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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
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
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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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Why Gaotu Techedu Stock Was Climbing Today
November 08, 2021
Tickers
EDU
GOTU
TAL
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EDU
Recent Press Releases
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From
Motley Fool
Caterpillar, Fluor, and ChargePoint Among Companies That Could Benefit from Infrastructure Bill
November 08, 2021
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ABNB
AMC
CAT
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Chinese Stocks Alert: The Turnaround Story Driving TAL, EDU, METX, GOTU Stocks Higher
November 08, 2021
Tickers
AUTL
EDU
EVGO
GOTU
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Today's Market
EVGO
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From
InvestorPlace
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
November 08, 2021
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BBBY
CRCT
EDU
FATBB
Tags
TAL
HCDI
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From
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
November 08, 2021
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ABUS
ADS
ADTX
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7 Meme Stocks That Serious Investors Shouldn’t Think Twice About
October 15, 2021
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AMC
BB
DIDI
FB
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PROG
TAL
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From
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Reddit Investor Watch: 10 Biggest Meme Stock Movers Today
October 11, 2021
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Today's Market
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10 Consumer Discretionary Stocks With Unusual Options Alerts In Today's Session
October 11, 2021
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CROX
DKNG
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YETI
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October 04, 2021
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ATER
DDS
FEDU
IPW
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IPW
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12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session
October 01, 2021
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September 30, 2021
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CHS
COE
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10 Consumer Discretionary Stocks With Unusual Options Alerts In Today's Session
September 28, 2021
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ATER
BABA
BBIG
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TSLA
F
From
Benzinga
Why TAL Education Shares Are Falling
September 24, 2021
Tickers
TAL
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TAL
why it's moving
Benzinga
From
Benzinga
Is Gaotu Techedu Stock a Buy?
September 24, 2021
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GOTU
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Why TAL Education Shares Are Rising
September 22, 2021
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These 3 Cathie Wood Stocks Could Give You an Early Retirement
September 18, 2021
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AMZN
ARKK
DIS
DOCU
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TAL
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12 Consumer Discretionary Stocks Moving In Friday's After-Market Session
September 17, 2021
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ATER
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CXDC
DIBS
Tags
CXDC
TUEM
STG
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12 Consumer Discretionary Stocks Moving In Friday's Intraday Session
September 10, 2021
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EEIQ
GNLN
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7 Cathie Wood Stock Favorites to Keep on Your Radar
September 10, 2021
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CRSP
CSCO
DIDI
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T
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12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session
September 08, 2021
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ATER
BBIG
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BGFV
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11 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session
September 07, 2021
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BEDU
BODY
BTCM
CPNG
Tags
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Benzinga
If You Shorted Alibaba, Nio, Wish, New Oriental And TAL Education In June, Here's How Much You'd Have Now
September 02, 2021
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BABA
DIDI
EDU
NIO
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NIO
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Why TAL Education Shares Are Rising
August 30, 2021
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TAL
Tags
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TAL
From
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Expert Ratings For TAL Education
August 30, 2021
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12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
August 30, 2021
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ATER
BBIG
CNTY
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GNLN
FORD
From
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Analyst Ratings For TAL Education
August 26, 2021
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TAL
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Why TAL Education Shares Are Falling
August 25, 2021
Tickers
TAL
Tags
TAL
News
Market News
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Benzinga
Why Chinese Education Stocks Crashed Again Today
August 25, 2021
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GOTU
TAL
YQ
Tags
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YQ
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60 Biggest Movers From Yesterday
August 25, 2021
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AGFY
AMC
ATER
BBIG
Tags
ZKIN
SNTG
GMVD
From
Benzinga
Why Chinese Education Stocks Bounced Back Today
August 24, 2021
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EDU
GOTU
TAL
Tags
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EDU
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From
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