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home
about us
Investment Approach
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Firm ADV PDFs
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Wonderfi Technologies Inc
(OP:
WONDF
)
0.2174
+0.0124 (+6.05%)
Streaming Delayed Price
Updated: 2:52 PM EST, Dec 29, 2025
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WonderFi and Animal Capital to Launch "Money Goals" - A Financial Literacy Initiative Leveraging Voices of Major Influencers
December 07, 2021
Vancouver, British Columbia--(Newsfile Corp. - December 7, 2021) - WonderFi Technologies Inc. (NEO: WNDR) (OTC PINK: WONDF) (WKN: A3C166) (FTX: WNDR) (the...
Via
Newsfile
WonderFi Announces Strategic Investment in Bitbuy, First Approved Crypto Marketplace in Canada
December 03, 2021
Vancouver, British Columbia--(Newsfile Corp. - December 3, 2021) - WonderFi Technologies Inc. (NEO: WNDR) (OTC Pink: WONDF) (WKN: A3C166) (FTX: WNDR) (the...
Via
Newsfile
WonderFi Listed on FTX to Provide 24/7, Global Access to Trading
November 24, 2021
Vancouver, British Columbia--(Newsfile Corp. - November 24, 2021) - WonderFi Technologies Inc. (NEO: WNDR) (OTC PINK: WONDF) (WKN: A3C166) (the "Company" or...
Via
Newsfile
Fintech Focus For November 18, 2021
↗
November 17, 2021
One Big Thing In Fintech: A primary concern for military families, pre-deployment, is financial well-being. That is according to the founding team at Guild, an investing app...
Via
Benzinga
WonderFi Announces Appointment of Bill Koutsouras as Chairman of The Board of Directors
November 15, 2021
Vancouver, British Columbia--(Newsfile Corp. - November 15, 2021) - WonderFi Technologies Inc. (NEO: WNDR) (OTC Pink: WONDF) (WKN: A3C166) (the "Company" or...
Via
Newsfile
WonderFi Announces Strategic Investments in Solana Ecosystem and FTX
November 08, 2021
Vancouver, British Columbia--(Newsfile Corp. - November 8, 2021) - WonderFi Technologies Inc. (NEO: WNDR) (OTC Pink: WONDF) (WKN: A3C166) (the "Company" or...
Via
Newsfile
Ethereum and Solana Hit New Record Highs on Rising Interest in NFTs and DeFi
November 08, 2021
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – November 8, 2021 – Ethereum set a new record high last week, pushing past $4600 and clocking in a 530% increase since the...
Via
FinancialNewsMedia
Goldman Sachs Sees Ethereum Rallying by 80% Within the Next Two Months
November 03, 2021
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – November 3, 2021 – October saw the popular cryptocurrency Ethereum notch 40% in gains, and hit a market cap six times the size...
Via
FinancialNewsMedia
Fintech Focus For November 2, 2021
↗
November 01, 2021
Quote To Start The Day: “Ownership creates empowerment.” Source: Lule Demmissie One Big Thing In Fintech: Money20/20’s latest in-person conference was held Oct...
Via
Benzinga
DeFi Total Value Locked Hits All-Time High of $236 Billion
November 01, 2021
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – November 1, 2021 – The Decentralized Finance (DeFi) market made a massive rebound in October after a month-long lull, with...
Via
FinancialNewsMedia
Binance Launches $1 Billion Fund to Accelerate Blockchain Tech Adoption
October 15, 2021
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – October 15, 2021 – Blockchain technology is becoming increasingly popular and thanks to a $1 billion growth fund being...
Via
FinancialNewsMedia
Decentralized Finance Goes Mainstream with MiamiCoin
September 27, 2021
Via
FinancialNewsMedia
Algorand Foundation Launches $300 Million Fund to Support DeFi Innovation
September 14, 2021
Via
FinancialNewsMedia
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