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What We Buy Currently
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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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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BBC says official explanation for journalist arrest in China is that he was detained to prevent catching COVID
November 28, 2022
Tags
CL/1
HK:HSI
From
MarketWatch
U.S. stock futures slide as China unrest raises growth fears
November 28, 2022
Tickers
AAPL
COMP
DJIA
SPX
Tags
NQ00
CL/1
HG00
From
MarketWatch
U.S. stock futures fall as Chinese protests rattle markets, oil hits 2022 low
November 27, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
CL/1
CN:SHCOMP
From
MarketWatch
Why China’s COVID policies are rattling investors again
November 25, 2022
Tickers
ASHR
BABA
BIDU
COMP
Tags
JD
MCHI
DJIA
From
MarketWatch
Oil higher, but set for weekly decline as China demand worries overhang market
November 25, 2022
Tags
RBZ22
NGZ22
UK:BRNF23
From
MarketWatch
Oil lower as talks continue over Russia price-cap plan
November 23, 2022
Tags
CL/1
CLF23
HOZ22
From
MarketWatch
The market is too optimistic about corporate earnings for 2023. Here’s why.
November 23, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
ES00
From
MarketWatch
U.S. stock futures edge higher ahead of data dump and Thanksgiving break
November 23, 2022
Tickers
COMP
DJIA
SPX
Tags
NG00
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
The best-performing sector in 2022 is not finished crushing it, says Citi, offering three stocks to buy
November 22, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
HK:9618
DLTR
ES00
From
MarketWatch
Gold retreats on news of China tightening COVID-19 restrictions in Beijing
November 21, 2022
Tags
SIZ22
PLF23
DXY
From
MarketWatch
Oil ticks lower on China demand worries
November 21, 2022
Tags
CL/1
CLF23
HOZ22
From
MarketWatch
Markets will shift to a ‘hope’ phase next year, and investors would be wise not to miss it, says Goldman Sachs
November 21, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NIO
SPX
HPQ
From
MarketWatch
U.S. stock futures dip as China COVID-19 fears resurface
November 21, 2022
Tickers
COMP
DIS
DJIA
SPX
Tags
COMP
CL/1
NQ00
From
MarketWatch
Oil futures fall to lowest in two weeks
November 18, 2022
Tickers
SPX
Tags
HOZ22
CL/1
SPX
From
MarketWatch
A year after the Nasdaq peak, why stocks could rally from here.
November 18, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BBBY
AMC
APE
From
MarketWatch
Oil prices on track for back-to-back losses
November 17, 2022
Tags
RBZ22
CLZ22
UK:BRNF23
From
MarketWatch
‘Investors aren’t thinking enough about what can go right in 2023.’ Veteran manager offers five stocks to play the biggest tech theme to come.
November 17, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CVS
BX:TMUBMUSD10Y
CSCO
From
MarketWatch
Oil futures fall ahead of an EIA update on U.S. petroleum supplies
November 16, 2022
Tags
RBZ22
CLZ22
UK:BRNF23
From
MarketWatch
Oil futures touch their lowest prices in 3 weeks
November 15, 2022
Tags
HOZ22
CL/1
CL00
From
MarketWatch
Even JPMorgan’s bullish strategist Kolanovic says markets are getting ahead of themselves. Here’s what he and a Goldman strategist say to do now.
November 15, 2022
Tickers
BABA
HD
WMT
Tags
TU00
CL/1
NQ00
From
MarketWatch
Russian oil imports holding up, IEA says as it increases oil-demand view
November 15, 2022
Tags
CL/1
UK:BRN00
From
MarketWatch
Oil prices slip as OPEC lowers its global oil demand forecast
November 14, 2022
Tags
CL/1
HOZ22
NGZ22
From
MarketWatch
Markets are getting a wake-up call in 2023, says Morgan Stanley, which offers a plan for investors to get ready.
November 14, 2022
Tickers
AAPL
AMAT
AMC
AMZN
Tags
APE
JP:NIK
AMC
From
MarketWatch
Citi says investors have up to six weeks to keep squeezing the bears after the inflation surprise
November 11, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
GME
TSLA
META
From
MarketWatch
U.S. stock futures rise as bullish traders extend the ‘peak inflation’ rally
November 11, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
NQ00
YM00
From
MarketWatch
Oil prices jump after China eases some COVID-19 restrictions
November 11, 2022
Tickers
DJIA
Tags
CL/1
HOZ22
UK:BRN00
From
MarketWatch
Oil prices on track to decline for fourth day amid fears of softer demand from China
November 10, 2022
Tags
RBZ22
NGZ22
UK:BRNF23
From
MarketWatch
Crypto and tech are the first dominoes to fall as stimulus liquidity dries up, says this money manager. Here’s what could happen next.
November 10, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
WE
RL
META
From
MarketWatch
Oil prices on track to fall for third session as traders await U.S. inventory report
November 09, 2022
Tags
RBZ22
NGZ22
UK:BRNF23
From
MarketWatch
Investors are getting good at expecting the worst. Here’s what the smart worriers should be doing now, says this strategist.
November 09, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
YM00
BYND
HK:HSI
From
MarketWatch
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