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home
about us
Investment Approach
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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
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
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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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Dole plc
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Dole plc Schedules Fourth Quarter and Full Year 2023 Earnings Release
February 08, 2024
From
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DOLE
Dole Receives Grand Winner Award for Efforts that Support its Workforce and Well-being in Costa Rica
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Dole plc Reports Third Quarter 2023 Financial Results
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Dole plc Schedules Third Quarter 2023 Earnings Release
October 26, 2023
From
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Dole plc to Participate in TD Cowen’s Sipping & Snacking Summit
September 13, 2023
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Dole plc Reports Second Quarter 2023 Financial Results
August 17, 2023
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Dole plc Schedules Second Quarter 2023 Earnings Release
July 27, 2023
From
Dole plc
Via
Business Wire
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Dole plc to Participate in the Deutsche Bank dbAccess 2023 Global Consumer Conference
May 30, 2023
From
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Via
Business Wire
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Dole plc Set to Join Russell 3000® and Russell 2000® Indexes
May 26, 2023
From
Dole plc
Via
Business Wire
Tickers
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Dole plc Reports First Quarter 2023 Financial Results
May 18, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Schedules First Quarter 2023 Earnings Release
April 27, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc 2022 Annual Report Available to Shareholders
March 22, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Reports Fourth Quarter and Full Year 2022 Financial Results
March 07, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc to Participate in the BofA Securities 2023 Consumer & Retail Conference
March 02, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Schedules Fourth Quarter and Full Year 2022 Earnings Release
February 27, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Announces Sale of its Fresh Vegetables Division to Fresh Express
January 31, 2023
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole Releases 2022 Sustainability Report, Outlining Its Sustainability Strategy and 2030 Goals
December 20, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Reports Third Quarter 2022 Financial Results
November 17, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Schedules Third Quarter 2022 Earnings Release
October 27, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Reports Second Quarter 2022 Financial Results
August 23, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Schedules Second Quarter 2022 Earnings Release
August 05, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Reports First Quarter 2022 Financial Results
May 24, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Schedules First Quarter 2022 Earnings Release
April 27, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Joins Freshfel Europe in Launching Fresh Produce Environmental Footprint Initiative on World Earth Day 2022.
April 22, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole Seeks to “Raise the Bar” with Launch of Specialist Division, Dole Exotics and “BE Exotic” Brand
April 06, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Annual Report Available to Shareholders
March 24, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc Reports Fourth Quarter and Full Year 2021 Financial Results
March 15, 2022
From
Dole plc
Via
Business Wire
Tickers
DOLE
Dole plc: Update on Voluntary Recall for Salads Processed by Dole Fresh Vegetables at its Bessemer City, NC and Yuma, AZ Facilities Due to Possible Health Risk from Listeria monocytogenes
December 24, 2021
From
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Via
Business Wire
Tickers
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Dole plc Reports Third Quarter 2021 Financial Results
December 03, 2021
From
Dole plc
Via
Business Wire
Tickers
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Dole plc Schedules Third Quarter 2021 Earnings Release and Conference Call
November 02, 2021
From
Dole plc
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DOLE
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