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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
Quarterly Performance Reports
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FIP
Event Schedule
TAM
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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
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UBS Group AG Registered Ordinary Shares
(NY:
UBS
)
53.96
+0.20 (+0.37%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 10, 2026
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Press Releases about UBS Group AG Registered Ordinary Shares
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Prescott Wolfe Capital Named a Top Wealth Management Company in 2026 as Global Wealth Creation Accelerates
Today 17:35 EDT
Via
AB Newswire
Topics
Artificial Intelligence
Retirement
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
August 04, 2026
From
UBS Investment Bank
Via
Business Wire
Did You Lose Money Investing in Wix.com Ltd.? Robbins LLP Reminds Investors With Significant Losses of the Opportunity to Lead the Class Action Against WIX
August 03, 2026
San Diego, California--(Newsfile Corp. - August 3, 2026) - Robbins LLP reminds investors that a securities class action has been...
Via
Newsfile
Topics
Artificial Intelligence
Lawsuit
Investor Pointe Names Manfredi Bargioni Chief Client Officer
July 29, 2026
London, United Kingdom--(Newsfile Corp. - July 29, 2026) - Investor Pointe, a global technology and services firm powering how private...
Via
Newsfile
Julie Gibson Clark, 2nd Slowest-Aging Woman on Earth, Joins Longevity Life Academy by eTeacher Group, to Make Elite Longevity Accessible to Americans
July 28, 2026
Via
Get News
Julie Gibson Clark, 2nd Slowest-Aging Woman on Earth, Joins Longevity Life Academy by eTeacher Group, to Make Elite Longevity Accessible to Americans
July 27, 2026
Phoenix, Arizona--(Newsfile Corp. - July 27, 2026) - Longevity science risks becoming a privilege of the wealthy. The partnership between...
Via
Newsfile
UBS Hires Financial Advisor Team of Four in Tampa, FL
July 27, 2026
From
UBS
Via
Business Wire
UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas
July 22, 2026
From
UBS
Via
Business Wire
UBS Announces Redemption of Seven ETNs
July 16, 2026
From
UBS AG
Via
Business Wire
TechMediaBreaks – Ambiq Micro, Inc. (NYSE: AMBQ) Closes Upsized $179.4 Million Public Offering
July 15, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
UBS Welcomes Financial Advisor Samuel Duckett to Austin Office
July 15, 2026
From
UBS
Via
Business Wire
WeArt Celebrates Five Years of Global Growth While Expanding Its Curated Online Art Platform
July 15, 2026
New York, New York--(Newsfile Corp. - July 15, 2026) - WeArt, a global online art platform, today announced its fifth...
Via
Newsfile
SBI Global Asset Management and DigiFT Launch JX, Bringing a Japanese Asset Manager’s Equity Strategy On-Chain for the First Time
July 14, 2026
SINGAPORE - Media OutReach Newswire - 15 July 2026 - DigiFT, a regulated digital asset exchange for institutional-grade real-world assets ("RWAs"), and SBI...
Via
MediaOutReach
Today’s Bitcoin News: BTC Price Breaks Through $64,000; How ASDeFi Helps You Easily Accumulate BTC Without Hardware
July 12, 2026
Bitcoin Price Returns to $64,000 as Investors Seek More Stable Ways to Accumulate BTC — ASDeFi Offers Daily Rewards That Require No Hardware or Technical Expertise. Bitcoin Breaks Through $64,000:...
Via
Worldnewswire
Topics
ETFs
Economy
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
July 06, 2026
From
UBS Investment Bank
Via
Business Wire
UBS Slashes Platinum Price Forecast, Cites Sluggish Investment Demand
July 01, 2026
Via
Investor Brand Network
GoldIRAFeesCalculator.com Demystifies IRA-Approved Gold Pricing for Retirement Investors
June 22, 2026
Via
AB Newswire
Topics
Retirement
UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets
June 18, 2026
From
UBS Wealth Management
Via
Business Wire
UBS Hires Financial Advisor Adam Conish in Philadelphia
June 15, 2026
From
UBS Wealth Management
Via
Business Wire
Three UBS advisors in California and Hawaii Named to Barron's Top 1,500 Financial Advisors list
June 09, 2026
From
UBS
Via
Business Wire
Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list
June 09, 2026
From
UBS Wealth Management US
Via
Business Wire
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
June 04, 2026
From
UBS
Via
Business Wire
Which Countries Spend the Most on Art? The Global Rankings May Surprise You
June 04, 2026
From the publicly funded welfare systems of the Nordic countries to the billionaire-backed philanthropic model of the United States, leading economies are pursuing vastly different financial and...
Via
MerxWire
Aiera Launches the Industry's First Sell-Side Validated, AI-Enabled Content Delivery and Access Platform
June 03, 2026
New York, New York--(Newsfile Corp. - June 3, 2026) - Aiera, a consortium-backed content delivery and access platform, today announced...
Via
Newsfile
Topics
Artificial Intelligence
Intellectual Property
Tyrur Holdings Expands Global Capital Capabilities Through UBS Switzerland Framework
June 02, 2026
Via
Press Release Distribution Service
Ella Curren joins UBS as Financial Advisor in New York City
June 01, 2026
From
UBS
Via
Business Wire
UBS Announces Leadership Appointments in the Southeast US Region
May 29, 2026
From
UBS Wealth Management USA
Via
Business Wire
Marc T. Clapasson Publishes Financing Playbook for Mid-Market Real Estate Developers
May 28, 2026
Via
Press Release Distribution Service
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
May 20, 2026
From
UBS
Via
Business Wire
Surf Air Mobility Elects Shawn Pelsinger as Chairman of the Board of Directors
May 20, 2026
May 20, 2026
Via
PressReach
Topics
Retirement
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