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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Latest News about UK:AZN
Recent news which mentions UK:AZN
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AstraZeneca: Studies show antibody reduces COVID risk
November 18, 2021
Tickers
AZN
Tags
AZN
UK:AZN
From
MarketWatch
‘Now is not the time for happy talk;’ Experts warn the pandemic is far from over and urge people to combine vaccines with face masks and other measures
November 12, 2021
Tickers
AZN
BNTX
PFE
Tags
BNTX
UK:AZN
AZN
From
MarketWatch
AstraZeneca slumps in London as earnings disappoint, vaccine profits modest
November 12, 2021
Tickers
BP
RDS-A
RIO
Tags
UK:BRN00
UK:ANTO
CL00
From
MarketWatch
“Love Island” producer ITV shares surge from streaming and advertising demand
November 10, 2021
Tags
UK:AZN
UK:MKS
UK:UKX
From
MarketWatch
It’s time to buy U.K. stocks. Here are the 25 stocks to scoop up, says JPMorgan.
November 08, 2021
Tickers
BCS
LYG
RDS-A
WPP
Tags
UK:VCT
UK:JD
UK:LLOY
From
MarketWatch
Handbag wars? Chanel price hikes rally luxury goods makers in Europe
November 05, 2021
Tickers
AZN
CS
CUK
HSBC
Tags
CUK
FR:PX1
UK:HSBA
From
MarketWatch
U.S. may soon authorize boosters for all 3 in-use vaccines, as experts renew plea for unvaccinated to get their shots
October 18, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
AZN
BNTX
MRNA
From
MarketWatch
Here’s ‘one of the most bullish signals’ ever for bitcoin that many investors may have missed
October 18, 2021
Tickers
AZN
BIIB
BITCOMP
FB
Tags
SQ
ES00
TSLA
From
MarketWatch
Valneva shares spike after saying vaccine candidate outperformed AstraZeneca’s
October 18, 2021
Tickers
VALN
Tags
UK:UKX
BX:TMBMKGB/02Y
FR:VLA
From
MarketWatch
Merck seeks authorization for what would be first pill to treat COVID-19, and AstraZeneca reports positive results for antibody treatment
October 11, 2021
Tickers
AZN
JNJ
MRK
MRNA
Tags
PFE
JNJ
MRNA
From
MarketWatch
Why the new SEC sheriff could be trouble for companies like Tesla
October 11, 2021
Tickers
AZN
BIDU
BILI
COIN
Tags
JD
ES00
BIDU
From
MarketWatch
Hopes that children will soon be eligible for Pfizer and BioNTech vaccine cheer parents, and Biden pushes vaccine requirements in Chicago
October 07, 2021
Tickers
AZN
BNTX
MRNA
PFE
Tags
BNTX
UK:AZN
AZN
From
MarketWatch
Allowing people to mix COVID-19 vaccines could cut into Pfizer and Moderna’s revenue next year
October 06, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
AZN
BNTX
MRNA
From
MarketWatch
Positive news on COVID-19 vaccines and treatments in the U.S. weighs against Russia’s latest record one-day death toll
October 05, 2021
Tickers
AZN
JNJ
Tags
JNJ
UK:AZN
AZN
From
MarketWatch
Bank of America turns bearish on European stocks, sees ‘anti-goldilocks’ shift ahead
October 01, 2021
Tickers
AZN
Tags
UK:UKX
UK:NG
GBPUSD
From
MarketWatch
AstraZeneca vaccine shows 74% efficacy in large U.S.-backed trial, and BioNTech co-founder says COVID will become manageable
September 30, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
AZN
UK:AZN
BNTX
From
MarketWatch
AstraZeneca and ASML lead European stocks on a rebound after Wall-Street induced rout
September 29, 2021
Tickers
ASML
AZN
BP
COMP
Tags
AZN
NL:ASML
XX:SXXP
From
MarketWatch
Airport restaurant operator SSP stumbles on warning
September 29, 2021
Tags
UK:NXT
UK:UKX
UK:AZN
From
MarketWatch
James Bond and Rolls Royce fight to keep London stocks in the black
September 27, 2021
Tickers
AZN
BP
Tags
AZN
UK:RR
UK:MCX
From
MarketWatch
London stocks struggle and pound gives up gains
September 24, 2021
Tickers
AZN
Tags
AZN
UK:AZN
UK:UKX
From
MarketWatch
London stocks slide amid Evergrande crisis and mining worries
September 20, 2021
Tickers
AZN
Tags
UK:ANTO
AZN
UK:RDSA
From
MarketWatch
European stocks slump as worries spread about COVID’s global growth
September 08, 2021
Tickers
AZN
KDMN
SPX
Tags
UK:UKX
CH:NOVN
ES:SGRE
From
MarketWatch
Fauci says mu variant of coronavirus not an ‘immediate threat’ to U.S. as delta remains dominant
September 03, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
AZN
UK:AZN
BNTX
From
MarketWatch
European stocks struggle near record levels, as ECB meeting looms for next week
September 03, 2021
Tickers
AZN
Tags
XX:SXXP
AZN
EURUSD
From
MarketWatch
Delta variant is now in 135 countries, says WHO, as its head calls for moratorium on boosters to allow poorer countries get first doses
August 04, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
UK:AZN
JNJ
PFE
From
MarketWatch
Biden to make fresh plea for unvaccinated to get their shots, after CDC warns on delta variant of COVID-19
August 03, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
UK:AZN
BNTX
AZN
From
MarketWatch
U.S. COVID-19 daily case tally back at February levels and Florida has highest hospitalizations yet with patients getting younger
August 02, 2021
Tickers
AZN
JNJ
PFE
Tags
JNJ
PFE
UK:AZN
From
MarketWatch
CDC expected to release data that informed change on face mask policy, says delta variant of COVID means ‘war has changed’
July 30, 2021
Tickers
AZN
BNTX
JNJ
MRNA
Tags
AZN
BNTX
UK:AZN
From
MarketWatch
Biden expected to outline requirement for federal workers to get vaccinated or face regular tests in latest push for vaccine program
July 29, 2021
Tickers
AAPL
BNTX
DAL
FB
Tags
GOOGL
PFE
UAL
From
MarketWatch
CDC head explains change on face-mask policy and urges unvaccinated to get shots, as delta variant of COVID-19 spreads to 132 countries
July 28, 2021
Tickers
BNTX
JNJ
PFE
Tags
JNJ
PFE
UK:AZN
From
MarketWatch
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