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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Cisco, Oil, Natural Gas And This ETF Feature On CNBC's 'Final Call'
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December 01, 2022
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November 25, 2022
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Apple Analyst's 9 Gift Recommendations For 2022 Holiday Season; Tesla's $30K EV And 2 More Items In 2023 Wishlist
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Todd Rosenbluth Talks Dividends and Retail on ETF Edge
November 21, 2022
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todd rosenbluth
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Steven Madden stock downgraded a day before earnings, as analyst warns of guidance cut
November 01, 2022
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Bear Market Investing: Should You Really Buy Retail Stocks Right Now?
October 22, 2022
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He nailed three big S&P 500 moves this year. Here’s where this strategist sees stocks headed next, with beaten down names to buy.
October 05, 2022
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Bed Bath & Beyond stock falls nearly 2% after ‘accelerated markdowns’ led to much wider-than-expected loss
September 29, 2022
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Railroad strike is a ‘disruption’ that retail can’t afford ahead of holidays, trade group says
September 14, 2022
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‘Most of the things you buy at Bed Bath & Beyond you don’t need’: Can the retailer win back customers — or have we all moved on?
August 31, 2022
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Kohl’s stock dives after profit outlook slashed, given actions to cut excess inventory, inflation pressure on middle-income customers
August 18, 2022
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Bed Bath & Beyond stock pulls back after analyst says investors should sell, citing ‘unrealistic’ valuation
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RealReal blames the ‘Great Resignation Part Two’ for mixed results, downbeat outlook
August 10, 2022
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My Top Dividend King for the Second Half of 2022
July 20, 2022
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Avoid the Short-Term Risk Embedded in This Shoe Retailer
July 09, 2022
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Kohl’s failed takeover was just one of a wave of abandoned deals amid market volatility
July 01, 2022
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Big Lots stock battered after surprise loss, as higher gas prices hurt spending
May 27, 2022
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Gap stock drops as Old Navy’s struggles sink sales and outlook
May 26, 2022
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Is The Retail Beatdown Over?
May 26, 2022
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Why Lululemon Stock Was Falling This Week
May 20, 2022
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Walmart earnings preview: Walmart’s exposure to lower-income consumers gives analysts pause
May 13, 2022
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Carrefour, Daphni Partner To Launch Venture Capital Fund Focused On Digital Retail Startups
April 04, 2022
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Nickels Become Worth 16 Cents… And 4 Other Surprises From the Week
March 14, 2022
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‘Bullish engulfing’ chart patterns abound after stock market’s big bounce
February 25, 2022
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