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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
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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Here's how to buy Treasury bills as some yields reach 5%, according to financial experts
February 24, 2023
Tags
Savings
U/S/ Treasury bonds
Bonds
From
CNBC.com News
3 Lessons Learned From The Presley Trust
February 24, 2023
Tags
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From
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Some Treasury bills are now paying 5%. Here's what investors need to know
February 23, 2023
Tags
Financial planning
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From
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Retirees lost 23% of their 401(k) savings in 2022, Fidelity says
February 23, 2023
Tickers
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Tags
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1 in 6 retirees are mulling a return to work. What to consider before 'unretiring'
February 22, 2023
Tags
Retirement planning
Taxes
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Average 401(k) balances dropped 20% in 2022 — but few investors flinched, Vanguard research shows
February 17, 2023
Tags
Personal Finance
Retirement planning
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February 16, 2023
Tags
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Pennsylvania Farmer Behind $5 Trillion Trend Speaks Out: I Created A Monster
February 16, 2023
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Tags
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Benzinga
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Amid persistent inflation, 54% of Americans are using savings to pay for everyday expenses
February 16, 2023
Tags
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Retirement
Debt
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Elder financial fraud is a $3 billion-a-year problem. This bill in Congress aims to help prevent
February 15, 2023
Tickers
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Tags
Investment strategy
Personal finance
Retiree finances
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Most couples are 'financially incompatible,' survey finds. Having a money talk could help — no matter how long you've been together
February 14, 2023
Tags
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Here's how much you need to save every month to earn $30,000 per year in interest for retirement
February 14, 2023
Tags
Millennials
Savings
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Putnam Launches Sustainable Target-Date Retirement Funds
February 13, 2023
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Tags
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As Social Security's full retirement age moves to 67, some experts say it should not go higher
February 12, 2023
Tags
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Personal income
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Rollovers from a 401(k) plan to an IRA: Weigh these 7 factors first
February 09, 2023
Tags
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Individual retirement accounts
401(k) plans
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State of the Union brings brief unanimity on Social Security, Medicare. Why experts say there's still reason to worry
February 08, 2023
Tags
Social Security
Medicare
Personal income
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Here's how much you need to save every month to earn $65,000 per year in interest for retirement
February 07, 2023
Tags
Retirement planning
Personal Finance
The New Road to Retirement
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For some, a divorce has a positive affect on their work, study finds
February 06, 2023
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JOBS
Tags
Retirement planning
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Roth IRA 'five-year rule' can trigger an unexpected tax bill: Here's what you need to know
February 06, 2023
Tags
Government taxation and revenue
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35% of millionaires say retirement is 'going to take a miracle,' report finds
February 06, 2023
Tags
Investment strategy
Personal finance
Personal saving
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Before you enroll in Medicare, what to know about new rules that eliminate coverage gaps
February 03, 2023
Tags
Personal finance
Retiree finances
Personal Finance
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Annuity sales hit record last year, eclipsing sales during 2008 financial crisis amid fear, higher rates
February 02, 2023
Tags
Life insurance
Personal finance
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Wait until 70 to claim Social Security: 'The return on being patient is huge,' says economist
February 01, 2023
Tags
Financial planning
Retirement
Government Programs
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As some retirees worry about surprises this tax season, these resources may help
February 01, 2023
Tags
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Starting Small: How To Build Your Rental Portfolio
January 31, 2023
Tags
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contributors
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64% of Americans are living paycheck to paycheck — here's how to keep your budget in check
January 31, 2023
Tags
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The rising cost of living isn't the only reason many in Asia are putting off retirement, Randstad says
January 30, 2023
Tickers
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Tags
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Medicare users still have time to change, drop 2023 Advantage Plan coverage. What to know
January 30, 2023
Tags
Personal finance
Retiree finances
Retirement planning
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House GOP study group is proposing changes to Medicare. Here's what you need to know
January 26, 2023
Tags
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Roth IRA conversion taxes may be trickier than you expect. Here's what to know before filing — or converting funds in 2023
January 22, 2023
Tags
Personal Finance
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