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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
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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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Quarterly Performance Reports
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Back Dated Performance Reports
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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
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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 Global Research Illuminates New Era of Private Label Transformation
February 27, 2025
From
Circana
Via
GlobeNewswire
Circana Expands Audience Solutions With New Viewership, Eating Behaviors and Intent Signals Targeting
February 24, 2025
From
Circana
Via
GlobeNewswire
Circana Announces New B2B Solution Providing Comprehensive Order–Level Insights
February 19, 2025
From
Circana
Via
GlobeNewswire
B2B Technology Market Forecast to Grow 6% in 2025, Reports Circana
February 13, 2025
From
Circana
Via
GlobeNewswire
US Beauty Industry Sales Grow for the Fourth Consecutive Year, Circana Reports
February 12, 2025
From
Circana
Via
GlobeNewswire
Circana Expands Largest U.S. Receipt Panel to 200,000 Static Panelists
February 06, 2025
From
Circana
Via
GlobeNewswire
Global Toy Sales Stabilize in 2024: Collectibles, Fan Favorites, and Smart Spending Shape the Market
January 30, 2025
From
Circana
Via
GlobeNewswire
Circana Announces its Annual Global Toy Industry Performance Award Winners
January 29, 2025
From
Circana
Via
GlobeNewswire
Consumers Take a New Year’s Respite from Spending Following Last-Minute Holiday Lift, Reports Circana
January 27, 2025
From
Circana
Via
GlobeNewswire
Circana Welcomes 18 New Participants to Its Diversity Advantage Program
January 21, 2025
From
Circana
Via
GlobeNewswire
Circana Sales Lift Solution Now Measures YouTube Video Reach and Video View Campaigns
January 07, 2025
From
Circana
Via
GlobeNewswire
US Consumer Technology Sales Forecast to Rebound in 2025 With $1.8B in Revenue Gains, Reports Circana
January 07, 2025
From
Circana
Via
GlobeNewswire
Circana Report Highlights the Role of Personalization in Supporting GLP-1 Weight-Loss Users
January 06, 2025
From
Circana
Via
GlobeNewswire
Circana Announces its 2025 Consumer Electronics Industry Performance Award Winners
January 06, 2025
From
Circana
Via
GlobeNewswire
Holiday 2024 Retail Sales Are Not as Strong as Portrayed by Black Friday and Cyber Monday, Reports Circana
December 19, 2024
From
Circana
Via
GlobeNewswire
Black Friday and Cyber Monday Technology Sales Grow 4% as Holiday Season Sales Start Strong, Reports Circana
December 19, 2024
From
Circana
Via
GlobeNewswire
Circana Announces Leadership Transition
November 25, 2024
From
Circana
Via
GlobeNewswire
Holiday Shopping Trends Altered by Deal Distraction on Heels of Election Disruption, Reports Circana
November 21, 2024
From
Circana
Via
GlobeNewswire
Circana Report Reveals SNAP Shoppers Spend 32% More Than Non-SNAP Shoppers
November 21, 2024
From
Circana
Via
GlobeNewswire
SPAR International and Circana Global Partnership To Deliver Curated Data Insights
November 21, 2024
From
Circana
Via
GlobeNewswire
Circana’s Year-End 2024 Food and Beverage Market Outlook Projects Overall Growth for 2025
November 20, 2024
From
Circana
Via
GlobeNewswire
Circana Reports Nearly 80% of Thanksgiving Meals Are Homemade, as Consumers Embrace Traditions Despite High Grocery Prices
November 13, 2024
From
Circana
Via
GlobeNewswire
At-Home Entertaining Trends Underscored by Kitchen and Dining Product Growth, Reports Circana
November 12, 2024
From
Circana
Via
GlobeNewswire
Convenience Drives Morning Routines, with 90% of Breakfasts Prepared in 15 Minutes or Less, Circana Reports
November 12, 2024
From
Circana
Via
GlobeNewswire
E-Commerce Grows in Importance to Holiday Shoppers, With 83% Planning Some Online Shopping This Season, Reports Circana
November 07, 2024
From
Circana
Via
GlobeNewswire
Circana Reveals U.S. Consumers Experience 6 Billion Special Occasions Annually, Offering Major Opportunities to Cater to Evolving Consumer Needs
November 07, 2024
From
Circana
Via
GlobeNewswire
Circana Unveils Winners of the Sixth Annual Automotive Aftermarket Performance Awards at AAPEX
November 06, 2024
From
Circana
Via
GlobeNewswire
Hispanic Consumers Drive 16% of Total US CPG Growth, Outpacing Non-Hispanics in Key Categories, Reveals New Circana Report
October 29, 2024
From
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Spending Stability Remains Through September and Early October Retail Promotions, Reports Circana
October 22, 2024
From
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Via
GlobeNewswire
Circana Reports Modest Gains in 2024 Back-to-School Tech Sales Amid Consumer Caution
October 16, 2024
From
Circana
Via
GlobeNewswire
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