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home
about us
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Team Biographies
Firm ADV PDFs
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Featured Quarterly Newsletter
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Tata Motors Ltd Tata Motors Limited
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Updated: 7:00 PM EST, Jan 23, 2023
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Reuters Events Announces the Shortlist for the 12th Annual Responsible Business
August 25, 2021
SOURCE: Reuters Events Sustainable Business
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Topics
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August 25, 2021
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August 23, 2021
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Internet Banking Market Next Big Thing : Major Giants- Fiserv, Temenos, EdgeVerve
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August 24, 2021
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Via
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Topics
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Business Management Consulting Services Market to Eyewitness Massive Growth by 2026: IBM, McKinsey, Booz Allen Hamilton
↗
August 02, 2021
Edison, NJ -- (SBWIRE) -- 08/02/2021 -- HTF MI added a new research study on Global Business Management Consulting Services Market in its repository, aims to offers a detailed overview of the factors...
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Smart Railways Market: Strong Sales Outlook Ahead Thales, Siemens, Cisco Systems
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July 27, 2021
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Family Car Market May Set New Growth Story : Toyota, Volkswagen, Chevrolet
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August 20, 2021
Stay up-to-date with Global Family Car Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
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Emissions
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Solar Pumps Market to Witness Huge Growth from 2021 to 2026: Tata Power Solar, Jain Irrigation, Shakti Pumps
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July 26, 2021
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Online Banking Market 2021: Latest Trends, Outlook Till 2027: Top Key Players: ACI, Microsoft, Fiserv, Tata Consultancy Services
August 18, 2021
Online Banking Market : Global Opportunity Analysis and Industry Forecast, 2021–2027
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SBWire
Sensex Ends 210 Points Higher; Tata Consumer Products and Wipro Among Top Nifty Gainers
↗
August 17, 2021
At the closing bell, the BSE Sensex stood higher by 210 points (up 0.4%).
Via
Talk Markets
Sensex Ends 145 Points Higher; Tata Steel and Bajaj Finance Among Top Nifty Gainers
↗
August 16, 2021
At the closing bell, the BSE Sensex stood higher by 145 points (up 0.3%).
Via
Talk Markets
Sensex Ends 318 Points Higher; Power Grid, Tech Mahindra and Tata Motors Surge
↗
August 12, 2021
At the closing bell, the BSE Sensex stood higher by 318 points (up 0.6%).
Via
Talk Markets
Pro Bono Perspectives S3E16: Lina Klebanov, Tata Consultancy Services (TCS)
August 10, 2021
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News Direct
ITSMA Announces Finalists for the 2021 Marketing Excellence Awards
August 10, 2021
B2B marketing leaders and innovators will be honored on October 13 for standout performance with tech-related services and solutions; winners will share growth and innovation stories at ITSMA's 2021...
Via
PRLog
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Pro Bono Perspectives S3E16: Lina Klebanov, Tata Consultancy Services (TCS)
August 10, 2021
SOURCE: Common Impact
Via
3BL Media
Digital Workplace Market – Expected to Reach $8481 Million by 2027, Learn with Us
August 06, 2021
Global Digital Workplace Market Size study, by Component (Solutions [Unified Communication and Collaboration, Unified Endpoint Management, Enterprise Mobility, and Management] and Services), Deployment...
Via
SBWire
Liability Insurance Market Continues to Impress :: Top Players - Allstate ,Chubb Limited ,Tata AIG
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August 06, 2021
Edison, NJ -- (SBWIRE) -- 08/06/2021 -- Liability Insurance Market 2021: Rising with Immense Development Trends across the Globe by 2026
Via
SBWire
Insuranks Updates Its Top Bobtail & Tractor Insurance Companies List
August 04, 2021
Insuranks.com has recently updated its top bobtail & tractor insurance companies list, adding TrueNorth and First Guard to the bobtailing list and various others to its top tractor insurance companies...
Via
Newswire.com
Indian Share Markets Open Higher; HCL Tech, Titan & Tata Motors Among Top Gainers
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July 29, 2021
The Indian share markets have opened on a positive note, following the trend on SGX Nifty.
Via
Talk Markets
Thailand Stock: Tata Steel Thailand
↗
July 28, 2021
Tata Steel Thailand Public Company Limited is a holding company investing in businesses engaged in the manufacture, services, distribution, and trading of steel bars, wire rods, and small section...
Via
Talk Markets
Sensex Falls 250 Points, Nifty Below 15,700; Tata Consumer and Nestle Among Top Losers
↗
July 28, 2021
Indian share markets have opened on a negative note, following the trend on SGX Nifty. The BSE Sensex is trading down by 217 points. Meanwhile, the NSE Nifty is trading lower by 64 points.
Via
Talk Markets
Travel Insurance Market Analysis by Players, Regions, Market Shares and Forecasts to 2026
↗
July 27, 2021
Edison, NJ -- (SBWIRE) -- 07/27/2021 -- Travel Insurance Market Likely to Emerge over a Period of 2021 – 2026 |CSA Travel Protection ,USI Affinity ,Tata AIG Insurance
Via
SBWire
Tata Motors (TTM) Q1 2022 Earnings Call Transcript
↗
July 27, 2021
TTM earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Sensex Opens Higher; ICICI Bank & Tata Steel Top Gainers
↗
July 27, 2021
Indian share markets have opened on a positive note, following the trend on SGX Nifty.
Via
Talk Markets
Paccar Vs. Tata Motors: Which Truck Manufacturer Is A Better Buy?
↗
July 25, 2021
The resumption of economic and industrial activities is driving an increase in demand for heavy-duty trucks for transporting raw materials. Paccar (PCAR) and Tata Motors (TTM) are well-positioned to...
Via
Talk Markets
Sensex Gains 450 Points, Nifty Above 15,750; Bajaj Finance & Tata Steel Top Gainers
↗
July 22, 2021
Indian share markets have opened on a positive note, following the trend on SGX Nifty.
Via
Talk Markets
Healthcare BPO Market Worth $468.5 Billion by 2026 - Exclusive Report by MarketsandMarkets™
↗
July 21, 2021
The global healthcare BPO market is projected to reach $468.5 billion by 2026. Healthcare provider service outsourcing market report provides crucial industry insights that will help your business...
Via
SBWire
Topics
Economy
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