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home
about us
Investment Approach
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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
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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VICI Properties Inc. Announces Release Date for Third Quarter 2023 Results
September 27, 2023
From
VICI Properties Inc.
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Business Wire
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VICI
VICI Properties Inc. Announces Support of Las Vegas Super Bowl Host Committee Charities
September 11, 2023
From
VICI Properties Inc.
Via
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VICI
VICI Properties Inc. Increases Regular Quarterly Dividend
September 07, 2023
From
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Business Wire
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VICI
VICI Properties Inc. Releases 2022-2023 Environmental Sustainability, Social Responsibility and Corporate Governance Report
September 07, 2023
From
VICI Properties Inc.
Via
Business Wire
Tickers
VICI
VICI Properties Inc. Completes Acquisition of Four Properties in Alberta, Canada in Sale-Leaseback Transaction With Century Casinos, Inc.
September 06, 2023
From
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VICI
VICI Properties Inc. Provides $140 Million Canyon Ranch Mortgage Financing
August 22, 2023
From
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VICI
VICI Properties Inc. CEO Edward Pitoniak Appears on FOX Business’s “The Claman Countdown”
August 03, 2023
From
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VICI
VICI Properties Inc. CEO Edward Pitoniak to Appear on CNBC’s “Last Call”
July 26, 2023
From
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VICI
VICI Properties Inc. Announces Second Quarter 2023 Results
July 26, 2023
From
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Business Wire
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VICI
VICI Properties Inc. Announces Canyon Ranch Growth Partnership
July 26, 2023
From
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VICI
VICI Properties Inc. Completes Acquisition of Rocky Gap Casino Resort
July 25, 2023
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VICI
VICI Properties Announces Release Date for Second Quarter 2023 Results
June 29, 2023
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VICI
VICI Properties Inc. Declares Regular Quarterly Dividend
June 08, 2023
From
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VICI
VICI Properties Inc. to Acquire Four Properties in Alberta Canada in Sale-Leaseback Transaction With Century Casinos, Inc.
May 17, 2023
From
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VICI
VICI Properties Inc. Announces First Quarter 2023 Results
May 01, 2023
From
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VICI
VICI Properties Announces Release Date for First Quarter 2023 Results
March 31, 2023
From
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VICI
VICI Properties Inc. Declares Regular Quarterly Dividend
March 09, 2023
From
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VICI
VICI Properties Inc. CEO Edward Pitoniak Appears on CNBC’s “Mad Money with Jim Cramer”
February 27, 2023
From
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VICI
VICI Properties Inc. Announces Fourth Quarter and Full Year 2022 Results
February 23, 2023
From
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VICI Properties Inc. Enters Into Lease Agreement With Cherokee Nation Businesses Related to the Gold Strike Casino Resort in Tunica, MS
February 15, 2023
From
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VICI
VICI Properties Inc. Provides Construction Financing to Great Wolf Lodge in the Northeast
February 01, 2023
From
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VICI
VICI Properties Inc. Announces Tax Treatment of 2022 Distributions and 2022 Distributions of MGM Growth Properties LLC
January 30, 2023
From
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VICI
VICI Properties Inc. Announces Closing of Upsized Public Offering of Common Stock and Full Exercise of Underwriters’ Option to Purchase Additional Shares
January 18, 2023
From
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VICI
VICI Properties Inc. Announces Pricing of Upsized Public Offering of Common Stock
January 12, 2023
From
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VICI
VICI Properties Inc. Announces Public Offering of Common Stock
January 12, 2023
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VICI Properties Inc. Completes Acquisition of Remaining 49.9% Interest in MGM Grand Las Vegas and Mandalay Bay Joint Venture
January 09, 2023
From
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VICI
VICI Properties Inc. Acquires Four Canadian Gaming Properties in Sale Leaseback Transaction With Pure Canadian Gaming Corp.
January 09, 2023
From
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VICI
VICI Properties Announces Release Date for Fourth Quarter and Full Year 2022 Results
January 05, 2023
From
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VICI
VICI Properties Inc. to Provide Mezzanine Financing for Fontainebleau Las Vegas
December 27, 2022
From
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VICI
VICI Properties Inc. and Foundation Gaming Announce Sale Leaseback Transaction
December 22, 2022
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