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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
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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
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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Locafy Limited - Warrant
(NQ:
LCFYW
)
3.050
-0.750 (-19.74%)
Streaming Delayed Price
Updated: 11:02 AM EST, Jan 16, 2026
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Locafy Announces Enterprise Contract with Marketing & Advertising Agency to Utilize Locafy’s Products
July 18, 2023
Contract Includes Deployment of Locafy’s Newly Released Keystone Technology
From
Locafy Limited
Via
GlobeNewswire
Locafy Acquires Citation Boost Technology to Further Bolster “Entity-Based” Local SEO Studio
July 05, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy Announces Receipt of Nasdaq Listing Determination; Company to Request Hearing
June 22, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy Announces Agreement with U.S.-Based Media Publisher to Utilize “Entity-Based” Keystone SEO Technology
June 22, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy Announces Official Trinity Platform Launch
June 13, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy Receives Non-Compliance Notice Regarding Nasdaq Minimum Stockholder’s Equity Requirement
March 24, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy to Present at the Coffee Microcaps Morning Meeting on Thursday, March 2, 2023
February 27, 2023
From
Locafy Limited
Via
GlobeNewswire
Locafy Named a Finalist in the 2022-2023 Cloud Awards
January 25, 2023
Locafy Included Among Five Finalists in the Best Software as a Service (Outside USA) Category
From
Locafy Limited
Via
GlobeNewswire
Locafy Announces Updated Profitability Timeline for FY 2023
January 09, 2023
Management Expects to Achieve Profitability in FQ4 of 2023 Based on Completed Integration of Jimmy Kelley Digital, Recent Product Launches, and Streamlined Internal Processes
From
Locafy Limited
Via
GlobeNewswire
Locafy Regains Compliance with Nasdaq Minimum Bid Price Requirement
December 23, 2022
From
Locafy Limited
Via
GlobeNewswire
Locafy Reports Fiscal First Quarter 2023 Results
November 08, 2022
From
Locafy Limited
Via
GlobeNewswire
Locafy Limited to Release Fiscal First Quarter 2023 Financial Results on Tuesday, November 8, 2022
October 31, 2022
From
Locafy Limited
Via
GlobeNewswire
In a New Audio Interview, Toni Loudenbeck of Traders News Source Interviews Gavin Burnett CEO, Locafy Ltd
October 17, 2022
Via
ACCESSWIRE
Locafy Announces Brand Boost Launch
October 04, 2022
From
Locafy Limited
Via
GlobeNewswire
Locafy Announces Preliminary Unaudited Revenue for the Financial Year Ended June 30, 2022
July 27, 2022
From
Locafy Limited
Via
GlobeNewswire
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