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home
about us
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Team Biographies
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
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
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TransUnion Common Stock
(NY:
TRU
)
82.42
-1.50 (-1.79%)
Official Closing Price
Updated: 7:00 PM EST, Dec 2, 2025
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Press Releases about TransUnion Common Stock
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National CineMedia and TransUnion Partner to Bring Cinema into Cross-Channel Attribution
December 01, 2025
From
National CineMedia
Via
Business Wire
Higher Credit Card Usage Expected Among U.S. Shoppers this Holiday Shopping Season
November 20, 2025
From
TransUnion
Via
GlobeNewswire
TransUnion Named a Leader in the 2025 Gartner® Magic Quadrant™ for Marketing Mix Modeling Solutions
November 19, 2025
Recognition reflects TransUnion’s ‘Completeness of Vision’ and ‘Ability to Execute’
From
TransUnion
Via
GlobeNewswire
TransUnion and Snappt Collaborate to Improve Efficiency in Multifamily Leasing
November 18, 2025
New arrangement brings the industry-leading Snappt Applicant Trust Platform for income verification to TransUnion rental screening customers
From
TransUnion
Via
GlobeNewswire
Auto and Property Insurers Will Need to Maximize Retention Efforts to Stay Competitive in 2026
November 11, 2025
TransUnion annual outlook report identifies growth opportunities in commercial lines via digital experiences and cybersecurity offerings
From
TransUnion
Via
GlobeNewswire
New TransUnion Research Reveals Marketers’ Confidence in Measurement Has Stalled
October 21, 2025
AI Adoption and long-term ROI strategies on the rise as most marketers face internal skepticism
From
TransUnion
Via
GlobeNewswire
TransUnion Introduces New Mortgage Credit Offerings Leveraging Powerful Data – Delivering Lender Choice, Certainty and Homebuyer Savings
October 17, 2025
Innovative new approach creates a credit scoring ecosystem that is more competitive, affordable and inclusive for millions of American families
From
TransUnion
Via
GlobeNewswire
TransUnion Expands Partnership with RPM Living, Providing Resident Screening to Entire Portfolio
October 15, 2025
New agreement creates a streamlined screening experience for RPM’s residents
From
TransUnion
Via
GlobeNewswire
Fraud Costs Businesses Nearly 8% of Their Equivalent Revenues Globally, TransUnion Reports
October 08, 2025
New data reveals U.S. companies lost an average of 9.8% of equivalent revenue to fraud—46% more than last year and 27% above the global average
From
TransUnion
Via
GlobeNewswire
New TransUnion and MMA Global Whitepaper Reveals Brand Building is Undervalued by Up to 83%
October 02, 2025
Brand as Performance shows brand campaigns lift favorability up to 24%, with consumers who hold favorable opinions buying 4–5x more and driving 6x greater long-term sales impact
From
TransUnion
Via
GlobeNewswire
As Wage Garnishment Looms, Federal Student Loan Borrowers Indicate They Could Prioritize Their Student Loans Ahead of Credit Cards and Personal Loans
September 25, 2025
Results of new TransUnion survey show millions navigating tough choices as delinquencies remain high
From
TransUnion
Via
GlobeNewswire
Gen Z, Millennial ‘Speculators’ Drove Year over Year Gambling Growth in Q2 2025
September 24, 2025
TransUnion research identifies consumer segments most active on mobile gaming apps
From
TransUnion
Via
GlobeNewswire
Intent IQ, TransUnion, and Involved Media Prove Performance of Audience Amplification in Cookieless Environments
September 17, 2025
Collaboration Unlocks Nearly 40% More Conversions from Targeted Cookieless iPhone and Safari Users
From
Intent IQ
Via
GlobeNewswire
TransUnion Analysis Identifies Four Distinct Consumer Groups Based on Their Ability to Keep Up with Inflation
September 11, 2025
Marketers need to better understand varying goals, behaviors and attitudes to effectively engage consumers with advertising
From
TransUnion
Via
GlobeNewswire
TransUnion Report Finds More Consumers Likely Self-Reporting Rent Payments in 2025
September 10, 2025
New order from Federal Housing Finance Agency creates pathway from on-time rent payments to homeownership
From
TransUnion
Via
GlobeNewswire
TransUnion Finds U.S. Consumer Credit Market Showing Signs of Stability and Measured Growth at Mid-Point of 2025
August 14, 2025
Q2 2025 TransUnion Credit Industry Insights Report explores the latest credit trends
From
TransUnion
Via
GlobeNewswire
TransUnion Finds Auto Insurance Shopping Peaked in March and Remained Elevated Throughout Q2 2025
August 12, 2025
Targeted marketing will be critical to retention and acquisition efforts as carriers compete for increasingly mobile customers
From
TransUnion
Via
GlobeNewswire
Medallia Client TransUnion Earns Award for Excellence in Customer Experience
June 24, 2025
From
Medallia, Inc.
Via
Business Wire
Pessimism About Future Household Finances Rises, Yet Majority of U.S. Consumers Remain Optimistic
June 18, 2025
TransUnion’s Q2 2025 Consumer Pulse study also finds those consumers most concerned about tariffs are seeking credit at elevated rates
From
TransUnion
Via
GlobeNewswire
TransUnion Analysis Reveals Massive Performance Gap Between Best and Worst Audience Targeting Decisions
June 12, 2025
As targeting choices become more sophisticated, the impact on return on ad spend compounds — for better or worse
From
TransUnion
Via
GlobeNewswire
Texas Holds Three of the Top Five Destination Cities for Consumer Migration
June 11, 2025
TransUnion analysis finds significant generational differences in migration trends, with implications for insurers
From
TransUnion
Via
GlobeNewswire
TransUnion Analysis Uncovers Surprising Truth: Inflation-Adjusted Debt Growth Much Smaller Over the Last Five Years
May 22, 2025
Despite Overall Debt Growth, Inflation-Adjusted Figures Reveal Declines in Real Balances Across Most Credit Risk Tiers
From
TransUnion
Via
GlobeNewswire
Auto and Property Insurance Shopping in First Quarter 2025 Elevated Compared to One Year Ago
May 13, 2025
TransUnion finds generational shifts in home composition indicate a need for more flexible insurance policies
From
TransUnion
Via
GlobeNewswire
Households with Children Emerge as Power Users of the Gig Economy
May 07, 2025
TransUnion research highlights importance of loyalty programs and security measures for customer satisfaction
From
TransUnion
Via
GlobeNewswire
Four in 10 Consumers Now Expect Personalized Marketing Experiences
May 01, 2025
New TransUnion research highlights consumer expectations, trust issues and the path forward for personalized marketing
From
TransUnion
Via
GlobeNewswire
TransUnion Announces First Quarter 2025 Results
April 24, 2025
From
TransUnion
Via
GlobeNewswire
Affirm Expands Credit Reporting with TransUnion to All Pay-Over-Time Products
April 22, 2025
From
Affirm Holdings, Inc. and TransUnion
Via
Business Wire
K2 Cyber Partners with TransUnion to Deliver Cybersecurity Protection and Services
April 16, 2025
From
K2 Cyber
Via
Business Wire
TransUnion’s OneTru™ Accelerates Product Innovation, Delivering Exceptional Results
April 10, 2025
Solution enablement platform strengthens analytics, credit risk, fraud prevention and marketing offerings
From
TransUnion
Via
GlobeNewswire
TransUnion Announces Earnings Release Date for First Quarter 2025 Results
March 31, 2025
From
TransUnion
Via
GlobeNewswire
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