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home
about us
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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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 Progress Software Corporation
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Progress Software Brings Its RAG-as-a-Service Platform to AWS Marketplace
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Progress Software Expands Presence in Costa Rica with New Center of Excellence
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September 29, 2025
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Progress Software Expands AI Coding Assistants Across Telerik and Kendo UI Libraries—Helping Developers Extend Productivity Up to 30%
September 18, 2025
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Progress Federal Solutions Delivers Trusted AI-Powered Innovation for the U.S. Government, Defense and Public Sector
September 15, 2025
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Progress Software to Report Third Quarter 2025 Financial Results on September 29, 2025
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Progress Software Unveils Breakthrough SaaS RAG Platform Designed to Make Trustworthy and Verifiable Generative AI Accessible Across Organizations of all Sizes
September 10, 2025
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Progress Software Announces General Availability of MarkLogic Server 12 and Breakthrough Results with Semantic RAG
August 12, 2025
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Progress Software to Present at Ai4 2025 in Las Vegas
August 08, 2025
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Progress Software Announces Amended Credit Facility
July 22, 2025
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Progress Software Announces Second Quarter 2025 Financial Results
June 30, 2025
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Progress Software Acquires Nuclia, an Innovator in Agentic RAG AI Technology
June 30, 2025
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New Progress Semaphore Release Unleashes AI to Drive Smarter Enterprise Knowledge Management
June 25, 2025
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Progress Software CEO Yogesh Gupta Named an EY US Entrepreneur Of The Year® 2025 New England Award Winner
June 18, 2025
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Progress Software to Report Second Quarter 2025 Financial Results on June 30, 2025
June 16, 2025
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Progress Software Unveils Powerful New ShareFile Features for Accountants to Automate Administrative Tasks and Deliver a Great Client Experience
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Progress Software Sets New Standard for Developer Productivity with Groundbreaking AI Coding Assistants in Latest Telerik and Kendo UI Release
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Progress ShareFile Enhances Secure Enterprise Collaboration with Deep Microsoft 365 Interoperability
May 20, 2025
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Progress Congratulates Chairman Jack Egan on NACD New England Leadership in Corporate Governance Award
April 24, 2025
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Progress Empowers Marketers with Innovative AI Capabilities for Creating Superior Digital Experiences
April 10, 2025
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Progress MOVEit Recognized in G2’s Best IT Infrastructure Products List for Third Consecutive Year
April 01, 2025
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Progress Announces First Quarter 2025 Financial Results
March 31, 2025
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ShareFile Named a Visionary in 2024 Gartner® Magic Quadrant™ for Document Management
March 25, 2025
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Progress to Report First Quarter 2025 Financial Results on March 31, 2025
March 17, 2025
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