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home
about us
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Looking for an offbeat European holiday? This island has its own rules, language and vodka
August 16, 2022
Tickers
LIFE
Tags
Wealth
Hotels Restaurants and Leisure
Entertainment
From
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'Don't wait for the perfect moment': 7 bosses share their advice for young people on taking PTO
August 13, 2022
Tags
Career advice
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August 11, 2022
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Tags
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Nearly half of Singaporeans want to travel to one place – and it’s not Malaysia
August 08, 2022
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LIFE
Tags
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August 07, 2022
Tags
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Travel
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August 03, 2022
Tickers
LIFE
Tags
Family travel
Vacations
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From
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August 02, 2022
Tags
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Personal finance
Airlines
From
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New Zealand had one of the world's strictest Covid lockdowns. Now its borders are fully reopening
July 29, 2022
Tickers
LIFE
Tags
Luxury
Entertainment
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July 25, 2022
Tickers
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LIFE
Tags
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July 21, 2022
Tickers
LIFE
Tags
Cruises
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July 15, 2022
Tags
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54% of people can't disconnect from work on vacation–and these professions have the hardest time unplugging
July 12, 2022
Tags
Make It
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July 09, 2022
Tags
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July 07, 2022
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Thailand ends almost all travel restrictions — but one key rule remains
July 04, 2022
Tickers
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Tags
Vacations
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July 01, 2022
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June 26, 2022
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LIFE
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Why this Twitter VP plans vacations a year in advance and schedules a meeting her first day back
June 24, 2022
Tags
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The No. 1 city in the world to travel and work remotely is in the US—and it isn't New York or LA
June 24, 2022
Tags
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Why this HR leader spends every January planning her vacations for the year
June 22, 2022
Tags
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A travel pro's 'secret' for easing into work mode after a long vacation
June 20, 2022
Tags
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How to tell your colleagues they need a vacation: It's not just saying 'you look tired'
June 17, 2022
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Travelers are upset about rising costs, but most aren't canceling their plans just yet
June 15, 2022
Tickers
LIFE
Tags
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June 10, 2022
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Golf vacations to top British courses are selling out this year — and next
June 09, 2022
Tickers
GOLF
LIFE
Tags
Luxury
Europe Economy
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From
CNBC.com News
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June 07, 2022
Tickers
LIFE
Tags
Asia News
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From
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Why this HR executive encourages her team to delete all the emails they get on vacation
June 05, 2022
Tags
Personnel
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First time on a yacht? Avoid these 7 amateur mistakes
June 01, 2022
Tickers
LIFE
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May 24, 2022
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May 22, 2022
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JOBS
LIFE
Tags
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