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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
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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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TAF sm Program
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Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Beyond The Smoke: Evaluating British American Tobacco Resilience As Industry Shifts
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November 22, 2023
British American Tobacco is at a crossroads of transformation, -21.36% YTD. Its 9% yield could signal Buffett-style investment opportunity.
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November 14, 2023
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3 Investments to Make to Protect Your Wealth in a Downturn
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November 12, 2023
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Conservative "Cannabis" Stocks Index Reduced To 5 Constituents
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3 Extraordinary Ultra-High Yield Stocks to Buy Hand Over Fist in November
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Altria Group stock gets smoked, but there’s a silver lining
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3 Blue-Chip Stocks With Dividend Yields Above 3%
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November 07, 2023
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Corona Beer Maker Walks Away From Remaining Warrants Of Weed Giant Canopy Growth
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Constellation Brands, Inc. (NYSE: STZ) announced last week the expiration of all its warrants to acquire common shares of Canadian cannabis producer Canopy Growth Corp.
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November 06, 2023
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Why Organigram Holdings Stock Is Higher Today
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November 06, 2023
Organigram Holdings Inc. (NASDAQ: OGI) shares are trading higher Monday after the company announced a C$124.6 million investment from Bri
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$69B Tobacco Giant Supports Cannabis With $91M Investment In Toronto Weed Producer
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Canadian cannabis company Organigram Holdings Inc. (NASDAQ: OGI) (TSX: OGI) announced on Monday a CA$124.6 million ($91.2 million) follow-on strategic equity investment from BT DE Investments Inc., a...
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Organigram Announces C$124.6 Million Investment from BAT and Creation of “Jupiter” Strategic Investment Pool
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November 03, 2023
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British American Tobacco Stock: Buy, Sell, or Hold?
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October 26, 2023
This cigarette maker is working to diversify its business, but investors shouldn't ignore the weakness in its core operations.
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2 Exceptional Dividend Stocks Near 52-Week Lows. Are They Bargains Now?
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October 25, 2023
Attractive valuation metrics don't always tell the whole story.
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The Conservative "Cannabis" Stocks Index Continued To Decline Last Week
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October 15, 2023
The 6 tobacco and beer companies with major investments in the cannabis sector are constituents in the Conservative
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FDA Bans Vuse Menthol E-Cigs: Why Some Vapes Like Elf Bars Avoid Scrutiny, Others Don't
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October 13, 2023
The Food and Drug Administration (FDA) is banning the sale of
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Reynolds American's Vaping Products Faces FDA Hurdle, Raises Concerns Over Youth Appeal
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October 12, 2023
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October 11, 2023
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These out-of-favor dividend stocks look good to me.
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Want $1,000 in Dividend Income? Buy $11,000 of These 2 Dividend Stocks.
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Don't overthink it: Buy these dividend payers and watch the cash start piling up.
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