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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
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Client Information
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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
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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
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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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 First Responders Children's Foundation
First Responders Children’s Foundation Announces “Christmas in July” Toy Drive
July 17, 2025
From
First Responders Children's Foundation
Via
GlobeNewswire
Cindy Brown and Kerry Watson Join First Responders Children’s Foundation Board of Directors
June 05, 2025
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation and JPMorganChase Announce Free Financial Wellness Education Program for First Responder Families
March 26, 2025
From
First Responders Children's Foundation
Via
GlobeNewswire
Tickers
JPM
First Responders Children's Foundation Provides Millions of Dollars in New Essential Supplies and Hundreds of Thousands of Dollars in Direct Financial Assistance to Los Angeles First Responder Families
February 26, 2025
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Opens Financial Assistance Applications to First Responders Affected by Southern California Wildfires
January 27, 2025
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Launches Its Annual Toy Express: Donating 135,000 Toys to Children Nationwide
December 05, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Honors First Responder Hero Families at 23rd Annual Pre-Thanksgiving Day Parade Ceremony
November 28, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Honors National First Responders Day and Celebrates U.S. Heroes from Across the Country
October 28, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
Ray Donovan Joins First Responders Children’s Foundation National Board of Directors
October 22, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Announces 2024 CSX Pride in Service Scholarship Recipients
October 17, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children's Foundation and SERVPRO Establish Disaster Relief Fund to Assist First Responder Families Impacted by Hurricane Helene
October 04, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Announces $1.036 Million in Grants for 366 Scholarships to Children of U.S. First Responders
August 08, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
Three Industry Leaders Join First Responders Children’s Foundation National Board of Directors
July 10, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Invites Children of First Responders To Apply for Scholarships
March 12, 2024
From
First Responders Children's Foundation
Via
GlobeNewswire
Top-Ranked PGA Tour Golfer Patrick Cantlay Joins First Responders Children’s Foundation as Official Ambassador
December 28, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
“Music 4 Good” Unites Top Music Icons to Rally Behind First Responders Children’s Foundation
December 19, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Unveils the Fourth Annual ‘Toy Express’ Embarking on its Cross-Country Tour
December 05, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Commemorates National First Responders Day with a Ceremony in Times Square, Presented by SERVPRO
October 24, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
SERVPRO’s Allison Isaacson Beahm Joins First Responders Children’s Foundation Board of Directors
October 03, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
Christina Rehkop of Devon Energy Joins First Responders Children's Foundation Board of Directors
September 27, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
CSX Executive Vice President Jamie Boychuk Joins First Responders Children’s Foundation National Board of Directors
June 20, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
The Chris & Libby Julien Revocable Trust Makes Substantial Gift to First Responders Children’s Foundation
February 24, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Announces Over One Million Dollars in 2023-’24 Scholarship Grants for Children of U.S. First Responders
February 23, 2023
From
First Responders Children's Foundation
Via
GlobeNewswire
Country Music Star Tyler Hubbard Joins Forces With First Responders Children’s Foundation to Deliver 2,000 Toys to Children at Nashville’s Monroe Carell Jr. Children’s Hospital at Vanderbilt
December 08, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
Henry Repeating Arms Donates $50,000 to First Responders Children’s Foundation
December 05, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
Leading Entertainment Attorney Toni Lupo Joins First Responders Children’s Foundation Board of Directors
December 01, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
First Responders Children’s Foundation Salutes SERVPRO for Expanded Participation in Hurricane Ian Disaster Response Fund for First Responders and Families
November 21, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
Design Visionary and Innovator Michael Beneville Joins First Responders Children’s Foundation Board of Directors
November 18, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
Spin Master, First Responders Children’s Foundation Team Up to Save Holidays for Thousands of Children Affected by Hurricane Ian
November 16, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
Tickers
TSX:TOY
2022 ‘Toy Express’ Launched by First Responders Children’s Foundation
November 14, 2022
From
First Responders Children's Foundation
Via
GlobeNewswire
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