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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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 Southeastern Grocers Inc.
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Southeastern Grocers pumps up support for heart health during American Heart Month
February 04, 2025
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers commemorates Black History Month with annual grant program
February 03, 2025
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers highlights year of impactful contributions and industry achievements
December 30, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers gives customers extra jingle in their pockets with over $50,000 in free groceries
December 04, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers feeds the spirit of Thanksgiving by donating 7,000 turkeys to neighbors experiencing hunger
November 20, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers awards 50 local nonprofits with more than $480,000 in grant funds
October 29, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers delivers hope and urgent aid following Hurricanes Helene and Milton
October 15, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers helps customers celebrate the flavors of fall with limited-edition and award-winning Own Brand products
September 24, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers pledges to donate more than 1 million meals to Feeding America® this month
September 10, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Awards pour in for Southeastern Grocers’ wine, beer, spirits and Own Brand products
August 28, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers launches annual community donation program to aid the American Red Cross
August 27, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers Supports Future Leaders With $75,000 in Scholarships and Dynamic Internship Program
August 08, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers honors US military families with $550,000 donation to Folds of Honor
June 28, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers celebrates National Pollinator Month by reaffirming commitment to pollinators
June 26, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers donates $70,000 and breakfast essentials to combat summer hunger
June 20, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers salutes US military families with community donation program benefiting Folds of Honor
May 22, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers donates $320,000 to 8 children’s hospitals and celebrates Mother’s Day
May 09, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers encourages neighbors to take action during National Hurricane Preparedness Week
May 07, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers serves slice of summer with award-winning caramel apple pie and new frozen desserts
May 03, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers celebrates Pet Month by supporting animal welfare across the Southeast
May 01, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers strengthens commitment to building a more sustainable future with annual progress report and Earth Month initiatives
April 18, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers Launches Fourth Annual Donation Program to Benefit 8 Children’s Hospitals
April 10, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers proudly recognized for trustworthiness and product innovation
March 28, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers unveils fresh deals and savings opportunities for the spring season
March 05, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers honors Black History Month with annual grant program and community service
February 01, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers completes strategic divestiture of its Hispanic banner
January 25, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers offers WINNing savings to support New Year’s resolutions
January 10, 2024
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers celebrates exemplary service in 2023 and $3.7M in donations to fuel local communities in need
December 27, 2023
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers harvests hope this Thanksgiving by donating more than 7,000 turkeys
November 15, 2023
From
Southeastern Grocers Inc.
Via
Business Wire
Southeastern Grocers celebrates milestone in BID commitment with $1 million awarded to nonprofits
October 30, 2023
From
Southeastern Grocers Inc.
Via
Business Wire
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