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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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Here’s what resolves the big mystery on why older Americans have left the workforce
December 09, 2022
Tickers
AAPL
AMC
AMZN
AVGO
Tags
NQ00
BABA
COST
From
MarketWatch
Financial markets are flashing a warning that a recession is imminent: here’s what it means for stocks
December 08, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
CL00
From
MarketWatch
Oil prices rise a day after settling at their lowest in nearly a year
December 08, 2022
Tags
CL/1
RBF23
CLF23
From
MarketWatch
Five energy companies are seeing big stock buying from their executives after this year’s big run
December 08, 2022
Tickers
BSM
COP
CRK
CVX
Tags
SPX
COP
UK:BRN00
From
MarketWatch
BlackRock says the market is misjudging these key risks. Here’s its advice on stocks and bonds.
December 08, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BLK
BBBY
MULN
From
MarketWatch
U.S. stock futures nudge higher after five consecutive declines for the S&P 500
December 08, 2022
Tickers
COMP
DJIA
JPM
MTB
Tags
BX:TMUBMUSD10Y
MTB
DJIA
From
MarketWatch
The crude-oil rally of 2022 has flamed out. Still, these investors expect more gains for oil and gas stocks
December 07, 2022
Tickers
CHRD
COP
CVX
EOG
Tags
HAL
LNG
TRGP
From
MarketWatch
Oil prices rise ahead of official data on U.S. petroleum supplies
December 07, 2022
Tags
RBF23
CLF23
CL/1
From
MarketWatch
BNP Paribas studied 100 years of market crashes — here’s what it says is coming next
December 07, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NQ00
BABA
CL/1
From
MarketWatch
Oil slides as worries about more Fed hikes rattle market
December 06, 2022
Tags
CL00
UK:BRN00
UK:BRNG23
From
MarketWatch
Gold at $3,000? After a war-torn and inflation-racked year, here are some outrageous predictions worth pondering.
December 06, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
POWL
USDJPY
TOL
From
MarketWatch
Oil prices climb as E.U. price cap, OPEC decision, and easing of China’s Covid restrictions provide support
December 05, 2022
Tags
HOF23
UK:BRN00
UK:BRNG23
From
MarketWatch
This long-time bear warns of a ‘trapdoor’ situation looming for the stock market.
December 05, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
PDD
CS
BX:TMUBMUSD10Y
From
MarketWatch
Stock futures dip as bond yields rise on China COVID hopes
December 05, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
This part of stock market signals economy won’t soon collapse under Fed’s ‘weight’ as investors brace for oil risks, inflation data
December 03, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
DJIA
COMP
From
MarketWatch
Oil prices tick lower ahead of OPEC+ meeting, Russia ban
December 02, 2022
Tags
HOH23
HOF23
CLF23
From
MarketWatch
The Fed pivot will be good for gold in 2023, says Bank of America
December 02, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
NQ00
From
MarketWatch
Oil prices rise as traders eye China COVID curbs, OPEC+ meeting
December 01, 2022
Tags
UK:BRNG23
UK:BRN00
CL00
From
MarketWatch
This trader sees a 43% drop for the S&P 500 and says to take shelter in these ETFs instead.
December 01, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
SPLK
YM00
SDS
From
MarketWatch
20 big oil companies expected to be cash gushers in 2023 despite short-term uncertainty
November 30, 2022
Tickers
APA
BKR
CNQ
COP
Tags
TTE
XOM
COP
From
MarketWatch
Oil prices rise as industry data show big drop in U.S. crude inventories
November 30, 2022
Tags
RBZ22
UK:BRNF23
CL00
From
MarketWatch
Banks are short more than $1 trillion in capital, this analyst says, who fears the shortfall will only get worse
November 30, 2022
Tickers
AMC
AMGN
APE
BABA
Tags
NTAP
MULN
HZNP
From
MarketWatch
Oil prices move higher on hopes China will relax COVID curbs
November 29, 2022
Tags
NGF23
CL/1
CLF23
From
MarketWatch
Stock investors should ‘focus on the marathon, not the sprint’. Think S&P 500 at 6,000 by 2032, says BofA
November 29, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
HK:HSI
ADBE
YM00
From
MarketWatch
Some markets cheer as China vows to vaccinate more elderly. Analysts see positive movement by officials.
November 29, 2022
Tickers
AAPL
Tags
UK:BRN00
HK:6185
AAPL
From
MarketWatch
U.S stock futures rebound as China growth fears abate
November 29, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
SPX
From
MarketWatch
U.S. oil taps its lowest price of the year thanks to China as OPEC+ output decision looms
November 28, 2022
Tickers
CME
Tags
CME
CLF23
CL/1
From
MarketWatch
China protests are biggest threat to Communist Party rule since Tiananmen Square, Kyle Bass says
November 28, 2022
Tickers
DJIA
SPX
Tags
SPX
ES00
HK:HSI
From
MarketWatch
U.S. oil price erases 2022 gain as China protests stoke demand fears
November 28, 2022
Tags
NGZ22
UK:BRNF23
RBZ22
From
MarketWatch
Many investors are betting on an inflation peak. Here’s why a former hedge-fund manager says they’re wrong.
November 28, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
LVS
TW:2317
PDD
From
MarketWatch
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