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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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The Commodities Feed: Noise Around OPEC+ Production Increases
May 22, 2025
Tickers
BNO
CORN
OIL
UCO
Tags
Market News
OIL
UCO
From
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Financial Markets Report For Thursday, May 22
May 22, 2025
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DIA
FXB
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Equities Flicker, Then Fade—The Fiscal Fire’s Still Smouldering
May 22, 2025
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BNO
OIL
UCO
Tags
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BNO
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From
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Financial Markets Report For Wednesday, May 21
May 21, 2025
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BITCOMP
BNO
DIA
FXB
Tags
UUP
Commodities
Stocks / Equities
From
TalkMarkets
WTI Crude Oil Faces Major Resistance At $64.00
May 21, 2025
Tickers
BNO
OIL
UCO
USO
Tags
Nonrenewable Energy
USO
Energy
From
TalkMarkets
Financial Markets Report For Tuesday, May 20
May 20, 2025
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BITCOMP
BNO
DIA
FXB
Tags
NDX
Cryptocurrencies
FXE
From
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WTI Crude Oil Consolidates Between Key Levels As Traders Await Economic Cues
May 20, 2025
Tickers
BNO
OIL
UCO
USO
Tags
Commodities
BNO
Market News
From
TalkMarkets
Financial Markets Report For Monday, May 19
May 19, 2025
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BITCOMP
BNO
DIA
FXB
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OIL
Cryptocurrencies
FXE
From
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Financial Markets Report For Thursday, May 15
May 15, 2025
Tickers
BITCOMP
BNO
DIA
FXB
Tags
UUP
Commodities
Stocks / Equities
From
TalkMarkets
WTI Crude Consolidates Near $61 After Sharp Drop, Pressured By Rising Stockpiles And Iran Outlook
May 15, 2025
Tickers
BNO
OIL
UCO
USO
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Nonrenewable Energy
Energy
USO
From
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Financial Markets Report For Wednesday, May 14
May 14, 2025
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BITCOMP
BNO
DIA
FXB
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SPX
Market News
UCO
From
TalkMarkets
The Commodities Feed: Iranian Sanctions Threat Boosts Oil
May 14, 2025
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BNO
OIL
UCO
USO
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Basic Materials / Commodities
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From
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Financial Markets Report For Tuesday, May 13
May 13, 2025
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BITCOMP
BNO
DIA
FXB
Tags
IWM
BITCOMP
UNG
From
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The Commodities Feed: Bearish Supply Outlook Vs Improved Sentiment
May 12, 2025
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BNO
CORN
OIL
SOYB
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WEAT
BNO
Commodities
From
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Financial Markets Report For Monday, May 12
May 12, 2025
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BITCOMP
BNO
DIA
FXB
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IEF
DIA
BITCOMP
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WTI Crude Oil Weekly Forecast: Descending Triangle Points To More Downside
May 11, 2025
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BNO
OIL
UCO
USO
Tags
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Financial Markets Report For Thursday, May 8
May 08, 2025
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BITCOMP
BNO
DIA
FXB
Tags
IEF
DIA
BITCOMP
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The Commodities Feed: Markets Disappointed As Fed Remains On Hold
May 07, 2025
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COPX
GLD
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Financial Markets Report For Wednesday, May 7
May 07, 2025
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BITCOMP
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DIA
FXB
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UNG
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IWM
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Financial Markets Report For Tuesday, May 6
May 06, 2025
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DIA
FXB
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NDX
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Cryptocurrencies
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Financial Markets Report For Monday, May 5
May 05, 2025
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DIA
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Crude Oil Prices Stabilize After OPEC Output Hike Sends Barrel Bids Lower
May 05, 2025
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UCO
USO
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BNO
Commodities
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Crude Crashes To Multi-Year Lows As Supply Surges And Global Demand Weakens Ahead Of OPEC Meet
May 02, 2025
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UCO
USO
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Financial Markets Report For Wednesday, April 30
April 30, 2025
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BITCOMP
BNO
DIA
FXB
Tags
DIA
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UNG
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Financial Markets Report For Tuesday, April 29
April 29, 2025
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BITCOMP
BNO
DIA
FXB
Tags
DIA
IEF
IWM
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United States Brent Oil Fund Shares Are Trading Lower Today: What You Need To Know
October 08, 2024
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BNO
NEWS
Tags
Market News
BNO
News
From
Benzinga
Oil Prices Are Rising Today: What You Need To Know
September 27, 2024
Tickers
BNO
NEWS
USO
Tags
USO
Benzinga
why it's moving
From
Benzinga
Oil Prices Seesaw As Potential Storm Nears US Gulf Coast
September 09, 2024
Tickers
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CVX
MRO
UCO
Tags
West Texas Intermediate Crude Oil
CVX
Analyst Color
From
Benzinga
OPEC+ To Delay Output Increase For 2 Months Till Prices Stabilize: Report
September 06, 2024
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DBO
NEWS
OILK
Tags
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Citi Says Oil Prices Could Plunge Below $60 Amid Market Uncertainty
September 05, 2024
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DBO
NEWS
OILK
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