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home
about us
Investment Approach
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Information
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Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Intercontinental Exchange
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ICE Adds to Property Valuation Toolkit for Housing Finance, Providing Homeowners and Buyers, Lenders and Investors with a Comprehensive Approach to Today’s Valuation Challenges
March 18, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands Equity Derivatives Complex With the Launch of MSCI® Index Total Return Futures
March 11, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports February 2024 Statistics
March 05, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: First-Time Homebuyers Make Up Record 47% of GSE Purchase Loans, 39% of All GSE Securitizations in 2023
March 04, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Benchmark Administration Provides Update Regarding the Cessation of Sterling LIBOR®
February 29, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
New Cloud-Based Audio Solution Will Bring Instant Voice to ICE’s Instant Messaging Platform for Traders and Professional Investors
February 29, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange, Inc. Announces Expiration of Consent Solicitation and Receipt of Requisite Consents Relating to Black Knight InfoServ, LLC’s Outstanding 3.625% Senior Notes due 2028
February 28, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE to Align Crude Quality Contract Specifications of ICE Midland WTI (HOU) Futures with Physical Gulf Coast Crude Cargoes
February 28, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Foreclosures Up but Delinquencies Improve as the Mortgage Market Kicks Off 2024
February 22, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Open Interest of Over 90 Million Contracts Across Total Futures and Options Markets
February 20, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange, Inc. Commences Consent Solicitation with Respect to Black Knight InfoServ, LLC’s Outstanding 3.625% Senior Notes Due 2028
February 20, 2024
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chief Financial Officer Warren Gardiner to Present at the UBS Financial Services Conference on February 28
February 14, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chief Financial Officer Warren Gardiner to Present at the Bank of America Financial Services Conference on February 21
February 13, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands Data Coverage to Include More Than 90% of Residential Real Estate Listings Through Deal with MLS-Owned REdistribute
February 13, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Announces 7% Increase to its Quarterly Dividend
February 08, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports Strong Full Year 2023 Results
February 08, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Tigress Financial Partners to Offer Co-Branded Access to the ICE TMC Bond Trading Platform
February 06, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports January 2024 Statistics
February 05, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Positive Signs in Housing, Mortgage Markets Ahead of Spring Homebuying Season
February 05, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Bonds Broadens Its Fixed Income Liquidity Network with Connectivity to TS Imagine
February 05, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Sucden Group Selects ICE to Support OTC Derivatives Pricing, Trading and Risk Management
January 31, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Raymond James Bank to Use ICE Mortgage Technology’s End-to-End Digital Lending Platform
January 30, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Total Futures and Options Open Interest with Record Trading Activity in Global Commodities Markets
January 29, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: December Delinquencies Rise on Calendar Effects; Foreclosures Approach Two-year Lows
January 24, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Carrington Mortgage Services Returns to ICE’s Encompass Lending Platform
January 16, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2023 Statistics
January 04, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at November Mortgage Performance: Delinquencies Historically Low Despite Seasonal Rise; Performance of Recent Originations Worth Watching
December 21, 2023
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Liquidity Across its Global Natural Gas Futures Markets with Record Open Interest in Henry Hub Futures
December 20, 2023
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
The New York Stock Exchange Leads Industry in Transfers for a Second-Straight Year, Reports Major Technology and Community Milestones
December 18, 2023
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Reports Record Total Futures and Options Open Interest of 86 Million Contracts
December 15, 2023
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
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