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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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1 Magnificent ETF I'm Loading Up On in 2024 and Beyond
January 06, 2024
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VTI
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Recent Press Releases
VTI
Market News
From
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Tom Lee Predicts S&P 500 Surge In 2024 Despite Early Year Downturns
December 30, 2023
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December 28, 2023
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How Should a Beginner Invest in Stocks? Start With This ETF.
December 28, 2023
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Got $500 to Invest in Stocks? Put It in This Index Fund.
December 20, 2023
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VTI
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3 Ways to Grow $100,000 Into $1 Million for Retirement Savings
December 19, 2023
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Traders May Need Frequent Portfolio Adjustments In 2024: BlackRock
December 14, 2023
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1 No-Brainer Investment You Must Make Before 2023 Is Over
December 14, 2023
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VOO
VTI
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VTI
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Before You Buy a Target Date Fund, Consider This Simple 3-Fund Strategy First
December 14, 2023
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VTI
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VTI
Market News
BND
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4 Vanguard ETFs That Could Help You Retire a Millionaire
December 13, 2023
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VIG
VTI
VYM
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Vanguard's Largest Fund Is Closing in on an All-Time High. Is There More Room to Run?
December 05, 2023
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VOO
VTI
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U.S. stocks surge to near summer highs ahead of Black Friday as investors weigh holiday shopping ahead
November 19, 2023
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3 Vanguard ETFs That Could Help You Retire a Millionaire
November 05, 2023
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The new spot-bitcoin ETFs are likely to disappoint
October 30, 2023
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Don’t give up on the 60:40 portfolio now — it has been a good insurance policy in an unpredictable stock market
October 20, 2023
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7 ETFs to Buy for Diversified Exposure and Long-Term Growth
October 18, 2023
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August 13, 2023
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The Year’s Top 3 ESG ETFs as of August 2023
August 10, 2023
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Buy these stocks if you think the U.S. dollar will keep getting weaker
July 20, 2023
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$100,000 worth of investments for $85,000? In this market?
July 17, 2023
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We Are On A 'Golden Path' To Lower Inflation Without Recession, Fed's Goolsbee Says
July 07, 2023
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Recession Always Six Months Away? Analyst Rebukes Forecasters' Perpetual Economic Pessimism
June 26, 2023
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June 24, 2023
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VT
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June 22, 2023
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VTI
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For Juneteenth, let’s get these babies into the stock market!
June 16, 2023
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June 16, 2023
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