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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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TAF sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Here are the 16 stocks Jim Cramer is watching, including Twinkie deal, auto strike risk
September 11, 2023
Tags
General Motors Co
Block Inc
Dividends
From
CNBC.com News
Stellantis offers 14.5% pay increase to UAW, days before possible strike
September 08, 2023
Tags
Business
Stellantis NV
General Motors Co
From
CNBC.com News
From BMW to Porsche: Take a look at the cars on display at one of the world's biggest auto shows
September 08, 2023
Tags
Transportation
BYD Co Ltd
Mercedes Benz Group AG
From
CNBC.com News
UAW strike would show Biden, other leaders that it's time to 'pick a side,' union boss says
September 06, 2023
Tags
Personnel
Ford Motor Co
Business News
From
CNBC.com News
Why auto worker strikes against GM, Ford and Stellantis seem inevitable
September 02, 2023
Tags
Manufacturing
Labor economy
Automobiles and Components
From
CNBC.com News
Union Files Unfair Labor Practice Charges Against GM And Stellantis Over Contract Talks: 'Insulting, Counterproductive And Illegal'
September 01, 2023
Tickers
EVS
F
GM
STLA
Tags
Stellantis NV
mobility
Market News
From
Benzinga
UAW president says union has filed unfair labor practice charges against GM, Stellantis over contract talks
August 31, 2023
Tags
Breaking News: Business
Labor Unions
Business
From
CNBC.com News
Bernie Sanders Calls For 'Fair' Agreement Amid UAW Strike Threat At GM, Ford, Stellantis: 'Cannot Have It All'
August 28, 2023
Tickers
F
GM
STLA
TECH
Tags
Tech
Benzinga
General
From
Benzinga
Labor unions are pushing hard for double-digit raises and better hours. Many are winning
August 27, 2023
Tickers
LIFE
Tags
United Airlines Holdings Inc
Industrials
Aerospace & Defense
From
CNBC.com News
UAW workers overwhelmingly vote to authorize strikes at GM, Ford, Stellantis
August 25, 2023
Tags
Transportation
Manufacturing
Automobiles and Components
From
CNBC.com News
Automaker Stellantis has discussed moving pickup truck production from the U.S. to Mexico, union leader says
August 20, 2023
Tags
Business
Breaking News: Business
General Motors Co
From
CNBC.com News
What Wall Street needs to know about UAW negotiations — and what they could cost
August 18, 2023
Tags
Stellantis NV
US: News
General Motors Co
From
CNBC.com News
Looming auto workers strike could cost $5 billion in just 10 days, new analysis says
August 17, 2023
Tags
Stellantis NV
General Motors Co
US: News
From
CNBC.com News
Cramer examines the potential fallout from a UAW strike but doesn't think auto shareholders should panic
August 16, 2023
Tags
Markets
Stock markets
Ford Motor Co
From
CNBC.com News
Biden urges 'fair agreement' between UAW and Detroit automakers that avoids plant closures
August 14, 2023
Tags
Personnel
Autos
Ford Motor Co
From
CNBC.com News
UAW leader defends union's lofty demands, trashes Stellantis contract proposals
August 08, 2023
Tags
Labor economy
Automobiles and Components
Manufacturing
From
CNBC.com News
General Motors is set to report earnings before the bell. Here's what Wall Street expects
July 25, 2023
Tags
US: News
General Motors Co
Dividends
From
CNBC.com News
EV battery plants emerge as wildcard issue in UAW contract talks
July 21, 2023
Tags
Personnel
Business News
Ford Motor Co
From
CNBC.com News
Cramer's Lightning Round: Trip advisor isn't good enough
July 19, 2023
Tags
S&P 500
Vitesse Energy Inc
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July 12, 2023
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July 12, 2023
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Carvana Co
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July 12, 2023
Tags
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From
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Auto industry braces for contentious contract talks as UAW formally kicks off bargaining
July 12, 2023
Tags
Labor Unions
Breaking News: Business
Deere & Co
From
CNBC.com News
Dodge Durango, Jeep SUVs push Stellantis second-quarter sales up 6.4%
July 03, 2023
Tags
Automobiles and Components
Earnings
Manufacturing
From
CNBC.com News
Ford conducts engineering layoffs in U.S. and Canada
June 26, 2023
Tags
Transportation
Labor economy
Automobiles and Components
From
CNBC.com News
Why GM is sunsetting the classic Chevrolet Camaro
June 21, 2023
Tags
Stellantis NV
Transportation
General Motors Co
From
CNBC.com News
UAW union outlines lofty demands ahead of critical negotiations with Detroit automakers
June 01, 2023
Tags
General Motors Co
US: News
Stellantis NV
From
CNBC.com News
Ford, GM and Toyota push into midsize pickup trucks, the latest battleground for U.S. automakers
May 20, 2023
Tags
Business
Breaking News: Business
Stellantis NV
From
CNBC.com News
Toyota redesigns bestselling Tacoma pickup amid increased midsize competition
May 19, 2023
Tags
Breaking News: Business
Business
US: News
From
CNBC.com News
Stellantis warns UK risks exodus of EV production under post-Brexit rules
May 17, 2023
Tags
Breaking News: Business
Autos
Business News
From
CNBC.com News
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