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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Kohl's
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Kohl’s Announces CEO Transition Process
November 08, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s to Give Away Over $1 Million in Prizes In-Store on Black Friday, Kicks Off a Month of Savings with Early Access Sale and a First Look at Black Friday Ad
November 04, 2022
From
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Via
Business Wire
Tickers
KSS
Kohl’s Helps Shoppers Tackle the Holidays with More Gifts, and More Savings
November 01, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Debuts a November Full of Savings, Bringing Customers Tons of Deals and Only-at-Kohl’s Value Offerings That Make Shopping Kohl’s the Easy Choice
October 24, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Kicks Off a Holiday Season of Unmatched Value with More Kohl’s Cash, More Kohl’s Rewards and More Savings Than Ever Before
October 04, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Launches Adaptive Apparel for Adults, Bolstering its Inclusive Offerings for the Entire Family
September 12, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Introduces Sonoma Community – A Brand Dedicated to Offering Meaningful Collections that Celebrate Diversity and Inspire Togetherness
August 24, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl's Reports Second Quarter Fiscal 2022 Financial Results
August 18, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl's Names Christie Raymond Chief Marketing Officer
August 15, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Declares Quarterly Dividend
August 10, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Partners with the Buffalo David Bitton Brand to Introduce Premium Denim for Customers
August 05, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Becomes the Exclusive Wholesale Retailer of Levi’s® SilverTab™ as Iconic Denim Brand Reintroduces Beloved ‘90s Era Collection
July 28, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Reinforces Commitment to Milwaukee Hometown Partners With More Than $2 Million in Donations
July 18, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Concludes Strategic Review Process
July 01, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Board of Directors Enters into Three-Week Exclusive Negotiations with Franchise Group
June 06, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl's Reports First Quarter Fiscal 2022 Financial Results
May 19, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Shareholders Re-elect All Directors at 2022 Annual Meeting
May 11, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Leading Proxy Advisor Glass Lewis Recommends Shareholders Vote “FOR ALL” of Kohl’s Director Nominees
May 03, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Board Member Peter Boneparth Recognized as an NACD Directorship 100™ Honoree
May 03, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Releases Investor Presentation Highlighting Strong, Highly Qualified Board of Directors and Strategy to Create Value
April 21, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Sends Letter to Shareholders Highlighting Strong Board
April 11, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Sends Letter to Shareholders Highlighting Board Leadership and Robust Process
March 31, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Provides Update on Ongoing Review of Expressions of Interest
March 21, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Recognized by Ethisphere as One of the 2022 World’s Most Ethical Companies
March 15, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Unveils Locations of 400 New Sephora at Kohl’s Shops Opening This Year
February 15, 2022
From
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Via
Business Wire
Tickers
KSS
Kohl’s Board of Directors Provides Update on Review of Unsolicited Expressions of Interest
February 04, 2022
From
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Via
Business Wire
Tickers
KSS
Kohl’s Confirms Receipt of Expressions of Interest
January 24, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Kohl’s Comments on Macellum’s Statement and Reaffirms Strategic Progress
January 18, 2022
From
Kohl's
Via
Business Wire
Tickers
KSS
Black Friday Starts Early at Kohl’s with Savings Events Throughout November
November 05, 2021
From
Kohl's
Via
Business Wire
Tickers
KSS
Shop Kohl’s This Holiday Season for Must-Have Gifts at an Incredible Value and an Easy, Convenient Shopping Experience
October 15, 2021
From
Kohl's
Via
Business Wire
Tickers
KSS
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