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Classifying Municipal Bonds
Revenue 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
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EVENTS
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Municipal Bond Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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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These 3 Utilities Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
November 01, 2023
Tickers
AEE
NEE
SRE
Tags
Trading Ideas
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10 Years of Midstream: Total Return Still Compelling
October 31, 2023
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NextEra Energy Partners Is A Screaming Buy Right Now
October 30, 2023
Tickers
NEP
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Market News
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From
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Northwest Natural Holding Company: An Undervalued Utility
October 28, 2023
Tickers
NWN
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From
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Traders Can Lean Into Defense With This Utilities ETF Play
October 27, 2023
Tickers
UTSL
WANT
Tags
WANT
UTSL
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From
ETF Trends
Proponents drop push to give downstate Illinois utilities, including Ameren, dibs on new transmission lines
October 26, 2023
Tags
Larry Walsh Jr/
Energy
Matthew Tomc
From
Business Journals
MLPs Stand Out as Rising Rates Challenge Income Plays
October 24, 2023
Tickers
AMNA
CEFS
MLPS
SPX
Tags
REITs
CEFX
midstream
From
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Why burying power lines is an effective, but very expensive way to prevent wildfires
October 21, 2023
Tags
Energy
Climate
Electric power transmission and distribution
From
CNBC.com News
3 Safe Utility Stocks With Excellent Yields
October 19, 2023
Tickers
AEP
DUK
SO
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Biden Administration Announces $3.5 Billion Electricity Grid Investment
October 19, 2023
Tags
Market News
Energy
Technology
From
TalkMarkets
Wall Street's Most Accurate Analysts Say Buy These 3 Utilities Stocks With Over 3% Dividend Yields
October 19, 2023
Tickers
AEE
NEE
SRE
Tags
Dividends
Benzinga
Analyst Ratings
From
Benzinga
Is It Time For Utilities Stocks To Stop Stinking Up The Joint?
October 18, 2023
Tickers
XLU
Tags
ETFs
Market News
Utilities
From
TalkMarkets
Illinois officials recommend gas price increase for 4.1M consumers
October 18, 2023
Tags
Tucker Kennedy
Energy
Ameren Corp/
From
Business Journals
ACEC Fall Conference: IronOrbit's GPU Workspaces Spotlighted After Acclaimed Gartner Magic Quadrant Recognition
October 14, 2023
Tags
Computers & Internet
Press Releases
Utilities
From
Viz Release
Grain Belt Express transmission line wins final approval in Missouri
October 13, 2023
Tags
Government & Regulations
Utilities
Shashank Sane
From
Business Journals
An ETF/Index Distinction
October 12, 2023
Tickers
XLU
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
This Energy Dividend “Disaster” Is Setting You Up For 100%+ Profits
October 11, 2023
Tickers
NEE
NEP
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
The Numbers Are In – Dividend Stocks Are Beating 10-Year Treasury Bonds
October 10, 2023
Tickers
NEE
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Installing solar isn't the only big financial decision to make about controlling home power
October 07, 2023
Tags
CNBC Disruptor 50
Electric power generation
Energy
From
CNBC.com News
NextEra Energy America’s Best Utility Stock On Sale?
October 05, 2023
Tickers
NEE
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
Duke Energy Navigating Rough Waters
October 05, 2023
Tickers
DUK
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
11 Utility Stocks Get New Ratings, Forecasts After Recent Volatility: 'Higher Quality ... Low Valuation'
October 05, 2023
Tickers
AEE
CMS
CNP
DTE
Tags
Expert Ideas
AEE
NEE
From
Benzinga
3 water wells to reopen in St. Charles after city installs filtration system
October 05, 2023
Tags
Utilities
Government & Regulations
From
Business Journals
Wall Street's Most Accurate Analysts Say Hold These 3 Utilities Stocks With Over 5% Dividend Yields
October 04, 2023
Tickers
AGR
ALE
D
Tags
Analyst Ratings
AGR
D
From
Benzinga
Utility Stocks Have Appeal During Recession
September 27, 2023
Tickers
NEE
Tags
Market News
Utilities
Stocks / Equities
From
TalkMarkets
Higher Rates For Longer? These Stocks May Have Appeal.
September 26, 2023
Tickers
REIT
TIPS
Tags
Benzinga
Real Estate
REIT
From
Benzinga
Check Out 3 Utilities Stocks With Over 4% Dividend Yields From Wall Street's Most Accurate Analysts
September 20, 2023
Tickers
AGR
AVA
NWE
Tags
Dividend
Wall Street's Most Accurate Analysts
Dividends
From
Benzinga
Is The FOMC About To Rock The Market Boat Again? Brace For A Potential Selloff!
September 20, 2023
Tickers
CSWC
MA
VRT
WEX
Tags
Energy
Gold/Precious Metals
Technology
From
TalkMarkets
Eversource Energy: An Undervalued Utility
September 15, 2023
Tickers
ES
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
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