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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
Services, Fees and Compensation
Client Information
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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
TAM
Event Schedule
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
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MARKET RESEARCH
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Articles published by Wolters Kluwer N.V.
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Wolters Kluwer named a Leader in Process Safety Management software
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Wolters Kluwer enhances Enablon Platform with addition of CCH Tagetik ESG reporting and disclosure capabilities
November 14, 2023
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Wolters Kluwer to share financial risk expertise at RiskMinds International
November 13, 2023
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Wolters Kluwer 2023 Nine-Month Trading Update
November 01, 2023
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Wolters Kluwer to celebrate 50 years of Euronext Amsterdam listing, Nancy McKinstry’s 20 years as CEO by sounding ceremonial gong
October 30, 2023
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Wolters Kluwer releases new enhancements to Enablon Vision Platform
October 16, 2023
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Wolters Kluwer identifies ESG reporting challenges, demonstrates how technology brings clarity and competitive advantage
September 25, 2023
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Wolters Kluwer nominates Mr. David Sides for appointment to Supervisory Board
September 20, 2023
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Via
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WTKWY
Wolters Kluwer’s global website recognized in WebAwards as “Best Information Services Website 2023”
September 15, 2023
From
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WTKWY
Wolters Kluwer earns Sustainability Service of the Year Award from Business Intelligence Group
September 14, 2023
From
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Tickers
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Newsweek ranks Wolters Kluwer as the 2nd most trustworthy company in the world among business & professional services organizations
September 13, 2023
From
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Via
GlobeNewswire
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Wolters Kluwer Completes Capital Reduction
August 31, 2023
From
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Via
GlobeNewswire
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WTKWY
Wolters Kluwer maintains 2023 awards momentum with Stevie® Awards win
August 22, 2023
From
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Via
GlobeNewswire
Tickers
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Wolters Kluwer emerges as Category Leader in all four quadrants of the 2023 Chartis ALM report
August 17, 2023
From
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Tickers
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Wolters Kluwer 2023 Half-Year Report
August 02, 2023
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Wolters Kluwer recognized by Gartner® in 2023 Market Guide for ESG Management and Reporting Software
July 28, 2023
From
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Via
GlobeNewswire
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Wolters Kluwer receives Top Product of the Year Award from Environment + Energy Leader
July 27, 2023
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Via
GlobeNewswire
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Wolters Kluwer acquires U.S. AI-enabled drug diversion detection software
June 07, 2023
From
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Via
GlobeNewswire
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Wolters Kluwer appoints Bas Kniphorst as Executive Vice President and Managing Director, Tax & Accounting Europe
June 01, 2023
From
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Via
GlobeNewswire
Tickers
WTKWY
Wolters Kluwer 2023 Annual General Meeting of Shareholders adopts all resolutions
May 10, 2023
From
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Wolters Kluwer names Rimco Spanjer as Vice President and Managing Director Legal & Regulatory Benelux
May 09, 2023
From
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S&P Global affirms Wolters Kluwer’s ratings
May 04, 2023
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Wolters Kluwer First-Quarter 2023 Trading Update
May 03, 2023
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Wolters Kluwer receives Moody’s rating upgrade to A3
March 30, 2023
From
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Via
GlobeNewswire
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WTKWY
Wolters Kluwer successfully prices €700 million 8-Year Eurobond
March 27, 2023
From
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Via
GlobeNewswire
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Wolters Kluwer releases 2022 Annual Report
March 08, 2023
From
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Via
GlobeNewswire
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WTKWY
Wolters Kluwer recognized as #1 in the Netherlands for gender diversity
March 07, 2023
From
Wolters Kluwer N.V.
Via
GlobeNewswire
Tickers
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Wolters Kluwer appoints divisional CEOs, creates fifth division dedicated to Corporate Performance and ESG
March 06, 2023
From
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WTKWY
Share Buyback Transaction Details February 23 – March 1, 2023
March 02, 2023
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Via
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Wolters Kluwer 2022 Full-Year Report
February 22, 2023
From
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