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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
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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
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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
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Event Schedule
Market Value Securities (MVS sm) Presentation
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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 Announces Integration of Star Protocol, SoQuest, Owlto Finance and RubyDEX with X1 Network
December 15, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Expands On-Chain Earn Product to Include SOL and CORE Tokens, Giving Users the Opportunity to Earn Up to a 26% APR
December 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to List Avive Protocol's AVIVE Token on its Spot Market
December 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists CTC and TURBO Perpetual Swaps, Introduces Margin Trading and Simple Earn for the Two Tokens
December 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX NFT Marketplace Claims First Place in Dapp Radar Rankings, Surpassing Blur and OpenSea on December 13
December 14, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Enhances Accessibility for Bitcoin DApps
December 12, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Partners with Lybra Finance, Giving Users an APR Boost of Up to 12% on Staked ETH
December 12, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Enhances Nostr Asset Transfer Experience with Bulk Transfer Tool
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Atem Network
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with Magic Square
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Perpetual for Ronin (RON) and Enables Margin Trading and Simple Earn
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet now integrated with OpenName
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Users Who Subscribe to Innovative 'Seagull' Product Eligible for Up to 2000 USDT in Rewards
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Raydium
December 11, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to change funding fee collection mechanism
December 10, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Partners with ETHPLUS (ETH+), Giving Users an APR Boost of Up to 20% on Staked ETH and ETH+
December 10, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with NAVI and Offers Extra Yield For a Limited Time
December 09, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX and Matr1x Collaborate to Give Away KUKU NFT Whitelist Spots to Users
December 08, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Lists Perpetual for SPACE ID (ID) and Enables Margin Trading and Simple Earn
December 08, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Sponsors ETH India during India Blockchain Week
December 08, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Adds Tron, Polkadot and Cronos Tokens to On-Chain Earn Product, Giving Users the Opportunity to Earn Up to a 17% APR
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Launches Cryptopedia Season 11, Offering a Prize Pool Worth USD500,000 in Polyhedra Network Tokens
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Ventures Announces Investment in StarryNift, a Gamified Metaverse Co-Creation Platform
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX to Co-Host 'Project X' Networking Party with CapX, Polygon and Manta Pacific During India Blockchain Week
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announces Sponsorship of Polygon Connect at India Blockchain Week
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with NAVI and Offers Extra Yield For a Limited Time
December 07, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Recognized by the Core ERC-4337 Team for its Account Abstraction Open Source Bundler, Advancing ERC4337 Revolution
December 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Beoble, a Web3 Messaging Solution
December 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Wallet Now Integrated with Decentralized Perpetual Derivative Exchange MYX.Finance
December 06, 2023
From
OKX
Via
GlobeNewswire
Flash News: OKX Announced as Gold Sponsor for Taipei Blockchain Week 2023
December 06, 2023
From
OKX
Via
GlobeNewswire
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