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home
about us
Investment Approach
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Firm ADV PDFs
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
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
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US Stocks Edge Lower; Yum! Brands Earnings Beat Views
February 08, 2023
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LUMN
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February 08, 2023
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Nasdaq, S&P Futures Dip As Fed's Data-Dependency Introduces Caution — Disney Earnings On Tap
February 08, 2023
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February 08, 2023
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February 08, 2023
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February 08, 2023
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DIS
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Preview: Yum Brands's Earnings
February 07, 2023
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YUM
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Big Tech just added to a shrinking forecast, but maybe Bob Iger can brighten the mood
February 05, 2023
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Where Yum Brands Stands With Analysts
January 24, 2023
Tickers
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Tags
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Benzinga's Top Ratings Upgrades, Downgrades For January 24, 2023
January 24, 2023
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This collector turned his hobby into a passion and a purpose—and ultimately a museum
January 24, 2023
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From
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Yum! Brands Says Cyber Attack Affected 300 UK Restaurants
January 19, 2023
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Benzinga
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December 30, 2022
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China Relaxes Approval Of Imported Games, Google Workers Dread Mass Layoffs, FDA Working On Regulating Pathways For Cannabis: Today's Top Stories
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December 28, 2022
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If It's Christmas In Japan, It Must Be KFC: How A Unique Tradition Began
December 24, 2022
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December 22, 2022
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December 20, 2022
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Is The Pizza Industry 'Broken'? Why Investors Should Watch This Key Metric
December 19, 2022
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RBC Capital Maintains Sector Perform Rating for Yum Brands: Here's What You Need To Know
December 16, 2022
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Meta To Rally Over 29%? Here Are 10 Other Price Target Changes For Friday
December 16, 2022
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December 14, 2022
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Will Investors Notice Exciting Sign On Yum Brands's Chart?
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Yum! Brands To Rally Around 20%? Here Are 10 Other Price Target Changes For Monday
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Black Friday Shopping in America; Protests in China
December 03, 2022
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Yum! Brands vs. Restaurant Brands International: Which Is the Better Dividend Stock?
November 30, 2022
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YUM
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November 23, 2022
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GM Stock Alert: General Motors Will Provide Electric Delivery Cars for Domino’s
November 21, 2022
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Market News
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