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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
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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
Featured Quarterly Newsletter
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Investors rushing into stocks are wandering into a bull trap, warns Morgan Stanley Mike Wilson and others
May 22, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
ES00
JP:NIK
NQ00
From
MarketWatch
Oil trades higher to cap off choppy week
May 19, 2023
Tags
UK:BRN00
RBM23
UK:BRNN23
From
MarketWatch
Stocks are rallying, but investors say they’re miserable. That’s a good thing.
May 19, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
BX:TMUBMUSD10Y
AAPL
GC00
From
MarketWatch
Oil prices steady after rising to 1-week high
May 18, 2023
Tags
UK:BRNN23
RBM23
HOM23
From
MarketWatch
Debt ceiling is a buy-the-rumor but sell-the-news event, cautions this strategist
May 18, 2023
Tickers
AAPL
AI
AMAT
AMC
Tags
MU
BOOT
AMC
From
MarketWatch
Oil steadies as investors weigh demand worries, await supply data
May 17, 2023
Tags
CLM23
CL/1
CL00
From
MarketWatch
Here’s what might lead to a spike in gasoline prices this summer
May 16, 2023
Tags
CL/1
CLM23
UK:BRN00
From
MarketWatch
Oil prices fail to hold gains scored after IEA boosts China demand outlook
May 16, 2023
Tags
CL00
CLM23
CL/1
From
MarketWatch
Here’s the big thing holding up the stock market, says Bank of America
May 16, 2023
Tickers
AAPL
AI
AMD
AMGN
Tags
ES00
LOW
VOD
From
MarketWatch
Treasury yields dip as China data disappoints; debt-ceiling meeting looms
May 16, 2023
Tags
CL/1
BX:TMUBMUSD02Y
BX:TMUBMUSD30Y
From
MarketWatch
Turkey’s runoff presidential election further complicates the restart of a key oil pipeline
May 15, 2023
Tags
UK:BRNN23
UK:BRN00
CL/1
From
MarketWatch
Oil edges higher after 4th straight weekly decline
May 15, 2023
Tags
CLM23
CL/1
CL00
From
MarketWatch
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
META
BX:TMUBMUSD10Y
TSLA
From
MarketWatch
Crude-oil prices on track for 4th straight weekly decline
May 12, 2023
Tags
UK:BRNN23
HOM23
RBM23
From
MarketWatch
Regional bank turmoil has actually reduced volatility and supported the market. Here’s how.
May 12, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
YM00
NVDA
SPX
From
MarketWatch
OPEC leaves 2023 forecast for oil-demand growth unchanged
May 11, 2023
Tags
UK:BRNN23
UK:BRN00
CL/1
From
MarketWatch
Oil edges lower after U.S. crude snaps 3-day winning streak
May 11, 2023
Tags
CL/1
CLM23
CL00
From
MarketWatch
Here’s why investors should pay attention to this Warren Buffett move
May 11, 2023
Tickers
AAPL
AMC
APP
BRK-A
Tags
BX:TMUBMUSD02Y
APP
DIS
From
MarketWatch
Oil prices settle lower as U.S. crude supplies mark first weekly rise in a month
May 10, 2023
Tags
UK:BRN00
DXY
CL00
From
MarketWatch
Oil prices lower after industry data shows rise in U.S. crude inventories
May 10, 2023
Tags
UK:BRN00
CL/1
CLM23
From
MarketWatch
Is commercial real estate about to keel over? What tightening lending standards have historically meant for the economy.
May 10, 2023
Tickers
AAPL
ABNB
AMC
BUD
Tags
MULN
PYPL
SPX
From
MarketWatch
EIA forecasts second-highest U.S. summer power demand on record for natural gas
May 09, 2023
Tags
CL/1
NG00
CLM23
From
MarketWatch
Crude-oil prices fall after back-to-back gains
May 09, 2023
Tags
UK:BRN00
CL00
CLM23
From
MarketWatch
‘It’s ridiculous.’ Buy short-term Treasury bills because debt-ceiling deal will come, says bond legend Bill Gross
May 09, 2023
Tickers
AAPL
ABNB
AKAM
AMC
Tags
PYPL
MULN
SWKS
From
MarketWatch
Here’s how to play oil-industry stocks for long-term growth of 20% or more
May 08, 2023
Tickers
FTI
HAL
HES
NE
Tags
OII
FTI
SLB
From
MarketWatch
Crude-oil prices rally as recession fears ease
May 08, 2023
Tickers
KRE
Tags
UK:BRNN23
HOM23
RBM23
From
MarketWatch
A brief ‘tactical’ rally is opening up for these bank stocks and an ETF, says Fundstrat’s Thomas Lee
May 08, 2023
Tickers
AAPL
AMC
APE
BANC
Tags
APE
MULN
BBY
From
MarketWatch
Why this falling fuel price is stoking recession fears even as prime gas-demand season nears
May 05, 2023
Tags
CL/1
CLM23
From
MarketWatch
U.S. crude oil prices attempt to snap 4-day losing streak
May 05, 2023
Tags
NGM23
UK:BRNN23
HOM23
From
MarketWatch
The S&P 500 will not break above its range soon, says Goldman Sachs. Here are 6 reasons why.
May 05, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
WBD
AMD
ES00
From
MarketWatch
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