launches Equity Crowdfunding Campaign on StartEngine, Bringing CopperActive™ Eco Health Fabric Technology to New Markets
November 19, 2024
Tags
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StartupInvestment
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From
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There Were 181 IPOs In 2022: $1K In Either Of These Two Would Have You Up 200%+
November 09, 2023
Tags
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From
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Jeff Bezos Tells Shareholders 'High Standards Are Fun! Once You've Tasted High Standards, There's No Going Back'
November 06, 2023
Tags
Market News
Benzinga
StartEngine
From
Benzinga
Charlie Munger Faced Backlash Over 'Inhumane' Housing Plan – His Response To The Criticism: 'I'd Rather Be A Billionaire And Not Be Loved By Everybody Than Not Have Any Money'
November 06, 2023
Tags
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Startups
Market News
From
Benzinga
Bill Gates Flew Economy Class For 10 Years After Becoming A Billionaire – Now He Owns Multiple Jets He Calls His 'Guilty Pleasure'
November 03, 2023
Tags
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General
Market News
From
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'Shark Tank' Recap Season 15, Episode 5: Would You Invest In Any Of These Startups?
November 02, 2023
Tags
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Benzinga
StartEngine
From
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Jeff Bezos Explains People Who Are 'Right A Lot' Tend To Change Their Minds Often And Says Consistency Isn't A Positive Trait
October 26, 2023
Tags
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StartEngine
Market News
From
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Shark Tank Recap: Season 15, Episode 3
October 23, 2023
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StartEngine
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The Biggest Funding Rounds Of Last Week: Do These Point To Bigger Things In 2024 And Beyond?
October 13, 2023
Tags
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Startups
Benzinga
From
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This Law Overturns 80-Year Venture Capitalist Restrictions Allowing Anyone To Invest Like A Shark In Kevin O'Leary-Backed Platform
October 12, 2023
Tags
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Startups
From
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Mark Cuban Shares His Thoughts On Musk As A Genius Who Is Also His Own Worst Enemy — Says, 'He Is On The Right Track To Make It A Good Business. Unless He F*cks It Up Himself'
October 12, 2023
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StartEngine
Benzinga
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From
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StartEngine Boasts 463% Revenue Growth Over Past Three Years — Appears Again On Inc. 5000 List Of Fastest-Growing Businesses
October 10, 2023
Tags
/Startup Investing
Market News
Benzinga
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The Top 20 Richest People On Forbes 400 Are So Rich They Could Buy The Bottom 340 Billionaires — And Still Have Billions Left Over
October 05, 2023
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Startups
StartEngine
Benzinga
From
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Bill Gates-Backed Investment Fund Supports Startup Reducing Impacts Of Oil Wells By Turning Gas Into Valuable Methanol
October 04, 2023
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Startups
StartEngine
Benzinga
From
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Warren Buffett Plans To Invest $3.9 Billion In Wind And Solar Power Projects - 2 Startups With Similar Potential
September 28, 2023
Tags
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StartEngine
Warren Buffet
From
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This Obama-Era Law Improved Under Biden Has Secretly Created 400,000 Jobs and Nearing $5 Billion In Economic Impact
September 21, 2023
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SpaceX, Stripe Or OpenAI On StartEngine? Leading Equity Crowdfunding Portal Announces New 'StartEngine Private' To Let Investors Claim A Stake In Top Venture-Backed Startups
September 16, 2023
Tickers
TECH
Tags
StartEngine
Startups
Tech
From
Benzinga
Obama Quietly Passed This 2012 Law That Has Helped Create Over 100,000 US Jobs And Over $1 Billion In Funding For US Small Businesses
September 15, 2023
Tickers
TECH
Tags
StartEngine
Startups
Tech
From
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Investing In The Unthinkable: Millions Invested In Flying Cars, AI And Human Bionics Among Dozens Of Other Futuristic Technologies By Retail Investors On New Platform
September 07, 2023
Tickers
TECH
Tags
Market News
Future
Benzinga
From
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Revolutionizing Entry-Level Opportunities: Unleashing The Power Of ChatGPT To Reshape The Workforce
September 01, 2023
Tags
StartEngine
Startups
startup crowdfunding
From
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Grant Cardone Asks: How Do Politicians Become Millionaires Making Under $200,000 Per Year? Economist Identifies 'Suspicious Personal Profit Pattern'
August 21, 2023
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From
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'Starting With Nothing Is Where The Big Bucks Are Made' – Mark Cuban Says The Best Way To Start A Business Is With As Little Money As Possible
August 17, 2023
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Benzinga
Market News
startup crowdfunding
From
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Aaron Rodgers Launches Equity Crowdfunding Campaign With New Venture OSDB
July 29, 2023
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Mutual Funds
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Benzinga
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Tesla Competitor Lucid Says There's Enough Room For Everyone In EV Market As The Internal Combustion Engine Fades Away
July 21, 2023
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Warren Buffett Urges Keeping Politics Out Of Investing: 'I Don't Believe In Imposing My Views on 370,000 Employees And A Million Shareholders. I'm Not Their Nanny.'
July 18, 2023
Tags
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Benzinga
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Ryan Reynolds And Rob McElhenney Used Only Their Fame And Star Power For The $218 Million Alpine F1 Racing Deal – None Of Their Own Money Invested
July 17, 2023
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Tags
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From
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StartEngine Launches StartEngine Marketplace To Give Liquidity To Startup Investors
July 15, 2023
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Market News
Benzinga
equity crowdfunding
From
Benzinga
Britain Allocates $64B In Pension Funds For Tech Startups In Bid To Become The Next Silicon Valley
July 12, 2023
Tickers
TECH
Tags
startup crowdfunding
Venture Capital
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Billionaire Charlie Munger's Advice: 'It's A B***h, But You Gotta Do It. Find A Way To Get Your Hands On $100,000' – Why Earning Your First $100,000 Is Key If You Want To Be Rich
July 11, 2023
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TECH
Tags
Benzinga
Market News
News
From
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Costco Execs Say This One Change In Shopper's Buying Habits Indicates A Recession Is Coming
July 07, 2023
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StartEngine
Startups
News
From
Benzinga
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