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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
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
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MVS Program
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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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Tuesday's Market Minute: A Busy Holiday-Shortened Week
February 21, 2023
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Tuesday's Market Minute: A Busy Holiday-Shortened Week
February 21, 2023
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Nervous Consumers Make for Nervous Market as Walmart, Home Depot Share Disappointing Outlooks
February 21, 2023
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February 16, 2023
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February 16, 2023
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Wednesday's Market Minute: FOMO Time's Approaching if Bears Can't Reclaim Control
February 15, 2023
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February 15, 2023
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Tuesday's Market Minute: Breaking Down January CPI
February 14, 2023
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Meh: It's Not All Candy and Flowers as Market Wavers on Still-Hot Inflation Report
February 14, 2023
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Price Check: Choppy Trading Seen Likely as Market Prepares for Possible Uptick in CPI Data
February 13, 2023
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Monday's Market Minute: This Week: Inflation, Consumer Spending Data & Earnings!
February 13, 2023
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Friday's Market Minute: Yields Gain More Ground as Equities Stall Out
February 10, 2023
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Caution Returns as Investors Contemplate Rate Uncertainty, Geopolitical Tension
February 10, 2023
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Thursday's Market Minute: The Missing Piece to Three Macro Riddles
February 09, 2023
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Bulls Back in Driver's Seat For Moment as Buyers Resurface Following Heavy Selloff
February 09, 2023
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Wednesday's Market Minute: This Article Combines AI, Employment, And Powell
February 08, 2023
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Still Parsing Powell: Market Dips as Investors Ponder Latest Musings from Fed Chairman
February 08, 2023
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EXCLUSIVE: Risk Appetite On The Rise, TD Ameritrade's IMX Climbs 3.36%
February 07, 2023
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February 07, 2023
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Will a More Dovish or Hawkish Powell Show Up Today After Friday's Hot Jobs Report?
February 07, 2023
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Monday's Market Minute: The Dust Settles From the Better-Than-Expected Jobs Report
February 06, 2023
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On Tap: Earnings from Disney, Powell Speech as Market Digests Blockbuster Jobs Data
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Friday's Market Minute: Stocks and Bonds Paint a Very Different Picture
February 03, 2023
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Friday's Market Minute: Stocks and Bonds Paint a Very Different Picture
February 03, 2023
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Hot, Hot, Hot: Yields Jump, Stocks Take a Dive as January Unemployment Lowest in 54 Years
February 03, 2023
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Dollar, Yields Retreat as Investors Pile into Stocks Following Fed Rate Hike
February 02, 2023
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Thursday's Market Minute: Will Tech Take Off After Apple, Amazon & Alphabet Earnings?
February 02, 2023
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Rate Hike? No Problem: Markets Reverse Losses After Fed's Move Despite Promise of Rate Increases to Come
February 02, 2023
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Wednesday's Market Minute: Is Powell Really This Soft?
February 01, 2023
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Powell Talk: It's All About the Fed Chair's Comments Today, as 0.25% Rate Hike Baked In
February 01, 2023
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