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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
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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Sportradar Group AG (NASDAQ: SRAD) Class Action Lawsuit: Investors Face July 17, 2026, Deadline
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Via
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Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and approximately 70% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
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Sportradar Investors Who Suffered Losses Urged to Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC as Securities Fraud Class Action Cites Compliance Misrepresentations and 22% Stock Decline
June 17, 2026
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SES AI Corporation Securities Fraud Class Action Result of Weak Revenue Guidance and 37% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
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PicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
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June 17, 2026
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AVAV Lead Plaintiff Deadline is July 27, 2026: Investors of AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox
June 17, 2026
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AVAV Lead Plaintiff Deadline is July 27, 2026: Investors of AeroVironment, Inc. (NASDAQ: AVAV) - Contact Kaplan Fox
June 17, 2026
Via
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June 17, 2026
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Badger Meter, Inc. (NYSE: BMI) Investors Who Have Suffered Losses - Contact Kaplan Fox Before August 3, 2026 Lead Plaintiff Deadline
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Via
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Badger Meter, Inc. (NYSE: BMI) Investors Who Have Suffered Losses - Contact Kaplan Fox Before August 3, 2026 Lead Plaintiff Deadline
June 17, 2026
Via
TheNewswire.com
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GeneDx Holdings Corp. (WGS) Investors: August 3, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
June 17, 2026
Via
NewMediaWire
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GeneDx Holdings Corp. (WGS) Investors: August 3, 2026, Filing Deadline in Securities Fraud Class Action - Contact Kessler Topaz Meltzer & Check, LLP
June 17, 2026
Via
TheNewswire.com
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Buffalo Biodiesel Announces Major Executive Expansion Amid $300 Million Growth Initiative
June 17, 2026
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Executive Chairman Buys 10,000 Shares of American Assets Trust Near 18-Month High Price
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June 17, 2026
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Kaplan Fox Reminds Verra Mobility (NASDAQ: VRRM) Investors of a Securities Class Action Deadline on August 4, 2026
June 17, 2026
Via
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Kaplan Fox Reminds Verra Mobility (NASDAQ: VRRM) Investors of a Securities Class Action Deadline on August 4, 2026
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Via
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