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home
about us
Investment Approach
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Team Biographies
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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 NeoGames SA
Aristocrat Leisure Completes Acquisition of Neo Group Ltd. (f/k/a NeoGames) for $29.50 per Share
April 25, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX:ALL
NGMS
NeoGames and Aristocrat Receive Final Regulatory Approvals on Proposed Acquisition
April 18, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX:ALL
NGMS
NeoGames’ Christopher Shaban Appointed Managing Director iLottery
April 17, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames partners with BIG Brazil for its Caesars Brazil brand, ahead of market opening
April 15, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames extends agreement with Czech market leader, SAZKA
April 02, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Fourth Quarter and Full Year 2023 Results
March 06, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX
NGMS
RSI
NeoGames launches content with Georgia Lottery, expanding NeoGames Studio’s presence in US
March 05, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Fourth Quarter and Year-End 2023 Earnings Release Date
February 28, 2024
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ Pariplay signs deal with Tipico US for further North American growth
December 11, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ Pariplay continues North American expansion with Hard Rock Bet launch in New Jersey
November 16, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Third Quarter 2023 Results
November 08, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Third Quarter 2023 Earnings Release Date
October 25, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Issues Statement on the Situation in Israel
October 10, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ Pariplay makes Pennsylvania debut with Rush Street Interactive
October 09, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
RSI
NeoGames signs agreement with Scientific Games to supply its NeoGames Studio content to the Pennsylvania Lottery
August 15, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ BtoBet Marks North American Market Entry with PlayAlberta Sportsbook Agreement
August 10, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Second Quarter 2023 Results
August 09, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX:ALL
NGMS
NeoGames Appoints Robert Wesley as VP of North American Customer Development
August 01, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames to enter five new European markets following agreement with LEIA
July 31, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces Second Quarter 2023 Earnings Release Date
July 31, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ Pariplay set for South African expansion with SunBet
July 26, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Shareholders Approve Business Combination Agreement with Aristocrat Leisure
July 18, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX:ALL
NGMS
NeoGames Expands Board with the Election of Steve Capp and Regains Compliance with Nasdaq Listing Rules Related to Audit Committee Composition
July 06, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
BALY
NGMS
NeoGames Announces CFO Transition
June 27, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames’ Aspire Global to Provide Complete iGaming Solution to PlayLive! Casino and migrate iGaming operations in Pennsylvania
June 20, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Enters into Definitive Agreement to be Acquired by Aristocrat for $29.50 per Share in Cash
May 14, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
ASX:ALL
NGMS
NeoGames Announces First Quarter 2023 Results
May 10, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Files Annual Report on Form 20-F for the Year Ended December 31, 2022
April 28, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Receives Notice Regarding NASDAQ Continued Listing Standards
April 28, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
NeoGames Announces First Quarter 2023 Earnings Release Date
April 20, 2023
From
NeoGames SA
Via
GlobeNewswire
Tickers
NGMS
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