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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
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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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 Generational Group
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Generational Group Advises Florida Temporary Traffic Control (Florida TTC) in Its Sale to Flagger Force, a Portfolio Company of Blue Sea Capital
September 19, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises T-Shirt Express in its sale to Tampa Promotions, LLC.
September 17, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Pro-San Maintenance Supply, Inc. in Its Sale to KNK Holdings Group, Inc.
September 16, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises International Beverage Center, Inc. dba SPIRITED Wines in its sale to Shlok Spirits Corp.
September 12, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Banks Machine & Engineering Inc. dba Capital Industries in its Sale to Angeles Equity Partners a Portfolio Company of Acieta
September 09, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Extreme Graphics in its sale to an Independent Buyer, Spencer Evans
September 06, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Luminous Electric in its sale to Liberty Service Partners
September 05, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises SNG Pavement Marking, Inc. in Its Sale to Atlantic Southern Paving and Sealcoating Co
August 20, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Clohessy, Harris, and Kaiser LLC in its sale to DCAK-MSA Architecture & Engineering, PC
August 19, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Love Field Auto, Inc. in its sale to a Private Buyer
August 16, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Milwaukee Direct Marketing, Inc. dba MDM Fundraising in its Sale to RKD Group
August 15, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises ApTex, Inc. in its Sale to MSC Industrial Supply Co.
August 12, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises First Horizon Management, LLC in its Sale to Honor Health Care Network
August 09, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises BAI Security, Inc. in its sale to Cyber Advisors, a portfolio company of Goldner Hawn
August 05, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Schuylkill Haven Casket Company and Columbia Caskets Corp. in its sale to Victoriaville & Co.
July 31, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises O-D Tool & Cutter, Inc. in its sale to Arch Cutting Tools, LLC.
July 30, 2024
From
Generational Group
Via
Business Wire
Generational Group Wins Multiple International M&A Awards
July 26, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Huntington Lumber & Supply Co., Inc. in its sale to Nation’s Best Holdings
July 22, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Farm Aid Equipment, Inc. in its sale to M4 Holdings, Inc.
July 18, 2024
From
Generational Group
Via
Business Wire
CORRECTING and REPLACING Generational Group Advises SBR Technologies dba Vision Graphics in its sale to Banner Capital Management, LLC.
July 15, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Walls Printing Co. in its Sale to All Seasons Window Tinting
July 12, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Fleet Safety International in its Sale to We Know Training
July 05, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Icing on the Cake in its Sale to Private Investor
July 02, 2024
From
Generational Group
Via
Business Wire
Generational Associates Named Emerging Leaders by The M&A Advisor
June 28, 2024
From
Generational Group
Via
Business Wire
Generational Group Named Investment Banking Firm of the Year
June 27, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Laux Construction in its Sale to Rival Holdings
June 25, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Kellogg & Sovereign Consulting in Transition to ESOP
June 24, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Health Quest Chiropractic & Physical Therapy in its Partnership with Chiropractic Health Partners
June 11, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises Meter Service & Supply in its Sale to Winsupply
June 10, 2024
From
Generational Group
Via
Business Wire
Generational Group Advises M Wave Design in its Sale to Quantic Electronics
June 05, 2024
From
Generational Group
Via
Business Wire
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