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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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A Drop in Volatility Could Suggest Further Price Rally in Bitcoin
April 20, 2023
Tickers
BITCOMP
BITO
BTF
MAXI
Tags
bitcoin
BTF
Proshares
From
ETF Trends
VettaFi’s Nadig Talks Grayscale and SEC on “ETF Edge”
April 18, 2023
Tickers
GBTC
SEC
Tags
Bitcoin ETF
SEC
crypto ETF
From
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Despite Low Confidence in Crypto, Bitcoin Moves Past $30k
April 13, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Bitcoin ETF
bitcoin
Crypto Channel
From
ETF Trends
ETF Issuer League: ProShares 3rd in Flows
March 31, 2023
Tickers
BITO
QLD
SSO
Tags
BlackRock
Proshares
Dimensional
From
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CFTC Lawsuit Against Binance Puts Crypto Investors on Edge
March 29, 2023
Tags
CFTC
crypto tag
cryptocurrencies
From
ETF Trends
Cryptocurrencies Could Benefit From Recent Banking Turmoil
March 22, 2023
Tags
cryptocurrencies
crypto channel
Bitcoin ETF
From
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Bitcoin Bonanza: Crypto ETFs Fly Over the Week
March 20, 2023
Tickers
BITCOMP
BITO
BITS
BKCH
Tags
Blockchain
WGMI
BKCH
From
ETF Trends
Cryptocurrency Market Went on a Wild Ride This Week
March 15, 2023
Tags
crypto channel
Bitcoin ETF
cryptocurrency
From
ETF Trends
Bitcoin Unfazed Despite Regulatory Pressure on Largest Exchange
March 09, 2023
Tickers
BITCOMP
GOLD
USD-BITSTAMP
Tags
binance
crypto channel
bitcoin
From
ETF Trends
Bitcoin Saw Low Volatility During the Month of February
March 03, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
cryptocurrencies
crypto channel
bitcoin
From
ETF Trends
Crypto Logs: 2022 Coinbase 10-K Takeaways
March 02, 2023
Tickers
BTC
COIN
SATO
Tags
invesco/c
crypto channel
Bitcoin ETF
From
ETF Trends
India Pushes for Crypto Regulation While Bitcoin Retreats Amid Inflation
February 28, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
crypto channel
India
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From
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Hong Kong Looking to Become Dominant Digital Assets Hub
February 22, 2023
Tags
Bitcoin ETF
institutional investors
Hong Kong
From
ETF Trends
Catalysts Abound for Crypto Rally
February 17, 2023
Tags
Bitcoin ETF
crypto channel
From
ETF Trends
Bitcoin Continues Correlation With Nasdaq 100 Thus Far in 2023
February 15, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
Bitcoin ETF
bito
crypto channel
From
ETF Trends
Crypto Takes a Breather to Start February — What’s Next?
February 08, 2023
Tickers
BITI
BITO
Tags
Proshares
BITI
cryptocurrencies
From
ETF Trends
Bitcoin Opens First Month of 2023 Strong and Outperforms Bonds
February 03, 2023
Tickers
AGG
BITCOMP
BND
USD-BITSTAMP
Tags
Bitcoin ETF
bonds
bitcoin
From
ETF Trends
Cryptocurrencies Rally in Early 2023 as Bitcoin Prices Recover
January 25, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
FTX
Bitcoin ETF
From
ETF Trends
Crypto Miners Dig Themselves Out of 2022 Rut
January 20, 2023
Tickers
BITQ
BKCH
BLKC
BTC
Tags
crypto channel
ETH
BTC
From
ETF Trends
Bitcoin Is Responding Positively to Latest Macroeconomic Data
January 19, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
crypto channel
cryptocurrencies
Bitcoin ETF
From
ETF Trends
Crypto Winter Starting to Thaw?
January 17, 2023
Tickers
DAM
DAPP
SATO
Tags
crypto channel
crypto miners
crypto winter
From
ETF Trends
Ride COIN Rebound in Active Fintech ETF ARKF
January 17, 2023
Tickers
ARKF
ARKK
COIN
Tags
disruptive technology channel
active fintech ETF
Bitcoin ETF
From
ETF Trends
Bitcoin Creeps Higher, but 2023 Could Still Be Volatile
January 13, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Bitcoin ETF
cryptocurrencies
From
ETF Trends
Analyst Sees More Favorable Conditions for Cryptocurrency in 2023
January 11, 2023
Tags
Bitcoin ETF
crypto channel
cryptocurrencies
From
ETF Trends
Venture Capitalist Sees Bitcoin Reaching $250,000 in 2023
January 05, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
crypto channel
cryptocurrencies
Bitcoin ETF
From
ETF Trends
Mark Cuban Is Not Worried About Bitcoin’s Current Price
December 30, 2022
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
Proshares
bitcoin
ProShares/C
From
ETF Trends
CEO Says Large Scale Country Adoption Could Trigger Next Bitcoin Bull Run
December 29, 2022
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
bitcoin
Proshares
crypto channel
From
ETF Trends
Goldman Sachs Says Bitcoin Needs Use Cases to Reduce Volatiality
December 20, 2022
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
bito
ProShares/C
Bitcoin ETF
From
ETF Trends
Dissipating Inflation Could Be Key Catalyst for Bitcoin Prices
December 13, 2022
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
crypto channel
Bitcoin ETF
ProShares/C
From
ETF Trends
Bitcoin Sees Minor Price Recovery, but No Bottom in Sight Yet
December 05, 2022
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
crypto channel
Bitcoin ETF
ProShares/C
From
ETF Trends
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