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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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GSMA brings M360 Eurasia to Tashkent in partnership with Beeline Uzbekistan and Uzbekistan’s Ministry of Digital Technologies
November 19, 2024
From
VEON Ltd.
Via
GlobeNewswire
Tickers
VEON
VEON Receives License for its Branch Office in Dubai International Financial Centre
November 15, 2024
From
VEON Ltd.
Via
GlobeNewswire
Tickers
VEON
VEON 3Q24 Trading Update: Another Billion Dollar Revenue Quarter, Digital Drives Growth
November 14, 2024
From
VEON Ltd.
Via
GlobeNewswire
Tickers
VEON
VEON appoints UHY LLP as auditors for VEON Group's 2024 PCAOB Audit
November 13, 2024
From
VEON Ltd.
Via
GlobeNewswire
Tickers
VEON
VEON Elevates its Youth Offering Through Banglalink’s AI-Powered Lifestyle App RYZE
November 11, 2024
From
VEON Ltd.
Via
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VEON
VEON Group Reaffirms Commitment to Strengthen Pakistan’s Digital Infrastructure in Meeting with Prime Minister
November 08, 2024
From
VEON Ltd.
Via
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Tickers
VEON
VEON’s Cloud & Cybersecurity Platform Garaj Signs with Standard Chartered Bank in Pakistan
November 07, 2024
From
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Via
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VEON
VEON’s Jazz Enters Partnership to Support Local-Language AI LLM Development in Pakistan
November 05, 2024
From
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Tickers
VEON
JazzCash Partners with Pakistan’s Benazir Income Support Programme to Channel Cash Disbursements to Women Beneficiaries, Helping the Fight against Poverty
November 05, 2024
From
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VEON
VEON Launches AI-Powered Super App Hambi in Uzbekistan
November 01, 2024
From
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VEON
VEON Files its Dutch Annual Report with Audited Financial Statements for Year Ended 31 December 2023
November 01, 2024
From
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VEON
VEON to release 3Q 2024 trading update on 14 November 2024
October 31, 2024
From
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VEON
VEON CEO Kaan Terzioglu Re-elected to the GSMA Board
October 29, 2024
From
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VEON
VEON’s JazzCash Partners with Dgpays to Enhance e-Commerce in Pakistan
October 25, 2024
From
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VEON
VEON’s Jazz Launches FikrFree: An AI-Powered Digital Marketplace to Unlock Affordable Insurance and Healthcare in Pakistan
October 24, 2024
From
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Tickers
VEON
VEON Welcomes Letter from its Shareholder Shah Capital, Reiterates Commitment to Shareholder Value Creation
October 21, 2024
From
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Via
GlobeNewswire
Tickers
VEON
VEON Commences its Delisting from Euronext Amsterdam to Consolidate its Trading on Nasdaq in New York
October 21, 2024
From
VEON Ltd.
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VEON
Nasdaq Confirms VEON’s Full Compliance Following its 2023 20-F Filing
October 21, 2024
From
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VEON
VEON Files its 2023 Form 20-F
October 17, 2024
From
VEON Ltd.
Via
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VEON
VEON appoints Andrey Pyatakhin as the incoming CEO of Beeline Uzbekistan
October 14, 2024
From
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VEON
VEON Announces Plan to Move its Headquarters to Dubai International Financial Center
October 14, 2024
From
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VEON
VEON Launches KINOM Digital Entertainment Platform in Uzbekistan
October 09, 2024
From
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VEON
VEON’s Mobilink Bank and Banglalink Take Home “Digital Nations” Awards at GSMA’s M360 Asia-Pacific
October 02, 2024
From
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VEON
VEON Completes the Sale of Its Stake in TNS+ in Line with Asset-Light Strategy
September 30, 2024
From
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VEON
VEON Strengthens Group Leadership Team Adding Two Senior Executives to Its Dubai Team
September 30, 2024
From
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VEON
VEON Bonds to Re-Enter CEMBI and JACI Indices
September 27, 2024
From
VEON Ltd.
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VEON
VEON Delegation Attends 2024 YES Annual Meeting, Discusses Investment and Continued Commitment to Serving Ukraine
September 16, 2024
From
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VEON
VEON General Counsel Omiyinka Doris Named Among Top 15 Legal Leaders by the Financial Times
September 13, 2024
From
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Via
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VEON
VEON Announces Vesting of Conditional Award to Group CEO Kaan Terzioglu
September 12, 2024
From
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Via
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VEON
VEON’s Kyivstar Receives Further Recognition as Top International Investor in Ukraine
September 09, 2024
From
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