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MUNICIPAL BONDS
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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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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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Current Analysis: Suburban Propane
December 28, 2023
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Current Analysis: ENGIE Brasil Energia SA
December 27, 2023
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Current Analysis: Drax Group PLC
December 26, 2023
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Stock Analysis: CEZ A.S.
December 26, 2023
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From
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Arizona proposes framework for converting wastewater into purified drinking water
December 26, 2023
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Pick These 4 Stocks With Solid Interest Coverage Ratio
December 24, 2023
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ATO
EG
MOD
STRL
Tags
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Winter snow would help recharge the Colorado River. But what if it doesn’t?
December 20, 2023
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From
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California Regulations Are Causing A Crisis In The Trucking Industry
December 17, 2023
Tickers
SRE
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Utilities
Stocks / Equities
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From
TalkMarkets
Utility Stocks For Income And Growth Thanks To Rising Interest Rates
December 14, 2023
Tickers
AEP
AES
ES
EVRG
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
Tech, Consumer Discretionary Are Top Equity Sectors In 2023
December 12, 2023
Tickers
RSP
SPY
XLK
XLU
Tags
Utilities
Technology
Stocks / Equities
From
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These 3 Utilities Stocks With Over 3% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
December 04, 2023
Tickers
PEG
SRE
XEL
Tags
Price Target
SRE
Wall Street's Most Accurate Analysts
From
Benzinga
Fully Funded Exploration Programs for Vital Minerals Needed in Surging Quantities by the Global Electric Vehicle Market: Grid Battery Metals Inc. (Stock Symbol: EVKRF) $EVKRF
December 01, 2023
Tickers
CELL
EVKRF
FPX
TSLA
Tags
Press Releases
Business
Computers & Internet
From
Viz Release
Alliant Energy Stock: An Undervalued High-Quality Utility
November 30, 2023
Tickers
LNT
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Stocks / Equities
Utilities
Market News
From
TalkMarkets
Exploring The Sinewave: Unveiling Rhythms In Financial Instruments
November 28, 2023
Tickers
XLU
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Market News
From
TalkMarkets
Ameren seeks to shutter Missouri coal plant early, recoup investment from ratepayers
November 28, 2023
Tags
Ameren Corp/
Energy
Government & Regulations
From
Business Journals
5 Low-Beta Utilities Stocks To Buy As Fed Remains Hawkish
November 26, 2023
Tickers
CNP
ED
ETR
GWRS
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
3 Stocks To Watch After Impressive Earnings Beats This Week
November 24, 2023
Tickers
CENT
ENLT
NVDA
RNW
Tags
Technology
Utilities
Stocks / Equities
From
TalkMarkets
POWR Stock Of The Week Under $10: TransAlta Corp.
November 22, 2023
Tickers
TAC
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
'Santa Married Goldilocks' - Soft CPI Sparks Big Week Of Buying For Bonds, Stocks, & Gold
November 17, 2023
Tickers
BITCOMP
BNO
DJI
GLD
Tags
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ETFs
Services
From
TalkMarkets
Advocates hail regulatory ‘earthquake’ as Illinois slashes requested gas rate increases
November 17, 2023
Tags
Jennifer Golz
Politics
Utilities
From
Business Journals
Check Out 3 Utilities Stocks With Over 6% Dividend Yields From Wall Street's Most Accurate Analysts
November 16, 2023
Tickers
AY
CWEN
HE
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Price Target
Wall Street's Most Accurate Analysts
From
Benzinga
Dividend Kings In Focus: Fortis
November 14, 2023
Tickers
FTS
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Tap water is cheap in the Southwest, but old pipes could change that
November 13, 2023
Tags
Environment
Government & Regulations
Utilities
From
Business Journals
New fund bets big on Eisenhower-era stocks
November 11, 2023
Tags
Bonds
Consumer spending
Utilities
From
CNBC.com News
Like Water For Chocolate?
November 11, 2023
Tickers
CWCO
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Consolidated Edison, Inc. Dividend Stock Analysis
November 10, 2023
Tickers
AEP
ED
PCG
XEL
Tags
Market News
Utilities
Stocks / Equities
From
TalkMarkets
MSD board votes to put proposed sewer rate hike on April ballot
November 09, 2023
Tags
Government & Regulations
Utilities
From
Business Journals
Vistra's Q3 Financials Show Decline, Misses Estimates, But Optimistic About Robust 2025 Earnings Outlook
November 07, 2023
Tickers
VST
Tags
News
Earnings
power
From
Benzinga
The U.S. Power Grid Is In Desperate Need Of An Upgrade
November 04, 2023
Tickers
XEL
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Power Up Your Dividends With This Utility Stock
November 03, 2023
Tickers
NGG
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
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