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Default Rates
What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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home
about us
Investment Approach
Client Service Approach
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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
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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
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Traders May Need Frequent Portfolio Adjustments In 2024: BlackRock
December 14, 2023
Tickers
BLK
IEF
IVV
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Tags
IVV
Trading Ideas
Gargi Pal Chaudhuri
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Case for traditional 60-40 mix of stocks and bonds strengthens amid higher rates, according to Vanguard’s 2024 outlook
December 12, 2023
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Tags
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Consider Vanguard’s Treasury ETFs as Government Bonds Rally
December 11, 2023
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VGIT
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VGSH
Tags
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VGLT
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Turning Lemons Into Lemonade: The Power of Tax-Loss Harvesting
November 29, 2023
Tickers
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Tags
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From
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Betting on Wall Street’s market forecasts predicts trouble for your portfolio
November 27, 2023
Tickers
SPX
SPY
VGIT
VGLT
Tags
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Seek Tax-Loss Harvesting Opportunities Within Fixed Income ETFs
November 20, 2023
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Tags
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From
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Intermediate-Term Bonds Shouldn’t Be Ignored
November 09, 2023
Tickers
VGIT
Tags
fixed income channel
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VGIT
From
ETF Trends
Intermediate Treasurys: How to predict the return between now and 2034
October 27, 2023
Tickers
VGIT
VGLT
Tags
VGIT
VGLT
From
MarketWatch
Millennials seem to dig bond ETFs despite volatile fixed-income market, Charles Schwab finds
October 26, 2023
Tickers
AGG
BIL
BITO
MRNA
Tags
VGIT
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From
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Bond ETFs see ‘crescendo’ of investor demand after yield surge in volatile fixed-income market, says Invesco’s Paglia
October 23, 2023
Tickers
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Tags
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From
MarketWatch
Investors Pump Cash Into Treasury ETFs
October 10, 2023
Tickers
VGIT
VGLT
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Tags
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From
ETF Trends
Shutdown Averted! Now Buy Some Treasuries
October 02, 2023
Tickers
VGIT
VGLT
VGSH
Tags
Vanguard
VGIT
VGLT
From
ETF Trends
Treasuries Offering Yields Not Seen in Over a Decade
September 20, 2023
Tickers
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Tags
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VGLT
From
ETF Trends
Target Vanguard Treasury ETFs as Yields Climb
September 18, 2023
Tickers
EDV
VGIT
VGLT
VGSH
Tags
VGSH
fixed income channel
VGIT
From
ETF Trends
Consider Treasuries of Any Duration as Yields Near 5%
September 13, 2023
Tickers
VGIT
VGLT
VGSH
Tags
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From
ETF Trends
Gain More Intermediate Fixed Income Exposure With BIV, VCIT, and VGIT
September 11, 2023
Tickers
BIV
VCIT
VGIT
Tags
BIV
Vanguard
VGIT
From
ETF Trends
Why Longer Treasury ETFs Could Help if a Recession Does Occur This Year
September 07, 2023
Tickers
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Tags
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VGLT
From
ETF Trends
Seek a Middle Ground on Treasury Bonds as Yields Stay Elevated
August 28, 2023
Tickers
VGIT
Tags
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From
ETF Trends
Don’t Expect Rates to Go Down Just Yet
June 15, 2023
Tickers
BIV
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Tags
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From
ETF Trends
Target the Treasury Curve Sweet Spot With VGIT
June 08, 2023
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Tags
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ETF Trends
For Fixed Income Upside, Seek Intermediate-Term Treasuries
May 23, 2023
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From
ETF Trends
VettaFi Voices On: The Last 25 Point Fed Hike(?)
May 05, 2023
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Tags
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ETF Trends
Target High-Quality Treasury Funds While Rates Rise
April 28, 2023
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VGIT
VGLT
VGSH
Tags
VGSH
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VGLT
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ETF Trends
Treasury Yields Jump After Fed Official Hints at More Rate Hikes
April 14, 2023
Tickers
VGIT
VGSH
Tags
VGSH
fixed income channel
VGIT
From
ETF Trends
How to buy I bonds with your tax refund
March 31, 2023
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VGIT
From
MarketWatch
Consider Short-Term Treasuries While Yields Are High and Risk Is Low
March 03, 2023
Tickers
VGIT
VGSH
Tags
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VGIT
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From
ETF Trends
Get Strong, Stable Yields With Treasuries
January 20, 2023
Tickers
VGIT
VGLT
VGSH
Tags
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VGIT
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From
ETF Trends
Chart of the Week: Investment-Grade Corporates Appeal to Advisors
January 19, 2023
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GIGB
IGEB
LQD
PFIG
Tags
Goldman Sachs
modern alpha channel
iShares
From
ETF Trends
Treasury Yields Rise Following Strong Jobs Report
January 05, 2023
Tickers
VGIT
VGLT
VGSH
Tags
fixed income channel
VGSH
Vanguard
From
ETF Trends
Top-Read Fixed Income ETF Stories In 2022
December 29, 2022
Tickers
VGIT
VGLT
VGSH
VWOB
Tags
VGLT
VGIT
Vanguard
From
ETF Trends
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