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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
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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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Articles published by Cemex, S.A.B. de C.V.
Cemex celebrates 25 years of biodiversity conservation and restoration at El Carmen Nature Reserve
March 03, 2025
From
Cemex, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
Cemex and Synhelion make further progress toward the world’s first fully solar-powered cement plant
August 03, 2023
From
Cemex, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
Volvo Trucks and CEMEX Unveil First Fully Electric Heavy Concrete Mixer Truck
February 09, 2023
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Contributes to Circular Economy With Launch of Its Regenera Waste Management Business
January 25, 2023
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Decarbonization Goals Validated by the SBTi for Alignment with 1.5ºC Scenario
November 10, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Launches Startup Accelerator to Strengthen Its Open Innovation Approach
November 01, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX and Ocean Conservancy Team Up to Clean Cancun Beaches
October 11, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX to Align Its Decarbonization Goals With Most Ambitious 1.5º C Scenario
October 06, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Showcases Sustainability Progress and Commitments at UN General Assembly
September 20, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
Cemex Takes Action to Reduce Road Transportation CO2 Emissions
August 02, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Supports Initiative to Clean Mexican Beaches
July 06, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Continues to Lead in Climate Action With Its New Green Financing Framework
June 27, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
Cemex and Partners Inaugurate the Carbon Neutral Alliance at Rüdersdorf Cement Plant
May 31, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX to Operate Fully on Alternative Fuels at UK Cement Plant
May 30, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
Vertua Low-Carbon to Account for Majority of Cement and Concrete Sales By 2025
May 05, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Successfully Turns CO2 Into Carbon Nanomaterials
April 25, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX to Turn CO2 Into Sustainable Aviation Fuel
April 18, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX and Synhelion Achieve Breakthrough in Cement Production with Solar Energy
February 02, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Invests in Circular Economy in Mexico
January 28, 2022
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CDP Awards CEMEX Its Highest Rating for Leadership in Climate Action
December 07, 2021
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Is Founding Member of World Economic Forum’s “First Movers Coalition” to Drive Demand for Zero Carbon Technologies
November 04, 2021
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Ambitious 2030 Climate Targets Validated to Be in Line With the Latest Science
October 05, 2021
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Reinforces Leadership in Green Financing, Presenting Sustainability-Linked Financing Framework
September 07, 2021
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
CEMEX Joins Two World-Leading Initiatives to Achieve Carbon Neutrality
August 02, 2021
From
CEMEX, S.A.B. de C.V.
Via
Business Wire
Tickers
CX
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