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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Circana
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Circana Unveils Three New Solutions to Navigate Economic Shifts and Consumer Trends
June 18, 2025
From
Circana
Via
GlobeNewswire
Circana’s 2024 New Product Pacesetters Report Highlights Continued CPG Commitment to Innovation and Consumer Connections
June 17, 2025
From
Circana
Via
GlobeNewswire
Circana Partners with TikTok
June 16, 2025
From
Circana
Via
GlobeNewswire
May Retail Sales Showcase Consumers Making Trade-offs Amid Uncertainty, Reports Circana
June 12, 2025
From
Circana
Via
GlobeNewswire
Circana Finds Restaurant Loyalty Members Visit 20 Brands Annually, Same as Nonmembers
June 12, 2025
From
Circana
Via
GlobeNewswire
Circana Aggregated Retailer Data Integrated in the LiveRamp Clean Room, Accelerating Advertiser Ability to Boost Performance Outcomes
June 10, 2025
From
Circana
Via
GlobeNewswire
Another Year of Romance, with a Dark Twist, Circana BookScan Reports
June 06, 2025
From
Circana
Via
GlobeNewswire
New Circana Report Reveals Regional Differences and Universal Drivers Reshaping the Global Snackscape
June 04, 2025
From
Circana
Via
GlobeNewswire
Toy Industry US Sales Grow in Early 2025, Circana Reports
June 03, 2025
From
Circana
Via
GlobeNewswire
Circana Completes Acquisition of NCSolutions
June 02, 2025
From
Circana
Via
GlobeNewswire
U.S. Positioned for Additional Growth as Sustainability-Marketed Products Flourish in Europe
May 27, 2025
From
Circana
Via
GlobeNewswire
Mass Beauty US Sales Growth Outperforms in Q1, as Prestige Remains Flat, Circana Reports
May 19, 2025
From
Circana
Via
GlobeNewswire
Circana Unveils Total Market Sizing Solution for Foodservice and Retail Industries
May 15, 2025
From
Circana
Via
GlobeNewswire
Circana Appoints Cara Pratt President, Global Retail and Media
May 01, 2025
From
Circana
Via
GlobeNewswire
The Restaurant Industry Gained Momentum in March After a Slow Start to the Year
April 23, 2025
From
Circana
Via
GlobeNewswire
Consumers Are Trading Down and DIYing Their Auto Maintenance, Reports Circana
April 23, 2025
From
Circana
Via
GlobeNewswire
Home Products Industry Forecasted to Grow Over Next Three Years, Reports Circana
April 14, 2025
From
Circana
Via
GlobeNewswire
Circana Announces for 2024 U.S. CPG Growth Leaders
April 09, 2025
From
Circana
Via
GlobeNewswire
New Circana Research Uncovers Emerging Trends Disrupting Consumer Behavior and Meal Patterns
April 09, 2025
From
Circana
Via
GlobeNewswire
Consumers Shop at 39 Unique Retailers a Year, Focusing on Convenience and Value, Reports Circana
April 08, 2025
From
Circana
Via
GlobeNewswire
Circana Launches Liquid Mix, an AI-Powered Self-Service Marketing Mix Platform
April 08, 2025
From
Circana
Via
GlobeNewswire
Circana Reports on the Evolution and Cross-industry Influence of Wellness Trends
April 07, 2025
From
Circana
Via
GlobeNewswire
Factors Beyond Tariffs Are Already Disrupting Normal Consumer Behavior, Reports Circana
April 07, 2025
From
Circana
Via
GlobeNewswire
New Circana Snacking Research Reveals How Health, Flavor, and Innovation Are Redefining America's Cravings
April 03, 2025
From
Circana
Via
GlobeNewswire
Circana’s Liquid Supply Chain Solution Creates an Inventory Command Center for Cross-Retailer Insights
April 02, 2025
From
Circana
Via
GlobeNewswire
U.S. Office Supplies Industry Faces Continued Challenges but Shows Signs of Retail Stabilization for 2025, Circana Reports
April 01, 2025
From
Circana
Via
GlobeNewswire
Circana, Paramount, and iSpot Announce Largest Deployment of Continuous CPG Measurement in TV Advertising
March 31, 2025
From
Circana
Via
GlobeNewswire
Circana Announces Top 50 U.S. Restaurants for 2025
March 26, 2025
From
Circana
Via
GlobeNewswire
Retail Spending Holds Steady in February Amid Short-Term Interruptions, Reports Circana
March 17, 2025
From
Circana
Via
GlobeNewswire
Circana Announces Its 12th Annual Home Industry Performance Awards Ahead of the Inspired Home Show
February 27, 2025
From
Circana
Via
GlobeNewswire
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