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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
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
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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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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Bank of China Ltd
(OP:
BACHF
)
0.5769
+0.0013 (+0.23%)
Streaming Delayed Price
Updated: 1:37 PM EST, Jan 9, 2026
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All News about Bank of China Ltd
The 17th Asian Financial Forum concludes successfully
January 25, 2024
From
HKTDCASIAN FINANCIAL FORUM
Via
ACN Newswire
17th Asian Financial Forum opens today
January 24, 2024
From
HKTDC
Via
ACN Newswire
Asian Financial Forum (AFF) returns to explore collaborations
January 10, 2024
From
HKTDC
Via
ACN Newswire
Hong Kong Stocks Tumble Over Ugly Chinese Housing Data; EV Makers Plunge After Tesla's Earnings Disappointment
↗
October 19, 2023
Shares in Hong Kong and China dropped Thursday on a slew of bad economic data from the housing and financial sector. The Hang Seng Index fell 2.5% to 17,295.89 points and China’s CSI 300 index ended...
Via
Benzinga
3 Hong Kong Corporate Debt Announcements You May Have Missed Thursday – And What Traders Say
↗
October 19, 2023
Thursday saw a wave of announcements by companies on the Hong Kong Stock Exchange as in particular property developers and banks react to the Country Garden Holdings Limited (OTC: CTRYF) default on a...
Via
Benzinga
Asian Financial Forum kick-starts 2023 on a positive note
January 11, 2023
From
HKTDC
Via
ACN Newswire
Heavyweights to speak as AFF opens conference year
December 19, 2022
From
HKTDC
Via
ACN Newswire
Property Giant Hysan's Borrowing Surges With Fresh $4 Billion Bond Issuance
↗
October 10, 2023
Hong Kong property developer Hysan Development Company Limited (OTC: HYSNY) issued a prospectus for up to $4 billion of medium-term bonds Monday, more than 10 times its average medium-term debt tr
Via
Benzinga
Topics
Bonds
Overwhelming interest among global financial leaders to attend 16th Asian Financial Forum
January 06, 2023
From
HKTDC
Via
ACN Newswire
Heavyweights to speak as Asian Financial Forum opens conference year
December 19, 2022
Via
ACN Newswire
HKTDC Export Index 4Q22: Hong Kong exports expected to grow 5% in 2023
December 15, 2022
From
HKTDC
Via
ACN Newswire
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