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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
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)
MVS Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Casago Names Ximplifi as Preferred Partner for Franchisee Trust Accounting and Financial Management
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Vacasa Reveals the 2025 Top 25 Best Places to Buy a Vacation Home
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Premier Vacation Rental Brands Casago and Vacasa Announce Strategic Merger
December 30, 2024
From
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Vacasa Announces Third Quarter 2024 Financial Results
November 07, 2024
From
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Vacasa to Announce Third Quarter 2024 Financial Results on November 7, 2024
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From
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Vacasa Announces Second Quarter 2024 Financial Results
August 08, 2024
From
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August 08, 2024
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Vacasa to Announce Second Quarter 2024 Financial Results on August 8, 2024
July 30, 2024
From
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Vacasa Announces First Quarter 2024 Financial Results
May 09, 2024
From
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Vacasa to Announce First Quarter 2024 Financial Results on May 9, 2024
April 25, 2024
From
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Vacasa Announces Fourth Quarter and Full Year 2023 Financial Results
February 28, 2024
From
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Vacasa to Announce Fourth Quarter and Full Year 2023 Financial Results on February 28, 2024
February 14, 2024
From
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Vacasa Announces Third Quarter 2023 Financial Results
November 07, 2023
From
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Vacasa to Announce Third Quarter 2023 Financial Results on November 7, 2023
October 24, 2023
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Vacasa Announces Reverse Stock Split
September 06, 2023
From
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Vacasa Announces Second Quarter 2023 Financial Results
August 08, 2023
From
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Vacasa to Announce Second Quarter 2023 Financial Results on August 8, 2023
July 25, 2023
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Vacasa Announces First Quarter 2023 Financial Results
May 09, 2023
From
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Vacasa Appoints Bruce Schuman as New Chief Financial Officer
May 09, 2023
From
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Vacasa to Announce First Quarter 2023 Financial Results on May 9, 2023
April 25, 2023
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Vacasa Announces New Board Nominee
April 13, 2023
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Vacasa Releases its 2023 Best Places to Buy a Beach House Report
March 30, 2023
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