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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Additional Information
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Back Dated 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
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Event Schedule
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 The St. Joe Company
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The St. Joe Company Announces the Longleaf Art Park at the Watersound Origins Community
June 18, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces New Tenant Openings at Watersound® Town Center as Construction Continues on Future Leasable Space
June 04, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Hosts 2024 Annual Meeting of Shareholders and Released a Video Featuring Many of Its Residential, Commercial and Hospitality Assets
May 15, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases the Spring/Summer Issue of “Watersound Lifestyle℠,” the Watersound Club® Member Magazine
April 29, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports First Quarter 2024 Results and Declares a Quarterly Dividend of $0.12
April 24, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Has Been Recognized as the 2023 Multi-brand Developer of the Year in the Hilton Americas Development Awards
April 18, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company and InterMountain Management, LLC Announce the Opening of the 121-Suite Residence Inn by Marriott® Panama City Beach Pier Park
April 09, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases a Video Showing Progress on Projects Currently Under Construction and Projects Completed in 2023
February 22, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Fourth Quarter and Full Year 2023 Results and Declares a Quarterly Dividend of $0.12
February 21, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces New Builder Relationship With National Luxury Homebuilder, Toll Brothers, Inc.
February 14, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Record Setting Performance in 2023 and Growth Across All Three Segments
February 01, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases a New Publication Providing Information on the Company’s Vision, History and Current Operations
January 15, 2024
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces a Barnes & Noble Bookstore Coming to Pier Park North®
December 14, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Starbucks Among New Tenants Coming to Watersound® Town Center
December 11, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces a New Watersound Club® Golf Course
November 30, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
Florida State University Announces $98.4 Million in Triumph Gulf Coast Funding for an Aerospace and Advanced Manufacturing Facility in Bay County, Florida
November 14, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases a Video Showing Progress on Projects Currently in Development or Under Construction
October 26, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Third Quarter and First Nine Months of 2023 Results and Declares a Quarterly Dividend of $0.12
October 25, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases the Fall/Winter Issue of “Watersound LifestyleSM,” the Watersound Club® Member Magazine
October 19, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Completion of the North Bay Landing Apartment Community in Panama City, Florida
July 31, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases a Video Showing Progress on Projects Currently in Development or Under Construction
July 27, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Second Quarter and First Half 2023 Results and Increases Quarterly Dividend by 20%
July 26, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Opening of the 75-Room Camp Creek Inn, Its Fifth Hotel to Open in 2023
July 12, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
Watercrest Santa Rosa Beach Gains Recognition as The St. Joe Company Prepares to Expand Its Senior Living Offerings
June 28, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
Latitude Margaritaville Watersound Town Square Now Open
June 22, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Opening of the 107-Suite Home2 Suites by Hilton Santa Rosa Beach, the Third of Five New Hotel Openings Planned in the First Half Of 2023
June 05, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
HLT
JOE
The St. Joe Company Hosts 2023 Annual Meeting of Shareholders and Released a Video Featuring Many of Its Residential, Commercial and Hospitality Assets
May 17, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases a Video Showing Progress on Projects Currently in Development or Under Construction
April 27, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Opening of the 255-suite Embassy Suites by Hilton Panama City Beach Resort
April 27, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
HLT
JOE
The St. Joe Company Reports First Quarter 2023 Results and Declares a Quarterly Dividend Of $0.10
April 26, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
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