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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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Sample Portfolio
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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 to Release New Thought Leadership at CES, Featuring Prescriptive Insights for Success in 2024
January 04, 2024
From
Circana
Via
GlobeNewswire
Circana Announces Hannah Kim as Chief Legal Officer
January 02, 2024
From
Circana
Via
GlobeNewswire
Heavy Restaurant Breakfast Buyers Drive Both Commercial Restaurant Visits and Retail Sales, Reveals Circana’s New Complete Consumer Insights
December 14, 2023
From
Circana
Via
GlobeNewswire
Consumers Continue to Spend at Reduced Levels Through November Holiday Promotions, Reports Circana
December 14, 2023
From
Circana
Via
GlobeNewswire
Recent Holiday Sales Convey Mixed Signals for Tech Industry, Reports Circana
December 13, 2023
From
Circana
Via
GlobeNewswire
Circana Elevates Data Flexibility: Hybrid and Private Cloud Deployments of Liquid Data Platform Now Available in Microsoft Azure for All Industries
December 07, 2023
From
Circana
Via
GlobeNewswire
Circana Report Reveals the Strategic Influence and Timeless Impact of Limited-Time Offers in Shaping Consumer Behavior
December 06, 2023
From
Circana
Via
GlobeNewswire
Independent Research Firm Names Circana a Strong Performer in Retail Planning Platforms
November 30, 2023
From
Circana
Via
GlobeNewswire
Circana Expands Point-of-Sale and Panel Data Access for Clients, Meeting Evolving Technology Needs With Snowflake Integration
November 16, 2023
From
Circana
Via
GlobeNewswire
Office Commuters Fuel Traffic Boost for Quick-Service Restaurants Serving Specialty Coffee, Tea, and Donuts, Circana Data Reveals
November 15, 2023
From
Circana
Via
GlobeNewswire
October Promotions Did Little to Boost Retail Sales as Consumers Focus on Value, Reports Circana
November 14, 2023
From
Circana
Via
GlobeNewswire
Circana’s 2024 Food and Beverage Outlook Predicts Modest Volume Growth Following Three-Year Decline
November 06, 2023
From
Circana
Via
GlobeNewswire
E-commerce Will Be a Destination for More Holiday Shoppers This Year, Reports Circana
November 06, 2023
From
Circana
Via
GlobeNewswire
New Circana Research Reveals 79% of Americans Will Celebrate Thanksgiving with Their Usual Traditions, but Many Will Look for Deals, Led by Gen Z and Younger Millennials
November 02, 2023
From
Circana
Via
GlobeNewswire
Circana Announces Winners of Fifth Annual Automotive Aftermarket Performance Awards
October 31, 2023
From
Circana
Via
GlobeNewswire
The Rise of GLP-1 Medications Induces Evolving Baskets, Not Shrinking Appetites in Food and Beverage, Circana Reports
October 30, 2023
From
Circana
Via
GlobeNewswire
Holiday Shoppers Feeling Less Festive Plan to Delay Spending to Later in the Season, Reports Circana
October 03, 2023
From
Circana
Via
GlobeNewswire
August U.S. Retail Spending Results Reflect Easing Inflation and Adjusted Consumer Priorities, Reports Circana
September 14, 2023
From
Circana
Via
GlobeNewswire
Circana Announces Fast Feedback Guided Surveys Powered by Verified Buying Behaviors and Zappi’s Consumer Insights
August 30, 2023
From
Circana
Via
GlobeNewswire
Circana Announces Winners of 2023 B2B Channel Performance Awards
August 22, 2023
From
Circana
Via
GlobeNewswire
Circana Signs CEO Action Plan for Diversity and Inclusion Pledge
August 17, 2023
From
Circana
Via
GlobeNewswire
U.S. Retail Spending Increased 2% in July, But Consumer Purchasing is Down, Reports Circana
August 15, 2023
From
Circana
Via
GlobeNewswire
America Reveals What’s in Their Kitchens, Their Recipe Usage, and Cooking Skills
July 26, 2023
From
Circana
Via
GlobeNewswire
U.S. Retail Spending Increased 1% in June, While Discretionary Declines Establish a New Baseline, Reports Circana
July 18, 2023
From
Circana
Via
GlobeNewswire
After COVID-era SNAP Benefits Ended in March, Impacted Households Significantly Reduced Their Food and Discretionary Retail Spending, Reports Circana
July 11, 2023
From
Circana
Via
GlobeNewswire
From Laggard to Leader: Record Sales of Romance Books Reflect Next Generation of Contemporary Readers
July 10, 2023
From
Circana
Via
GlobeNewswire
US B2B Technology Sales Forecast to Grow 3% in 2024, Reports Circana
July 10, 2023
From
Circana
Via
GlobeNewswire
Circana Launches AlwaysOn Analytics, Empowering CPG Businesses With Real-Time Insights for Immediate Decision Making
June 27, 2023
From
Circana
Via
GlobeNewswire
Quick Service Restaurant Traffic Gain Helped to Keep U.S. Restaurant Industry Stable in May
June 21, 2023
From
Circana
Via
GlobeNewswire
Sustainability is Trending Upward and Delivering Growth Across Retail, Reports Circana
June 20, 2023
From
Circana
Via
GlobeNewswire
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