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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
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Back Dated Performance Reports
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TAV Program
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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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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Ping An Ins ADR
(OP:
PNGAY
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17.28
+0.50 (+2.98%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Straight Life Insurance Market Giants Spending Is Going to Boom : Allianz, AXA, Generali
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Straight Life Insurance Market to See Huge Growth : Allianz, Generali, Munich Re, Nippon Life
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AI in Auto Insurance Market Booming Segments; Investors Seeking Growth : WorkFusion, Lemonade, Attivio
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Final Expense Insurance Market May See Big Move : Allianz SE, AXA, MetLife
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Health and Critical Illness Insurance Market Share, Global Size Estimation, Revenue Impact, Investment Plans, Feasibility Scope and New Opportunities by 2028
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Travel Insurance Market Insights 2023 Latest Investment, Growth Rate, Future Trends, Outlook by Type, Application, End User and Business Opportunities to 2029
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December 22, 2022
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Commercial Medical Insurance Market May Set Epic Growth Story : Berkshire Hathaway, Ping An, Allianz
December 21, 2022
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The 2022 Ping An Finance Centre International Vertical Marathon Master was successfully completed
December 19, 2022
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AI in Auto Insurance Market Giants Spending Is Going to Boom : SkyWatch Insurance Services, Ping an Insurance, Attivio
December 19, 2022
AI in Auto Insurance Comprehensive Study by Type (Liability, Collision, Comprehensive), Application (Claims Assessment, Chatbots for Customer Service, Policy Pricing), Auto Insurance Type (Usage-based...
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The 2022 Ping An Finance Centre International Vertical Marathon Master Was Successfully Completed
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Straight Life Insurance Market to Eyewitness Massive Growth by 2027 : Generali, Prudential, Allianz
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Business Management Liability Insurance - Market to Witness Revolutionary Growth by 2027 : AXA, China Life Insurance, Allianz
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December 06, 2022
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Energy Insurance Market to See Huge Growth by 2027 : State Farm Group, Allianz, UnitedHealth Group
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Critical Illness Insurance Market Is Going to Boom : Aviva, AXA, Allianz, MetLife
November 16, 2022
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Variable Life Insurance Market Set for Strong Growth Outlook : Generali, Prudential, Japan Post Holdings
November 16, 2022
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Final Expense Insurance Market Is Set to Fly High in Years to Come : Allianz, AXA, Prudential
November 16, 2022
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Variable Life Insurance Market May See a Big Move : Allianz, AXA, Generali, Ping an Insurance
October 31, 2022
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Baby Insurance Market Next Big Thing : Munich Re, Zurich Insurance, Allianz, Generali
October 13, 2022
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Individual Insurance Market May See Big Move : Berkshire Hathaway, Ping An, Daman, LIG Solutions
October 06, 2022
Stay up-to-date with Individual Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Fine Art Insurance Market to See Huge Growth by 2027 : Assicurazioni Generali, CPIC, Chubb
October 06, 2022
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7 Chinese Stocks to Sell While You Still Can
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September 02, 2022
These Chinese stocks have had a rough outing at the stock markets of late, as their underlying businesses buckle under the economic pressure
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Property and Casualty Insurance Market Size, Share, Industry Analysis, Growth, Trends, Emerging Technologies, Recent Developments and Forecast 2022-2028
June 03, 2022
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7 Chinese Stocks to Sell Despite Occasional Pops
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May 17, 2022
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Private Motor Insurance Market Share, Global Industry Analysis, Size, Trends, Global Demand, Statistics and Forecast to 2028 Top Companies Are PICC, CPIC, Chubb, AXA, Aviva, Zurich, Nationwide, MAPFRE
May 02, 2022
Private Motor Insurance Market Segmentation and Analysis by Recent Trends, Development, Investigation, consumption by Regional data, Growth by to 2028
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Variable Life Insurance Market Rewriting Long Term Growth Story with Allianz, AXA, Generali, Ping An
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December 09, 2021
Stay up-to-date with Variable Life Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Non-Life Insurance Market May See a Big Move with Allianz, AXA, Generali, Ping An
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December 09, 2021
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Cancer Insurance Market to See Major Growth by 2026 : Prudential, Aegon, Allianz
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December 06, 2021
HTF MI Analyst have added a new research study on Title Cancer Insurance Market - Global Outlook and Forecast 2021-2027.
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