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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Rite Aid Corporation
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Rite Aid Enters into Series of Sale Transactions to Ensure Continuity of Care
May 15, 2025
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Is Pursuing a Strategic and Value-Maximizing Sale Process
May 05, 2025
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Shares ‘ABCs’ of Allergy Season to Help Nip Symptoms in the Bud
March 31, 2025
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Responds to California Wildfires, Providing Support to Customers, Associates and Affected Communities
January 14, 2025
From
Rite Aid Corporation
Via
Business Wire
New Survey from Rite Aid Reveals Gaps in Consumer Awareness and Utilization of Pharmacist Expertise
January 09, 2025
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Partners with Klarna to Offer Pay in 4 Option in All Stores
October 16, 2024
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Kicks Off “Tackle the Flu” Sweepstakes to Strengthen Community Health During Football Season
October 11, 2024
From
Rite Aid Corporation
Via
Business Wire
Rite Aid Corporation Names Matt Schroeder as Chief Executive Officer
September 03, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Completes Restructuring Process and Emerges from Chapter 11
September 03, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid and Bartell Drugs Announce Availability of Appointments for Updated COVID-19 Vaccine
August 27, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Announces Availability of Flu and RSV Vaccine Appointments at All Locations
August 05, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Provides Notice of Security Incident
July 15, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Expands Partnership with Instacart to Offer EBT SNAP Online Payment Option from more than 1,400 Locations
June 12, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
CART
OTC
RADCQ
Rite Aid and Bartell Drugs Host Monthly Immunization Days This Summer
May 01, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Expands Partnership with Uber Eats to Deliver Alcohol in Additional Markets
April 30, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Announces Availability of Opill at All Locations
April 04, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
RADCQ
Rite Aid Becomes Copia’s First Retail Pharmacy Partner to Help Combat Food Waste and Support Communities
March 12, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Enters into Agreement to Divest Majority of Health Dialog Assets
March 06, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid and Bartell Drugs Announce Additional Dose of Updated COVID-19 Vaccine Available for Customers Ages 65 and Older
March 05, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Unveils New ‘It Means More’ Ad Spot, Showcasing Unwavering Commitment to Serving and Supporting Its Customers
February 22, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Completes Sale of Elixir Solutions to MedImpact
February 01, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Find Your ‘Perfect Pairing’ at Rite Aid this Valentine's Day
January 30, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Receives Court Approval for Sale of Elixir Solutions Business to MedImpact
January 09, 2024
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Reaches Settlement with FTC
December 19, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid’s Holly, Jolly Holiday How To’s
December 05, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Helps Customers Prioritize Immunity During Busy Holiday Season with Flu Shot Fridays
November 29, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Pharmacists Now Have Prescriptive Authority for Hormonal Contraceptives in Five States
November 28, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid to Honor Military Service Members with Veteran Appreciation Discount
November 02, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid to Offer After Work Wednesday Walk-In Clinic
October 30, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RADCQ
Rite Aid Receives Court Approval of "First Day" Motions to Support Business Operations
October 17, 2023
From
Rite Aid Corporation
Via
Business Wire
Tickers
OTC
RAD
RADCQ
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