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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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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
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Oil prices build on gains as China reportedly weighs easing quarantine rules
October 20, 2022
Tags
CL/1
HOZ22
UK:BRNZ22
From
MarketWatch
UBS has released its annual house price bubble report. Here are the most overvalued markets.
October 20, 2022
Tickers
AAL
AAPL
ALL
AMC
Tags
SE:SWMA
NQ00
CL/1
From
MarketWatch
Oil bounces as U.S. supplies show decline, while Biden administration plans another SPR release
October 19, 2022
Tags
CL/1
UK:BRNZ22
HOX22
From
MarketWatch
Here’s the history of countertrend rallies — and why one strategist expects more false starts
October 19, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
DWAC
TSM
TSLA
From
MarketWatch
Why you can’t count on another SPR oil release to cut gasoline prices at the pump
October 18, 2022
Tags
HOX22
CLX22
CL/1
From
MarketWatch
Oil turns lower as dollar renews its rise
October 18, 2022
Tags
UK:BRNZ22
HOX22
CL/1
From
MarketWatch
Want to keep beating the S&P 500 and at much lower risk? Bet on Buffett, and perhaps this younger clone, says this fund manager
October 18, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CVS
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Oil ticks higher as traders weigh recession fears versus tight crude supplies
October 17, 2022
Tags
RBX22
CLX22
CL00
From
MarketWatch
Oil on track for weekly fall amid recession fears
October 14, 2022
Tags
CL/1
HOX22
UK:BRNZ22
From
MarketWatch
The debt vigilantes are back, and even U.S. assets will struggle. Here’s what to buy instead, says one veteran fund manager.
October 14, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BYND
MS
UNH
From
MarketWatch
Oil slumps after hot inflation reading, while IEA warns of global recession
October 13, 2022
Tags
CL00
RBX22
CLX22
From
MarketWatch
Saudi Arabia defends OPEC+ production cut after Biden vows there will be ‘consequences’
October 13, 2022
Tags
CL/1
UK:BRN00
CL00
From
MarketWatch
Oil loses ground after OPEC cuts forecasts for demand growth
October 12, 2022
Tags
HOX22
UK:BRNZ22
CL/1
From
MarketWatch
OPEC slashes forecasts for oil-demand growth in 2022, 2023
October 12, 2022
Tags
CL/1
UK:BRN00
CL00
From
MarketWatch
Oil prices give back some post-OPEC+ gains
October 11, 2022
Tags
NGX22
UK:BRN00
CL00
From
MarketWatch
This industry could be worth $180 billion by 2040. Citigroup offers four stock names to play it, and a few more to think about.
October 11, 2022
Tickers
AAPL
AMC
AMD
APE
Tags
XE:DTG
TM
JP:7203
From
MarketWatch
Oil prices tick lower after weak China data sparks demand fears
October 10, 2022
Tags
UK:BRN00
NGX22
RBX22
From
MarketWatch
Get ready for a stormy earnings season with these 12 stocks from Goldman and other strategists.
October 10, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
C
RTX
GME
From
MarketWatch
Oil prices on track for big weekly gains after OPEC+ production cuts
October 07, 2022
Tags
HOX22
UK:BRNZ22
CL/1
From
MarketWatch
There’s a good bet to be made in this ‘un-investable’ country, says UBS
October 07, 2022
Tickers
AAPL
AMC
AMD
APE
Tags
RIO
UL
UK:ULVR
From
MarketWatch
What’s in store for natural gas, oil and iron ore in the fourth quarter?
October 06, 2022
Tags
XX:SPGSCI
CLX22
NGX22
From
MarketWatch
Inflation is going to fall just as fast as it rose, and that’s investors’ cue to enter the stock market
October 06, 2022
Tickers
CSGP
NKE
SPX
TGT
Tags
CL/1
CSGP
NKE
From
MarketWatch
Oil prices slip after rising to highest level in 3 weeks on OPEC+ production cut agreement
October 06, 2022
Tags
UK:BRN00
NGX22
CL00
From
MarketWatch
An era of scarcity is coming. Three stocks to ride out stickier-for-longer inflation, from this fund manager.
October 06, 2022
Tickers
AAPL
ADM
AMC
AMZN
Tags
UK:BRN00
NIO
XOM
From
MarketWatch
Why a large OPEC+ output cut doesn’t guarantee higher oil prices
October 05, 2022
Tags
UK:BRN00
CL/1
CL00
From
MarketWatch
10 energy stocks that are analysts’ favorites as OPEC makes oil-production cuts
October 05, 2022
Tickers
BKR
CHX
CIVI
CVX
Tags
TRGP
XX:SP1500
HAL
From
MarketWatch
Oil prices seesaw as traders await expected OPEC+ cut
October 05, 2022
Tags
CLX22
RBX22
CL00
From
MarketWatch
He nailed three big S&P 500 moves this year. Here’s where this strategist sees stocks headed next, with beaten down names to buy.
October 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
XRT
ANF
YM00
From
MarketWatch
The stock market is surging as the U.S. dollar retreats. It’s all about bonds.
October 04, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
GBPUSD
BX:TMUBMUSD10Y
From
MarketWatch
Why an OPEC+ oil production cut could be less than meets the eye
October 04, 2022
Tags
UK:BRNZ22
UK:BRN00
CL/1
From
MarketWatch
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