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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)
TAF sm Program
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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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Client Information
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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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EVENTS
FIP
Event Schedule
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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 NICE
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NICE Expands Digital CX Leadership with Digital Customer Guidance
August 11, 2021
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NICE CXone Named a Leader in the 2021 Gartner® Magic Quadrant™ for Contact Center as a Service For 7th Consecutive Year
August 10, 2021
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NICE Reports Accelerated Total Revenue Growth of 16% and Cloud Revenue Growth of 32% for the Second Quarter of 2021
August 05, 2021
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NICE Transforms Digital Customer Experience with Launch of CXone SmartAssist the Industry’s Most Advanced Conversational AI Solution, Powered by Amelia
August 04, 2021
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NICE CXone Powers Faster and Smarter Self-Service and Better Prepared Agents with New Digital-Centric AI Innovations
August 02, 2021
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NICE Provides Dial-in Details for its Second Quarter 2021 Results Teleconference
July 29, 2021
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NICE and RapidSOS Enter into Strategic Partnership to Deliver Data-Driven Incident Reconstruction and Insights to 911 Centers
July 22, 2021
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NICE Receives Highest Scores Across All Four Use Cases in 2021 Gartner Critical Capabilities for Workforce Engagement Management
July 19, 2021
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NICE Brings Its Certified Capture and Archiving Technology for Microsoft Teams to Law Enforcement and Criminal Justice Agencies
July 13, 2021
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NICE Selected as the Financial Services Finalist in 2021 Microsoft Partner of the Year Award Program
July 08, 2021
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NICE Redefines Proactive Conversational AI for Digital Experiences With CXone SmartReach
July 07, 2021
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NICE Sets the Standard for Responsible Design and Deployment of AI-Powered Robots by Unveiling its Robo-Ethical Framework
June 30, 2021
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BMO Global Asset Management (EMEA) Deploys NICE Cloud Compliance Recording for Microsoft Teams to Support Remote Workforce and Full Agility
June 29, 2021
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NICE Actimize Wins FTF Innovation Award for Best Financial Crime Surveillance Technology and its SURVEIL-X Holistic Conduct Risk Surveillance Solution
June 28, 2021
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NICE Receives Best Compliance and Reporting Markets Choice Award 2021 for its NTR-X Cloud-Ready Financial Communications Suite
June 23, 2021
From
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Philadelphia Selects NICE Inform Elite for New 911 Center to Ensure Highest Levels of Service to Public and First Responders
June 17, 2021
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NICE Introduces First-of-its-Kind AI Solution for Voice of the Customer to Prevent Customer Churn and Reduce Costly Repeat Calls
June 15, 2021
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Leicestershire Police Deploys NICE Investigate to Streamline Digital Evidence Sharing and Improve Cross-Agency Collaboration
June 03, 2021
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NICE Actimize Announces ENGAGE LIVE, the Industry’s Largest Virtual Financial Crime Event Featuring Three Keynotes by Renowned Global Talent
June 02, 2021
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NICE Recognizes Trailblazers in Creating Next-Gen CX, Unveiling CX Excellence Award Winners at Interactions Live 2021
May 26, 2021
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Large Latin American Financial Institution Moves 10,000 Agents to NICE CXone
May 25, 2021
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NICE Launches Enlighten AI Routing, Innovating CX with Next-Gen Intelligence
May 25, 2021
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NICE Enlighten AI Recognized with Product of the Year Award for Enabling Organizations to Meet and Exceed Next-Gen Customer Expectations
May 19, 2021
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NICE Reports 32% Growth in Cloud Revenue for the First Quarter of 2021
May 13, 2021
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NICE CXone Delivers Transformative Customer Service, Driving Record Customer Satisfaction Scores
May 12, 2021
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Due to Strong Demand, NICE Expands Investment in Japan, creating a New Customer Experience Standard with CXone
May 12, 2021
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NICE CXone Ranks First Overall in 2021 Contact Center in the Cloud Report from Ventana Research
May 11, 2021
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NICE to Present Critical Strategies to Create Next-Gen Customer Experiences for Today’s Digital Consumers
May 10, 2021
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NICE Revolutionizes Contact Center Recording with the Launch of InterACT, the Industry’s Only AI-Powered Agile Recording Solution
May 07, 2021
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NICE Provides Dial-in Details for Its First Quarter 2021 Results Teleconference
May 06, 2021
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NICE
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