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MUNICIPAL BONDS
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Classifying Municipal Bonds
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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
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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
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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
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Account Requirements
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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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What's going on with offshore wind projects in New England?
July 21, 2023
Tags
Utilities
Renewable Energy
Sustainability
From
Business Journals
Check Out 3 Utilities Stocks With Over 5% Dividend Yields From Wall Street's Most Accurate Analysts
July 19, 2023
Tickers
AY
CWEN
UGI
Tags
Trading Ideas
Market News
Pre/Market Outlook
From
Benzinga
VettaFi Voices On: What the Major Sectors Are Doing
July 14, 2023
Tickers
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CRUZ
QQQ
QQQM
Tags
Select Sector SPDRs
Communication Services
consumer
From
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NRG: Go Back To The Basics To Deliver Returns
July 03, 2023
Tickers
NRG
Tags
Market News
Utilities
Stocks / Equities
From
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Technical Analysis Of Smart Powerr Corporation
July 03, 2023
Tickers
CREG
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
4 ways to save on cooling costs as a dangerous heat wave grips millions of Americans
June 29, 2023
Tags
Climate
Home maintenance
Wealth
From
CNBC.com News
AIA Conference Calls for Enhanced Collaboration and Optimized End-User Experience
June 29, 2023
Tags
Construction
Telecommunications
Manufacturing
From
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Billions in federal infrastructure spending could be wasted due to outdated government rainfall models
June 26, 2023
Tags
Water and sewer line construction
Business
Real estate
From
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Daily Stock Analysis: OGE Energy
June 23, 2023
Tickers
OGE
Tags
Stocks / Equities
Utilities
Market News
From
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Daily Stock Analysis: Capital Power
June 21, 2023
Tickers
CPXWF
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Current Report: Avista Corp
June 19, 2023
Tickers
AVA
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Missouri PSC approves $140M rate increase for Ameren Missouri electric customers
June 16, 2023
Tags
Energy
Utilities
Government & Regulations
From
Business Journals
How many water main breaks have been repaired in St. Louis?
June 14, 2023
Tags
Utilities
Government & Regulations
Infrastructure
From
Business Journals
Goldman Sachs On 10 Utilities Stocks: What To Buy, Sell And Is Neutral
June 09, 2023
Tickers
AEP
D
DUK
ED
Tags
Carly Davenport
PEG
energy
From
Benzinga
Illinois lawmakers approve measure giving utilities, including Ameren, control over new downstate transmission lines
June 01, 2023
Tags
Laura Murphy
David Kraft
Sue Rezin
From
Business Journals
Wall Street's Most Accurate Analysts Say Hold These 3 Utilities Stocks With Over 4% Dividend Yields
June 01, 2023
Tickers
NWE
NWN
SWX
Tags
NWE
News
Expert Ideas
From
Benzinga
Alliant Energy: A Midwest Utility Offering Solid Value And Yield
May 27, 2023
Tickers
LNT
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
Gov. Hobbs: No Arizonan will ‘be forced to cut their water use’ due to Colorado River conservation plan
May 27, 2023
Tags
Utilities
Politics
Government & Regulations
From
Business Journals
Five things you need to know, and a day for clean energy
May 23, 2023
Tags
Boston 5 Things Editorial 2015
Utilities
Environment
From
Business Journals
1Q23 MLP/Midstream Payouts Solid as Equities Wobble
May 16, 2023
Tickers
AM
AMNA
AMZ
CAPL
Tags
MPLX
SUN
GPP
From
ETF Trends
MLPs/Midstream: Solid 1Q23 Updates Lost in Macro Void
May 09, 2023
Tickers
AM
CEFS
CEQP
EPD
Tags
OKE
WMB
ET
From
ETF Trends
Technical Analysis Of Duke Energy Corporation
May 09, 2023
Tickers
DUK
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
CMS Energy: An Attractive Michigan Utility With A Long Dividend History
May 06, 2023
Tickers
CMS
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Utility Stocks Reporting Q1 Earnings On May 2: Edison International & Public Service Enterprise Group
May 01, 2023
Tickers
EIX
PEG
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Mawson Infrastructure plans bitcoin mining site in Ohio
May 01, 2023
Tickers
BITCOMP
INNO
USD-BITSTAMP
Tags
Utilities
Technology
Cryptocurrency
From
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Phoenix residents could see water bill increases coming soon
April 28, 2023
Tags
Sustainability
Utilities
Government & Regulations
From
Business Journals
Power outage in San Francisco's Financial District expected to last until weekend
April 27, 2023
Tags
Utilities
Government & Regulations
From
Business Journals
Eaton wins contract for new state-of-the-art hospital
April 27, 2023
Tickers
INNO
Tags
Inno
Construction
Health Care
From
Business Journals
Berkshire Hathaway’s energy company is about to hit a major renewable energy milestone
April 22, 2023
Tags
Xcel Energy Inc
Alternative and sustainable energy
Business
From
CNBC.com News
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