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home
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
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 Information
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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
Bond Fund Seminar
RSVP-Signup Form
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International Business Machines
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What's Next: IBM's Earnings Preview
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BMP AI Appoints Sanjay Devkar as Principal AI Strategist
October 21, 2025
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BMP AI Appoints Sanjay Devkar as Principal AI Strategist
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Earnings To Watch: IBM (IBM) Reports Q3 Results Tomorrow
October 20, 2025
Technology and consulting giant IBM (NYSE:IBM) will be reporting results this Wednesday afternoon. Here’s what investors should know.
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Martian Ice: NASA’s New Frontier in the Search for Ancient Extraterrestrial Life
October 20, 2025
Pasadena, CA – October 20, 2025 – In a groundbreaking revelation that could reshape the future of astrobiology, a recent NASA experiment has unequivocally demonstrated that Martian ice possesses the...
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The Industrial Giant's Resurgence: Why 3M (NYSE: MMM) Is Poised to Outperform the S&P 500 Over the Next Decade
October 20, 2025
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AMA Pioneers New Era: Center for Digital Health and AI Launched to Revolutionize Healthcare
October 20, 2025
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IBM Stock Near Highs With Earnings Due. Here's What Investors Are Watching.
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Rigetti's Quantum Leap: A 5,000% Surge Fueled by Hype and Strategic Deals
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IBM Partners With Groq To Bring Lightning-Fast AI To Enterprises Worldwide
October 20, 2025
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October 20, 2025
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October 20, 2025
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IBM Stock Is ‘Dynamic Name To Own In AI Revolution,’ Says Analyst Ahead Of Q3 Print
October 20, 2025
According to Fiscal.ai-compiled consensus estimates, IBM is expected to report adjusted earnings per share of $2.44 and revenue of $16.10 billion for the third quarter of the fiscal year 2025.
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Dow Futures Brace for Impact: Earnings Season and Inflation Data Set to Dictate Market Trajectory
October 19, 2025
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Is IBM's Stock at Risk for a Tariff Downturn?
October 19, 2025
With "International" literally in its name, you'd think IBM would be panicking about tariffs. Think again -- the numbers tell a different story.
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Prediction: This Data Center REIT Could Be a Top Dividend Play in the AI Era
October 19, 2025
Digital Realty Trust offers investors an attractive blend of growth and income.
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AI Regulation at a Crossroads: Federal Deregulation Push Meets State-Level Healthcare Guardrails
October 17, 2025
The landscape of Artificial Intelligence (AI) governance in late 2025 is a study in contrasts, with the U.S. federal government actively seeking to streamline regulations to foster innovation, while...
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Healthcare’s AI Revolution: Generative Intelligence Delivers Real Returns as Agentic Systems Drive Measurable Outcomes
October 17, 2025
The healthcare industry is experiencing a profound transformation, propelled by the accelerating adoption of artificial intelligence. While AI's potential has long been discussed, recent advancements...
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AI at a Crossroads: Unpacking the Existential Debates, Ethical Dilemmas, and Societal Tensions of a Transformative Technology
October 17, 2025
October 17, 2025, finds the global artificial intelligence landscape at a critical inflection point, marked by a whirlwind of innovation tempered by increasingly urgent and polarized debates. As AI...
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Beyond the Silicon Ceiling: Next-Gen AI Chips Ignite a New Era of Intelligence
October 17, 2025
The relentless pursuit of artificial general intelligence (AGI) and the explosive growth of large language models (LLMs) are pushing the boundaries of traditional computing, ushering in a...
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Nvidia’s Strategic Billions: How its VC Arm is Forging an AI Empire
October 17, 2025
In the fiercely competitive realm of artificial intelligence, Nvidia (NASDAQ: NVDA) is not merely a hardware provider; it's a shrewd architect of the future, wielding a multi-billion-dollar venture...
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The AI Cyber War: Microsoft Warns of Escalating State-Sponsored Threats from Russia and China
October 17, 2025
The global cybersecurity landscape has entered a new and perilous era, characterized by the dramatic escalation of artificial intelligence (AI) in cyberattacks orchestrated by state-sponsored actors,...
Via
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Topics
Artificial Intelligence
Malware
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