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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Wyndham Launches Next-Generation Revenue Management Platform
June 28, 2022
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WH
Market News
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May 26, 2022
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Wyndham Sells Wyndham Grand Orlando Bonnet Creek Hotel In Florida
April 27, 2022
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WH
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Wyndham Hotels & Resorts: Q1 Earnings Insights
April 26, 2022
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April 26, 2022
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ABCB
AC
ACCO
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April 25, 2022
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April 23, 2022
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Is Fashion The Latest Thing To Take The Magic City By Storm?
March 22, 2022
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Benzinga
WH
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Furnished Finder Adds Wyndham Hotels To Its Accommodation List
March 03, 2022
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WH
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February 17, 2022
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Recap: Wyndham Hotels & Resorts Q4 Earnings
February 15, 2022
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WH
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Earnings Scheduled For February 15, 2022
February 15, 2022
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3 Travel Stocks to Buy as Coronavirus Cases Rapidly Decline
February 04, 2022
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February 04, 2022
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Which hotel rewards programs have the best value?
January 21, 2022
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HLT
IHG
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7 Re-Opening Stocks to Buy If Omicron Proves Mild
December 20, 2021
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Wyndham Signs Multi-Hotel Agreement With Ceres Development
December 17, 2021
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WH
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WH
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BKKT Stock Alert: Why Is Bakkt Plunging Today?
December 16, 2021
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Room Service: Nightfood Wants to Sweep Through the Hospitality Industry With Sleep-Friendly Midnight Snacks
December 16, 2021
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HSY
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December 02, 2021
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BNTX
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H
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Wyndham To Launch La Quinta Hotel In China
December 02, 2021
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WH
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November 29, 2021
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CHDN
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Airbnb Stock: Bull vs. Bear
November 24, 2021
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Trip.com Signs Strategic Agreement With Wyndham Hotels
November 18, 2021
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TCOM
WH
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News
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Wyndham Hotels Adds Five New Microtel Inn & Suites In Oregon
November 08, 2021
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WH
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WH
Benzinga
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Wyndham Hotels & Resorts Inc (WH) Q3 2021 Earnings Call Transcript
October 28, 2021
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WH
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Earnings Scheduled For October 27, 2021
October 27, 2021
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EHC
ENIA
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IP
UVSP
FLEX
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