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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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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 New Jersey Resources
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New Jersey Resources Announces Executive Promotion
January 03, 2024
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Named One of America’s Most Responsible Companies by Newsweek
December 06, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Natural Gas Files for Next Cycle of Energy-Efficiency Programs With Expanded Offerings
December 01, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Natural Gas Files to Extend Current Energy-Efficiency Offerings
November 09, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
Peter C. Harvey Elected to the Board of Directors of New Jersey Resources
October 31, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2023 Year-End Earnings Call
October 17, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Natural Gas Names Marissa Travaline Vice President of Customer Service, Marketing and Energy Efficiency
October 02, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Names James Eckert Vice President of Storage and Transportation
July 20, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2023 Third Quarter Earnings Call
July 13, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
NJR Clean Energy Ventures and New Jersey American Water Highlight Innovative Solutions With North America’s Largest Floating Solar Array
June 06, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
NJR Clean Energy Ventures and New Jersey American Water to Celebrate North America’s Largest Floating Solar Array
June 05, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Natural Gas Files Annual Rate Adjustments With the New Jersey Board of Public Utilities
June 01, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Names Frank Casey President of NJR Home Services
May 01, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Marks Earth Day 2023 with $50,000 Donation in Support of The Lighthouse Center
April 20, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2023 Second Quarter Earnings Call
April 13, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
The SAVEGREEN Project® by New Jersey Natural Gas Earns 2023 ENERGY STAR® Partner of the Year Award
March 28, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Natural Gas Announces Bill Credit and Rate Decrease for Residential and Small Commercial Customers
February 22, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Hosts 70th Annual Meeting; Shareowners Elect Four Directors
January 25, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Highlights Expanded Commitment to Environmental Stewardship and Community Engagement
January 25, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Board of Directors Declares Quarterly Dividend
January 25, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2023 First Quarter Earnings Call
January 12, 2023
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Announces Executive Promotions
December 23, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Named One of America’s Most Responsible Companies by Newsweek
December 07, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
Michael O’Sullivan Elected to the Board of Directors of New Jersey Resources
October 31, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2022 Year-End Earnings Call
October 18, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Names Ginger Richman Vice President of NJR Storage and Transportation
September 27, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Board of Directors Raises Quarterly Dividend by 7.6 Percent to $0.39 Per Share
September 14, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Names Robert Pohlman Vice President of NJR Clean Energy Ventures and Corporate Strategy
August 09, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Board of Directors Declares Quarterly Dividend
July 14, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
New Jersey Resources Schedules Fiscal 2022 Third-quarter Earnings Call
July 14, 2022
From
New Jersey Resources
Via
Business Wire
Tickers
NJR
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