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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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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
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
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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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Nasdaq Correction: Was It a Mistake to Add Nvidia, Amazon, and Salesforce to The Dow Jones Industrial Average?
March 25, 2025
Tickers
DJI
Tags
Recent Press Releases
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^GSPC
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Is the Stock Market Correction Over? A Flawless Forecasting Tool With Over 150 Years of Data Weighs In.
March 23, 2025
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Tags
^DJI
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Wall Street Wanted Tax Cuts. Instead, It Got Tariffs and a Bad Case of Déjà Vu.
March 22, 2025
Tickers
DJI
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Recent Press Releases
^IXIC
From
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The S&P 500 Just Did Something That's Only Been Witnessed 7 Times in 75 Years -- and It Points to a Very Clear Directional Move for Stocks
March 21, 2025
Tickers
DJI
Tags
^GSPC
^IXIC
^DJI
From
Motley Fool
2 Sensational Stocks Billionaire Money Managers Piled Into Before the Nasdaq and S&P 500 Sell-Off, and 1 Highflier They've Been Selling
March 19, 2025
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DJI
DPZ
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TSM
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TSM
^GSPC
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3 Catalysts That Can Push the Dow, S&P 500, and Nasdaq Lower -- and the Prime Reason Investors Shouldn't Be Worried
March 19, 2025
Tickers
DJI
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Market News
Recent Press Releases
^DJI
From
Motley Fool
The Unpleasant Truth: The Stock Market Is Still Historically Pricey, Even With the Nasdaq and S&P 500 Recently Falling Into Correction Territory
March 18, 2025
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DJI
MO
PLTR
PM
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Recent Press Releases
MO
^GSPC
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The Nasdaq Just Had Its Worst Day Since 2022. History Says the Stock Market Will Do This Next.
March 17, 2025
Tickers
DJI
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Market News
Recent Press Releases
^DJI
From
Motley Fool
The Stock Market Is Plunging: 3 Superb and Exceptionally Safe Exchange-Traded Funds (ETFs) to Buy Right Now
March 17, 2025
Tickers
DJI
SCHD
SGOV
VOO
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Market News
VOO
SCHD
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Motley Fool
Should You Buy the 3 Highest-Paying Dividend Stocks in the Dow Jones?
March 16, 2025
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DJI
MRK
T
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TMUS
^DJI
MRK
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Is a Bear Market Imminent Under President Donald Trump? Statistically Speaking, the Answer Is Clear.
March 16, 2025
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DJI
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^IXIC
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Prediction: President Trump's Tariffs Won't Cause a Stock Market Crash for 1 Simple Reason
March 15, 2025
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DJI
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^IXIC
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Prediction: This Will Be Nvidia's Next Big Move (and It Will Start on March 18)
March 15, 2025
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DJI
NVDA
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NVDA
^DJI
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This Recession Indicator Hasn't Been Wrong in 59 Years: Here's What It Says Happens Next
March 15, 2025
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DJI
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^GSPC
^IXIC
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These Were the 2 Worst-Performing Stocks in the Dow Jones Industrial Average in February 2025
March 14, 2025
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CRM
DJI
UNH
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^DJI
CRM
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Does the Nasdaq Sell-Off Have You Worried? 3 Things to Do, and 4 Things Not to Do
March 14, 2025
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DJI
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^DJI
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Nasdaq Correction: Is It Really Safe to Invest in the Stock Market Right Now?
March 13, 2025
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DJI
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^IXIC
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The Stock Market Is Plunging: Here's How Far the Dow Jones, S&P 500, and Nasdaq Can Drop, According to a Historically Flawless Indicator
March 13, 2025
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DJI
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Market News
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^IXIC
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Motley Fool
Will the Stock Market Crash As President Trump's Tariffs Take Effect? History Offers a Clue.
March 12, 2025
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DJI
GS
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^GSPC
^IXIC
^DJI
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3 Reasons to Buy SoFi Stock Like There's No Tomorrow
March 11, 2025
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BLK
DJI
SOFI
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^DJI
^GSPC
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2 ETFs That Are Surging While U.S. Stocks Are Slumping
March 11, 2025
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DJI
VXUS
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^DJI
^IXIC
^GSPC
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Motley Fool
This Is the One Overlooked Aspect of President Donald Trump's Tariffs That Makes Them So Dangerous
March 09, 2025
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DJI
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^GSPC
^IXIC
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The Nasdaq Dived Close to 11% in 9 Sessions -- Here's How Much Further This Growth Stock-Fueled Index Can Fall, Based on History
March 08, 2025
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DJI
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^IXIC
^GSPC
^DJI
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Motley Fool
The Nasdaq Just Hit Correction Territory. History Says The Stock Market Will Do This Next (Hint: It May Surprise You)
March 07, 2025
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DJI
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Recent Press Releases
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^GSPC
From
Motley Fool
Is a Stock Market Crash Coming? Before You Invest, Make This 1 Critical Move.
March 07, 2025
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DJI
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^GSPC
^IXIC
^DJI
From
Motley Fool
Is the Stock Market Going to Crash? A New Fed Forecast Offers a Big (and Ominous) Clue.
March 06, 2025
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DJI
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^DJI
^IXIC
^GSPC
From
Motley Fool
2 Dow Stocks to Buy Hand Over Fist in March and 1 to Avoid
March 06, 2025
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BA
DJI
JNJ
UNH
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^DJI
BA
Recent Press Releases
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As President Trump's Tariffs Take Effect, Should You Really Buy Stocks? Here's What History Says.
March 05, 2025
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DJI
NVDA
TGT
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TGT
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Will Warren Buffett-Led Berkshire Hathaway Join the Dow Jones Industrial Average if It Issues Another Stock Split?
March 05, 2025
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BRK-A
BRK-B
DJI
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Market News
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Trump's Tariffs Take Effect: What Should You Do With Your Investments Right Now?
March 05, 2025
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DJI
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^IXIC
^GSPC
^DJI
From
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