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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 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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McDonald’s CEO says earnings results prove that ‘difficult times’ for consumers can be a good thing
October 30, 2023
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WEN
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Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
October 30, 2023
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October 27, 2023
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October 23, 2023
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October 19, 2023
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Citigroup Maintains Neutral Rating for Wendy's: Here's What You Need To Know
October 19, 2023
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October 19, 2023
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Wendy's Fundamentals Do Not Justify Recent Pressure On Shares: Analyst Says Stock Underappreciated
October 18, 2023
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October 18, 2023
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October 11, 2023
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October 09, 2023
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October 05, 2023
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The 3 Most Undervalued Restaurant Stocks to Buy in September 2023
September 15, 2023
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September 06, 2023
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September 05, 2023
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Burger King must face lawsuit over claims Whopper appears bigger on menu than in reality
August 30, 2023
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Burger King Grilled in Court: Are Whoppers Really 35% Smaller Than Advertised?
August 30, 2023
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August 26, 2023
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The 3 Most Undervalued Restaurant Stocks to Buy Now: August 2023
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Wendy's Is Well Positioned To Sustain Market Share Amid Stiff Competition, Analyst Says
August 18, 2023
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August 10, 2023
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Wendy's (WEN) Q2 2023 Earnings Call Transcript
August 09, 2023
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Dow Edges Higher; Tigo Energy Shares Plunge
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Wendy's Beats On Q2 Earnings, But Revenue Misses
August 09, 2023
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US Stocks Walk Inflation Tightrope As Futures Point To Cautious Recovery: Why This Analyst Downplays Fed Rate Worries
August 09, 2023
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Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
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Wendy's Likely To Post Higher Q2 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
August 09, 2023
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Could Rite Aid Become the Next AMC Meme Stock?
August 08, 2023
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Monday's Market Minute: A Busy Week Ahead On Wall Street
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