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MUNICIPAL BONDS
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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
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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
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about TOUS
Recent news which mentions TOUS
Want International Equities? Don’t Ignore Active
August 20, 2025
Tickers
TOUS
Tags
TOUS
T/ Rowe Price
international equities
From
ETF Trends
Understanding Top International ETF TOUS in Three Stocks
August 06, 2025
Tickers
AZN
RYCEY
TOUS
UNCRY
Tags
Active ETF Channel
UNCRY
active international ETF
From
ETF Trends
The Cost-Efficient Benefits of Active International ETFs
August 04, 2025
Tickers
TIER
TOUS
Tags
active international ETFs
T/ Rowe Price
TOUS
From
ETF Trends
Looking at Foreign Equities? Active ETFs May Be the Way to Go
September 20, 2024
Tickers
TOUS
Tags
T/ Rowe Price
TOUS
foreign equities
From
ETF Trends
The Active International ETF Showing Continued Strength
September 11, 2024
Tickers
TOUS
Tags
Active ETF
active international ETF
TOUS
From
ETF Trends
Three Reasons to Trust Active Investing for Foreign Equities
August 23, 2024
Tickers
TOUS
Tags
active ETFs
foreign equities
TOUS
From
ETF Trends
Diversify for the Next Market Sell-Off With This Active ETF
August 09, 2024
Tickers
TOUS
Tags
market selloff
Active ETF Channel
international
From
ETF Trends
The Case for Active Investing in the Second Half of 2024
July 01, 2024
Tickers
TOUS
TSPA
Tags
Active Investing
TOUS
Active ETF Channel
From
ETF Trends
T. Rowe Price Celebrates 1-Year Anniversary for Transparent Active Equity ETFs
June 17, 2024
Tickers
TCAF
TGRT
TMSL
TOUS
Tags
TGRT
Active ETF Channel
TVAL
From
ETF Trends
Active ETFs Still Popular In May
June 17, 2024
Tickers
CGDV
DYNF
JAAA
JEPQ
Tags
BlackRock
JAAA
Janus Henderson
From
ETF Trends
Capitalize on European Rate Cuts With TOUS
June 10, 2024
Tickers
TOUS
Tags
active ETFs
ECB
European Equities
From
ETF Trends
Diversifying Away From Rates? Consider Active International ETF TOUS
May 15, 2024
Tickers
TOUS
Tags
active non/U/S/ ETF
foreign equities
TOUS
From
ETF Trends
As Positive Global Economic News Abounds, Consider Active ETF TOUS
March 25, 2024
Tickers
TOUS
Tags
Active ETF Channel
global economy
global economic news
From
ETF Trends
Why Active Stands Out for Foreign Investing
March 22, 2024
Tickers
TOUS
Tags
T/ Rowe Price
TOUS
active strategies
From
ETF Trends
Growing EM Equities Opportunities Call for Active
January 10, 2024
Tickers
TOUS
Tags
Active ETF Channel
Emerging Markets
active ETFs
From
ETF Trends
8 Under-the-Radar Active ETFs for the Holidays
December 06, 2023
Tickers
BKCI
CVRT
DFAC
DFCA
Tags
PIMCO
DFAC
JEPI
From
ETF Trends
As Global Inflation Ebbs, Try a Global Active ETF
November 17, 2023
Tickers
TOUS
Tags
global active ETF
central banks
TOUS
From
ETF Trends
Diversify Into Active Foreign Equities With TOUS
October 09, 2023
Tickers
TOUS
Tags
active ETFs
Active ETF Channel
international equities
From
ETF Trends
Go Active for International Equity ETFs – Here’s Why
August 22, 2023
Tickers
TCHP
TOUS
Tags
active management
Rate Hikes
international equity ETF
From
ETF Trends
Active International ETFs Like TOUS Offer Key Advantages
July 31, 2023
Tickers
TOUS
Tags
non/U/S/ developed nations
Active ETF Channel
international equities
From
ETF Trends
T. Rowe Launches 5 Active Transparent ETFs
June 15, 2023
Tickers
TCAF
TGRT
TMSL
TOUS
Tags
Active ETF Channel
TGRT
active transparent ETFs
From
ETF Trends
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