Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Wisconsin
Recent news which mentions Wisconsin
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Carbon fiber sleeve advantages outweigh short-term costs
February 21, 2023
Tags
Publishing
Wisconsin
Manufacturing
From
PRLog
Custom battery enclosures protect valuable BESS assets
February 21, 2023
Tags
Energy
De Pere
Technology
From
PRLog
Law enforcement coins strengthen teamwork and camaraderie
February 21, 2023
Tags
Defense
Wisconsin
Government
From
PRLog
NC MMJ Bill, Cannabis Legalization Into WI Budget, CT Weed Measure, Hemp In Ukraine, CA $20M Grant Program
February 16, 2023
Tags
Wisconsin
Recreational Cannabis In Connecticut
Regulations
From
Benzinga
Update your company's handbooks in advance of possible DOT audits
February 14, 2023
Tags
Wisconsin
Government
DOT audits
From
PRLog
Large part machining simplifies the machine assembly process
February 14, 2023
Tags
Industrial
Large Part Machining
Green Bay
From
PRLog
Zone heating can enhance your basement remodeling project
February 14, 2023
Tickers
HOME
Tags
Architecture
Wisconsin
De Pere
From
PRLog
Phoenix, Power Force deliver 10 games on two boards to IGS fans
February 07, 2023
Tags
Power Force game
United States
Entertainment
From
PRLog
Cascade Asset Management Recognized in 2023 Gartner® Market Guide for IT Asset Disposition Report
February 01, 2023
Tags
ITAD
Information technology
Data Destruction
From
PRLog
Cascade Asset Management Releases its 9th Annual IT Asset Disposition Benchmarking Report
January 26, 2023
Tags
Technology
Orlando
IT asset disposition
From
PRLog
NY Regulator OKs More Legal Pot Retailers, DE Lawmakers To Approve Cannabis Legalization & More Reg Updates
January 26, 2023
Tickers
TCNNF
Tags
News
Wisconsin
new york
From
Benzinga
Rolls for EV manufacturing address multiple process points
January 17, 2023
Tags
Wisconsin
Rolls for EV manufacturing
Publishing
From
PRLog
Robinson's contract custom fabrication provides onshore options
January 17, 2023
Tags
Industrial
Manufacturing
United States
From
PRLog
West Bend Area Real Estate Agent Promotes Homes To MORE Buyers For MORE Money
January 12, 2023
Tags
United States
More Money
Investment
From
PRLog
Colbert Packaging Expands Manufacturing Capacity with New Eterna Equipment Additions
January 09, 2023
Tags
Brausse Group
Kenosha
Manufacturing
From
PRLog
GOP Lawmakers In Wisconsin Are 'Close' To Supporting Medical Marijuana Legalization
January 08, 2023
Tags
Wisconsin
Regulations
Markets
From
Benzinga
Large diameter medallions deliver a memorable exclamation point
January 03, 2023
Tags
Green Bay
Manufacturing
United States
From
PRLog
Upgrade your game machine visuals with a 19" Bestech display
January 03, 2023
Tags
United States
Business
Games
From
PRLog
Solar energy storage depends on custom battery enclosures
December 20, 2022
Tags
Wisconsin
De Pere
Energy
From
PRLog
Remember to complete your Clearinghouse annual queries
December 20, 2022
Tags
Health
United States
Green Bay
From
PRLog
Wicket Ovens Making a Comeback
December 14, 2022
Tags
Wauwatosa
Metal Processing
Wisconsin
From
PRLog
A whole house humidifier can help your home feel more comfortable
December 13, 2022
Tickers
HOME
Tags
Business
Wisconsin
Services
From
PRLog
Industrial precision grinding brings metal stock into spec
December 13, 2022
Tags
Industrial
Industrial precision grinding
Green Bay
From
PRLog
The Hinz Company Announces the Onboarding of Its Newest Piece of State-of-the-Art Equipment Known as the Zeiss CMM
December 06, 2022
Tags
United States
Franklin
Welding
From
PRLog
Looking for a corporate gift that will stand the test of time?
December 06, 2022
Tags
Government
Wisconsin
Green Bay
From
PRLog
Coin pushers are a fun, low-tech alternative to video games
December 06, 2022
Tags
United States
De Pere
Games
From
PRLog
The Metal Shop Announces a Grand Celebration of its Successful 20-Year Milestone in The Metal Fabrication Business
November 22, 2022
Tags
Wisconsin
Metal Finishing
Custom Machining
From
PRLog
Fall is the time for drug testing consortium renewals
November 15, 2022
Tags
Health
United States
Green Bay
From
PRLog
This GOP Lawmaker Says There's Not Enough Support For MMJ Legalization While Dem Gov. Pushes For Rec Cannabis
November 15, 2022
Tags
Cannabis
marijuana legalization
Devin LeMahieu
From
Benzinga
FCA Packaging Executive Honored With Wisconsin Titan 100 Award
November 07, 2022
Tags
Industrial
United States
Packaging Solutions
From
PRLog
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.