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home
about us
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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
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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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
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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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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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TransUnion Common Stock
(NY:
TRU
)
77.38
-1.03 (-1.31%)
Official Closing Price
Updated: 7:00 PM EST, Mar 6, 2026
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TransUnion Collaborates with Credit Sesame to Launch New Freemium Direct-to-Consumer Credit Education and Monitoring Offering
February 13, 2025
Solution will engage more U.S. consumers to take action to manage their financial futures
From
TransUnion
Via
GlobeNewswire
TransUnion Announces Fourth Quarter and Full-Year 2024 Results and Refreshed Capital Allocation Framework
February 13, 2025
From
TransUnion
Via
GlobeNewswire
Earnings Scheduled For February 13, 2025
↗
February 13, 2025
Via
Benzinga
Baby Boomers and Gen X Responsible for Increased Betting Activity in Q4 2024
February 11, 2025
Engagement among Millennials and high-value bettors declined compared to the same period in 2023
From
TransUnion
Via
GlobeNewswire
Where TransUnion Stands With Analysts
↗
January 28, 2025
Via
Benzinga
Deep Dive Into TransUnion Stock: Analyst Perspectives (10 Ratings)
↗
January 07, 2025
Via
Benzinga
(TRU) - Analyzing TransUnion's Short Interest
↗
December 17, 2024
Via
Benzinga
AT&T and TransUnion Launch In-Network Branded Call Display with Reason for Call
February 06, 2025
AT&T wireless customers can now see companies’ names, logos and reasons for calls on verified incoming calls on most Android devices—without the need for an app
From
TransUnion
Via
GlobeNewswire
TransUnion Introduces TruVision Alternative Bank Risk Score to Help Lenders Better Assess Consumers with Limited Credit Histories
February 05, 2025
New solution is enabled by the company’s OneTru™ platform and aims to increase transparency for lenders
From
TransUnion
Via
GlobeNewswire
(TRU) - Analyzing TransUnion's Short Interest
↗
November 20, 2024
Via
Benzinga
Critical Insights From TransUnion Analyst Ratings: What You Need To Know
↗
November 20, 2024
Via
Benzinga
Seven in Ten Companies Plan to Increase Retail Media Budgets, But Scale and Measurement Remain Key Barriers
February 04, 2025
TransUnion Research Reveals Growing Investment and Challenges in Retail Media Networks
From
TransUnion
Via
GlobeNewswire
As Consumers Return to the Auto Market in 2025, Lenders Face Heightened Challenges in Determining Risk
January 22, 2025
TransUnion issues new analysis of auto market during AFSA Vehicle Finance Conference
From
TransUnion
Via
GlobeNewswire
TransUnion Expands In Mexico With $560 Million Acquisition, Aims To Lead In FinTech And Financial Inclusion
↗
January 16, 2025
TransUnion acquires a majority stake in Trans Union de Mexico for $560 million, aiming to expand its presence in FinTech and financial inclusion.
Via
Benzinga
TransUnion Announces Agreement to Acquire Majority Ownership of the Consumer Credit Business of Buró de Crédito
January 16, 2025
From
TransUnion
Via
GlobeNewswire
More Than Half of Debt Collection Companies Saw Increased Volume of Accounts in Past 12 Months
January 15, 2025
TransUnion research finds shifting preferences in communication channels and increased investments in AI tools
From
TransUnion
Via
GlobeNewswire
TransUnion Announces Earnings Release Date for Fourth Quarter 2024 Results
January 14, 2025
From
TransUnion
Via
GlobeNewswire
New TransUnion Research Reveals Seven in 10 Marketing Leaders Struggle to Connect with Audiences Due to Complex Network of Martech Solutions and Identity Challenges
January 08, 2025
Two-thirds of marketers use 16 or more martech solutions
From
TransUnion
Via
GlobeNewswire
TransUnion Announces Agreement to Acquire Financial Technology Company Monevo, a Credit Prequalification and Distribution Platform
January 08, 2025
The acquisition meets growing demand for personalized credit experiences online
From
TransUnion
Via
GlobeNewswire
TransUnion 2025 Consumer Credit Forecast Points to Moderating Credit Card Balance Growth and Slower Delinquency Gains
December 11, 2024
TransUnion projects delinquency expectations for major credit products during the next year
From
TransUnion
Via
GlobeNewswire
New TransUnion Analysis Finds More Than 4% of U.S. Attempted Ecommerce Transactions Between Thanksgiving and Cyber Monday Suspected to be Fraudulent
December 05, 2024
TransUnion analyzes early holiday ecommerce fraud attempt rates
From
TransUnion
Via
GlobeNewswire
10 Industrials Stocks Whale Activity In Today's Session
↗
December 03, 2024
Via
Benzinga
TransUnion Recognized as a Leader in the Gartner® Magic Quadrant™ for Marketing Mix Modeling Solutions
December 03, 2024
Acknowledgment based on TransUnion’s ‘Completeness of Vision’ and ‘Ability to Execute’
From
TransUnion
Via
GlobeNewswire
Millennials Primed to Lead 2024 Holiday Shopping Season as Nearly Two in Three Expect Their Income Will Increase in Next Year
November 20, 2024
TransUnion’s Q4 2024 Consumer Pulse study finds consumers still most interested in doing their holiday shopping between Thanksgiving and Cyber Monday
From
TransUnion
Via
GlobeNewswire
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
↗
November 19, 2024
Via
Benzinga
Nearly Two-thirds of Quick Service Restaurants Report Increased Traffic in 2024, Despite Raising Prices Across the Board
November 14, 2024
TransUnion and Restaurant Dive report finds room for even greater profitability for nearly half of restaurants via loyalty programs
From
TransUnion
Via
GlobeNewswire
Auto Insurance Shopping Increased 19% Year over Year in Q3 2024
November 13, 2024
TransUnion report finds Gen Z adults more likely to live with older generations as homeownership becomes more illusive
From
TransUnion
Via
GlobeNewswire
Balances and Delinquencies Begin to Stabilize Across Many Credit Products
November 12, 2024
Q3 2024 TransUnion Credit Industry Insights Report explores the latest credit trends
From
TransUnion
Via
GlobeNewswire
TransUnion Declares Third Quarter 2024 Dividend of $0.105 per Share
November 08, 2024
From
TransUnion
Via
GlobeNewswire
TransUnion to Present at Upcoming Investor Conferences in Chicago and New York
November 05, 2024
From
TransUnion
Via
GlobeNewswire
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