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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
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contact us
PRODUCTS
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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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)
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
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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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Cathie Wood Loads Up On $18.2 Million Worth Of Nvidia Stock, Adds $5.8 Million Worth Of Amazon Shares To Her Shopping Cart Amid Trump Tariff Upheaval
April 08, 2025
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TEM
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April 02, 2025
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March 24, 2025
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Cathie Wood's Big Tuesday Bet: Ark Pours $7.8 Million Into Tempus AI Despite Stock Stumble
March 18, 2025
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Cathie Wood Hunts For Crypto Bargains Amid Bitcoin Decline, Ark Loads Up On Robinhood And Coinbase
March 13, 2025
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Benzinga
From
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Cathie Wood's Wednesday Moves: Ark Pours $1.36 Million Into Tempus AI Shares Following Deep 6 AI Acquisition, Offloads Rocket Lab Stock
March 12, 2025
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ARKQ
ARKX
NEWS
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ETFs
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From
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Cathie Wood's Ark Invest Continues To Load Up On Tempus AI, Dumps Bitcoin-Focused Block In Tech Meltdown Aftermath
March 11, 2025
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ARKW
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Cathie Wood Goes On Shopping Spree Amid Tech Bloodbath Monday: Loads Up On Tesla, Palantir, Coinbase And These Stocks
March 10, 2025
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Benzinga
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Cathie Wood Smelling AI Opportunity? Ark Invest Buys Tempus AI Dip, Scoops Up Over $13 M Worth Of Stock
March 06, 2025
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ARKG
ARKK
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Tags
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From
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EXCLUSIVE: February's 20 Most-Searched Tickers On Benzinga Pro – Where Do Tesla, Palantir, Alibaba, Nvidia Rank?
March 04, 2025
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From
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Cathie Wood's Monday Moves: Ark Buys Tempus AI Dip And Airbnb Spike— Goes Shopping For Coinbase Stock Amid Trump Tariff Crypto Meltdown
March 03, 2025
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From
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Cathie Wood's Ark Invest Loads Up On Tempus AI, Archer Aviation, But Sells Twist Bioscience: Here Are Key Ark Trades This Friday
March 01, 2025
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Should Investors Buy Tempus AI Stock Right Now?
February 28, 2025
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Market News
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Tempus AI Stock Has Soared 108% Already in 2025; Is It a Buy Now?
February 26, 2025
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TEM
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Cathie Wood's Buys The Dip In Tempus AI, Coinbase But Sells Ark's Bitcoin ETF Shares Amid Crypto Meltdown
February 25, 2025
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Rocket Lab, Kratos, Archer Aviation And More Earnings This Week Could Have A Big Impact On Cathie Wood's Ark ETFs
February 25, 2025
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Tempus AI Stock Is Tumbling Tuesday: What's Happening?
February 25, 2025
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The Analyst Verdict: Tempus AI In The Eyes Of 7 Experts
February 25, 2025
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February 24, 2025
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Tempus AI Q4 Earnings: Revenue Miss, EPS Beat, Strong Guidance, Shares Move Lower
February 24, 2025
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What's Going On With Tempus AI Shares Monday?
February 24, 2025
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Tempus AI Gears Up For Q4 Earnings After 101% YTD Surge
February 24, 2025
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Earnings Scheduled For February 24, 2025
February 24, 2025
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Tempus AI Sees Surge In Institutional Holdings In Q4: Cathie Wood's Ark Invest, JPMorgan, And BlackRock Load Up On TEM Stock
February 19, 2025
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10 Health Care Stocks Whale Activity In Today's Session
February 18, 2025
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25 Top AI Stocks That Could Boost Your Portfolio
February 18, 2025
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Super Micro Computer, Intel, Alibaba And CVS Are Among Top 13 Large-Cap Gainers Last Week (Feb 10-Feb 14): Are The Others In Your Portfolio?
February 16, 2025
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What's Going On With Tempus AI Shares Thursday?
February 13, 2025
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Think It's Too Late to Buy Tempus AI Stock? Here's the Biggest Reason Why There's Still Time.
February 13, 2025
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10 Health Care Stocks With Whale Alerts In Today's Session
February 12, 2025
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From
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