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home
about us
Investment Approach
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Value Proposition
Team Biographies
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Form CRS
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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
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
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MARKET RESEARCH
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Global outperformer FTSE 100 gains as banks rise post Fed, but Dr. Martens shares get stomped
January 27, 2022
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European stocks tumble, led by tech stocks, renewables after Wall Street rout
January 21, 2022
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January 20, 2022
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As global techs slide, e-commerce group THG gets a drubbing in London after trading update
January 18, 2022
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London stocks ride a global bounce, with retailers and energy names higher
January 11, 2022
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London stocks rise in shortened week as extended Christmas break looms
December 23, 2021
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Resource stocks lead the gains in London, while some hospitality names gain on prospects of COVID aid
December 21, 2021
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From
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European bourses rise, as global stock market stages rebound from Monday slump
December 21, 2021
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London stocks fall as omicron’s spread leads to new COVID restrictions
December 20, 2021
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Europe stocks slide as COVID worries swamp investors
December 20, 2021
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From
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U.K. stocks struggle as omicron steals the headlines ahead of BoE meeting
December 13, 2021
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From
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FTSE 100 faces selling pressure as COVID pandemic worries weigh
December 02, 2021
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FTSE 100 resumes omicron-led selling Tuesday
November 30, 2021
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From
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Resource stocks drive gains for FTSE 100 after biggest drop since the early days of the pandemic
November 29, 2021
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From
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European stocks retake some ground lost in last week’s rout, with banks, oil companies in the lead
November 29, 2021
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Oil price rise helps FTSE 100 chisel out gains
November 23, 2021
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Stocks in Europe and euro under pressure as investors fear more lockdowns to follow Austria’s
November 19, 2021
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Royal Mail, Persimmon buck otherwise weak FTSE 100
November 18, 2021
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U.K. inflation surges to decade-high of 4.2%, sending pound higher again and FTSE 100 lower
November 17, 2021
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Royal Dutch Shell and Avast’s stocks among the main movers, as London’s bourse trades flat at the start of the week
November 15, 2021
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AstraZeneca slumps in London as earnings disappoint, vaccine profits modest
November 12, 2021
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It’s time to buy U.K. stocks. Here are the 25 stocks to scoop up, says JPMorgan.
November 08, 2021
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LYG
RDS-A
WPP
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Europe stocks head for a fresh record close, led by Roche and oil giants
November 04, 2021
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NVS
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TEF
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Vestas slides on margin cut, dragging renewables south, while Lufthansa lifted by busier skies
November 03, 2021
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Not even a billion more in buybacks can help BP, as stock weighs down the FTSE 100
November 02, 2021
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RIO
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HSBC leads banks higher, with resource companies also climbing in London
October 25, 2021
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HSBC
RDS-A
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The U.K.’s ‘love of a lunchtime sandwich’ is back
October 14, 2021
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RIO
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Pound rises as Bank of England officials hint of rate increases, weighing on FTSE 100
October 11, 2021
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Natural gas prices on the rise again in Europe, following brief respite from pledge of Russian help
October 08, 2021
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RDS-A
SAP
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London’s miners tear higher on optimism over global economic growth
October 07, 2021
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