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home
about us
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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
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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
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FIP
Event Schedule
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Event Schedule
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
Tax-Free Income Seminar
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Articles published by BTCC Exchange
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BTCC Exchange Reports 146% Total Reserve Ratio in November 2025, Reinforcing Industry-Leading Financial Transparency
November 19, 2025
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BTCC Exchange Supercharges Black Friday 2025 with 2 Million USDT in Rewards Plus Exclusive JJJ Signed Prizes
November 16, 2025
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BTCC November 2025 Product Update: Exchange Introduces Futures Pro Copy Trading
November 07, 2025
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BTCC Exchange Announces Spooktacular Halloween Night of Fortune Campaign with Bitcoin, Gold Bars, and iPhone 17 Pro Max Prizes
October 24, 2025
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BTCC Exchange and Chelsea Legend John Terry Support Successful Red Eagle Foundation Charity Golf Day
October 15, 2025
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BTCC Exchange Achieves Major 10M User Milestone with $1.15 Trillion Q3 Trading Volume as Platform Accelerates Global Growth
October 09, 2025
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BTCC Exchange Connects Crypto's Elite at Exclusive Poolside Sync Party Following TOKEN2049 Singapore
October 08, 2025
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BTCC Exchange Crosses 10 Million Users: Head of Operations Alex Hung on Building for the Long Term
October 02, 2025
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BTCC Exchange Announces Triple Global Workforce Expansion at TOKEN2049 Singapore to Power Web3 Evolution
October 01, 2025
From
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Via
GlobeNewswire
BTCC Exchange Partners with NBA All-Star Jaren Jackson Jr. to Inspire Smarter Moves in Sports and Crypto
September 24, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Maintains Robust 143% Reserve Ratio in September 2025 PoR Report Demonstrating Continued Financial Strength
September 17, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Supports Successful Red Eagle Foundation Golf Day with Everton Manager David Moyes
September 10, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Sponsors Red Eagle Foundation’s Legend Golf Day Featuring Everton Manager David Moyes
August 26, 2025
From
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Via
GlobeNewswire
BTCC Exchange Reports 141% Total Reserve Ratio in August 2025 and Launches Trading Competition Featuring Jaren Jackson Jr. Signed Merch
August 21, 2025
From
BTCC Exchange
Via
GlobeNewswire
BTCC Exchange Enters the Sports Sponsorship Court with NBA Superstar and Lifestyle Icon Jaren Jackson Jr.
August 13, 2025
From
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Via
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BTCC Exchange Sets Sail for Exclusive Tokyo Summer Festival 2025 Aboard Traditional Yakatabune
August 06, 2025
From
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Via
GlobeNewswire
BTCC Exchange Reports 35% Trading Volume Growth Following Listing of Over 80 New Spot Trading Pairs in July 2025
July 30, 2025
From
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Via
GlobeNewswire
BTCC Exchange Honored with Triple Recognitions from FXEmpire in Comprehensive 2025 Industry Analysis
July 23, 2025
From
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Via
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BTCC Exchange Reports 132% Total Reserve Ratio with Ethereum Leading at 170% in July 2025
July 16, 2025
From
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Via
GlobeNewswire
BTCC Exchange Strengthens Position in Tokenized Futures Trading with Diverse Asset Offerings and Enhanced Tools
July 10, 2025
From
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Via
GlobeNewswire
BTCC Exchange Reports Remarkable Q2 2025 Performance with $957 Billion Trading Volume and Continued User-Centric Development
July 03, 2025
From
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Via
GlobeNewswire
BTCC Exchange Maintains 135% Total Reserve Ratio in June 2025 Proof-of-Reserves Report Amid Market Volatility
June 26, 2025
From
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GlobeNewswire
BTCC Exchange Celebrates 14th Anniversary with Launch of First-Ever User Badge Program
June 18, 2025
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BTCC Exchange Releases May 2025 Proof of Reserves Report: User Assets Secured at 152% Total Reserve Ratio
June 11, 2025
From
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GlobeNewswire
BTCC Exchange Enhances Demo Trading Feature with Self-Service Virtual Funding and Reward System to Support Crypto Beginners
June 05, 2025
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BTCC Exchange Launches Hot Coins Trading Week Campaign Series Ahead of 14th Anniversary Celebration
May 28, 2025
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BTCC Exchange Appoints Dan Liu as CEO Ahead of 14th Anniversary Milestone
May 21, 2025
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BTCC Exchange Celebrates Bitcoin Pizza Day with 52,000 USDT Campaign, Social Giveaway, and Monaco Beach Party
May 20, 2025
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BTCC Exchange Announces Proof of Reserves in April 2025, Demonstrating Powerful 161% Asset Backing for Security
May 13, 2025
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BTCC Exchange Brings Crypto's Elite Influencers Together For Exclusive TOKEN2049 Yacht Experience
May 08, 2025
From
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