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home
about us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Fortinet, Inc.
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KDDI Selects Fortinet for New Global Managed SASE Service
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Fortinet to Announce Second Quarter 2024 Financial Results
July 02, 2024
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Fortinet Annual Skills Gap Report Reveals Growing Connection Between Cybersecurity Breaches and Skills Shortages
June 26, 2024
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Fortinet Report: Threat Actors Are Increasingly Targeting OT Organizations
June 18, 2024
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June 10, 2024
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FC Barcelona Selects Fortinet as its Official Cybersecurity Partner for the Future Spotify Camp Nou
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Fortinet Reaffirms Its Commitment to Secure Product Development Processes and Responsible Vulnerability Disclosure Policies
May 07, 2024
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Fortinet Threat Research Finds Cybercriminals Are Exploiting New Industry Vulnerabilities 43% Faster than 1H 2023
May 06, 2024
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Fortinet Reports First Quarter 2024 Financial Results
May 02, 2024
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Fortinet Announces Industry’s First Generative AI IoT Security Assistant and New GenAI Capabilities for Network and Security Operations
May 02, 2024
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Fortinet Unveils New FortiGate 200G Series to Deliver Cutting-Edge Performance and AI-Powered Security Services to the Modern Campus
May 02, 2024
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Fortinet Named a Challenger in the 2024 Gartner® Magic Quadrant™ for Security Service Edge
April 18, 2024
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Fortinet Releases its 2023 Sustainability Report
April 10, 2024
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Fortinet Wins Two Google Cloud Technology Partner of the Year Awards for Security
April 09, 2024
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Fortinet Introduces Expansive Upgrades to its Real-Time Network Security Operating System to Empower Enterprises to Fortify Their Networks
April 02, 2024
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Fortinet to Announce First Quarter 2024 Financial Results
April 02, 2024
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Fortinet Recognized as a Leader in the 2024 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure
March 11, 2024
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Fortinet Joins the European Commission’s Cybersecurity Skills Academy Initiative to Provide Learning Opportunities Across the European Union
March 04, 2024
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Tech Industry Leader and Boardroom Powerhouse Maggie Wilderotter Joins Fortinet Board of Directors
February 22, 2024
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Fortinet Reports Fourth Quarter and Full Year 2023 Financial Results
February 06, 2024
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Media Advisory: Fortinet Returns to the World Economic Forum Annual Meeting to Offer Cybersecurity Insights
January 11, 2024
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Fortinet Converges 5G Dual Modem, AI-Powered Security, and Zero Trust to Securely Connect and Protect Operational Technology
February 06, 2024
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Fortinet to Announce Fourth Quarter and Full Year 2023 Financial Results
January 02, 2024
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Fortinet Announces the Industry’s First Wi-Fi 7–Enabled Secure Networking Solution
January 16, 2024
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Fortinet Advances the Industry’s Most Comprehensive Operational Technology Security Platform
December 18, 2023
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Meet Fortinet Advisor, a Generative AI Assistant that Accelerates Threat Investigation and Remediation
December 11, 2023
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Media Advisory: Fortinet Returns to World Economic Forum’s Annual Meeting on Cybersecurity
November 13, 2023
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Fortinet Extends its Universal SASE Footprint Through Expanded Strategic Partnership with Digital Realty
December 05, 2023
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Fortinet Sharpens Business Focus on Core Growth Areas to Extend Leadership Position and Drive Continued Innovation in Cybersecurity
November 02, 2023
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