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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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
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Moody's Just Downgraded the United States' Pristine Credit Rating -- Here's What History Says Happens Next for Stocks
May 25, 2025
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DJI
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^DJI
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A Rare Signal for the S&P 500 -- Its 15th in the Last 75 Years -- Points to the Stock Market Skyrocketing Over the Next 5 Years
May 24, 2025
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May 21, 2025
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Billionaire CEO Jamie Dimon Says a Recession Isn't "Off the Table at This Point," Despite Lowering Tariffs. 5 Ways to Help Protect Your Stock Portfolio in Any Market Environment.
May 17, 2025
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Warren Buffett's Dire Stock Market Prediction: Here's How Investors Should Prepare
May 17, 2025
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^DJI
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This Recession Forecasting Tool Hasn't Been Wrong Since 1966 -- and It Has a Clear Message for Wall Street
May 17, 2025
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DJI
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^DJI
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UnitedHealth Is One of the Worst S&P 500 Stocks In 2025. Here's Why It's Having an Even Bigger Impact on the Dow Jones.
May 16, 2025
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UNH
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The S&P 500 Did Something in April That's Been Witnessed Only 6 Times in 75 Years -- and It Points to a Very Specific Directional Move for Stocks
May 16, 2025
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DJI
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^DJI
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Stocks Soar After U.S. and China Tariff Talks. Here's What Investors Need to Know Now.
May 14, 2025
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^DJI
^IXIC
^GSPC
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The Best Russell 2000 ETF to Invest $500 In Right Now
May 13, 2025
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DJI
IWM
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IWM
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We Just Observed the S&P 500 Do Something for Only the 8th Time Since 1950 -- and It Has an Immaculate Track Record of Forecasting What's Next for Stocks
May 13, 2025
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DJI
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^DJI
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Why Apple's Stock Is Surging Today
May 12, 2025
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AAPL
DJI
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From
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The S&P 500 Made a Historic Move for the 7th Time in 75 Years in April -- and It's Correctly Predicted Where Stocks Go Next 100% of the Time
May 10, 2025
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DJI
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^DJI
^GSPC
^IXIC
From
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The S&P 500 Just Reached a Milestone for the 17th Time in 75 Years -- and It's Correctly Forecast What's Next for Stocks 100% of the Time
May 08, 2025
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DJI
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The S&P 500 Just Went Up 9 Days in a Row. Here's What History Says Happens Next.
May 06, 2025
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DJI
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After Warren Buffett's New $348 Billion Warning to Wall Street, Is He Worried About the Recent Stock Market Turmoil? The Answer May Surprise You.
May 06, 2025
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^IXIC
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From
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2 Colossal Dow Stocks to Buy Hand Over Fist in May, and 1 to Avoid
May 06, 2025
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NVDA
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We Just Witnessed the S&P 500 Do Something for Only the 14th Time Since 1988 -- and This Event Has an 85% Success Rate of Forecasting Future Stock Returns
May 06, 2025
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The S&P 500 Just Completed a Feat So Rare It Was Last Witnessed During the Great Depression -- and It Has a 100% Success Rate of Forecasting Where Stocks Go Next
May 04, 2025
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Should You Buy the 3 Highest-Paying Dividend Stocks in the Dow Jones?
May 03, 2025
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DJI
MRK
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^DJI
MRK
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U.S. Money Supply Just Made History! But It's a Recent Shift -- the First Since the Great Depression -- That Historically Leads to a Big Move in Stocks.
May 03, 2025
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^DJI
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1 No-Brainer Vanguard ETF to Buy in May
May 02, 2025
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DJI
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The S&P 500 Just Completed a Rare Feat for Only the 11th Time in 75 Years -- and It Has a 100% Success Rate of Forecasting What's Next for Stocks
May 01, 2025
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^DJI
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From
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Spotify Could Be a No-Brainer Buy Right Now
April 30, 2025
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META
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NVDA
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Think Tariffs Are Wall Street's Biggest Worry? Then You're Probably Not Paying Attention to This Much Larger Problem.
April 30, 2025
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AAPL
DJI
PLTR
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Prediction: Nvidia Will Beat the Tariff Turmoil (and the Stock Will Soar)
April 29, 2025
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The Stock Market Just Did Something for Only the 29th Time in 75 Years -- and It Has a 96% Success Rate of Forecasting What's Next for the S&P 500
April 29, 2025
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Stock Market Falls as Tariff Fears Rise
April 28, 2025
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DJI
DPZ
MGM
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^GSPC
^IXIC
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From
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These 3 Dow Stocks Are Set to Soar in 2025 and Beyond
April 28, 2025
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DIS
DJI
KO
VZ
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DIS
^DJI
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The Smartest Dividend Stocks to Buy With $2,000 Right Now
April 27, 2025
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KO
O
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