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about us
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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
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Quarterly Performance Reports
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
October 15, 2024
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BABA
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SIG
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From
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
October 14, 2024
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October 14, 2024
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September 29, 2024
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September 18, 2024
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Kaustubh Bagalkote
YUM
From
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Is It Too Late to Buy Starbucks Stock?
September 13, 2024
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Brian Niccol Outlines Vision To Reconnect Starbucks With Community Coffeehouse Roots On His 2nd Day As CEO
September 11, 2024
Tickers
CMG
NEWS
SBUX
YUM
Tags
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Brian Niccol
CMG
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Benzinga
1 Stock I Wouldn't Touch With a 10-Foot Pole -- and Here's Why
September 05, 2024
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MCD
TOST
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Why Starbucks Stock Rose 21% Last Month
September 04, 2024
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SBUX
YUM
Tags
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Looking Into Yum Brands's Recent Short Interest
August 27, 2024
Tickers
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Tags
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Benzinga
From
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News Wrap: Top Yum China Execs, Board Member Buy Over $600,000 Of Company's Stock
August 22, 2024
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Starbucks Stock Surges After Naming New CEO. Will This Move Pay Off in the Long Term for Investors?
August 19, 2024
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Tags
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Prediction: Hiring Brian Niccol as Its New CEO Will Be the Best Decision Starbucks Ever Made
August 19, 2024
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YUM
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Prediction: You'll Regret Not Buying the Dip in Chipotle's Stock
August 18, 2024
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August 15, 2024
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Tags
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August 14, 2024
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Starbucks Shockingly Moved on From Its New CEO. You'll Never Believe Who His Replacement Is.
August 13, 2024
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August 09, 2024
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Tags
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August 08, 2024
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Caution Ahead: Visa, Macy's, Yum Brands, Target Stocks Near A Death Cross
August 06, 2024
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August 06, 2024
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Crude Oil Moves Higher; Yum! Brands Posts Upbeat Earnings
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YUM Stock Earnings: Yum Brands Beats EPS, Misses Revenue for Q2 2024
August 06, 2024
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Tags
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Yum! Brands (YUM) Q2 2024 Earnings Call Transcript
August 06, 2024
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Yum! Brands CEO Gibbs Highlights 8% Profit Growth Target Amid Mixed Q2 Results and Digital Sales Surge: Details
August 06, 2024
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Tags
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US Stocks Set To Open Higher After Monday's Crash, VIX Plummets: Analyst Says Would Have Worried If Market Surged Higher Without Correction
August 06, 2024
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