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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
FIP
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Articles published by Wish
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ContextLogic Completes Sale of Substantially All Operating Assets and Liabilities Associated with Wish to Qoo10
April 19, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
ContextLogic Announces Stockholder Approval of Transaction with Qoo10
April 19, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
ContextLogic Urges Stockholders to Vote FOR the Value Maximizing Transaction with Qoo10 TODAY
April 17, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
CONTEXTLOGIC VOTE UPDATE: Less Than 350,000 Shares Needed to Approve the Proposed Transaction with Qoo10
April 15, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
ContextLogic Announces Adjournment of Special Meeting of Stockholders to Allow Additional Time for Stockholders to Vote “FOR” the Transaction with Qoo10
April 12, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
ContextLogic Urges Stockholders to Vote FOR the Value Maximizing Transaction with Qoo10 TODAY
April 11, 2024
From
Wish
Via
GlobeNewswire
Tickers
WISH
ContextLogic Encourages Stockholders to Vote at the Upcoming Special Meeting
April 09, 2024
From
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Via
GlobeNewswire
Tickers
WISH
ContextLogic Reminds Stockholders to Vote FOR the Value-Maximizing Transaction with Qoo10 Today
April 03, 2024
From
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GlobeNewswire
Tickers
WISH
ContextLogic Announces Post-Closing Board of Directors and Management Team
April 02, 2024
From
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Via
GlobeNewswire
Tickers
CTOS
WISH
Leading Proxy Advisory Firms Recommend ContextLogic Stockholders Vote “FOR” Pending Transaction with Qoo10
March 28, 2024
From
Wish
Via
GlobeNewswire
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WISH
ContextLogic Stockholders Can Vote Today “FOR” the Value Maximizing Transaction with Qoo10
March 25, 2024
From
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WISH
ContextLogic Files Definitive Proxy Statement Regarding Proposed Transaction with Qoo10
March 18, 2024
From
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WISH
Wish Signs Satirical YouTubers Zac Alsop and Grandpa Ray to Front its Fashion Category
March 14, 2024
From
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WISH
Wish Reports Fourth-Quarter and Fiscal Year 2023 Financial Results
March 04, 2024
From
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WISH
Wish to Announce Fourth Quarter and Full Year 2023 Results on March 4, 2024
February 27, 2024
From
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Via
GlobeNewswire
Tickers
WISH
ContextLogic Announces Agreement to Sell Substantially All Operating Assets and Liabilities Associated with Wish to Qoo10 for $173 Million in Cash
February 12, 2024
From
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Via
GlobeNewswire
Tickers
WISH
Wish Further Expands its Logistics as a Service (LaaS) Arm with the Launch of ‘WishPost Smart Parcel’
November 15, 2023
From
Wish
Via
GlobeNewswire
Tickers
WISH
Wish Reports Third Quarter 2023 Financial Results; Initiates a Process to Explore a Range of Strategic Alternatives
November 07, 2023
From
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Via
GlobeNewswire
Tickers
WISH
WISH Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
November 06, 2023
From
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GlobeNewswire
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WISH
Wish Releases Inaugural ‘Anti-Counterfeiting Report’ as it Continues to Crack Down on Counterfeiters
November 03, 2023
From
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GlobeNewswire
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WISH
Wish Partners with French Ecommerce SaaS Business Octopia to Further Expand its European Merchant Base
November 02, 2023
From
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Via
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WISH
Wish Unveils Early Holiday ‘Gift Guide’ Campaign as Festive Preparations Kick Off
October 11, 2023
From
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WISH
Wish to Announce Third Quarter 2023 Results on November 7, 2023
October 10, 2023
From
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GlobeNewswire
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Wish Joins Forces with PUDO Inc. to Elevate Online Shopping Convenience for U.S. and Canada Shoppers
September 26, 2023
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CSE:PDO
PDPTF
WISH
Wish Leans into Sexual Wellness as New Study Reveals Eight in Ten Feel Sexual Wellness is an Integral Form of Self-Care
September 20, 2023
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GlobeNewswire
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WISH
Wish Reports Second Quarter 2023 Financial Results
August 03, 2023
From
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GlobeNewswire
Tickers
WISH
WISH Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
July 28, 2023
From
Wish
Via
GlobeNewswire
Tickers
WISH
Wish Deepens Its Investment in Australia Through Partnership With Singapore Post
July 27, 2023
From
Wish
Via
GlobeNewswire
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WISH
Wish to Announce Second Quarter 2023 Results on August 3, 2023
July 12, 2023
From
Wish
Via
GlobeNewswire
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WISH
Wish Expands its Merchant Network in South Korea through Partnership with International Carrier, Rincos
July 06, 2023
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