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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
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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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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
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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
Featured Articles
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City of Phoenix forgoes more water from Lake Mead in wake of declining levels
July 01, 2022
Tags
Environment
Energy
Utilities
From
Business Journals
Summer temperatures — and inflation — are running hot. Here's how to save money on cooling bills as prices rise
June 29, 2022
Tags
Energy Commodities
Personal saving
Housing
From
CNBC.com News
Europe's plans to replace Russian gas are deemed 'wildly optimistic' — and could hammer its economy
June 29, 2022
Tags
Markets
Oil and Gas
Environment
From
CNBC.com News
Like A Yo-Yo
June 26, 2022
Tickers
OIL
QQQ
SPX
SPY
Tags
Utilities
Energy
Market News
From
TalkMarkets
Daily Stock Analysis: The AES Corp.
June 24, 2022
Tickers
AES
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Daily Stock Analysis: Global Water Resources
June 23, 2022
Tickers
GWRS
Tags
Stocks / Equities
Market News
Utilities
From
TalkMarkets
Daily Stock Analysis: Algonquin Power & Utilities
June 22, 2022
Tickers
AQN
Tags
Utilities
Energy
Alternative Energy
From
TalkMarkets
Daily Stock Analysis: Atlantica Sustainable Infrastructure
June 21, 2022
Tickers
AY
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
Glendale activates first stage of drought management plan
June 20, 2022
Tags
Crane Watch All Markets
Environment
Utilities
From
Business Journals
Inventors is looking for licensing agreements with their groundbreaking Renewable Green Energy Technology
June 20, 2022
Tags
Energy
Utilities
Technology
From
Viz Release
Current Report: Star Group (SGU)
June 19, 2022
Tickers
SGU
Tags
Utilities
Market News
Stocks / Equities
From
TalkMarkets
The Big Four: Industrial Production Up 0.25% in May
June 18, 2022
Tags
Market News
Utilities
Capital & Industrial Goods
From
TalkMarkets
Enchanted Rock chosen to develop renewable microgrid for Microsoft data center
June 17, 2022
Tickers
INNO
Tags
Renewable Energy
Utilities
Paul Froutan
From
Business Journals
ERCOT says Texas saw largest demand ever for electricity on Sunday
June 13, 2022
Tags
Utilities
Energy
From
Business Journals
The S&P 500 Utilities Index Is Up and So Is This ETF
June 08, 2022
Tickers
UTSL
Tags
Utilities
Direxion
UTSL
From
ETF Trends
SMUD forges path to its aggressive 2030 zero-carbon goal
June 03, 2022
Tickers
INNO
Tags
Paul Lau
Sacramento Municipal Utility District
Energy
From
Business Journals
Viewpoint: ISO threatens blackouts every year. Here's why there aren't any.
May 25, 2022
Tags
Utilities
Energy
Environment
From
Business Journals
Washington County designates next target for increasing broadband access
May 25, 2022
Tags
Government & Regulations
DQE Communications LLC
Utilities
From
Business Journals
Mesa declares 'stage one' water shortage – the next steps include mandates on businesses
May 23, 2022
Tags
Utilities
Chris Hassert
Sustainability
From
Business Journals
Ameren Illinois Chairman and President Richard Mark to retire
May 18, 2022
Tags
Richard Mark
Energy
Martin Lyons Jr/
From
Business Journals
This Utility ETF Is Up 20% Over the Past 3 Months Despite Volatility
May 16, 2022
Tickers
UTSL
Tags
leveraged & inverse channel
rafferty asset management
UTSL
From
ETF Trends
Phoenix businesses can receive loans to conserve water in their buildings
May 13, 2022
Tags
Sustainability
Energy
Environment
From
Business Journals
APS names new president, splitting top leadership roles
May 12, 2022
Tags
Utilities
Energy
From
Business Journals
Houston co. raises funds from HSBC, others for AI-powered grid forecasting tech
May 09, 2022
Tickers
INNO
Tags
Energy
Startups
Technology
From
Business Journals
Duke Energy Lags Q1 Earnings Estimates
May 09, 2022
Tickers
DUK
Tags
Utilities
Stocks / Equities
Market News
From
TalkMarkets
Defensive ETFs Are Turning Heads as Investors Seek Safer Plays
May 06, 2022
Tickers
SPDR
XLP
XLRE
XLU
Tags
Real Estate
ssga
Utilities
From
ETF Trends
Duke Energy To Post Q1 Earnings: What's In Store?
May 05, 2022
Tickers
DUK
Tags
Market News
Stocks / Equities
Utilities
From
TalkMarkets
Viewpoint: Mass. can't wait two years to jumpstart the transition to clean energy
May 04, 2022
Tags
Energy
Environment
Utilities
From
Business Journals
SMUD teams with Five Star Bank, fintech LoanGlide for residential energy efficiency upgrade loans
May 04, 2022
Tickers
INNO
Tags
Five Star Bancorp
Utilities
O'Neil Nalavadi
From
Business Journals
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