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home
about us
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Firm ADV PDFs
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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)
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about coffeehouse
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Aladdin Campus Dining Brings New Orleans-Inspired Brands to Mississippi Community College
November 15, 2023
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PJ’s Coffee
From
Press Release – RestaurantNews.com
PJ’s Coffee Awards Franchise License to U.S. Navy Veteran
November 10, 2023
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From
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PJ’s Coffee Awards Franchise License to U.S. Navy Veteran
November 10, 2023
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From
Press Release – RestaurantNews.com
PJ’s Coffee Partners with Make-A-Wish to Give Local Child Gift of Joy
November 01, 2023
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From
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PJ’s Coffee Unveils Cheerful Seasonal Sips for Winter
October 26, 2023
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From
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PJ’s Coffee Rallies Guests to Help Child Receive Life-Saving Surgery
September 05, 2023
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PJ’s Coffee of New Orleans
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From
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PJ’s Coffee Launches Exclusive Tulane University Coffee Can
September 01, 2023
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PJ’s Coffee Scores Big with Record Number of Openings in a Single Day
August 31, 2023
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From
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PJ’s Coffee Savors the Season with Fall Delights
August 29, 2023
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From
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PJ’s Coffee Celebrates Spring Grand Opening
August 21, 2023
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From
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PJ’s Coffee Pumps Up for National Drive-Thru Day with Free Goodies
July 21, 2023
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From
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PJ’s Coffee Brings NOLA to Pensacola with Original Small Batch Flavor
July 13, 2023
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From
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PJ’s Coffee Invites Fans to Celebrate 45 Years with a Sip or Slice of Birthday Cake
July 12, 2023
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From
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PJ’s Coffee Announces Seventh Annual Veteran Franchise License Giveaway
June 29, 2023
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From
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PJ’s Coffee to Brew Soul of Coffee in Fort Worth
June 28, 2023
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From
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PJ’s Coffee Father-Son Duo Earns 2023 IFA Franchisee of the Year
June 21, 2023
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From
Press Release – RestaurantNews.com
PJ’s Coffee Coming to Sugar Land on June 19
June 19, 2023
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From
Press Release – RestaurantNews.com
PJ’s Coffee to Honor Those Who Served on Memorial Day
May 23, 2023
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From
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PJ’s Coffee Celebrates ‘The Soul of Coffee’ in Lake St. Louis
May 19, 2023
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From
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Get Energized with PJ’s Coffee’s New Boosted Teas and Red Bull Infusion Drinks
May 17, 2023
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From
Press Release – RestaurantNews.com
Say ‘I Do’ to Southern Wedding Cake Beverages at PJ’s Coffee
May 03, 2023
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From
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PJ’s Coffee Bringing Mardi Gras Flavors to Cape Coral
May 01, 2023
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PJ’s Coffee Brews Up French Quarter Flavors in Lake St. Louis
April 20, 2023
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From
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PJ’s Coffee Announces Soft Opening in North Richland Hills
March 16, 2023
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PJ’s Coffee to Offer Zulu Blend at Rouses Markets
January 31, 2023
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From
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PJ’s Coffee Coming to North Richland Hills to Ring in 2023
January 13, 2023
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From
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PJ’s Coffee Crowns New Limited-Time Mardi Gras Flavors
January 05, 2023
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From
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PJ’s Coffee Opening in Katy Just in Time for the Holidays
December 20, 2022
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From
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PJ’s Coffee Recruits Four Student-Athletes to Its “Active Roster”
December 08, 2022
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PJ’s Coffee of New Orleans
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From
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PJ’s Coffee Partners with Make-A-Wish to Bring Joy to Local Child
November 02, 2022
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