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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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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EVENTS
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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
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
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Axa ADR
(OP:
AXAHY
)
51.80
-0.31 (-0.59%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 31, 2026
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All News about Axa ADR
French Government Collapse Challenges Macron's Grip on Power
↗
December 12, 2024
Via
Benzinga
Top Value Stocks Nearing 52-Week Highs With Stellar Dividends
↗
October 17, 2024
The financial sector has moved to new highs and two stocks mirroring this move are financial investment management firm AllianceBernstein and multi-line insurance provider Axa Group.
Via
Talk Markets
Hurricane Helene Devastation: The Latest On Damage, Companies Affected
↗
October 01, 2024
Hurricane Helene left over 130 dead and 800,000 without power. Utilities provider Duke Energy Corp reports 2 million customers affected but restores power to 1.35 million. Insurers don't expect major...
Via
Benzinga
7 Cash-Gushing Dividend Stocks That’ll Keep on Giving
↗
August 07, 2024
These seven cash-gushing dividend stocks offer attractive yields and stable cash flows to help weather economic uncertainty.
Via
InvestorPlace
Current Analysis: AXA SA
↗
July 30, 2024
AXA SA, through subsidiaries, provides insurance, asset management, and banking services worldwide. Over the past year, AXA’s share price increased just over 17% as of Tuesday’s market close.
Via
Talk Markets
AXA Plans To Offload Its Property Reinsurance Unit To Reduce Losses: Report
↗
July 12, 2023
AXA SA (OTC: AXAHY)(OTC: AXAHF) is reportedly considering offloading its property reinsurance business, XL Re unit, to curtail risks related to natural disasters.
Via
Benzinga
Davos 2023: NAX Is Boosting Carbon Removal Functions, Shaking Up The Art Industry
↗
February 01, 2023
The World Economic Forum (WEF) recently held its annual meeting in Davos, Switzerland where leaders in finance and government convened to discuss policy, pandemic fragmentation and multipolarity....
Via
Benzinga
OTC Markets Group Announces Quarterly Index Performance and Rebalancing
January 20, 2023
From
OTC Markets
Via
GlobeNewswire
Mortgage Financiers & Crypto Securities Reclaim Their Spots As Most Actively Traded Securities On OTC Markets In June
↗
July 18, 2022
Reflecting the expected conditions of a bear market, many of the world’s indices saw a decrease in price throughout June.
Via
Benzinga
The OTC Markets' Most-Active Securities Embrace International Operators As Volatility Envelops Markets In May
↗
June 17, 2022
Reflecting the world’s uncertainty about the U.S. economy, the market’s major indices saw incredible volatility in May.
Via
Benzinga
Top News In Fintech And Beyond For February 11, 2022
↗
February 10, 2022
Good day! Here are the top things to focus on, today. Bridges to Canada clog, slowing auto manufacturing. Fed’s Bullard backs raising rate full percentage-point. S&P:...
Via
Benzinga
Fintech Focus For December 13, 2021
↗
December 12, 2021
One Big Thing In Fintech: Understanding the fundamentals of a publicly-listed company can help with making more informed investment decisions. Still, many fail in conducting any...
Via
Benzinga
AXA SA (AXAHY) Q2 2021 Earnings Call Transcript
↗
August 04, 2021
AXAHY earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
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