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home
about us
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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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Client Information
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Sample Portfolio
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Quantum Computing’s Looming Threat: Bitcoin’s Cryptography at Risk Within 15 Years
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Why Rigetti's Revenue Miss Doesn't Matter, and the $600 Million Cash Pile Does
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Amazon, Google, Microsoft Named As Essential Providers In Sweeping Financial Sector Move: EU Watchdogs Gain Oversight
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Alphabet CEO Sounds Alarm: Is the AI Gold Rush Heading for a Bubble?
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In a candid and revealing interview, Alphabet (NASDAQ: GOOGL) CEO Sundar Pichai has issued a stark warning regarding the sustainability of the artificial intelligence (AI) market's explosive growth....
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Pope Leo XIV Calls for Human-Centered AI in Healthcare, Emphasizing Unwavering Dignity
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AI’s Dual Role at COP30: A Force for Climate Action or a Fuel for Environmental Concern?
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Is It Too Late To Invest in D-Wave Quantum? What Investors Need To Consider.
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November 18, 2025
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Is D-Wave Quantum Stock a Buy Now?
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Nike and Apple Both Went Public 45 Years Ago. Here's How Much $1,000 in Each Would Be Worth Today.
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Vatican Calls for Human-Centered AI in Healthcare, Emphasizing Dignity and Moral Imperatives
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How Does D-Wave Stack Up to Quantum Rivals After Earnings Season?
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November 17, 2025
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The Brain-Inspired Revolution: Neuromorphic Architectures Propel AI Beyond the Horizon
November 17, 2025
In a groundbreaking era of artificial intelligence, a revolutionary computing paradigm known as neuromorphic computing is rapidly gaining prominence, promising to redefine the very foundations of how...
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The AI Trade: Revolutionizing Global Supply Chains for an Era of Unprecedented Resilience
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Neuromorphic Revolution: Brain-Like Chips Drive Self-Driving Cars Towards Unprecedented Efficiency
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The landscape of autonomous vehicle (AV) technology is undergoing a profound transformation with the rapid emergence of brain-like computer chips. These neuromorphic processors, designed to mimic the...
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JPMorgan CEO Jamie Dimon Slams Phones In Meetings As IBM Chairman And CEO Arvind Krishna Pushes Back — Calling A Device Ban 'Weird'
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November 17, 2025
Via
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