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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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 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
Quarterly Performance Reports
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Event Schedule
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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 Rosen Law Firm
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EQUITY ALERT: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Beyond Meat, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – BYND
May 12, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
BYND
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages GWG Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – GWGHQ
May 11, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
GWGHQ
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Fulcrum Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – FULC
May 11, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
FULC
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Horizon Bancorp, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – HBNC
May 10, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
HBNC
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages BurgerFi International, Inc. f/k/a Opes Acquisition Corp. Investors to Secure Counsel Before Important Deadline in Securities Class Action – BFI, OPES
May 03, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
BFI
FULC EQUITY ALERT: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Fulcrum Therapeutics, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – FULC
May 02, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
FULC
GLOBALLY RECOGNIZED ROSEN LAW FIRM Encourages Trinseo PLC Investors to Secure Counsel Before Important Deadline in Securities Class Action Filed by the Firm – TSE
April 27, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
TSE
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Plug Power Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – PLUG
April 26, 2023
From
Rosen Law Firm
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Business Wire
Tickers
PLUG
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Medical Properties Trust, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – MPW
April 26, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
MPW
EQUITY ALERT: TOP RANKED ROSEN LAW FIRM Encourages Edgio, Inc. f/k/a Limelight Networks, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – EGIO, LLNW
April 26, 2023
From
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Tickers
EGIO
LLNW
GLOBALLY RECOGNIZED ROSEN LAW FIRM Encourages Marathon Digital Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – MARA
April 26, 2023
From
Rosen Law Firm
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Business Wire
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MARA
EQUITY ALERT: ROSEN, LEADING INVESTOR COUNSEL, Encourages First Republic Bank Investors with Losses in Excess of $1 Million to Secure Counsel Before Important Deadline in Securities Class Action – FRC
April 25, 2023
From
Rosen Law Firm
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Business Wire
Tickers
FRC
BIRD EQUITY ALERT: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Allbirds, Inc. Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action – BIRD
April 14, 2023
From
Rosen Law Firm
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BIRD
ROSEN, A LEADING NATIONAL FIRM, Encourages BurgerFi International, Inc. f/k/a Opes Acquisition Corp. Investors to Secure Counsel Before Important Deadline in Securities Class Action – BFI, OPES
April 07, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
BFI
SWK EQUITY ALERT: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Stanley Black & Decker, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – SWK
March 29, 2023
From
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Tickers
SWK
RVYL FINAL DEADLINE NOTICE: ROSEN, NATIONAL TRIAL COUNSEL, Encourages RYVYL Inc. f/k/a Greenbox POS Investors to Secure Counsel Before Important April 3 Deadline in Securities Class Action Filed by the Firm – RVYL, GBOX
March 24, 2023
From
Rosen Law Firm
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Business Wire
Tickers
GBOX
RVYL
EQUITY ALERT: Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of Tupperware Brands Corporation Investors – TUP
March 20, 2023
From
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TUP
EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Mallinckrodt plc Investors to Inquire About Securities Class Action Investigation – MNK
March 20, 2023
From
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Business Wire
Tickers
MNK
EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Rite Aid Corporation Investors to Inquire About Securities Class Action Investigation – RAD
March 14, 2023
From
Rosen Law Firm
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Tickers
RAD
RH EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages RH Investors to Inquire About Class Action Investigation – RH
March 12, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
RH
HBNC EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Horizon Bancorp, Inc. Investors to Inquire About Class Action Investigation – HBNC
March 11, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
HBNC
EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Lumen Technologies, Inc. Investors With Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – LUMN, CTL
March 06, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
LUMN
SCHW NOTICE: ROSEN, TRUSTED NATIONAL TRIAL COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation – SCHW
March 02, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
SCHW
ESTA INVESTOR NOTICE: ROSEN, NATIONAL TRIAL LAWYERS, Encourages Establishment Labs Holdings Inc. Investors to Inquire About Securities Class Action Investigation – ESTA
March 02, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
ESTA
ADDYY, ADDDF EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages adidas AG Investors to Inquire About Securities Class Action Investigation – ADDYY, ADDDF
February 15, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
ADDDF
ADDYY
CRBU INVESTOR ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Caribou Biosciences, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – CRBU
February 13, 2023
From
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Business Wire
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CRBU
TWST FINAL DEADLINE TODAY: ROSEN, NATIONAL TRIAL LAWYERS, Encourages Twist Bioscience Corporation Investors to Secure Counsel Before Important February 10 Deadline in Securities Class Action – TWST
February 10, 2023
From
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TWST
ROSEN, A LEADING NATIONAL FIRM, Encourages Atlassian Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – TEAM
February 06, 2023
From
Rosen Law Firm
Via
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TEAM
NATIONALLY RANKED ROSEN LAW FIRM Encourages Honda Motor Co., Ltd. Investors to Secure Counsel Before Important Deadline in Securities Class Action – HMC
February 03, 2023
From
Rosen Law Firm
Via
Business Wire
Tickers
HMC
NATIONALLY RANKED ROSEN LAW FIRM Encourages Invivyd, Inc. f/k/a Adagio Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – IVVD, ADGI
February 02, 2023
From
Rosen Law Firm
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Business Wire
Tickers
ADGI
IVVD
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