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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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February 22, 2024
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February 15, 2024
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IonQ and South Korea’s Sungkyunkwan University Renew International Quantum Alliance
February 13, 2024
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IonQ to Report Fourth Quarter 2023 Financial Results on February 28, 2024
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IonQ’s Most Powerful Quantum System, IonQ Forte, Now Available through the Amazon Braket Direct Program
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IonQ Named to Fast Company’s Third Annual List of the Next Big Things in Tech
November 28, 2023
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IonQ Announces Third Quarter 2023 Financial Results
November 08, 2023
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IonQ Announces New $25.5M Quantum Deal with United States Air Force Research Lab
September 28, 2023
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IonQ and BearingPoint Bring Quantum Consulting to the European Market
August 17, 2023
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IonQ Announces Second Quarter 2023 Financial Results
August 10, 2023
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IonQ to Report Second Quarter 2023 Financial Results on August 10, 2023
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IonQ and QuantumBasel Partner to Achieve Future Quantum Advantages With Deployment of Two Generations of IonQ Quantum Systems in Europe
June 22, 2023
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IonQ Demonstrates World-First Quantum Cognition Models
June 01, 2023
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IonQ Announces Agreement with the United Arab Emirates Quantum Research Center - Technology Innovation Institute
April 26, 2023
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IonQ to Report Fourth Quarter 2022 Financial Results on March 30, 2023
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IonQ Announces Key Involvement at Seattle’s Northwest Quantum Nexus Summit 2023, Shares Vision for New Seattle-Area Campus
January 23, 2023
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IonQ to Highlight Federal Adoption of Quantum Technologies at Quantum World Congress 2022
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IonQ to Report Third Quarter 2022 Financial Results on November 14, 2022
October 24, 2022
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IonQ to Participate in IEEE International Conference on Quantum Computing and Engineering (QCE22)
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IonQ Aria Available Today on Azure Quantum Platform
August 16, 2022
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IonQ to Participate in Third Annual North American Conference on Trapped Ions (NACTI)
August 02, 2022
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