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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
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
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Back Dated Performance Reports
Quarterly Performance Reports
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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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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James Bond and Rolls Royce fight to keep London stocks in the black
September 27, 2021
Tickers
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BP
Tags
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BP
From
MarketWatch
Why ExxonMobil's Shift to Clean Energy Should Pique ESG Investors' Interest
September 25, 2021
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Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term
September 24, 2021
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CVX
EPD
KMI
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From
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7 High-Yield Dividend Stocks That Will Please Any Income Lover
September 23, 2021
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BP
DISCA
DISCB
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From
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European stocks climb in second day bounce with banks and miners in the lead
September 22, 2021
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BHP
BP
DKNG
HSBC
Tags
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UK:UKX
DKNG
From
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September 21, 2021
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AMD
AXP
BA
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AMD
DAL
From
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bp joins multi-billion-dollar hydrogen effort in UK, UAE
September 21, 2021
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BP
UAE
UK
Tags
News
Hydrogen
masdar
From
Green Power RSS Feed
bp joins multi-billion-dollar hydrogen effort in UK, UAE
September 21, 2021
Tickers
BP
UAE
UK
Tags
H2Teesside
masdar
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From
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Lightsource bp targets 25 GW solar developments by 2025
September 20, 2021
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bp
Utility Scale
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Lightsource bp targets 25 GW solar developments by 2025
September 20, 2021
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3 Out-of-Favor Solar Stocks to Buy Now
September 14, 2021
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ENPH
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Market News
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Why BP Shares Are Rising
September 13, 2021
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BP
Tags
News
Market News
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From
Benzinga
FTSE 100 climbs, led by energy and utility companies as power prices rise
September 13, 2021
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From
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3 Energy Stocks You'd Want to Buy on Every Dip
September 11, 2021
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QuantumScape Stock Still High-Risk Against Tough Rivals, High Valuation
September 07, 2021
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Oil and banks weigh on FTSE 100, which heads for a solid August gain
August 31, 2021
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Why Plug Power's Stock Is Sinking on Monday
August 30, 2021
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Our Top Renewable Energy Stocks to Buy Right Now
August 28, 2021
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Why BP Shares Are Rising
August 27, 2021
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My Top Oil Stock to Buy Right Now
August 26, 2021
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CVX
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From
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Climate report underscores urgency of advancing battery storage for renewables
August 20, 2021
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From
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Climate report underscores urgency of advancing battery storage for renewables
August 20, 2021
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Big Oil’s interest in hydrogen: boon or bane?
August 19, 2021
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Big Oil’s interest in hydrogen: boon or bane?
August 19, 2021
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Understanding BP's Unusual Options Activity
August 18, 2021
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Market News
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Benzinga
Unusual Options Activity Insight: BP
August 18, 2021
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Where Will Palantir Be in 5 Years?
August 18, 2021
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EADSY
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Equinor's Renewable Energy Business Is Progressing, but Questions Remain
August 18, 2021
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Unusual Options Activity Insight: BP
August 16, 2021
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BP
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Market News
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London stocks set to close out week with gains, and Vectura may be at the end of a takeover battle
August 13, 2021
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PM
PUK
RDS-A
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UK:AVON
UK:MRO
From
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