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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Ohio Paves the Way for Mainstream Crypto Adoption by Accepting State Fees in Digital Currency
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Gold Shines Above $3,750 as U.S. Core PCE Signals Persistent Inflation at 2.9%
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European Banking Giants Unite to Launch Euro Stablecoin, Challenging US Crypto Dominance Under MiCA
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Ohio Embraces Digital Frontier: State Approves Crypto Payments for Fees, Paving Way for Wider Government Adoption
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Google Shakes Up Cryptocurrency, Digital Payments With AI Agents Protocol
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Eduropa OU Announces Expansion of Services to Assist European Migrants
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Corporate Giants Unleash Record Buybacks Amidst Economic Uncertainty
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Trump 'Gold Card' Visa Price Slashed By 80%, Expert Calls It 'Admission Of Failure'
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Qoder Rockets to 100,000 Users in 5 Days, Setting a New Benchmark for AI Coding Growth
September 24, 2025
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Investors Should Love the New American Express Platinum Card
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Kevin O'Leary Says Trump's $100,000 H1B Visa Will Push Innovation Abroad, Points Out Apple, Google Started In A Garage Once
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September 23, 2025
Investor Kevin O'Leary warned that Trump's new $100,000 H-1B visa fee could drive top talent overseas, threatening U.S. innovation and startups.
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U.S. Current-Account Deficit Shrinks Dramatically in Q2 2025: A Deep Dive into Economic Shifts
September 23, 2025
The United States experienced a significant narrowing of its current-account deficit in the second quarter of 2025, a development that has sent ripples through financial markets and economic forecasts....
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U.S. Treasury Unveils GENIUS Act ANPRM: Charting a Regulated Future for Payment Stablecoins
September 23, 2025
The U.S. Department of the Treasury has taken a monumental step towards integrating payment stablecoins into the nation's financial architecture, issuing an Advanced Notice of Proposed Rulemaking...
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Tech and Consumer Staples Tumble: Market Reeling from Visa Fears and Profit-Taking
September 23, 2025
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