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MUNICIPAL BONDS
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Classifying Municipal Bonds
Revenue 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
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
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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
Featured Articles
Contrarian Notes Blog
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Why America's outdated energy grid is a climate problem
February 17, 2023
Tags
Alternative and sustainable energy
Climate Policy
Renewable Energy
From
CNBC.com News
2 ETFs That Stand to Benefit From Clean Energy Initiatives
February 14, 2023
Tickers
KLNE
UTSL
Tags
Utilities
Clean Energy
KLNE
From
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Groundhog Fizzle
February 12, 2023
Tickers
NDX
QQQ
VIX
XLU
Tags
ETFs
Market News
Utilities
From
TalkMarkets
Ameren responsible for contamination in St. Charles wellfield, EPA testing finds
February 10, 2023
Tags
Environment
Utilities
Government & Regulations
From
Business Journals
Arlington's Motor raises $7M Series A for its electric vehicle adoption efforts
February 07, 2023
Tickers
INNO
Tags
Logistics & Transportation
The AES Corp/
Inno
From
Business Journals
Pennsylvania American Water to acquire Elizabeth Borough wastewater system
February 03, 2023
Tags
Utilities
American Water Works Company Inc/
Government & Regulations
From
Business Journals
These 2 ETFs Show Growth Is Back in Style and Safe Is Yesterday’s News
February 03, 2023
Tickers
TECL
UTSL
Tags
Utilities
Technology
UTSL
From
ETF Trends
APS boss says big rate hike necessary to keep up with customer demand
February 01, 2023
Tags
Energy
Utilities
From
Business Journals
SouthStar Energy’s Shannon Pierce: 'Leadership is about the courage to address challenges'
February 01, 2023
Tags
Human Resources
Energy
Leaders in Corporate Citizenship Awards 2023
From
Business Journals
Xcel will store electricity at Minnesota, Colorado batteries
January 26, 2023
Tags
Coal
Bob Frenzel
Environment
From
Business Journals
Brits are being paid to cut power use, as cold snap threatens supply
January 24, 2023
Tags
Drax Group PLC
Energy
Oil and Gas
From
CNBC.com News
Hawaiian Electric seeks proposals for renewable energy projects on Oahu and Maui
January 23, 2023
Tickers
INNO
Tags
Renewable Energy
Inno
Energy
From
Business Journals
NGG: A Recession-Proof Stock With A 6% Yield
January 22, 2023
Tickers
NGG
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
SRP solar plant northwest of Flagstaff expected to offset 1 billion pounds of CO2 each year
January 20, 2023
Tags
Energy
Renewable Energy
Sustainability
From
Business Journals
Placer, El Dorado counties and agencies sue PG&E over last year's Mosquito Fire
January 19, 2023
Tags
Energy
Pacific Gas & Electric Co/
Utilities
From
Business Journals
Evergy issues RFP to contract or buy energy resources
January 19, 2023
Tags
Evergy Inc/
Energy
Utilities
From
Business Journals
PWSA receives $13M in state grants, loans for water line replacement
January 12, 2023
Tags
Utilities
Government & Regulations
Will Pickering
From
Business Journals
Acquisition, expanded AEP contract key to growth for Columbus software maker Arcos
January 11, 2023
Tickers
INNO
Tags
Software
Utilities
Ross Fuller
From
Business Journals
Pacific Gas and Electric reports surge in power outages across South Bay amid storms
January 10, 2023
Tags
Utilities
Energy
From
Business Journals
2022 Performance for Income Investments: MLPs Shine, REITs Lag
January 10, 2023
Tickers
AMNA
AMZ
CEFS
MLPS
Tags
AMZ
Income
Yield
From
ETF Trends
3 Triple Leveraged ETFs Traders Can Consider in 2023
January 09, 2023
Tickers
CURE
RETL
UTSL
Tags
UTSL
Direxion
CURE
From
ETF Trends
High Dividend 50: Algonquin Power & Utilities Corp.
January 08, 2023
Tickers
AQN
Tags
Utilities
Stocks / Equities
Alternative Energy
From
TalkMarkets
New Georgia Power CEO Kimberly Greene takes on nuclear, EV charging challenges
January 06, 2023
Tags
Career & Workplace
Renewable Energy
Human Resources
From
Business Journals
2022 Index Review
January 01, 2023
Tickers
DIA
DJI
IWM
IYT
Tags
Options
Nonrenewable Energy
Utilities
From
TalkMarkets
These Were The 10 Best Performing Utilities Stocks In 2022
January 01, 2023
Tickers
AEP
AES
ATO
CEG
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
SRP researches cloud seeding in White Mountains to create snow amid historic drought
December 26, 2022
Tags
Technology
Utilities
From
Business Journals
12 Recession-Proof Stocks
December 26, 2022
Tickers
ABT
ATO
CL
CNI
Tags
Utilities
Capital & Industrial Goods
Energy
From
TalkMarkets
PJM Interconnection urges customers to conserve electricity
December 24, 2022
Tags
Energy
Renewable Energy
Utilities
From
Business Journals
SMUD partners with 'virtual power plant' software company Swell Energy to encourage residential solar, storage
December 23, 2022
Tickers
INNO
Tags
Sacramento Municipal Utility District
Utilities
Suleman Khan
From
Business Journals
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