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What We Buy Currently
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Default Rates
Yield Difference
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Classifying 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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TAF sm Program
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EVENTS
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Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) 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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Will Baltimore get a Fortune 500 headquarters after Exelon splits? It's looking that way.
December 01, 2021
Tags
Energy
Nuclear
Kathleen Barrón
From
Business Journals
'Down payment': Baltimore will spend at least $35M in federal funds to help fix city's digital divide
November 30, 2021
Tickers
INNO
Tags
Government & Regulations
Inno
Telecommunications
From
Business Journals
4 Electric Power Stocks To Keep A Tab On Amid Rising Demand
November 27, 2021
Tickers
D
DUK
LNT
NEE
Tags
Stocks / Equities
Market News
Utilities
From
TalkMarkets
Why Income Investors Should Consider Utility Stocks
November 26, 2021
Tickers
OGS
SJI
SRE
Tags
Stocks / Equities
Utilities
Market News
From
TalkMarkets
SMUD moves to install solar array in neighboring Placer County
November 23, 2021
Tickers
INNO
Tags
Energy
Pacific Gas & Electric Co/
Sacramento Municipal Utility District
From
Business Journals
Milwaukee startup Rapid Radicals lands $1M grant to develop high-speed wastewater treatment
November 23, 2021
Tickers
INNO
Tags
Startups
Utilities
Will Schanen
From
Business Journals
Newsom picks cabinet energy adviser Reynolds for CPUC president
November 23, 2021
Tags
Alice Reynolds
Stanford University
Jerry Brown
From
Business Journals
Alliant Energy Is One To Watch After The Breakout Move From Congestion
November 23, 2021
Tickers
LNT
Tags
Market News
Utilities
Stocks / Equities
From
TalkMarkets
NC State spin-out on display for President Biden, Bill Gates at COP26
November 18, 2021
Tickers
INNO
Tags
Renewable Energy
Startups
Utilities
From
Business Journals
JEA: Project Vogtle enhancements will be pushed to at least fall 2022
November 17, 2021
Tags
Utilities
Joe DiSalvo
Jay Stowe
From
Business Journals
Court: Higher Maricopa water charge for public housing is not discriminatory
November 16, 2021
Tags
Government & Regulations
Utilities
From
Business Journals
Here’s how the Bay Area could benefit from the trillion-dollar federal infrastructure bill
November 16, 2021
Tags
Sustainability
Government & Regulations
Telecommunications
From
Business Journals
Duke Energy's first sustainability bond could center around Florida utility
November 08, 2021
Tags
Infrastructure
Duke Energy Corp/
Energy
From
Business Journals
United Way of Central Maryland taps Truist, BGE execs to lead latest fundraising campaign
November 08, 2021
Tags
Philanthropy & Nonprofits
Utilities
From
Business Journals
Hawaiian Electric Industries income drops slightly in Q3
November 05, 2021
Tags
Connie Lau
Energy
Banking & Financial Services
From
Business Journals
Duke Energy earnings: Key takeaways on NC rules, federal funds and future CapEx
November 05, 2021
Tags
Politics
Duke Energy Corp/
Sharia Pourezza
From
Business Journals
Duke Energy exec says talks with dissident investor continue, seeking 'common ground'
November 04, 2021
Tags
Duke Energy Corporation (Holding Company)
Energy
Mergers and Acquisitions
From
Business Journals
Duke Energy posts strong Q3 earnings despite $165M charge from coal-ash ruling
November 04, 2021
Tags
Energy
Duke Energy Corporation (Holding Company)
Steve Young
From
Business Journals
WEC Energy ending coal use, will shift newer Oak Creek units to natural gas by 2035
November 03, 2021
Tags
Scott Lauber
Gale Klappa
Energy
From
Business Journals
Corporation Commission approves APS rate decrease; company prepares to sue
November 03, 2021
Tags
Utilities
Energy
From
Business Journals
Duke Energy adopts sustainability bond standards and gets nod from S&P Global
November 02, 2021
Tags
Duke Energy Corp/
Chris Bauer
Sustainability
From
Business Journals
Xcel Energy pledges to cut all greenhouse gas emissions by 2050
November 02, 2021
Tags
Xcel Energy Inc/
Bob Frenzel
Energy
From
Business Journals
Time To Flip The Switch From Energy To Utilities
November 02, 2021
Tickers
IEO
SPY
VIVHY
VPU
Tags
ETFs
Energy
Market News
From
TalkMarkets
SC Supreme Court ruling keeps Duke Energy from charging customers $180M in coal-ash costs
October 29, 2021
Tags
Utilities
Duke Energy Corporation (Holding Company)
Coal
From
Business Journals
NC legislature likely to set aside utility market competition issue after big energy reform law
October 28, 2021
Tags
Utilities
John Szoka
North Carolina Utilities Commission
From
Business Journals
Effective Safety Communication Strategies Emerge as Critical Area of Focus for Utility Providers
October 28, 2021
Tags
Jd Power
Utilities
Severe Weather
From
PRLog
Are high energy prices here to stay? Analysts weigh in on the global gas crisis
October 28, 2021
Tags
Utilities
Asia Markets
Renewable Energy
From
CNBC.com News
Southern California Edison, Alectra Utilities join California Mobility Center
October 27, 2021
Tickers
INNO
Tags
EnerTech Capital
Energy
Inno
From
Business Journals
Denver fund finds bright future in US solar power investment
October 26, 2021
Tags
Energy
Brandon Conard
Renewable Energy
From
Business Journals
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