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home
about us
Investment Approach
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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
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
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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Helping Others Realize The Advantages Of Women’s Coats
October 29, 2021
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October 27, 2021
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October 27, 2021
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October 26, 2021
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Bam Bam Resources Shares Surge 65% Since September Lows; Copper Interest From Its Majuba Hill Mine Project Could Be Worth Billions (OTC: NPEZF)
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October 25, 2021
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Empower GT Racer 4-Axis Racing Simulator Lives on Kickstarter
October 25, 2021
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October 22, 2021
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How Much Will US Consumer Spend on Halloween
October 22, 2021
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Sandor Miklos CEO of Everdime Technologies Inc (“Everdime”) is pleased to announce that Everdime and Rogue Station Companies, Inc (RGST) executed an LOI to merge.
October 21, 2021
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Puration, Inc. Stock Closes Near Four Month Highs As Partnership With PAO Group, Inc. Accelerates Move Into Hemp And CBD Sectors (OTC Other: PURA)
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Universal Plant Services emerges as the leading partner for industrial tower services for oil and gas and industrial companies
October 20, 2021
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October 20, 2021
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October 20, 2021
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October 19, 2021
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PAO Group, Inc. Stock Gains 220% Since September; Announces Commercial Launch Of First CBD Nutraceuticals Product Through Partner USMJ (OTC Pink: PAOG)
October 19, 2021
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TSLA
USMJ
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October 15, 2021
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October 15, 2021
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Caprock Skateboards Is All Set to Launch Its Unique Caprock Series 3 This Halloween Season
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Spirex Trade Incorporated Announces Continued Commitment to Helping Clients Make Sound Investments for Higher Profitability
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Puration, Inc. Jumps 53% Since September; Update To Its Farmersville Hemp Brand Initiative Adds 23% MTD (OTC Other: PURA)
October 13, 2021
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Agriculture & Farming
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PAO Group, Inc. Approaches Revenue-Generating Milestone; Ships First CBD Nutraceuticals As Commercialization Strategy Accelerates (OTC Pink: PAOG)
October 13, 2021
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JAZZ
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Pharmaceuticals & Biotech
Health & Medicine
Financial Market
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AB Newswire
The Henna Guys Offering Pure and Organic Products to their Customers, hopes to change the industry for good
October 12, 2021
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Website & Blog
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Icanic Brands Stock Is Higher By 46% Since August From Doing The Right Things At The Right Time In A Booming CBD Market (OTC: ICNAF)
October 12, 2021
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