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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Leishen Energy Holding Co., Ltd. - Ordinary Shares
(NQ:
LSE
)
4.860
+0.410 (+9.21%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 6, 2026
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October 25, 2025
First-in-class dual payload peptide drug conjugate delivers two complementary therapies from a single molecule with potential to overcome resistance and maximize tumor control
From
AVACTA GROUP PLC
Via
GlobeNewswire
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Via
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Via
GlobeNewswire
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From
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Via
GlobeNewswire
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From
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Via
GlobeNewswire
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GlobeNewswire
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October 13, 2025
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From
HUTCHMED (China) Limited
Via
GlobeNewswire
Metals & Mining Virtual Investor Conference: Presentations Now Available for Online Viewing
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Company invites individual and institutional investors, as well as advisors and analysts, to attend online at VirtualInvestorConferences.com
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GlobeNewswire
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From
Caledonia Mining Corporation Plc
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GlobeNewswire
Power Metal Resources Plc to Present at the Metals & Mining Virtual Investor Conference October 8th
October 02, 2025
Company invites individual and institutional investors, as well as advisors and analysts, to attend online at VirtualInvestorConferences.com
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Metals & Mining Virtual Investor Conference Agenda Announced for October 7-9th
October 06, 2025
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HUTCHMED Highlights Clinical Data to be Presented at the ESMO Congress 2025
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Caledonia Mining Corporation Plc
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GlobeNewswire
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September 12, 2025
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
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Virtual Investor Conferences
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GlobeNewswire
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From
HUTCHMED (China) Limited
Via
GlobeNewswire
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GlobeNewswire
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GlobeNewswire
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Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
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GlobeNewswire
Pulsar Helium Inc to Present at the European Growth Virtual Investor Conference September 11th
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From
Virtual Investor Conferences
Via
GlobeNewswire
HUTCHMED Highlights Clinical Data to be Presented at the 2025 World Conference of Lung Cancer and the CSCO Annual Meeting 2025
September 04, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
OTC Markets Group Welcomes Empire Metals LTD to OTCQX
September 03, 2025
From
OTC Markets
Via
GlobeNewswire
Caledonia Mining Corporation Plc Notification of relevant change to significant shareholder
August 27, 2025
From
Caledonia Mining Corporation Plc
Via
GlobeNewswire
HUTCHMED Announces Appointment of Acting Chief Executive Officer
August 24, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Completes Patient Enrollment of SANOVO Phase III Trial of ORPATHYS® and TAGRISSO® Combination as a First-Line Therapy for Certain Lung Cancer Patients in China
August 19, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Caledonia Mining Corporation Plc: Caledonia approves quarterly dividend
August 11, 2025
From
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GlobeNewswire
Caledonia Mining Corporation Plc: Results for the Quarter ended June 30, 2025
August 11, 2025
From
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Via
GlobeNewswire
HUTCHMED Reports 2025 Interim Results
August 07, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Caledonia Mining Corporation Plc: Notification of relevant change to significant shareholder
August 06, 2025
From
Caledonia Mining Corporation Plc
Via
GlobeNewswire
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