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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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
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
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Articles published by Fisker Inc.
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Fisker Issues Voluntary Recall to Address Door Handle Issue in 2023-2024 Model Years Vehicles
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Additional Fisker U.S. Entities File for Chapter 11 Protection
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Fisker Group Inc. Files for Chapter 11
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Fisker Issues Voluntary Recalls to Address Software Issues via Over-The-Air Updates in North America and Europe
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Fisker Raises Additional Capital From Existing Investor; Funding Is $3.456 Million; Potential to Increase to $7.5 Million
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Fisker Adds Three New U.S. Dealer Partners, in California and New Jersey; Waives $2,438 D&H Fee in U.S. on MY2023 Extremes and Ultras
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From
Fisker Inc.
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Fisker Adds Six New Locations: Three New Dealer Partner Locations in California, and New Locations in Missouri, Pennsylvania, and Guam
May 02, 2024
From
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Via
Business Wire
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FSRN
OTC
Fisker Signs New Dealer Partner in Miami and Adds New Dealer Partners in Europe
April 15, 2024
From
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Fisker Announces Reduced MSRP in U.S. on Many 2023 Model Year Vehicles
March 27, 2024
From
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FSR
Fisker Ocean Wins iF DESIGN AWARD 2024 for Best Electric SUV
March 21, 2024
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Fisker Announces Receipt of Financing Commitment of Up to $150 Million and Provides Business Update
March 18, 2024
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Saydulu Kolasani Joins Fisker as Senior Vice President, Enterprise, Digital Operations and Transformation
March 06, 2024
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Fisker Inc. Announces Preliminary Q4 and Full Year 2023 Results*
February 29, 2024
From
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FSR
Fisker Signs Additional US Dealer Partners in New York State, Florida, and Indiana
February 28, 2024
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Fisker Announces Timing of Fourth Quarter and Full Year 2023 Results and Webcast
February 22, 2024
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Fisker Receives Continued Listing Standard Notice From NYSE
February 16, 2024
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Fisker Signs New Dealer Partners in US as Strategic Business Shift Continues
February 16, 2024
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FSR
Fisker to Bring Award-Winning Fisker Ocean All-Electric SUV to Canadian International AutoShow
February 09, 2024
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FSR
Fisker to Release Ocean OS 2.0 Software Update, Improving Performance, SolarSky, Energy Management, and Other Features
February 06, 2024
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FSR
Fisker Electrified Tour Starts Today With Stops in 17 Cities Across 11 US States
February 02, 2024
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FSR
Fisker Welcomes Dealers From Across North America to Its First Open House and Signs First US Dealer Partner
January 31, 2024
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FSR
Fisker to Hold Dealer Open House on January 30 in Los Angeles to Advance Dealer Partnership Strategy
January 29, 2024
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Fisker Leadership to Attend National Automobile Dealers Association Show as Company Makes Strategic Shift to Dealer Partnerships
January 26, 2024
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Fisker Provides Update on Recent Business Activities
January 23, 2024
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January 22, 2024
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Fisker Issues Statement on NHTSA Preliminary Evaluation
January 19, 2024
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FSR
Fisker to Introduce Luxurious Fisker Ocean Extreme Monterey Edition
January 18, 2024
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FSR
Fisker Adds Executives to Leadership Team as the Company Accelerates Growth in 2024
January 16, 2024
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Fisker Showcases Award-Winning Fisker Ocean SUV at Consumer Electronics Show in Partnership With Panasonic
January 12, 2024
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