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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
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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
INDEX FUNDS
Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by IHS Markit
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S&P Global and IHS Markit Complete Merger
February 28, 2022
From
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Via
Business Wire
Tickers
INFO
IHS Markit Names General Motors Top Manufacturer for Seventh Consecutive Year in its 26th Annual Automotive Loyalty Awards
February 25, 2022
From
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S&P Global and IHS Markit Announce Final Regulatory Approval for Merger and Expected Close on February 28, 2022
February 25, 2022
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SPGI
CERAWeek by IHS Markit to Showcase the 2022 Class of Energy Innovation Pioneers
February 24, 2022
From
IHS Markit
Via
Business Wire
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US Senators Joe Manchin, Lisa Murkowski and Daniel Sullivan to Address CERAWeek by IHS Markit 2022 in Houston
February 15, 2022
From
IHS Markit
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CEOs of Ford Motor Company and PG&E Corporation to Speak at CERAWeek by IHS Markit 2022 in Houston
February 10, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
John F. Kerry, US Special Presidential Envoy for Climate to Address CERAWeek by IHS Markit 2022 in Houston
February 09, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit: LNG Imports to Europe Would be Sufficient to Overcome Shutoff of Russia Gas Flows Through Ukraine
February 07, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit: Greenhouse Gas Intensity of Canadian Oil Sands Production Continues to Decline Despite COVID-Induced Market Disruptions
February 01, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
US Secretary of Energy Jennifer Granholm to Address CERAWeek by IHS Markit in Houston, March 7-11
January 24, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Reports Fourth Quarter 2021 Results
January 21, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit: Why the Great Supply Chain Disruption Will Continue in 2022
January 20, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
Leading Fuel and Energy Commodity Price Reporting Agencies Successfully Complete the IOSCO Assurance Review and BMR Assurance Review
January 19, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
OPIS Launches Carbon Neutral Fuels Index, Core Carbon Credits and Climate Community and Biodiversity Standards Assessments for Price Transparency into Emissions Offsetting Strategies
January 18, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Declares Quarterly Cash Dividend in First Quarter 2022
January 17, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit to Release Fourth Quarter and Fiscal Year 2021 Financial Results on Friday, January 21, 2022
January 12, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
Global Dividend Payouts Will Reach More Than Two Trillion Dollars in 2022 on Strength in Banks, Energy and Industrial Sectors, IHS Markit Says
January 10, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
United States Poised to be World’s Largest LNG Exporter in 2022 as China Becomes Top LNG Importer
January 05, 2022
From
IHS Markit
Via
Business Wire
Tickers
INFO
S&P Global and IHS Markit Announce Agreements to Sell Base Chemicals and CUSIP Businesses
December 27, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
SPGI
CERAWeek by IHS Markit 2022 to Convene Energy CEOs, Government Officials, and Business and Technology Leaders in Houston, March 7-11
December 22, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Following 5.6 Percent Rebound in 2021, Real GDP Growth Will Settle at 4.3 Percent in 2022; 3.4 Percent in 2023, IHS Markit Says
December 20, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Auto Demand Levels Remain Depressed on Chip Famine Alongside Race Between Vaccine & Variants; 2022 Light Vehicle Demand Set to Post 82.4 Million (+3.7%)—as Supply Chain Shortages Limit Market Recovery, According to IHS Markit
December 16, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit: Banning US LNG Exports Would be ‘Highly Destabilizing’
December 14, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Deepening Underinvestment in Hydrocarbons Raises Specter of Continued Price Shocks and Volatility
December 07, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Leaders of American Petroleum Institute and American Clean Power Association Discuss the Impacts of Bipartisan Infrastructure Legislation on the Energy Future
December 02, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit and Issuer Direct Announce Strategic Alliance and Partnership
November 18, 2021
From
IHS Markit
Via
AccessWire
Tickers
INFO
ISDR
IHS Markit: Banning Exports of US Crude Oil Would Likely Raise Gasoline Prices, Not Lower Them
November 16, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
S&P Global and IHS Markit Merger Receives Conditional Clearance from the U.S. Department of Justice
November 12, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
SPGI
IHS Markit to Share Aftermarket Trends and Insight at AAPEX, SEMA 2021
October 27, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
S&P Global and IHS Markit Merger Receives Conditional Approval From European Commission
October 22, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
SPGI
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