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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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 Information
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
Quarterly Performance Reports
EVENTS
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Event Schedule
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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 Generational Group
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Generational Group Advises Direct Metals, Inc. in its Sale to Trivest Partners in Partnership with First Lexington Capital and DMI CEO Andrew Mullen
September 25, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Plant Technical Services, Inc. dba Victory CNC Plasma Systems in its Sale to Machitech
September 24, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Savannah Cleaning Systems, Inc. in its Sale to a Private Buyer
September 23, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Harness Creek Enterprises, Inc. dba Drive Systems in its Sale to a Private Buyer
September 22, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises K & T Steel Corp. in its Sale to Keegan and Bart Graves
September 19, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Atlas Dewatering, Inc. in its Sale to Holland Pump, a Portfolio Company of Workdry International
September 17, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Healing Hearts Home Health in Its Sale to the Pennant Group, Inc.
September 15, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Mesa Fastener, Inc. in its Sale to Raymond Capital Management, LLC
September 11, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Sycorr, Inc. in Its Sale to Continuous, a Portfolio Company of Thoma Bravo
September 10, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Mac & Bob’s in Its Sale to Larsen MacColl Partners
September 09, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Long Term Solutions, Inc. in Its Sale to an Individual Investor
September 08, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Aqua Source, Inc. in its Sale to Horizon Commercial Pool Supply, a Portfolio Company of Northrim Horizon
September 05, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises VIP Hospitality, LLC in its Sale to VIP Aviation Holdings
September 04, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Holley Steel, Inc. in its Sale to an Individual Investor
September 02, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Flesch Engineering, LLC in its Sale to C2C Technical Services, LLC, a Subsidiary of SI Solutions
August 27, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Lockwood Manufacturing Co. in its Sale to Brattle Technologies
August 25, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Mother Earth Labs, Inc. in its Sale to a Private Buyer
August 21, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises CL Driving School, LLC in its Sale to Sonoran Desert Institute
August 20, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Trisler Landscape Management, Inc. in its Sale to a Private Buyer
August 12, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Cattlemen's Steakhouse, Inc. in its Sale to an Individual Investor
August 04, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Tile and Carpet World, Inc. in its Sale to Individual Buyers
July 30, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises The Rockwall Center of Sensory Integration, Inc. dba Excel Pediatric Therapy in its Sale to an Individual Investor
July 29, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises T & R Corner Store, Inc. in its Sale to an Individual Investor
July 28, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Bingo Pro, Inc. & Berri Books, Inc. in its Sale to Nakani Capital Partners
July 25, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Unico Supply, Inc. on its Partnership with BizGro Partners
July 24, 2025
From
Generational Group
Via
Business Wire
Generational Group Posts Historic H1 2025 Performance
July 23, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises L & I Refrigeration, Inc. in its Sale to a Private Family Fund
July 11, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Superior Petroleum Equipment, LLC in its Sale to Ashe Beach Companies
July 03, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises PennJersey Environmental Consulting in its Sale to Integral Consulting Inc.
July 02, 2025
From
Generational Group
Via
Business Wire
Generational Continues Expansion with New Office in Spokane, Washington
July 01, 2025
From
Generational Group
Via
Business Wire
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