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home
about us
Investment Approach
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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
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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
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EVENTS
FIP
Event Schedule
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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
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MARKET RESEARCH
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Articles published by ZoomInfo
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ZoomInfo Announces First Quarter 2023 Financial Results
May 01, 2023
From
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Business Wire
Tickers
ZI
G2 Spring 2023 Report Names ZoomInfo No. 1 Across 11 Categories Including Buyer Intent and Website Visitor Identification
April 17, 2023
From
ZoomInfo
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Business Wire
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ZI
ZoomInfo to Report Financial Results for First Quarter 2023 on May 1, 2023
April 10, 2023
From
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ZI
ZoomInfo Chief Compliance Officer Simon McDougall Appointed to Board of International Association of Privacy Professionals
April 06, 2023
From
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Via
Business Wire
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ZI
ZoomInfo Announces $100 Million Share Repurchase Program
March 14, 2023
From
ZoomInfo
Via
Business Wire
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ZI
ZoomInfo Recognizes 100 Most Influential Sales, Marketing, and Talent Professionals in the U.S.
March 02, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo to Participate in Upcoming Investor Conferences
February 21, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Publishes 2022 Sustainability Report
February 17, 2023
From
ZoomInfo
Via
Business Wire
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ZI
ZoomInfo Will Integrate GPT into Its Go-to-Market Platform
February 16, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Helps Customers Increase Productivity by More Than 60 Percent
February 15, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Announces Fourth Quarter and Full-Year 2022 Financial Results
February 06, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Appoints Chief Technology and Chief Revenue Officers
February 01, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo to Report Financial Results for Fourth Quarter and Full-Year 2022 on Feb. 6, 2023
January 17, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Employees Raise More Than $400,000 for Youth and Family Nonprofits During 2022 Winter Donation Drive
January 04, 2023
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Sets Company Record with 29 Top Product Ratings on G2 Winter Grids
December 22, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Wins Four TrustRadius Best Software Awards
November 29, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo to Participate in Upcoming Investor Conferences
November 02, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Announces Third Quarter 2022 Financial Results
November 01, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Renews TRUSTe Enterprise Privacy Certification and Joins Security Sharing Nonprofit SAFECode
October 27, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Sets Company Record for Top Product Ratings on G2
October 12, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo to Report Financial Results for Third Quarter 2022 on Nov. 1, 2022
October 11, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Grows Global Business Contacts to More Than 235 Million
October 04, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Hires Andrew Riesenfeld as Senior Vice President of Business Development
September 20, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Provides Technology Usage Insights for More Than 30 Million Companies
August 30, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Increases Company Data Coverage to More Than 100 Million Businesses
August 16, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo to Participate in Upcoming Investor Conferences
August 03, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Announces Second Quarter 2022 Financial Results
August 01, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Appoints Tomer Gershoni as First Chief Security Officer
July 26, 2022
From
ZoomInfo
Via
Business Wire
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ZI
ZoomInfo Names Chad Herring Chief Human Resources Officer
July 20, 2022
From
ZoomInfo
Via
Business Wire
Tickers
ZI
ZoomInfo Joins AWS Partner Network to Improve Data Delivery Through Data-as-a-Service Platform, OperationsOS
July 19, 2022
From
ZoomInfo
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Business Wire
Tickers
ZI
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