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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
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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
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Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
FIP
Event Schedule
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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When Will Nikki Haley Drop Out Of 2024 Election? Crypto Bettors Debating Before Or After South Carolina Primary
January 25, 2024
Tickers
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Tags
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From
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Trump Vice President Pick: Crypto Bettors Backing Haley, Ramaswamy, DeSantis — And This Potential Frontrunner
January 23, 2024
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Tags
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Kristi Noem
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Trump To Win New Hampshire GOP Primary In Landslide? What Crypto Bettors Are Predicting
January 22, 2024
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USDC
Tags
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Politics
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Can't Bet On Trump Or Biden To Win 2024 Election In US? This Crypto Market Could Have You Covered
January 10, 2024
Tickers
DKNG
USDC
Tags
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Ron DeSantis
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From
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This Growth Stock Soared 391% in 2023. It Could Fall 48% in 2024, According to Wall Street.
January 03, 2024
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ADA
BLK
BTC
COIN
Tags
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Market News
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This Crypto Stock Is Taking Advantage of a $10 Trillion Opportunity. Is It a Buy Now?
December 21, 2023
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BTC
COIN
USDC
Tags
Market News
BLK
USDC
From
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2 Top Growth Stocks to Buy Right Now and Hold for 2024 and Beyond
December 20, 2023
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USDC
Tags
Market News
USDC
TSLA
From
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Circle Faces Fresh Accusations By CFA, CCTP Used For Illicit Finance Through Tron
December 16, 2023
Tickers
CFA
USDC
Tags
illicit finnace
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From
Benzinga
Interest Rates Are at 20-Year Highs -- 5 Cash-Rich Stocks Getting Richer From the Trend
November 11, 2023
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ABNB
BKNG
COIN
PINS
Tags
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Circle Announces Upgrade For USDC, EURC Stablecoins: Here Are The Changes In Store
November 09, 2023
Tickers
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Tags
Top Stories
Market News
Cryptocurrency
From
Benzinga
Circle Stablecoin Success: Could It Be Paving The Way For A Publicly Traded Empire?
November 08, 2023
Tickers
BLK
GS
IPO
USDC
Tags
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Benzinga
Markets
From
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Crypto Whale Loses $49K In 10 Minutes After Bitcoin ETF Rumor Pumps Price To $30K
October 17, 2023
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SEC
USD-BITSTAMP
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Vitalik Buterin's $15M USDC Transfer To Gemini After $500K Coinbase Transaction Raises Eyebrows
October 17, 2023
Tickers
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Tags
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Markets
PeckShield
From
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The $100 Billion Crypto Investment Opportunity You've Probably Never Heard Of
October 13, 2023
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Market News
Recent Press Releases
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Circle Starts USDC Minting On Polygon PoS, Skips Ethereum Bridges
October 10, 2023
Tickers
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Tags
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Circle
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Ethereum Foundation Sells 1,700 ETH For $2.76M USDC Amid Increased Volatility
October 10, 2023
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Tags
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Why Ethereum, Dogecoin, and Bitcoin Cash Slumped Today
October 09, 2023
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USD-BITSTAMP
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DOGE
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Up 20% Over the Past 30 Days, Is Solana a Buy Now?
October 07, 2023
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PYPL
SHOP
Tags
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PYPL
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Cosmos Opens Doors To Circle's Native USDC Through CCTP
October 03, 2023
Tickers
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Tags
$USDC
Benzinga
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Benzinga
USDC Integration In Polygon Network Marks A Step Forward In Speed, Cost Efficiency
September 25, 2023
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USDC
Tags
Markets
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Blockchain
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Benzinga
Circle's USDC Expansion On NEAR Signals Resilient Multi-Blockchain Future
September 14, 2023
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Tags
Market News
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$USDC
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Benzinga
Crypto Casino Stake.com Allegedly Hit By $40M Security Breach — Here's What Happened
September 05, 2023
Tickers
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Tags
$USDC
Market News
News
From
Benzinga
Coinbase Just Moved to Protect Its Second-Biggest Revenue Stream. But This 1 Question Still Lingers.
August 25, 2023
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COIN
ETH
SOL
USDC
Tags
USDT
ETH
SOL
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Motley Fool
Bitcoin, Ethereum, Dogecoin Drop After Vitalik Buterin Transfers ETH Worth $1M To Coinbase: Analyst Warns BNB Is Casually Dragging Down Entire Crypto Market
August 21, 2023
Tickers
BITCOMP
COIN
USD-BITSTAMP
USDC
Tags
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Benzinga
bitcoin
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The Big Risk to Coinbase Stock That Nobody Is Talking About
August 21, 2023
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COIN
USDC
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Market News
COIN
Recent Press Releases
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Federal Reserve Action Boosts Hedera
August 14, 2023
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USDC
Tags
Market News
HBAR
Recent Press Releases
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Maxine Waters 'Deeply Concerned' That PayPal Chose To Launch Stablecoin In Absence Of US Regulations
August 09, 2023
Tickers
PYPL
USDC
Tags
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$USDC
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Benzinga
Shiba Inu Emerges As Top Choice For Ethereum Whales, Despite Majority Of SHIB Investors Facing Losses
July 28, 2023
Tickers
USDC
Tags
Shiba Inu
$PEPE
dogecoin
From
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