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home
about us
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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
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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
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Additional Information
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Event Schedule
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Event Schedule
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 Humana Inc.
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Humana Foundation and Greater Louisville Inc. Partner to Address the Shortage of Regional Mental Health Providers
August 08, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Foundation Announces 2023 Scholarship Awards
August 03, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Reports Second Quarter 2023 Financial Results; Affirms Full Year 2023 Adjusted EPS Guidance
August 02, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Inc. to Release Second Quarter 2023 Results on August 2, 2023
July 03, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
CenterWell Home Health regions recognized by American Diabetes Association for delivery of diabetes self-management education and support
June 28, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
CenterWell Senior Primary Care Bringing Seven Personalized Primary Care Centers to Middle Tennessee
June 22, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Oklahoma Health Care Authority Announces Intent to Award Humana Contract to Serve Medicaid Beneficiaries
June 08, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
CenterWell Senior Primary Care Propels Primary Care Network to 250 Centers
June 06, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana to Partner with Two National Durable Medical Equipment Organizations
May 11, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana and Longevity Health Partner to Expand Access to Special Needs Plans for Medicare Beneficiaries
May 04, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Inc. to Present at the BofA Securities 2023 Healthcare Conference
May 01, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Reports First Quarter 2023 Financial Results; Raises Full Year 2023 Financial Guidance
April 26, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Board Declares Payment of Quarterly Dividend to Stockholders
April 20, 2023
From
Humana Inc.
Via
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Tickers
HUM
University of North Florida and Humana Expand Meals on Wings Program to Address Food Insecurity Among Older Adults
April 19, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Announces Additional $40 Million Investment in Affordable Housing
April 13, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Foundation Invests $1 Million to Support Louisville in Wake of Shootings
April 12, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana’s Impact Report Focuses on Transforming Care and Positive Health Outcomes for All
April 05, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Healthy Horizons Commits $488,000 to Improve Health of Texans
March 30, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Inc. to Release First Quarter 2023 Results on April 26, 2023
March 29, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana and Thomas Jefferson University Announce Collaboration to Advance Health Equity and Community Health in Greater Philadelphia
March 29, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
David A. Jones Elected Chairman of the Humana Foundation Board of Directors
March 22, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Healthy Horizons Invests More Than $1 Million to Help Louisianans Overcome Health Challenges
March 16, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Completes Aggregate $1.25 Billion Debt Offering
March 13, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana’s Economic Impact in Florida Totals $48 Billion
March 09, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Healthy Horizons Recommended by Indiana Family and Social Services Administration to Serve Medicaid Beneficiaries
March 08, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana and Aledade Announce 10 Year Collaboration
March 02, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Prices $1.25 Billion Debt Offering
February 27, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Inc. to Present at the Cowen 43rd Annual Health Care Conference
February 23, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana to Exit Employer Group Commercial Medical Products Business
February 23, 2023
From
Humana Inc.
Via
Business Wire
Tickers
HUM
Humana Board Declares Payment of Quarterly Dividend to Stockholders; Increases Per Share Dividend by 12.4 Percent
February 16, 2023
From
Humana Inc.
Via
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Tickers
HUM
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