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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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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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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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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 Emerson
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Emerson Declares Dividend
August 02, 2022
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Emerson’s Majority Owned Subsidiary, AspenTech, Announces Agreement to Acquire Metals and Mining Software Leader Micromine
July 27, 2022
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Emerson Joins RE100, Targeting 100% Renewable Electricity by 2030
July 18, 2022
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Emerson Schedules Third Quarter 2022 Earnings Release and Conference Call
July 13, 2022
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Mitsubishi Power Selects Emerson Software and Technologies for Advanced Clean Energy Storage Hydrogen Hub
July 12, 2022
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Emerson Strengthens Leadership in Life Sciences Industry with Acquisition of Fluxa
June 30, 2022
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Emerson Helping Albioma Become a Fully Renewable Energy Provider
June 28, 2022
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Emerson and Neste Engineering Solutions to Optimize Fintoil Biorefinery Operations for More Efficient, Sustainable Production
June 21, 2022
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Emerson Announces Net Zero Targets, Issues 2021 ESG Report
June 14, 2022
From
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Via
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EMR
Emerson Selected by Jotun to Automate Global Manufacturing Plants to Optimize Production Efficiency
June 01, 2022
From
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Via
Business Wire
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EMR
Emerson Provides Advanced Automation Technology for Toyota Australia’s Hydrogen Production and Refueling Plant
May 24, 2022
From
Emerson
Via
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Emerson and AspenTech Complete Transaction, Creating New AspenTech
May 16, 2022
From
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Emerson Accelerates Sustainability Leadership with Third Consecutive 2022 ENERGY STAR® Partner of the Year Award
May 05, 2022
From
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Via
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Emerson Reports Second Quarter 2022 Results; Updates 2022 Outlook
May 04, 2022
From
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Via
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Emerson Schedules Second Quarter 2022 Earnings Release and Conference Call
April 13, 2022
From
Emerson
Via
Business Wire
Tickers
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Assessing Cybersecurity Today to Improve and Protect Tomorrow's Manufacturing Operations
February 28, 2022
From
Emerson
Via
Business Wire
Emerson Technologies Selected for Geothermal Clean Energy Production
February 22, 2022
From
Emerson
Via
Business Wire
Tickers
EMR
Emerson Reports First Quarter 2022 Results; Updates 2022 Outlook
February 02, 2022
From
Emerson
Via
Business Wire
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Emerson’s Sensi™ Touch Smart Thermostat Wins AHRI 2021 Integrated Home Competition
January 25, 2022
From
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Via
Business Wire
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Emerson Named ‘Industrial IoT Company of the Year’ in 2022 IoT Breakthrough Awards
January 13, 2022
From
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Business Wire
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Emerson Announces Change of Venue for 2022 Annual Shareholders Meeting
January 12, 2022
From
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Via
Business Wire
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EMR
Emerson Schedules First Quarter 2022 Earnings Release and Conference Call
January 12, 2022
From
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Via
Business Wire
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Emerson to Help Accelerate Green Hydrogen Production
January 11, 2022
From
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Business Wire
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Emerson Strengthens Presence in Renewable Energy Sector with Acquisition of Mita-Teknik
December 16, 2021
From
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Business Wire
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Grind2Energy Celebrates 100 Million Pounds of Food Waste Diverted from Landfills and Converted into Renewable Energy
November 16, 2021
From
Emerson
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Business Wire
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European Electricity Leader Selects Emerson to Modernize Power Transmission Network
November 09, 2021
From
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Business Wire
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Emerson Announces $100 Million Commitment to Corporate Venture Capital Initiative
November 04, 2021
From
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Emerson Reports Fourth Quarter and Full Year 2021 Results; Provides Initial 2022 Outlook
November 03, 2021
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Emerson to Provide Advanced Automation Technologies for Revolutionary Plastics Recycling Plant
November 01, 2021
From
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Emerson Schedules Fourth Quarter and Full Year 2021 Earnings Release and Conference Call
October 13, 2021
From
Emerson
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Business Wire
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