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home
about us
Investment Approach
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Team Biographies
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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 Snipp Interactive Inc.
Snipp Adds ManimalTales Personalized Books To Its SnippRewards Platform
July 20, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp’s Gambit Partners with Scuti, A Leading Brand-Fueled Rewards Platform
July 14, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Appoints Tom Treanor as Chief Marketing Officer
July 13, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp’s Gambit Rewards Partners with The World’s Largest First-Party Data Platform for Rewards Related to Insights, Activation & Measurement
June 22, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Appoints Adi Dhandhania, Chief Operating Officer, North America, Bally's Interactive to its Board of Directors; and Appoints Tom Burgess as President of SnippMEDIA
June 13, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Gaming Platform, Gambit Rewards, Partners with the Largest Gen Z Social Gaming Network, Gamelancer
June 06, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Reports Record Financial Results for Q1 2022
May 30, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Reports Record Financial Results for Q4 2021 and Fiscal 2021
May 02, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Announces Closing of Purchase of Minority Stake by Bally’s Corporation
April 14, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Bally’s Corporation to Purchase Minority Stake in Snipp Interactive
April 12, 2022
From
Snipp Interactive Inc.
Via
Business Wire
Tickers
OTC
SNIPF
TSX-V:SPN
Snipp Delivers Record Q1 Sales Bookings of Over USD $4.5mm, Forecasts Year on Year Revenue Growth of Over 30% and Positive EBITDA
April 07, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive's Loyalty Gaming Platform, Gambit Rewards, Selected as Finalist for "Best Loyalty Industry Innovation" of the Year
March 10, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Closes Acquisition of Loyalty Gaming Pioneer, Gambit Rewards
February 22, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Inc. Powers Superbowl Pilot Promotion for Gambit Rewards Partner - One of The Largest North American Gaming Companies
February 10, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Reports Preliminary Unaudited Financial Results for Q4 2021
January 25, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Acquires Loyalty Gaming Pioneer, Gambit Rewards Allows Snipp To Connect US$60B+ Market for Online Gaming & Sports Betting With US$100B in Unused Loyalty Points
January 11, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive to Present at the 24th Annual ICR Conference on January 11 at 4:30pm ET
January 06, 2022
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Inc. Announces Results Of Its Annual General & Special Meeting
December 30, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Inc. Crosses USD $20MM of Sales Bookings in 2021--Representing 85% Growth Over 2020
December 20, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Inc. Executes Second Set Of Orders With Top 5 US Technology Company In The Fortune 50; 15 Country Deployment Contracted For 2022
December 16, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Topics
Supply Chain
Tickers
SNIPF
TSX-V:SPN
Top 5 Most Valuable Food Brand Company in The Fortune 250 Signs 3rd Six Figure Contract With Snipp This Year
December 14, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Top 5 US Technology Company in the Fortune 50 Approves Snipp Interactive as a Global Supplier and Issues First Orders
December 08, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Topics
Supply Chain
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Announces Appointment of New Board Member – Brian Tunick, Nine Time Award Winning Wall Street Analyst in the Consumer/Retail Space
November 29, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Topics
Emissions
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Receives Multiple Six Figure New and Renewal Deals
November 22, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive to Present at Ladenburg Thalmann Virtual Technology Expo on November 18 at 4:30PM ET
November 16, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Topics
Artificial Intelligence
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Launches First Phase of USD $1.5mm+ Program With Leading Global Digital Market Research Company
November 10, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Topics
Artificial Intelligence
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Reports Record Financial Results for Q3 2021 with 154% YoY Quarterly Revenue Growth, 169% Growth in Net Income from Operations, and 349% EBITDA Growth Representing the Highest Ever Recorded Quarterly Revenue, Net Income from Operations,
November 02, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Added To The S&P/TSX Venture Composite Index and Announces Date for Q3 Earnings Release
October 26, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Receives Renewal Orders for H1 2022 from Fortune 50 Consumer Packaged Goods Company over USD $2.5MM Billed over 3 Year Relationship
October 20, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
Snipp Interactive Forecasts Record Profitable Quarterly Revenue of over USD 5.3 Million for Q3 2021
October 13, 2021
From
Snipp Interactive Inc.
Via
AccessWire
Tickers
SNIPF
TSX-V:SPN
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