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home
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
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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Outlook for household spending slumped in April, New York Fed survey shows
May 08, 2023
Tags
Consumer Finance
Breaking News: Economy
Consumer Confidence
From
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Used vehicle prices fell last month for the first time in 2023
May 05, 2023
Tags
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As part of the ‘cocktail culture,' consumers are still splurging on dinner and drinks
April 29, 2023
Tickers
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Tags
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Personal saving
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April 27, 2023
Tags
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April 19, 2023
Tags
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March 23, 2023
Tags
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Interest Rates
From
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March 14, 2023
Tags
Personal finance
Economic events
Consumer Price Index
From
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Consumer spending in China isn't surging back yet, companies say
March 10, 2023
Tags
Finance
China Markets
Alibaba Group Holding Ltd
From
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February 24, 2023
Tags
iQIYI Inc
stocks
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From
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February 23, 2023
Tags
American Express Co
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February 21, 2023
Tickers
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Tags
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Microsoft Corp
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Scoring the best deals on Presidents' Day holiday sales: 3 smart money moves to make as you shop
February 20, 2023
Tags
Elliott Opportunity II Corp
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Personal finance
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China's economy looks set for a rebound in 2023, but a lot depends on one variable, KraneShares says
January 18, 2023
Tags
Asia Economy
China Markets
Asia Markets
From
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Here are some ways that can help you dig out of holiday debt
January 04, 2023
Tags
Personal debt
Economic events
Credit Cards
From
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New retirement account rules make it easier to tap savings early for emergencies
December 27, 2022
Tags
401(k) plans
401(k)
Retirement
From
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Travel abroad is poised 'for a big comeback' in 2023 as Americans eye trips to Asia, Europe
December 25, 2022
Tickers
EURO
Tags
Airlines
U/S/ Dollar
Asia News
From
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When Looking to Dividends in 2023, Consider KVLE
December 21, 2022
Tickers
CICC
KVLE
Tags
KVLE
CICC
dividends etf
From
ETF Trends
Inflation has peaked — but it's not returning to pre-Covid levels in 2023, Mastercard says
December 12, 2022
Tags
Consumer spending
Interest Rates
Inflation
From
CNBC.com News
401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation
December 08, 2022
Tags
401(k) plans
401(k)
Retirement
From
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Wealthy Chinese keep on spending while others cut back, survey finds
December 07, 2022
Tags
Markets
stocks
Consumer Confidence
From
CNBC.com News
Singapore and New York are the most expensive cities to live in, EIU says
December 02, 2022
Tags
U/S/ Economy
Make It
Consumer Confidence
From
CNBC.com News
Even with slower inflation, consumer sentiment weakened sharply in November, survey shows
November 11, 2022
Tags
Inflation
Breaking News: Economy
Consumer Confidence
From
CNBC.com News
Here’s the inflation breakdown for October 2022 — in one chart
November 10, 2022
Tags
Food and Beverage
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Consumer Staples
From
CNBC.com News
Consumer confidence is near its lowest in a decade, and that could be a problem for Biden
November 08, 2022
Tags
Economic events
Prices
Presidential elections
From
CNBC.com News
Consumer Confidence Increased Again But Faith In The Fed Slips Below Levels Unseen Since Black Monday, 2008 Financial Crisis
October 14, 2022
Tags
Consumer Confidence
Economics
Consumers
From
Benzinga
64% of consumers are worried about 'shrinkflation.' What it is and how to watch for it while shopping
August 29, 2022
Tags
Shopping
Personal income
Personal Income
From
CNBC.com News
Beyond student loan forgiveness, here's what the government can do to keep the rising household debt in check
August 27, 2022
Tickers
GDP
Tags
Medicaid
Finance
Economy
From
CNBC.com News
Inflation peaking? 10 common consumer items where prices are falling
August 19, 2022
Tags
Oil and Gas
Consumer Confidence
U/S/ Economy
From
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China's domestic tourism is on track to bounce back from pandemic lows, says Fitch Ratings
August 15, 2022
Tags
China Economy
Travel
Retail
From
CNBC.com News
Singaporeans with low incomes continue to face the lowest wage growth, DBS says
August 02, 2022
Tags
Personal finance
DBS Group Holdings Ltd
Prices
From
CNBC.com News
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