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home
about us
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Team Biographies
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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Tata Motors Ltd Tata Motors Limited
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Powerledger Achieves Sustainability Partner designation in the Google Cloud Partner Advantage Program
May 29, 2024
New York, USA, 29th May 2024, ZEX PR WIRE, Powerledger today […]
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Ilika CEO highlights strong 2024 financial performance and key developments
May 17, 2024
Ilika CEO highlights strong 2024 financial performance and key developments
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Ilika CEO highlights strong 2024 financial performance and key developments
May 17, 2024
Ilika PLC CEO Graeme Purdy discusses the company’s positive trading update for the year to 30 April 2024 with Proactive London’s Stephen Gunnion.
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Mirah Investment & Development Partner with TATA Construction for Bali Beachfront Apartment Project
May 15, 2024
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Ilika CEO discusses £3.4 million capital raise to fund development of Goliath solid-state batteries
May 13, 2024
Ilika CEO discusses £3.4 million capital raise to fund development of Goliath solid-state batteries
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Tata Motors Share Price Spikes To Record As EV Stocks Plunge
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February 02, 2024
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BT21 Store helps fans welcome the New Year with an Unveiling of Vibrant New Collection
December 19, 2023
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Ilika CEO discusses £3.4 million capital raise to fund development of Goliath solid-state batteries
May 13, 2024
Ilika PLC CEO Graeme Purdy joined Proactive's Stephen Gunnion with details of a share placing and open offer to retail investors aimed at raising up to £3.4 million.
Via
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Unlocking Tata Punch’s Potential: ACKO Drive’s In-Depth Analysis of Petrol, CNG, and Electric Variants
May 06, 2024
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List of Top Solar Inverter Manufacturers in India
April 29, 2024
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Ilika announces collaboration with Tata's Agratas on Goliath industrialisation programme
April 29, 2024
Ilika announces collaboration with Tata's Agratas on Goliath industrialisation programme
Via
News Direct
Ilika announces collaboration with Tata's Agratas on Goliath industrialisation programme
April 29, 2024
Ilika PLC (AIM:IKA, OTCQX:ILIKF) CEO Graeme Purdy tells Proactive's Stephen Gunnion that Agratas, Tata Group’s battery business, has joined the SiSTEM project which aims to build a 1.5MWh solid-state...
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Top 5 Most Promising Inverter/UPS Manufacturers in India
April 23, 2024
Via
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Intellectual Property
Tesla Quietly Signed Deal With India's Tata Electronics To Source Chips: Report
↗
April 15, 2024
This story was first published on the Benzinga India portal.
Via
Benzinga
TASL And Satellogic Launch TSAT-1A Satellite Into Orbit
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April 08, 2024
Tata Advanced Systems Limited (TASL) and Satellogic successfully launched the TSAT-1A satellite via SpaceX's Falcon 9 rocket from Kennedy Space Center, Florida, on April 7, 2024, at 23:16 UTC, marking...
Via
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Sensex Today Trades Marginally Lower; ONGC & Tata Steel Top Losers
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March 06, 2024
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Sensex Today Trades Flat; Bharti Airtel & Tata Motors Top Gainers
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February 28, 2024
Asian stocks kept to a tight range on Wednesday amid persistent caution over higher-for-longer US interest rates, with Japanese indexes pulling back from record highs as a tech-driven rally cooled.
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Stanislav Kondrashov Telf AG: the Dutch industrial giant is on the verge of an environmental disaster
February 27, 2024
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Fintech platform Xalts to build “Plaid for trade” as it acquires Contour Network from consortium of global banks
February 20, 2024
--News Direct--
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Economy
Sensex Today Trades Flat Ahead Of Interim Budget
↗
February 01, 2024
The BSE Sensex and NSE Nifty are trading flat. Titan, Tata Motors, and ONGC are among the top gainers today.
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Talk Markets
2,800 Jobs On The Line As Tata Steel Opts For Electric Arc Furnaces In UK
↗
January 19, 2024
Tata Steel will initiate a consultation process as part of the restructuring and aims to maximize voluntary redundancies.
Via
Benzinga
Stanislav Kondrashov Telf AG: decarbonization of metallurgy in the UK
January 04, 2024
Via
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Sensex Today Trades Higher; NTPC & Tata Motors Top Gainers
↗
January 04, 2024
Indian share markets are trading higher with the Sensex up by 362 points, while the Nifty is trading 100 points higher.
Via
Talk Markets
Sensex Today Ends 242 Points Higher; Hindalco & Tata Motors Top Gainers
↗
December 22, 2023
After opening on a firm note, the markets turned extremely volatile and ended the day in green.
Via
Talk Markets
Tata Group Plans Massive iPhone Assembly Hub To Boost Apple's Expansion In India
↗
December 08, 2023
This story was first published on the Benzinga India portal.
Via
Benzinga
Green Mining Market Will Hit Big Revenues in Future : Anglo American, Rio Tinto, Glencore
December 06, 2023
Stay up-to-date with Green Mining Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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SBWire
Hydrogen Car Market to See Huge Growth : Toyota, Riversimple, General Motors
December 06, 2023
Stay up-to-date with Hydrogen Car Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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How Content Whale is Shaping the Future of Content Writing Services in the AI Era
December 06, 2023
Embracing Innovation, Ensuring Quality: Content Whale Leads the Charge in the Content Writing Landscape. By blending advanced tools with the creativity of its skilled and expert writers, Content Whale...
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Sensex Today Trades Lower; Tata Steel & NTPC Top Losers
↗
November 30, 2023
At present, the BSE Sensex is trading 223 points lower and NSE Nifty is trading 64 points lower.
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Talk Markets
Ukrainian Art Shining Bright in NYC: “Diamond Jam” Illuminates Soho’s Art Scene
November 22, 2023
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