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MUNICIPAL BONDS
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Classifying Municipal Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
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NHA/PHA Bonds
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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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Sample Portfolio
Back Dated Performance Reports
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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
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MARKET RESEARCH
Featured Quarterly Newsletter
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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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Google, Xcel call off $600M data center deal
December 22, 2022
Tags
Data Technologies
Utilities
Renewable Energy
From
Business Journals
Google, Xcel call off $600M data center deal in Becker, Minnesota
December 21, 2022
Tags
Xcel Energy Inc/
Data Technologies
Utilities
From
Business Journals
EU agreed to limit gas prices, but some analysts are skeptical
December 20, 2022
Tags
Utilities
Energy
Europe News
From
CNBC.com News
'Crunch time': EU members in last-minute push to compromise on gas price cap
December 19, 2022
Tags
Oil and Gas
Europe News
Energy
From
CNBC.com News
How states across the West are using cloud seeding to make it rain
December 17, 2022
Tags
Weather
Snowstorm
Hydrology
From
CNBC.com News
This Leveraged Utilities ETF Is Up 20% the Past Month
December 16, 2022
Tickers
SPXL
UTSL
Tags
S&P 500
SPXL
leveraged & inverse channel
From
ETF Trends
3 Electric Utility Stocks For Safe Dividends
December 06, 2022
Tickers
D
EVRG
SO
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
Mapped: Global Energy Prices, By Country In 2022
December 04, 2022
Tickers
OIL
UNG
XLU
Tags
Energy
Market News
Nonrenewable Energy
From
TalkMarkets
City of Houston ends boil water notice; TCEQ says water is safe
November 29, 2022
Tags
Utilities
Government & Regulations
From
Business Journals
South Africa's economy at a pivotal point as outlook improves but political, energy risks remain
November 29, 2022
Tags
Policy
Energy
World Politics
From
CNBC.com News
Duquesne Light seeks innovative solutions to underground electrical cable challenges
November 24, 2022
Tickers
INNO
Tags
Josh Gould
Duquesne Light Co/
Energy
From
Business Journals
Top Utilities Stocks: Trading Opportunities For Next Week - Sunday, Nov. 20
November 20, 2022
Tickers
CEPU
DTE
ETR
OGS
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
UTSL Up Almost 30%, but Potential Headwinds Forthcoming
November 16, 2022
Tickers
UTSL
Tags
Direxion
Utilities
UTSL
From
ETF Trends
RoadRunner Recycling sets sights on real estate waste management following $20 million funding round extension
November 15, 2022
Tickers
INNO
Tags
Roadrunner Recycling Inc/
Utilities
Jennifer Place
From
Business Journals
Utilities Earnings Mixed In Q3: ETFs In Focus
November 13, 2022
Tickers
D
DUK
IDU
NEE
Tags
Utilities
ETFs
Energy
From
TalkMarkets
UNC Charlotte, Duke Energy and the city win CleanTech Innovation award
November 11, 2022
Tickers
INNO
Tags
Duke Energy Corporation (Holding Company)
Stephen De May
Colleges & Universities
From
Business Journals
SMUD, Tokyo Electric Power Co. to pilot electric vehicle charging strategies
November 09, 2022
Tickers
INNO
Tags
Utilities
Tomomichi Seki
Inno
From
Business Journals
Top SRP executive Mike Hummel says he'll retire in 2023
November 08, 2022
Tags
Salt River Project
Human Resources
Utilities
From
Business Journals
Duquesne Light announces plans for holiday display at Point State Park
November 02, 2022
Tags
Utilities
Sustainability
Travel & Tourism
From
Business Journals
Dividend Kings In Focus: Middlesex Water Company
October 29, 2022
Tickers
MSEX
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
SRP signs deal for two more battery storage stations to handle peak power demand
October 27, 2022
Tags
Energy
Utilities
Renewable Energy
From
Business Journals
Central Ohio startup raises $3M to speed energy bill payments using bitcoin
October 27, 2022
Tickers
BITCOMP
INNO
USD-BITSTAMP
Tags
Inno
Technology
Austin Mitchell
From
Business Journals
Scott Plank's MissionGO wins $50M contract with California utility
October 24, 2022
Tickers
INNO
Tags
Government & Regulations
Scott Plank
Chris Corgnati
From
Business Journals
Steady Cash Flow In The Pipeline At Atmos
October 22, 2022
Tickers
ATO
Tags
Utilities
Energy
Nonrenewable Energy
From
TalkMarkets
PWSA receives $133M in loans, $6M in grants for water projects
October 19, 2022
Tags
Utilities
Will Pickering
Government & Regulations
From
Business Journals
10-22-2022, 3300 E 1st Street, Wilmington, CA 90744 Find Homeless People, Inc. Is Providing Free Medical Services and Lunch to Homeless with the Central Neighborhood Health Foundation (CNHF) Mobile Cl
October 19, 2022
Tags
Health & Healthcare
Press Releases
Food & Beverage
From
Viz Release
10-22-2022, 1800 E PCH, Wilmington, CA 90744 Find Homeless People, Inc. Is Providing Free Medical Services and Lunch to Homeless with the Central Neighborhood Health Foundation (CNHF) Mobile Clinic
October 19, 2022
Tags
Health & Healthcare
Press Releases
Food & Beverage
From
Viz Release
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