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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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A record number of weddings are expected this year. How to save if you’re planning a trip down the aisle
March 18, 2022
Tickers
LIFE
Tags
Inflation
Marriage
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From
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Washington lawmakers are considering a gas tax holiday. Don't expect that to make a big dent in what you’re paying at the pump
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Tags
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Tickers
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Tags
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Tags
Oil and Gas
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March 10, 2022
Tags
Retirement planning
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March 03, 2022
Tickers
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Tags
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Tags
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Tags
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February 11, 2022
Tickers
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Tags
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Personal debt
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Inflation and high gas prices are contributing to 'a lot of financial anxiety,' survey finds
February 10, 2022
Tags
Wages and salaries
U/S/ Economy
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Brits brace for 'perfect storm' of tax rises, spiraling inflation and an energy crisis
February 09, 2022
Tags
Prices
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As Business Loans Pick Up, Give This ETF a Look
February 08, 2022
Tickers
BKLN
Tags
Invesco
Innovative ETFs channel
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You may not have to pay the IRS back if you got too much in child tax credit payments
February 02, 2022
Tickers
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Tags
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Here's the financial assistance that could make the cut in Biden's smaller Build Back Better
January 24, 2022
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Tags
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How to get back on track after blowing your budget
December 28, 2021
Tags
Personal investing
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As omicron spreads, here’s why advisors say it's more important than ever to overhaul your financial plans
December 27, 2021
Tags
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Do you think you have a spending problem? How to spot one and fix it
December 27, 2021
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‘Bubblicious’ used car prices are rising faster than bitcoin, market researcher Jim Bianco warns
December 26, 2021
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Tags
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Monthly child tax credit payments have ended. Here's why lawmakers face hurdles to add more
December 23, 2021
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Tuesday's market bounce could lead to a record 2022, Oppenheimer's top strategist says
December 21, 2021
Tags
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What to do if you have tickets to a live event that’s canceled due to Covid-19
December 20, 2021
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Tags
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Many Americans feel less financial stress thanks to pandemic-era government programs. Yet there are still signs of strain
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Tags
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Former U.S. Treasurer on the economy: ‘I’m much more optimistic about 2022’
December 16, 2021
Tags
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Investor Peter Boockvar blames Fed policy 'mistake' for surging housing and auto prices
December 14, 2021
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Tags
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How record Social Security cost-of-living adjustment will be impacted by high inflation, Medicare premiums
December 14, 2021
Tags
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Own everything but 'bubble assets' tech and crypto, recommends Institutional Investor hall of famer Rich Bernstein
December 12, 2021
Tags
Recessions and depressions
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Spam texts and phone scams are on the rise: Here's how to protect yourself
November 30, 2021
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Consumer spending
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A majority of Americans don’t understand this retailer financing strategy — and it can cost them big bucks
November 30, 2021
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Gift shopping
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Consumer spending
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It's premature to turn bearish based on Covid omicron variant fears, Stifel's chief economist suggests
November 30, 2021
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Markets
Wall Street
Fiscal policy
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Massive inflation will likely push Fed to hike rates six times before 2024, Federated's Phil Orlando predicts
November 28, 2021
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Trading Nation
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Holiday spending
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