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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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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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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
Business Wire
Tickers
ICE
ICE’s Global Commodities Futures Markets Reach Record Open Interest of 35.2 Million Contracts
June 28, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ServisFirst Bancshares Completes Listing Transfer to the New York Stock Exchange
June 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Magellan and Enterprise Team up With Intercontinental Exchange for New Houston Crude Oil Futures Contract
June 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
NYSE Summer Series Launching on June 21 to Celebrate New York’s Reopening
June 17, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Total Futures and Options Open Interest of 85.8 Million Contracts
June 14, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Expansion of ICE ESG Reference Data Shows Broad Differences in ESG Reporting Between Europe and the U.S.
June 09, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces Record Activity in TTF and JKM Gas Complexes as They Evolve into Global Benchmarks
June 03, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports May 2021 Statistics
June 03, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chairman & CEO Jeffrey C. Sprecher to Present at the Piper Sandler Global Exchange and FinTech Conference on June 10
May 27, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Total Futures and Options Open Interest of 84.5 Million Contracts
May 25, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces That Morgan Stanley Becomes New Clearing Member of ICE Futures Abu Dhabi
May 21, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chairman & CEO Jeffrey C. Sprecher to Present at the Bernstein 37th Annual Strategic Decisions Conference on June 3
May 20, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands its Global Environmental Complex With the Launch of UK Emissions Futures And Hosts First UK Emissions Auction
May 19, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Makes Strategic Investment In BondLink
May 19, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Futures Open Interest of 47 Million Contracts Reflecting Depth of Liquidity Across Asset Classes
May 19, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Announces Results from 2021 Annual Meeting of Stockholders
May 18, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration Launches GBP SONIA Spread-Adjusted ICE Swap Rate® ‘Beta’ Settings
May 17, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands ESG Reference Data Service and Shares Key Findings from Database
May 12, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration Consults on Potential Cessation of ICE Swap Rate® based on GBP LIBOR®
May 07, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports April 2021 Statistics
May 05, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Publishes Update on UK Emissions Trading Scheme Ahead of First UK Emissions Auction on May 19
April 30, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Approves Second Quarter Dividend of $0.33 per Share
April 29, 2021
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
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