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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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 Rezolve AI Ltd
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Rezolve Ai Strengthens AI Commerce Play with $55M Acquisition of GroupBy, a Platform Driving Over $30B in Annual Sales
February 14, 2025
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Rezolve Ai to Acquire GroupBy Strengthening Market Leadership in Commerce Site Search and Digital Engagement
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SoftBank’s $300 Billion OpenAI Valuation Underscores AI’s Unprecedented Market Opportunity—Rezolve Ai Positioned to Capture a Major Share
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Rezolve Ai Kicks Off 2025 with Major Retail Expansion as Leading Brands Leverage Its Cutting-Edge Technology
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Rezolve Ai Secures $30 Million Loan to Drive Growth and Accelerate Momentum
January 29, 2025
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Rezolve Ai Defies the AI Cost Spiral with brainpowa LLM - Smarter, Leaner, and Built for Retail Success - Pioneering DeepSeek’s Approach Years Ahead
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Rezolve Ai Poised to Transform Retail as Stargate’s $500 Billion Investment into AI Supercharges the AI Revolution
January 22, 2025
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Rezolve Ai Applauds Trump Administration's Move to Prioritize Cryptocurrency as a National Initiative
January 17, 2025
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Rezolve Ai to Present at Sidoti Micro-Cap Investor Conference January 22-23, 2025
January 16, 2025
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Rezolve Ai CEO Daniel Wagner Applauds National Data Library Announcement but Urges Government to Prioritize UK AI Companies
January 13, 2025
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Rezolve Ai Poised for Global Growth as it enters 2025 with Strong Customer Acquisitions, Strategic Partnerships, and Groundbreaking Innovations
January 13, 2025
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CORRECTION -- Royal Caviar Club Partners with Rezolve Ai to Elevate Digital Channels with Conversational Commerce
January 10, 2025
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Royal Caviar Club Partners with Rezolve Ai to Elevate Digital Channels with Conversational Commerce
January 10, 2025
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Leading European Fashion Retailer, Shoeby, Teams Up with Rezolve Ai to Revolutionize Digital Shopping with Conversational Commerce
January 10, 2025
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Rezolve Ai to Exhibit at NRF 2025: Retail’s Big Show in New York City
January 06, 2025
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Rezolve Ai Unveils Vision for 2025: Shaping the Future of Retail through Advanced AI Innovation in Partnership with Microsoft and Google
January 02, 2025
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Rezolve Ai Converts $59 Million in Variable Rate Convertible Loans Before Year-End, Strengthening Financial Position for 2025
December 30, 2024
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Rezolve AI Forecasts the Future of ECommerce: How AI Will Shape Retail in 2025 and Beyond
December 30, 2024
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Rezolve Ai Recognized as a "Next Big Winner" in AI by MarketBeat: Positioned for Breakout Growth in 2025
December 20, 2024
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Rezolve Ai Closes 2024 with Transformational Milestones, Bolstered by Strategic Partnerships, Financial Strength and Strong Customer Pipeline
December 20, 2024
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Rezolve Ai Announces Pricing of $15 Million Registered Offering
December 19, 2024
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Rezolve Ai Announces $49 Million Equity Conversion by Leading Investors
December 18, 2024
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Rezolve Ai Aligns with Planned Department of Government Efficiency (DOGE) Initiatives to Transform Retail with AI-Driven Solutions and Workforce Optimization
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Recent Bitcoin Gains and SEC Chairman Nominee Anticipated to Lay Strong Foundation for Rezolve Ai’s Vision to Make Crypto Mainstream
December 10, 2024
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Tether and Rezolve Ai Share Vision to Make Crypto Mainstream, Eliminate Merchant Fees, and Redefine Retail Payments
December 04, 2024
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Rezolve Ai Strengthens Position in $7.6 Billion Conversational Commerce Market (Expected to Reach $34.41 Billion by 2034) following Strategic Partnerships with Microsoft and Google
November 22, 2024
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Rezolve Ai and Google Sign Strategic Partnership to Revolutionize Retail and Consumer Commerce with Exclusive AI-Powered Solutions
November 20, 2024
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gkv informatik Selects Rezolve Ai’s Brain Suite to Drive Productivity and Innovation in the Healthcare Sector
November 18, 2024
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Rezolve Ai to Participate in 13th Annual ROTH Technology Conference November 19-20, 2024
November 13, 2024
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Rezolve Ai Announces Initiation of Equity Analyst Coverage by D. Boral Capital
November 12, 2024
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