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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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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 The St. Joe Company
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The St. Joe Company Releases the Spring/Summer Issue of “Watersound® Lifestyle,” the Watersound Club® Member Magazine
April 24, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Shareholder Meeting
April 19, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Plans to Open 5 New Hotels in the First Half of 2023
March 08, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Fourth Quarter and Full Year 2022 Results and Declares a Quarterly Dividend Of $0.10
February 22, 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
January 18, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company, Tallahassee Memorial and Florida State University Break Ground on New Health Care Campus
January 17, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
Latitude Margaritaville Watersound sells 1,000th home
January 12, 2023
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Recent Commercial and Hospitality Transactions
December 21, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Third Quarter and First Nine Months of 2022 Results and Declares a Quarterly Dividend Of $0.10
October 26, 2022
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 18, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases the Fall/Winter Issue of “Watersound® Lifestyle,” the Watersound Club℠ Member Magazine
October 17, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company and InterMountain Management Announce the Commencement of Construction of a 121-Suite Residence Inn by Marriott® Hotel in the Heart of the Pier Park® Shopping and Entertainment District in Panama City Beach, Florida
September 08, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Second Quarter and First Half 2022 Results and Declares a Quarterly Dividend Of $0.10
July 27, 2022
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 13, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports First Quarter 2022 Results and Declares a Quarterly Dividend Of $0.10
April 27, 2022
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 25, 2022
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 12, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases Its 2021 Letter to Shareholders and Annual Report on the Company’s Website
April 07, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Fourth Quarter and Full Year 2021 Results and Increases Quarterly Dividend By 25%
February 23, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company and Electric Cart Company, LLC Announce a Joint Venture to Bring Golf Cart Sales to Two of St. Joe’s Lifestyle Shopping Centers
February 16, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Commencement of Development of the Ward Creek Community, a New 1,600 Homesite Residential Development in Panama City Beach, Florida
February 03, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Commencement of Development of a New 216-unit Apartment Community to Be a Part of Its Larger Master Planned Community in Mexico Beach, Florida
January 27, 2022
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
January 12, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Commencement of Development of Watersound® West Bay Center, a Lifestyle Shopping Center Adjacent to the Latitude Margaritaville Watersound Community in Panama City Beach, Florida
January 11, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces Development Progress on the Breakfast Point® East Community in Panama City Beach, Florida
January 05, 2022
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Reports Third Quarter 2021 Results
October 27, 2021
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 19, 2021
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Announces the Commencement of Development of a New Master Planned Community in Mexico Beach, Florida
August 05, 2021
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company’s Diverse Portfolio of Leasable Space Approaches 1 Million Square Feet
August 03, 2021
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
The St. Joe Company Releases the Summer/Fall Issue of “Watersound Lifestyle,” the Watersound Club Member Magazine
August 02, 2021
From
The St. Joe Company
Via
Business Wire
Tickers
JOE
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