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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)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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
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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
MVS
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 Verisk Analytics, Inc.
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Verisk to Announce Fiscal First-Quarter 2024 Results on May 1, 2024
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Verisk Reports Fourth-Quarter 2023 and Full-Year 2023 Financial Results
February 21, 2024
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Verisk Earns Eighth Consecutive Great Place To Work Certification™ in the United States
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Verisk Launches Generative AI Tool to Support Faster Insurance Claim Processing
February 08, 2024
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Verisk to Announce Fiscal Fourth-Quarter 2023 Results on February 21, 2024
January 23, 2024
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Verisk Expands Ecosystem Adding Section 111 Reporting Platform to Duck Creek Content Exchange
January 18, 2024
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Verisk Partners with Chief Claims Officers to Create Claims Advisory Board
January 16, 2024
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Verisk Publishes 2023 Task Force on Climate-Related Financial Disclosures (TCFD) Report
January 11, 2024
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Verisk Names Doug Caccese and Saurabh Khemka Co-Presidents of Underwriting Solutions
January 09, 2024
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Verisk Estimates Industry Insured Losses for the Noto Peninsula Earthquake to Range from JPY 260 Billion to JPY 480 Billion (USD 1.8 Billion to 3.3 Billion)
January 08, 2024
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California Department of Insurance Approves Verisk's ISO Wildfire Mitigation Filings for Homeowners, Dwelling, Commercial Property, Commercial Inland Marine and Businessowners Programs
January 08, 2024
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Verisk Ranks No. 4 on Investor’s Business Daily’s 100 Best ESG Companies List
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Verisk LightSpeed® Small Commercial Accelerator Added to Guidewire Marketplace
November 29, 2023
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Verisk Launches Solution for Insurers to Assess Underwriting Models and Variables for Unfair Discrimination
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Verisk Expands Collaboration with NFPA to Provide Risk Mitigation Insights Across Western States
November 14, 2023
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Verisk Estimates Industry Insured Losses from Winter Storm Ciarán will Range from EUR 800 Million to EUR 1.3 Billion
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Citizens Adopts Aerial Imagery Analytics from Verisk to Improve Underwriting In Florida Market
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Verisk Estimates Industry Insured Losses from Hurricane Otis to Range from MXN 50 Billion to MXN 110 Billion (~USD 3 Billion to 6 Billion)
November 01, 2023
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Verisk Reports Third-Quarter 2023 Financial Results
November 01, 2023
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Verisk Introduces Xactimate Time & Materials Tool for Streamlined Job Cost Tracking
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Verisk expands its resilience and sustainability analytics with new Climate Risk Dataset
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