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home
about us
Investment Approach
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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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Client Information
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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
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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
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October 04, 2021
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VMBS
Tags
Vanguard
vmbs
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VGSH
Tags
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VGSH
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VGSH
Tags
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VGSH
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This Vanguard Bond Fund Will Complement Your Retirement Portfolio
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Tags
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BND
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QQQ
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Tags
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September 28, 2021
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Tags
fixed income channel
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Tags
short term
fixed income channel
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September 26, 2021
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VTIP
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VTIP
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September 24, 2021
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VGLT
Tags
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September 23, 2021
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FOMC
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Tags
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Federal Reserve
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Dividends Can Be a Portfolio Life Vest
September 23, 2021
Tickers
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DIVS
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Tags
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September 21, 2021
Tickers
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Tags
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Equities Sell-Off Pushes More Investors Into Bonds
September 20, 2021
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BNDX
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BNDX
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These Two Bond ETFs Are in Vanguard’s Top 5 Fund Flows YTD
September 20, 2021
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BSV
Tags
BSV
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Investing in an Ocean Economy
September 20, 2021
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September 19, 2021
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September 16, 2021
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September 15, 2021
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September 14, 2021
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September 13, 2021
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VWOB
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September 10, 2021
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VYM: Better Than Flying Into High Yield Blindly
September 10, 2021
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VYM
Tags
high dividend
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VYM
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Bond ETFs Strengthen After Jobless Claims Dip to Pandemic Lows
September 09, 2021
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VGIT
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Tags
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Get China Bond Exposure With This Emerging Markets ETF
September 08, 2021
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VWOB
Tags
Vanguard
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VWOB
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September Corporate Bond Issuance Puts Spotlight on this ETF
September 08, 2021
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Tags
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Rising Rents Could Help These Residential REITs ETFs
September 07, 2021
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NURE
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REZ
NURE
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As Tax Hikes Loom, Get Muni Exposure With “VTEB”
September 03, 2021
Tickers
VTEB
Tags
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VTEB
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Taper or No Taper, Investors Are Still Buying Treasury Notes
September 02, 2021
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VGIT
VGLT
Tags
fixed income channel
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VGIT
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Three Reasons to Use Bond ETFs and One Option to Consider
August 31, 2021
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BND
Tags
Fixed Income
BND
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August 30, 2021
Tickers
BND
Tags
fixed income channel
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