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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)
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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)
TAF® Program
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Event Schedule
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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 Update on Pending Merger Following CMA’s Phase 1 Findings
October 19, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
CEOs of Occidental and Worley on Building World’s Largest “Direct Air Capture” Facility and the Burgeoning Industry of Carbon Capture
October 14, 2021
From
IHS Markit
Via
Business Wire
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INFO
IHS Markit Declares Quarterly Cash Dividend in Fourth Quarter 2021
October 12, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Analysis Indicates Need for Multibillion-Dollar Capital Spending to Achieve a “Circular Plastics Economy” by 2050
October 11, 2021
From
IHS Markit
Via
Business Wire
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INFO
CEO of Leading Global Energy Infrastructure Operator, Snam: What the Current Supply Crunch Tells Us About Gas Markets; the Role of Gas in Energy Transition; and the Keys to Unlocking a Hydrogen Revolution
October 08, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Global Energy Leaders to Convene at India Energy Forum by CERAWeek Conference to Discuss Turbulent Markets; a New Era of Energy Crises and Shortages; India’s Energy Future, the Outlook for Energy Transition Ahead of COP26, and More
October 08, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
XCoal Energy and Resources CEO on What is Driving Surging Coal Prices and Why Aspirations for a Rapid Energy Transition Need a “Dose of Logic and Reality”
October 07, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Reports Third Quarter 2021 Results
September 28, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
CEO of One of World’s Largest Electric Companies on Being a Renewable Energy “Supermajor”
September 21, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Daniel Yergin: “COP 26” Meeting is Biden’s Next Move on The New Map of Geopolitics and Energy
September 14, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
New IHS Markit Outlook Projects for First Time That 2050 Global Refined Product Demand Will Be Lower Than 2019 Levels
September 13, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Credit Suisse Sustainability, Research and Investment Solutions CEO on the ESG Landscape Ahead of COP26: “Everything is Going Global and with a Focus on Climate”
September 09, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit to Hold Conference Call and Webcast on September 28, 2021 with Release of Third Quarter 2021 Financial Results
September 07, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
OPIS by IHS Markit Expands Carbon Pricing Suite with Additional Transparency for World’s Largest Compliance Markets
September 01, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Brand Loyalty Among US Auto Consumers Drops to Six-Year Low, According to IHS Markit
August 27, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Former U.S. Secretary of Energy Ernest Moniz, France’s Chief Diplomat to the Paris Agreement and the Former Head of California Air Resource Board on The Key Agenda for COP26
August 12, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Despite Being World’s 4th Largest Oil Producer, Majority of Crude Oil Demand in Canada is Met via the United States
August 11, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
CERAWeek Conversations Panel on the Challenges and Choices for Latin America’s “Era of Discontent”
August 05, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Expert Panel Examines Net Zero Goals and the “Changing Landscape of Energy Transition”
August 03, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit: Ability of Natural Gas Infrastructure to be Converted to Carry Low-Carbon Fuels Will Enable Gas to Become a “Second Pillar” of Decarbonization Alongside Renewables
August 03, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
S&P Global and IHS Markit Announce Agreement to Sell OPIS and Associated Businesses
August 02, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Head of U.S. Department of Energy Loan Programs on Being a “Catalyst” for Wall Street and Why the Current Pace of Deployment for Climate Solutions in the United States is “Wholly Unacceptable”
July 22, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Declares Quarterly Cash Dividend in Third Quarter 2021
July 13, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
International Gas Union President Joe Kang: Why Natural Gas is a “Hand-in-Hand” Partner to Renewables, the Future of LNG is “Very Bright” and Why There is “No Yellow Brick Road in Energy Issues”
July 01, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
OGCI Chairman Bob Dudley On What Post-Pandemic Recovery of Energy Demand Means for Reducing Global Emissions; Investing in New Technologies and Why a Value on Carbon is Needed
June 24, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Canadian Oil Sands Production Exceeds Pre-Pandemic Levels, But Lingering COVID Impacts and Other Factors Trim Long-Term Growth
June 23, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit Reports Second Quarter 2021 Results
June 23, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
Average Age of Cars and Light Trucks in the U.S. Rises to 12.1 years, Accelerated by COVID-19, According to IHS Markit
June 14, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
IHS Markit to Hold Conference Call and Webcast on June 23, 2021 with Release of Second Quarter 2021 Financial Results
June 03, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
S&P Global and IHS Markit Provide Update on their Pending Merger
May 13, 2021
From
IHS Markit
Via
Business Wire
Tickers
INFO
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