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home
about us
Investment Approach
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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
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
Services, Fees and Compensation
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
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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 Intercontinental Exchange
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Intercontinental Exchange Announces Strategic Investment in tZERO Group, Inc.
February 22, 2022
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration launches Beta ICE Term SOFR Reference Rates
February 10, 2022
From
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Via
Business Wire
Tickers
ICE
ICE SONIA Hits Record Volume as Investors Manage UK Interest Rate Risk
February 07, 2022
From
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Business Wire
Tickers
ICE
Intercontinental Exchange Reports January 2022 Statistics
February 03, 2022
From
Intercontinental Exchange
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Business Wire
Tickers
ICE
Intercontinental Exchange Announces 15% Increase to its Quarterly Dividend
February 03, 2022
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports Fourth Quarter & Full Year 2021
February 03, 2022
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Midland WTI American Gulf Coast Futures Begin Trading With Over Two Million Barrels Traded
January 27, 2022
From
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ICE
CTBC Investments Selects ICE Index for CTBC Battery and Energy Storage Technology ETF
January 25, 2022
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ICE
Boston Omaha Completes Listing Transfer to the New York Stock Exchange
January 14, 2022
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ICE
ICE Midland WTI American Gulf Coast Futures Contract to be Live for Trading on January 24
January 13, 2022
From
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ICE
Record Volume of Environmental Contracts Traded on ICE in 2021 Equivalent to an Estimated $1 Trillion in Notional Value
January 11, 2022
From
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ICE
ICE Announces That a Record 27,876 MICRO NYSE FANG+™ Index Futures Traded on January 4
January 06, 2022
From
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ICE
Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2021 Statistics
January 05, 2022
From
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ICE
ICE Announces Launch of Its Fixed Income Quotation Transparency Service
January 04, 2022
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ICE
Global Indemnity Group Completes Listing Transfer to the New York Stock Exchange
January 03, 2022
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ICE
Kinsale Capital Group Completes Listing Transfer to the New York Stock Exchange
January 03, 2022
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ICE
NYSE Group Announces 2022, 2023 and 2024 Holiday and Early Closings Calendar
December 27, 2021
From
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ICE
ICE Benchmark Administration to Launch GBP SONIA Spread-Adjusted ICE Swap Rate® as a Benchmark on January 4, 2022
December 22, 2021
From
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Via
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ICE
ICE Transitions Sterling and Euroswiss LIBOR-based Derivatives to SONIA and SARON Ahead of Sterling and Swiss Franc LIBOR Cessation
December 21, 2021
From
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Tickers
ICE
Glacier Bancorp, Inc. Completes Listing Transfer to the New York Stock Exchange
December 17, 2021
From
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Via
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ICE
ICE Announces Quarterly Rebalance Changes in the NYSE FANG+™ Index
December 16, 2021
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ICE
ICE Announces Annual Reconstitution Changes in the ICE Biotechnology Index
December 16, 2021
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Via
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ICE
ICE Integrates RIMES ETF Data Into Suite of ETF Workflows
December 13, 2021
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Tickers
ICE
Green Brick Partners Completes Listing Transfer to the New York Stock Exchange
December 13, 2021
From
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Via
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ICE
ICE Launches its First Asia Ethylene Futures Contracts to Hedge Key Component in Manufacturing of Plastics and Packaging
December 09, 2021
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ICE
ICE Expands Climate Change and Alternative Data Capabilities With Acquisitions of risQ and Level 11 Analytics
December 09, 2021
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ICE
ICE Introduces Reference Data for Leveraged Loan Market
December 08, 2021
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ICE
CORRECTING and REPLACING Garmin Completes Listing Transfer to the New York Stock Exchange
December 06, 2021
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ICE
Garmin Completes Listing Transfer to the New York Stock Exchange
December 06, 2021
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ICE
ICE Announces Senior Leadership Changes
December 06, 2021
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ICE
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