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home
about us
Investment Approach
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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)
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
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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
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Back Dated Performance Reports
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EVENTS
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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
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Articles published by OKX
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Flash News - OKX Wallet Adds Support for Yield Aggregator Tulip Protocol
July 29, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Talentre, a Blockchain-Powered Talent Evaluation and Recruitment Platform
July 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Partners with Web3 Operating Protocol dappOS
July 27, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Partners with Solana Foundation to Launch 'Solana Ecosystem Week'
July 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with DeFi Land, a Play-to-Earn Game
July 27, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Launches Worldcoin Campaign with Staking and Gas Rebate Offerings
July 26, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Trait Sniper, an NFT Analysis Tool and Trading Platform
July 26, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Linea, a Zero-Knowledge Rollup on Ethereum
July 26, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Bot Marketplace Introduces Profit Sharing for Bot Creators
July 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds PEPE and BCH to its Dual Investment Structured Product
July 25, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Launches Perpetual Swap and Enables Margin Trading & Savings for Worldcoin (WLD)
July 24, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX adjusted position tiers of AIDOGE/USDT perpetual
July 23, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with NFT Trading Platform OpenGate
July 21, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Report Explores the Potential of Real-World Assets in the DeFi Space
July 21, 2023
From
OKX
Via
GlobeNewswire
OKX and Heybit Partner to Offer Leading Auto-Trading Strategy 'Alpha on OKX'
July 20, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Shark Fin Offers Higher APR this Week
July 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Stacks, a Bitcoin Layer for Smart Contracts
July 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Users Can Now Access Sunflower Land, a Web3 Game on Polygon
July 20, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet is Now Integrated with Kava, a Decentralized Blockchain Platform
July 19, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Lists STETH, Launches Two STETH Trading Pairs
July 19, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX and Sui Launch S4 of Web3 Learn-to-Earn Platform Cryptopedia
July 18, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Goes Open Source, Paving the Way for a More Inclusive Web3 Ecosystem
July 18, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Wallet Users Can Now Create Ordinals
July 17, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Launches NYM Giveaway, with 50,000USD in NYM Up For Grabs
July 17, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Wallet Partners with PulseChain
July 16, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Unveils New Dual Investment Structured Product with Two-Day Term
July 15, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Adds Engage-to-earn Project DMission Zone to its Discover Portal
July 14, 2023
From
OKX
Via
GlobeNewswire
OKX Wallet is Now Integrated with OlympusDAO
July 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet and Kommunitas Launch KOM Token Trading Competition
July 14, 2023
From
OKX
Via
GlobeNewswire
Flash News - OKX Wallet Integrates into Nexus Mutual
July 13, 2023
From
OKX
Via
GlobeNewswire
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