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home
about us
Investment Approach
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Firm ADV PDFs
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
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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
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Toyota could introduce electric, plug-in Tacoma and Tundra pickups
March 28, 2024
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Business News
From
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Former Ford CEO Sees A Bright Electric Future For Established Automakers, Says They Are 'Well Positioned To Ride Out The Transition'
March 28, 2024
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FORD
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From
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March 27, 2024
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March 23, 2024
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Chrysler parent Stellantis laying off 400 salaried U.S. workers due to 'unprecedented uncertainties'
March 22, 2024
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March 22, 2024
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March 13, 2024
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March 05, 2024
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March 05, 2024
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From
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February 29, 2024
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Business
Autos
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From
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Stellantis Inks Multi-Billion Euro Deal With Ayvens For 500K Vehicle Sales In Europe
February 26, 2024
Tickers
EVS
NEWS
STLA
TECH
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EVs
Pooja Rajkumari
Europe
From
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Ford, UAW reach local labor deal to avert strike at Kentucky plant
February 21, 2024
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Autos
Business News
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February 19, 2024
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February 18, 2024
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UAW threatens to strike Ford truck plant in Kentucky if local issues aren't resolved
February 16, 2024
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US: News
Stellantis NV
From
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Jeep, Dodge-maker Stellantis' profit slides as Detroit Three strikes bite
February 15, 2024
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Dividends
Stellantis NV
General Motors Co
From
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Sanctions Workaround? Citroen Cars Roll On In Russia Despite Stellantis Exit, Thanks To Chinese Help
February 15, 2024
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NEWS
STLA
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From
Benzinga
Chrysler reveals new Halcyon concept car as direction for future EVs
February 13, 2024
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Manufacturing
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From
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Stellantis-Mercedes Joint Venture Nears Huge $4.7 Billion Debt Deal For EV Expansion: Report
February 09, 2024
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EVS
NEWS
STLA
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From
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Manufacturing and construction are hiring — but there aren't enough people trained to fill the jobs
February 02, 2024
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January 24, 2024
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Why China poses a growing threat to the U.S. auto industry
January 22, 2024
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Europe News
Stellantis NV
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January 06, 2024
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Tesla hiring Nordic policy expert as 'WWE-like standoff' with unions intensifies
December 20, 2023
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From
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UAW files unfair labor practice charges against Hyundai, Honda and VW, accusing them of union busting
December 11, 2023
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Honda Motor Co Ltd
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December 08, 2023
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From
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December 08, 2023
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December 05, 2023
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Stellantis resurrects small Fiat 500e EV for the U.S., starting at $34,095
December 05, 2023
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