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home
about us
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Form CRS
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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
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
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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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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HSBC Holdings, plc. Common Stock
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Updated: 7:00 PM EDT, May 18, 2026
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Supermajors: The 3 Best Oil Stocks to Buy Now
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May 25, 2023
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May 02, 2023
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CFTC Slams HSBC With $75M Penalty For Unethical Practices, Claims Involvement Of Senior Leadership
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Dr Peter K N Lam reappointed as HKTDC Chairman
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NYU Stern Center for Sustainable Business and HSBC Bank USA Launch Framework to Drive Investment in the Food and Beverage Sustainability Initiatives, Maximizing Impact and Financial Returns
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HSBC Inks Pact To Take Over China Fund Management Joint Venture: Report
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May 08, 2023
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ProHance Partners with GWFM at Malaysia Leadership Roundtable Event 2023
May 05, 2023
ProHance Partners with GWFM at Malaysia Leadership Roundtable Event 2023 - IssueWire
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AMC Entertainment & Warner Bros Earnings, Broadcom CEO Proposes To Pitch EU Regulators Over VMware Deal, Apple & Meta Brace For Virtual Reality Competition: Today's Top Stories
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May 05, 2023
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HSBC Defeats Proposal Regarding Asian Business Spin-Off At Shareholder Meeting: Report
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May 05, 2023
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HSBC Bank USA, N.A. and Affiliates Raise Prime and Reference Rate
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April 28, 2023
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Coming to America This June: Life Changing Leadership Development from the West End in London
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Sell in May and Go Away? 1 Stock You'll Want to Buy Hand Over Fist Instead
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April 24, 2023
Stock market seasonality is no match for the long-term potential of Nvidia.
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Are Rising Interest Rates Killing AT&T Stock?
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Telecom giant AT&T Inc. (NYSE: T) spun off its Warnermedia division to merge with Discovery Networks to form Warner Bros. Discovery Inc. (NYSE: WBD) to reduce
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Why AT&T Stock Was Bouncing Back Today
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April 21, 2023
A handful of analysts issued positive notes on the telecom stock a day after it reported earnings.
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Nvidia Stock: Headed to $355?
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April 21, 2023
Despite the stock's massive run-up already this year, one analyst thinks shares could climb significantly higher.
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Why ExxonMobil Stock Dropped Today
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April 20, 2023
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HSBC Launches AI-Powered Equity Index Using AWS
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April 17, 2023
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April 13, 2023
Analysts see sunny skies ahead, particularly with a weakened share price.
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