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home
about us
Investment Approach
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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)
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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 Dynatrace
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Dynatrace Announces Pricing of Public Offering by Selling Stockholders
November 15, 2023
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Dynatrace Launches Proposed Public Offering by Selling Stockholders
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Dynatrace Reports Second Quarter of Fiscal Year 2024 Financial Results
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Dynatrace to Report Second Quarter of Fiscal 2024 Financial Results
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Latest Dynatrace Platform Innovations Available to Customers on Microsoft Azure
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Global Report Reveals DevOps Automation Is Becoming a Strategic Imperative for Large Organizations, but Only 38% Have a Clear Strategy for Implementing It
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Dynatrace Releases Inaugural Global Impact Report
September 21, 2023
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Technology Executive Amol Kulkarni Appointed to the Dynatrace Board of Directors
August 30, 2023
From
Dynatrace
Via
Business Wire
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Dynatrace to Present at Upcoming Investor Conference
August 17, 2023
From
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Dynatrace Reports First Quarter of Fiscal Year 2024 Financial Results
August 02, 2023
From
Dynatrace
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Business Wire
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Dynatrace to Acquire Rookout to Deliver Code Debugging in Production Environments
July 31, 2023
From
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Dynatrace Unveils Security Analytics, Providing Actionable Insights for Proactive Defense Against Threats to Cloud Applications
August 09, 2023
From
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Business Wire
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Dynatrace Announces Expanded Multi-Year Consumption Commitment and Go-To-Market Partnership with Microsoft
July 19, 2023
From
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Tickers
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Dynatrace to Report First Quarter of Fiscal 2024 Financial Results
July 13, 2023
From
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Dynatrace Ranked #1 Across All Six Use Cases in the 2023 Gartner® Critical Capabilities for APM and Observability Report
July 12, 2023
From
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Dynatrace Named a Leader and Positioned Furthest for Vision and Highest in Execution in the 2023 Gartner® Magic Quadrant™ for APM and Observability
July 10, 2023
From
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Aeroporti di Roma Gets More Travelers to their Destination on Time with Dynatrace
July 06, 2023
From
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Dynatrace Announces Chief Revenue Officer Transition
June 05, 2023
From
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Dynatrace Expands Collaboration with Red Hat, Launches New Integration Capabilities for Event-Driven Ansible
May 23, 2023
From
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Dynatrace Launches Partner Services Endorsement Program to Support Customers’ Rising Demand for Cloud Modernization and Optimization
May 18, 2023
From
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Dynatrace Reports Fourth Quarter and Full Year Fiscal 2023 Financial Results
May 17, 2023
From
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Dynatrace to Present at Upcoming Investor Conferences
May 09, 2023
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Dynatrace to Report Fourth Quarter and Full Year Fiscal 2023 Financial Results
April 26, 2023
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Global Report Reveals the Need for the Convergence of Observability and Security as Rising Complexity of Cloud-Native Development Exposes Organizations to Heightened Security Risks
April 20, 2023
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Dynatrace Application Security Achieves Dual FedRAMP and StateRAMP Authorizations, Enabling Secure Cloud Transformation for Public Sector Customers
April 25, 2023
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Dynatrace Delivers Real-Time Insights into the Carbon Footprint of Hybrid and Multicloud Ecosystems
February 16, 2023
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Dynatrace Achieves AWS Cloud Operations Competency for Monitoring and Observability
April 06, 2023
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Dynatrace and Snyk Unify Security Insights Across the Entire Software Lifecycle
February 16, 2023
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