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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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Engine Media Holdings Inc
(TSV:
GAME
)
N/A
UNCHANGED
Last Price
Updated: 3:56 PM EDT, Mar 28, 2024
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GameSquare Holdings Reports Standalone First Quarter 2023 Results for GameSquare Esports and Provides First Quarter Pro-Forma Income Statement
May 18, 2023
Via
ACCESSWIRE
GameSquare to Report Q1 2023 Financial Results May 18, 2023
May 15, 2023
Via
ACCESSWIRE
Dairy MAX and Gaming Community Network Host Second Annual Madden NFL Tournament To Promote Nutrition and Healthy Lifestyles Among Texas Students
May 02, 2023
Via
ACCESSWIRE
GameSquare Announces Filing of its Standalone 2022 Fourth Quarter Financial Results
May 02, 2023
Via
ACCESSWIRE
Engine Gaming Files Financial Results for its Fiscal 2023 Second Quarter
April 18, 2023
Via
ACCESSWIRE
Dallas Cowboys Launch 'Dallas Cowboys Game Time,' Franchise’s Official Gaming Community, in Partnership with Gamesquare Powered by Lenovo
April 17, 2023
Via
ACCESSWIRE
GameSquare Announces Completion of Arrangement
April 10, 2023
Via
ACCESSWIRE
Engine Gaming's, Frankly Media Announces Release of It's Insight Video Streaming and Ad Monetization Platform
March 02, 2023
Via
ACCESSWIRE
Engine Gaming Announces Shares for Debt Settlement
February 15, 2023
Via
ACCESSWIRE
Dallas Cowboys Launch ‘Dallas Cowboys Game Time,’ Franchise’s Official Gaming Community, in Partnership With GameSquare Powered by Lenovo
April 17, 2023
From
The Dallas Cowboys
Via
Business Wire
Complexity Gaming, A Gamesquare Company, and U.S. Army Partner for Fifth Year of Multi-Title Esports Competition
April 13, 2023
Via
ACCESSWIRE
Engine Gaming Announces Closing of Subscription Receipt Financing and Consolidation, Name Change and Closing of GameSquare Transaction
April 06, 2023
Via
ACCESSWIRE
Engine Gaming Announces Size and Confirms Pricing of Previously Announced Overnight Marketed Offering
March 30, 2023
Via
ACCESSWIRE
Engine Gaming's Stream Hatchet Releases its Video Game Live Streaming Trends 2022 Yearly Report
February 08, 2023
Via
ACCESSWIRE
Engine Gaming & Media, Inc. Reports Fiscal First Quarter 2023 Financial Results
January 17, 2023
Via
ACCESSWIRE
Engine Gaming & Media, Inc. Reports Fiscal Fourth Quarter and Full Year 2022 Financial Results
November 29, 2022
Via
ACCESSWIRE
ENGINE GAMING Announces Overnight Marketed OFFERing
March 29, 2023
Via
ACCESSWIRE
GameSquare to Celebrate Anticipated Nasdaq Listing with Opening Bell Ringing on April 11
March 27, 2023
Via
ACCESSWIRE
Engine Gaming Completes Shares for Debt Settlement
March 23, 2023
Via
ACCESSWIRE
Engine Gaming Appoints Lawrence Rutkowski to its Board of Directors
March 21, 2023
Via
ACCESSWIRE
GameSquare Receives Final Court Approval for Arrangement with Engine Gaming and Media
March 14, 2023
Via
ACCESSWIRE
Engine Gaming & Media’s Sideqik Announces Partnership with Awin and ShareASale
October 14, 2022
Via
ACCESSWIRE
Engine Gaming Receives Shareholder Approval for Arrangement with GameSquare Esports Inc.
March 08, 2023
Via
ACCESSWIRE
Engine Gaming and Media, Inc. Discusses Significance of GameSquare Merger with The Stock Day Podcast
March 07, 2023
Phoenix, Arizona--(Newsfile Corp. - March 7, 2023) - The Stock Day Podcast welcomed Tom Rogers, Executive Chairman of Engine Gaming...
Via
Newsfile
Engine Gaming & Media, Inc. Regains Compliance with Nasdaq Listing Requirements
January 19, 2023
Via
ACCESSWIRE
Engine Gaming & Media, Inc. Announces Update to Timing of Fiscal First Quarter 2023 Earnings Release and Conference Call
January 13, 2023
Via
ACCESSWIRE
Engine Gaming & Media, Inc. Announces Timing of Fiscal First Quarter 2023 Earnings Release and Conference Call
January 04, 2023
Via
ACCESSWIRE
GameSquare Esports Inc. and Engine Gaming & Media, Inc. Enter Definitive Arrangement Agreement
December 08, 2022
Via
ACCESSWIRE
Engine Gaming's Stream Hatchet Releases Its Third Quarter 2022 Report, Highlighting Video Game Live Streaming Viewership Above Peak Pandemic Levels
November 08, 2022
Via
ACCESSWIRE
Engine Gaming & Media, Inc. Announces Timing of Fiscal Fourth Quarter 2022 and Fiscal Year 2022 Earnings Release and Conference Call
November 07, 2022
Via
ACCESSWIRE
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