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home
about us
Investment Approach
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Team Biographies
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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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)
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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 Dicerna Pharmaceuticals, Inc.
Novo Nordisk Announces Completion of Dicerna Pharmaceuticals Acquisition
December 28, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Expiration of Hart-Scott-Rodino Act Waiting Period for Novo Nordisk Tender Offer to Acquire Dicerna
December 25, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Novo Nordisk to Acquire Dicerna
November 18, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Two Targets Meet Preclinical Proof of Principle Criteria in Neurodegeneration and Pain Under Global Research Collaboration and Licensing Agreement With Lilly
November 12, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Presents Data From Phase 1 Trial of Belcesiran at American Association for the Study of Liver Diseases (AASLD) The Liver Meeting® 2021
November 12, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Third Quarter 2021 Financial Results and Provides a Business Update
November 09, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Presents PHYOX™2 and Primary Hyperoxaluria Healthcare Utilization Data at American Society of Nephrology (ASN) Kidney Week 2021
November 04, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Report Third Quarter 2021 Financial Results on Nov. 9, 2021
November 02, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Results for PHYOX™4, Single-Dose Study of Nedosiran in Primary Hyperoxaluria Type 3 (PH3)
October 19, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Data to Be Presented at American Society of Nephrology (ASN) Kidney Week 2021
October 15, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Poster Presentations at American Association for the Study of Liver Diseases (AASLD) The Liver Meeting® 2021 in November
October 14, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
October 01, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Initiates Phase 1 Clinical Trial of DCR-AUD, a Novel Investigational GalXC™ RNAi Therapeutic Candidate for the Treatment of Alcohol Use Disorder
September 28, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces New Executive Leadership Appointments
September 22, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Participate in 16th Annual Citi Biopharma Conference
September 02, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Second Quarter 2021 Financial Results and Provides a Business Update
August 09, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Reports Positive Top-Line Results From PHYOX™2 Pivotal Clinical Trial of Nedosiran for the Treatment of Primary Hyperoxaluria
August 05, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Report Second Quarter 2021 Financial Results on Aug. 9, 2021
August 02, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces FDA Clearance of Investigational New Drug (IND) Application for DCR-AUD for the Treatment of Alcohol Use Disorder
July 29, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Interim Results From Phase 1 Trial of Belcesiran for Treatment of Alpha-1 Antitrypsin Deficiency-Associated Liver Disease
July 21, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
July 01, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Initiates Patient Dosing in ESTRELLA Phase 2 Clinical Trial of Belcesiran for the Treatment of Alpha-1 Antitrypsin Deficiency-Associated Liver Disease
June 22, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Dosing Completion in Nedosiran PHYOX™4 Clinical Trial for Treatment of Primary Hyperoxaluria Type 3
June 16, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Participate in 42nd Annual Goldman Sachs Global Healthcare Conference
June 03, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces FDA Acceptance of Lilly’s Investigational New Drug (IND) Application for LY3819469
May 27, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces Boehringer Ingelheim’s Acceptance of Candidate for Development Under RNAi Research Collaboration and License Agreement
May 24, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Participate in Upcoming Investor Conferences
May 12, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Announces First Quarter 2021 Financial Results and Provides a Business Update
May 06, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna to Report First Quarter 2021 Financial Results on May 6, 2021
April 29, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
Dicerna Sells OXLUMO™ (lumasiran) Royalty Interest to Royalty Pharma for Up to $240 Million
April 08, 2021
From
Dicerna Pharmaceuticals, Inc.
Via
Business Wire
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