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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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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
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
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MARKET RESEARCH
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Latest News about BX:TMUBMUSD06M
Recent news which mentions BX:TMUBMUSD06M
The ‘great inflation surge’ will end in 2024 and rates will fall nearly everywhere, says Capital Economics
November 27, 2023
Tickers
DJIA
SPX
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From
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‘Can’t take recession for granted’ after GDP data: Traders see 2024 Fed rate cuts anyway
October 26, 2023
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Investors shun high-yield debt ETFs despite gains as broader bond market stumbles
October 12, 2023
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FCG
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‘When money is free, you squander it,’ says former FDIC chair Sheila Bair
October 11, 2023
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MarketWatch
As Treasury yields rise, Wall Street wonders what the Fed will do next. Where should you park your extra cash?
October 06, 2023
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Treasury yields are climbing: ‘There’s never really been such an attractive opportunity for fixed-income investments’
October 06, 2023
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U.S. stock dividends bounce back in third quarter
October 04, 2023
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BlackRock’s Rick Rieder eyes potential Fed ‘split’ on whether to do more rate hikes in 2023
September 20, 2023
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SPX
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Cash is still king! Don’t fret another deluge of T-bill supply in the fourth quarter, Barclays says.
September 14, 2023
Tickers
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DJIA
SPX
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From
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As T-bill yields climb, Fed’s reverse repo facility shrinks to lowest level in 1½ years
September 12, 2023
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When will consumers stop buying more stuff? It’s a key question for the stock market in the week ahead.
September 10, 2023
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Rising bond yields drag real estate, utility stocks as this ETF sees ‘decisive breakdown’
September 06, 2023
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September’s first full week brings pair of unwelcome developments for stocks
September 05, 2023
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GS
SPX
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From
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Rising yields put S&P 500 on pace for biggest monthly loss of 2023 as investors brace for Fed Chair Powell’s Jackson Hole speech
August 20, 2023
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DJIA
SPX
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COMP
DJIA
SPX
From
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Treasury market returns are negative again. Why this time for bonds looks different than 2022.
August 17, 2023
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SPX
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BX:TMUBMUSD06M
DJIA
From
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How BlackRock’s Rick Rieder is steering his active fixed-income ETF as bond funds struggle
August 17, 2023
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BX:TMUBMUSD03M
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‘We are short in size’: Bill Ackman bets against 30-year Treasury bonds after Fitch downgrade
August 03, 2023
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From
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The liquidity drain isn’t crashing U.S. markets as feared. Here’s a big reason why.
July 19, 2023
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CVNA
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BX:TMUBMUSD06M
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From
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Fed’s reverse repo facility sees demand tumble to $1.8 trillion as Treasury bill deluge refills U.S. coffers
July 10, 2023
Tickers
COMP
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SPX
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From
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Money-market funds own only 15% of the Treasury bill market, but that could change dramatically once Congress passes a debt ceiling deal
May 31, 2023
Tickers
COMP
DJIA
SPX
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COMP
BX:TMUBMUSD06M
DJIA
From
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Two-year Treasury yields rise for 9th day in a row.
May 23, 2023
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From
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Debt ceiling worries are growing in financial markets. Here’s what Pimco expects to happen.
April 28, 2023
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COMP
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Wall Street’s obsession with the 2-year Treasury: How a boring note became the financial instrument to watch
April 20, 2023
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BX:TMUBMUSD06M
BX:TMUBMUSD02Y
From
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Even a mild recession could cause stocks to crater by 15% or more, JPMorgan’s Kolanovic says
April 17, 2023
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SPX
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JPM
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From
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How to use bond/CD ladders as the ultimate hedge to keep your money safe
April 13, 2023
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Why bank savings deposit rates aren’t keeping up with the Fed’s rate hikes
April 05, 2023
Tickers
COMP
DJIA
SPX
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From
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Global bond issuance falls to a decade low as interest rates climb
April 04, 2023
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DJIA
SPX
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BX:TMUBMUSD06M
DJIA
SPX
From
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Assets in money-market funds touch new $5.2 trillion record, ICI says
March 30, 2023
Tickers
COMP
SPX
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COMP
SPX
BX:TMUBMUSD06M
From
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Money-market funds swell to record $5.4 trillion as assets pour in at fastest pace since pandemic after SVB collapse
March 21, 2023
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COMP
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From
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Bank ETFs fall amid concerns over SVB and ‘crack’ in financial system after rate hikes
March 10, 2023
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