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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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
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RSVP-Signup Form
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SAP SE ADS
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E-Commerce Solutions Market Next Big Thing : Major Giants- Volusion, Shift4Shop, WooCommerce
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October 03, 2023
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ROSEN, A LEADING LAW FIRM, Encourages UiPath, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - PATH
October 01, 2023
WHY: NEW YORK, NY - (NewMediaWire) - October 01, 2023 - Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of UiPath, Inc. (NYSE: PATH) between April 21, 2021 and...
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ROSEN, A LEADING LAW FIRM, Encourages UiPath, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - PATH
October 01, 2023
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Goal Setting Software Market to See Huge Growth by 2028 : Ultimate Software Group, Oracle, Workday
September 29, 2023
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ROSEN, A TOP RANKED LAW FIRM, Encourages UiPath, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 28, 2023
WHY: NEW YORK, NY - (NewMediaWire) - September 27, 2023 - Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of UiPath, Inc. (NYSE: PATH) between April 21, 2021 and...
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B2B Payments Market May Set Massive Growth by 2030
September 27, 2023
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IoT Data Management Market May Set New Growth Story
September 27, 2023
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ROSEN, A TOP RANKED LAW FIRM, Encourages UiPath, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 27, 2023
WHY: NEW YORK, NY - (NewMediaWire) - September 27, 2023 - Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of UiPath, Inc. (NYSE: PATH) between April 21, 2021 and...
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Don’t Miss the Boom: 3 Sleeper Stocks Set to Explode Higher
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SAP S-4HANA Application Market Is Set to Fly High Growth in Years to Come: SAP SE, PwC, Deloitte, Atos SE, Cognizant
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September 26, 2023
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Financial Reporting Software Market – Major Technology Giants in Buzz Again : Zoho, Sage Intacct, IBM , QuickBooks
September 26, 2023
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AI Race Accelerates with Amazon's Investment In Anthropic
September 26, 2023
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Government Shutdown? 3 Stocks to Buy as the Sept. 30 Deadline Looms
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September 25, 2023
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Could IBM Stock Soar 30%?
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September 25, 2023
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ROSEN, A RESPECTED AND LEADING FIRM, Encourages UiPath, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 24, 2023
WHY: NEW YORK, NY - (NewMediaWire) - September 24, 2023 - Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of UiPath, Inc. (NYSE: PATH) between April 21, 2021 and...
Via
TheNewswire.com
Topics
Lawsuit
ROSEN, A RESPECTED AND LEADING FIRM, Encourages UiPath, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 24, 2023
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SAP S/4HANA Cloud Recognised as a Leader in the 2023 Gartner® Magic Quadrant™, Reports Geeky News
September 22, 2023
SAP S/4HANA Cloud Recognised as a Leader in the 2023 Gartner® Magic Quadrant™, Reports Geeky News - IssueWire
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Application Management Services (AMS) Market Is Booming Worldwide : Oracle, Accenture, Optimum Solutions
September 22, 2023
Application Management Services (AMS) Comprehensive Study by Type (Discrete AMS, Embedded AMS), Application (BFSI, Telecom and IT, Retail and eCommerce, Healthcare and Lifesciences, Manufacturing,...
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Mobile Commerce Solution Market to Set Remarkable Growth by 2028 : SAP, Gemalto, Mastercard, PayPal Holdings
September 22, 2023
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3 AI Stocks That Should Be on Every Investor’s Radar This Fall
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September 20, 2023
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Sales Acceleration Technology Market May See a Big Move : Outreach, Yesware, LeadFuze
September 20, 2023
Stay up-to-date with Sales Acceleration Technology Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Smart Manufacturing Platform Market May Set New Growth Story : SAP SE, Hitachi, Schneider Electric SE, Siemens AG
September 20, 2023
Smart Manufacturing Platform Market Demand
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ROSEN, A HIGHLY RECOGNIZED, Encourages UiPath, Inc. Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 20, 2023
WHY: NEW YORK, NY - (NewMediaWire) - September 19, 2023 - Rosen Law Firm, a global investor rights law firm, REMINDS purchasers of common stock of UiPath, Inc. (NYSE: PATH) between April 21, 2021 and...
Via
TheNewswire.com
Topics
Lawsuit
ROSEN, A HIGHLY RECOGNIZED, Encourages UiPath, Inc. Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 19, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
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Lawsuit
ROSEN, GLOBALLY RESPECTED INVESTOR COUNSEL, Encourages UiPath, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 17, 2023
WHY: NEW YORK, NY - (NewMediaWire) - September 17, 2023 - Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of common stock of...
Via
TheNewswire.com
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Lawsuit
ROSEN, GLOBALLY RESPECTED INVESTOR COUNSEL, Encourages UiPath, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PATH
September 17, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
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DiscoverCloud Unveils Intelligent Co-Pilot for Cloud Management Supported by Expert-Backed Managed Services On 20th September
September 15, 2023
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