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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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EVENTS
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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
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ABB Ltd Common Stock
(NY:
ABB
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 22, 2023
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Press Releases about ABB Ltd Common Stock
ABB invests in Lumin to accelerate the development of accessible home energy management solutions
December 12, 2023
From
ABB
Via
GlobeNewswire
OpenAI and Figure Enter the Humanoid Robot Race
April 27, 2023
Artificial Intelligence (AI) is advancing at an accelerating pace and robots are already starting to transform both industry and society. As more companies enter the robotics race, more advanced AI and...
Via
PressReach
Topics
Artificial Intelligence
ABB invests $170 million in the U.S.
April 04, 2023
From
ABB
Via
GlobeNewswire
Electric Vehicle (EV) Charging Market Could Grow Nearly Tenfold By 2030
April 03, 2023
EQNX::TICKER_START (OTCQB:HCNWF),(NEO:HC),(NYSE:ABB),(NYSE:CHPT),(NASDAQ:EVGO),(NASDAQ:BLNK) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Electric Vehicles
ABB to add new US manufacturing facility to support grid hardening and resiliency
March 30, 2023
From
ABB
Via
GlobeNewswire
ABB to expand Robotics factory in US
March 16, 2023
From
ABB
Via
GlobeNewswire
Elon Musk Sees AI Humanoid Robots Outnumbering People Someday
March 08, 2023
Could robots eventually outnumber humans? Elon Musk seems to think so. During Tesla’s (NASDAQ:TSLA) Investor Day, Musk showcased the latest version of Optimus, a humanoid robot and made a grand...
Via
PressReach
Topics
Artificial Intelligence
Economy
This Next-Gen Robot is Lending a Hand to Japan’s Elderly Population
January 06, 2023
The robot gently closed a “pincer hand” around the phone, lifted it above eye level, and took a selfie with glowing digital eyes that briefly turned into hearts. This is Aeo, the most recent version of...
Via
PressReach
Emerson Electric Stock Dividend: What You Need to Know
November 03, 2022
Emerson Electric Co. (NYSE: EMR) is a Dividend King with more than 65 years of consecutive annual dividend increases and the power to keep increasing its payout for decades to come.
Via
MarketBeat
Topics
Initial Public Offering
Global Home Automation Market Size Expected to Reach $163 Billion In 2028
September 13, 2022
Palm Beach, FL – September 13, 2022 – FinancialNewsMedia.com News Commentary – Home automation systems control and monitor home operations with connected smart devices and appliances. These innovative...
Via
FinancialNewsMedia
Topics
Intellectual Property
GBT Technologies (GTCH) goal is to use its AI technology to overcome long range radio systems challenges
February 14, 2022
Via
AB Newswire
Topics
Artificial Intelligence
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