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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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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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Client Information
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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
Quarterly Performance Reports
EVENTS
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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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ICE Benchmark Administration Launches ‘Beta’ USD SOFR ICE Swap Rate® and USD SOFR Spread-Adjusted ICE Swap Rate® to Assist Non-Linear Market in its Transition to SOFR
October 06, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports September & Third Quarter 2021 Statistics
October 05, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Wolfspeed Completes Listing Transfer to the New York Stock Exchange
October 04, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
UK Financial Conduct Authority Announces that it will Compel ICE Benchmark Administration to Publish 1-, 3- and 6-Month Sterling and Japanese yen “synthetic” LIBOR
September 29, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands Global Natural Gas Liquids Complex with the Launch of a Liquid Petroleum Gas Houston to Chiba Freight Future Based on Baltic’s BLPG3 Assessment
September 24, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration Launches ICE Risk Free Rate Indexes for U.S. Dollar, Euro and Japanese Yen
September 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Indosuez Wealth Management Selects Intercontinental Exchange for Enhanced Portfolio and Margin Optimization
September 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Announces Full Redemption of Floating Rate Senior Notes due 2023
September 17, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
NYSE and Intrinsic Exchange Group Partner to Launch a New Asset Class to Power a Sustainable Future
September 14, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Introduces Weather Forecast Data and Analytics on ICE Connect® Platform
September 08, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE and ADP Introduce Workforce Demographics Data for Municipal Bond Investors
September 07, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports August 2021 Statistics
September 03, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE to launch Micro MSCI USA and Micro MSCI Europe Index Futures on ICE Futures Singapore
September 01, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces That a Record 20,723 Micro NYSE FANG+™ Index Futures Traded on August 26
August 30, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Futures Open Interest of 48.1 Million Contracts
August 27, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE and risQ Introduce Social Impact Scores
August 11, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration Publishes Feedback Statement on the Consultation on the Potential Cessation of ICE Swap Rate® based on GBP LIBOR®
August 04, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports July 2021 Statistics
August 04, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Futures Open Interest of 48 Million Contracts
July 30, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Approves Third Quarter Dividend of $0.33 per Share
July 29, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports Strong Second Quarter 2021
July 29, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Enhances Mortgage Prepayment Model With Data From ICE Mortgage Technology
July 27, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
S&P Global Platts and ICE Issue Joint Paper and Open Market Consultations on the Evolution of the Brent Complex
July 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Passive Investing and ETF Benchmark Transitions Drive Strong Growth in ICE’s Index Business
July 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Builders FirstSource Completes Listing Transfer to the New York Stock Exchange
July 19, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Bonds Connects to Investortools’ Perform Portfolio System
July 14, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces That a Record 20,124 Murban Crude Oil Futures Contracts Traded on July 6
July 08, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports June and Second Quarter 2021 Statistics
July 06, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces Record Growth in North American Environmental Products as the Market Prices Climate Risk
July 01, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces that ICE Trade Vault is Approved by the SEC as a Security-Based Swap Data Repository
June 30, 2021
From
Intercontinental Exchange
Via
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Tickers
ICE
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