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home
about us
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Form CRS
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Event Schedule
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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
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Sports apparel retailers hope holidays will improve a post-pandemic slump
November 30, 2023
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November 17, 2023
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Veterans Day: Freebies and discounts for U.S. service members from Target, Starbucks, Dunkin’ and more
November 10, 2023
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Adidas sells another $373 million worth of Yeezy stock after cutting ties with Kanye West
November 08, 2023
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Inside Kanye West’s troubled Adidas partnership: Tears. Rage. Thrown shoes. Even a scrawled swastika.
October 27, 2023
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October 24, 2023
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Adidas shares climb after boost to guidance, while European markets slip
October 18, 2023
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Michael Jordan is now worth $3 billion. Here’s what billionaire athletes have in common.
October 04, 2023
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Nike stock rallies after earnings beat, boosting Foot Locker shares
September 29, 2023
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Adidas and Puma shares rally after Nike results
September 29, 2023
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James Harden calls Sixers president a ‘liar,’ says he won’t play for him amid contract dispute
August 14, 2023
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From
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Magic Johnson says he lost $5 billion by not signing with Nike as a rookie: ‘I didn’t even know what stocks was’
August 11, 2023
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Manchester United extends Adidas deal in pact worth $1.2 billion
July 31, 2023
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I earned $1,377.26 using Rakuten — here’s how you can do the same
June 30, 2023
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Does Nike have too many sneakers? Its financial results could tell us whether shoes will get cheaper.
June 26, 2023
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Want a pair of Vans? More than half of the shoes are being sold at a discount, analyst says.
May 22, 2023
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From
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Adidas to start selling $1.2 billion worth of Yeezy shoes to raise money for charity at end of May
May 19, 2023
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From
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Adidas finally reveals its plan for millions of unsold Yeezy shoes: sell them for charity
May 11, 2023
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From
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Adidas to be asked by leading investor to disclose Yeezy probe: report
May 09, 2023
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Adidas stock leaps as Europe revenue helps to offset leftover Yeezy inventory
May 05, 2023
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From
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Adidas reports slightly better sales, but still expects loss from Yeezy writedown
May 05, 2023
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Metaverse Fashion Week was a bust this year, but fashion brands are still embracing the metaverse
April 08, 2023
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Adidas will retract opposition to Black Lives Matter’s three-stripe trademark
March 29, 2023
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Beyoncé’s Ivy Park to part ways from Adidas: report
March 24, 2023
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Despite the cost of living rising, consumers are more upbeat about household expenses, J.P. Morgan survey says
March 15, 2023
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Adidas extends CFO’s contract, while two other executives are on the way out
March 08, 2023
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Adidas reiterates forecast for 10% revenue decline in 2023, will propose significantly lower dividend amid Yeezy fallout
March 08, 2023
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From
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Adidas credit downgraded by S&P as demise of Kanye West partnership sparks earnings concerns
February 21, 2023
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How Patrick Mahomes makes his money: Adidas, Whoop and the Chiefs
February 13, 2023
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Adidas is still holding a lot of Kanye West’s Yeezy gear, and it could cost the company more than $1 billion
February 09, 2023
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