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Default Rates
What We Buy Currently
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Turnkey Operation Platform
Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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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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The news from this giant volcano suggests world economy getting worse — and the U.S. may be to blame
July 20, 2022
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HG00
CL/1
From
MarketWatch
U.S. futures signal further gains as Netflix bounces
July 20, 2022
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XX:SXXP
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From
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Energy and materials stocks face rough ride as commodity prices come off the boil, says economist
July 19, 2022
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From
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Biden vows ‘strong executive action’ on climate. Here are 3 moves he could make
July 19, 2022
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From
MarketWatch
Oil pulls back after Monday bounce
July 19, 2022
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HOQ22
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From
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‘Hot inflation is over.’ Here’s what that means for investors, says portfolio manager.
July 19, 2022
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From
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Full capitulation: Fund managers have never been this pessimistic on growth or profits
July 19, 2022
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SPX
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DXY
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U.S. stock futures struggling for traction after Apple news revives recession fears
July 19, 2022
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From
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Why the 60/40 model suddenly has life again
July 18, 2022
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AMC
AMZN
BA
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IBM
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BX:TMUBMUSD10Y
From
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U.S. stock futures jump, with Goldman earnings in focus and as traders pare Fed rate hike expectations
July 18, 2022
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COMP
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GS
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GS
SPX
ES00
From
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Oil prices flirt with $100, as buyers pounce after last week’s sharp selloff
July 18, 2022
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CL/1
NGQ22
CLQ22
From
MarketWatch
Oil prices bounce as report dampens expectations for Saudi output rise after Biden visit
July 15, 2022
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CLQ22
RBQ22
From
MarketWatch
Here’s why Britain’s Warren Buffett is sticking with Facebook’s parent and other beaten down techs
July 15, 2022
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AMC
AMZN
C
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U.S. stock futures rise ahead of retail sales data, Citigroup results
July 15, 2022
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COMP
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Lumber plays ‘canary in the coal mine’, cues downturn in commodities
July 14, 2022
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W00
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From
MarketWatch
U.S. won’t ‘wait forever’ for Iran to return to nuclear deal, Biden says
July 14, 2022
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From
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Oil prices extend slide, erasing much of the gain seen after Russia’s invasion of Ukraine
July 14, 2022
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NGQ22
RBQ22
CLQ22
From
MarketWatch
Two pieces of good news for investors and three moves to make now in the wake of surging CPI, from UBS
July 14, 2022
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AMC
AMZN
COMP
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MS
ERIC
EURUSD
From
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U.S. stock futures slip as traders await bank earnings amid hawkish Fed fretting
July 14, 2022
Tickers
COMP
DJIA
JPM
MS
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DJIA
JP:NIK
HK:HSI
From
MarketWatch
China’s commodities imports might be close to a bottom, but demand remains soft, says economist
July 13, 2022
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CL00
CL/1
UK:BRN00
From
MarketWatch
Oil selloff puts crude near ‘inflection point’ as investors weigh inflation outlook
July 13, 2022
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CLQ22
UK:BRNU22
CL/1
From
MarketWatch
Oil ticks higher after selloff sends crude below $100 a barrel
July 13, 2022
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NGQ22
CLQ22
RBQ22
From
MarketWatch
U.S. stock futures inch higher ahead of CPI data that could show inflation at 40-year high
July 13, 2022
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COMP
DJIA
SPX
VIX
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BX:TMUBMUSD10Y
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From
MarketWatch
‘We might not have seen worst’ of global energy crisis, warns IEA chief
July 12, 2022
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CL/1
From
MarketWatch
Oil slumps over 4% as U.S. benchmark slides back below $100 a barrel
July 12, 2022
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EURUSD
CLQ22
RBQ22
From
MarketWatch
Why Biden’s trip to the Middle East may do little to help ease tight oil supplies
July 12, 2022
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CL/1
From
MarketWatch
U.S. stock futures slide for second day as strong dollar adds to earnings fears
July 12, 2022
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C
COMP
DJIA
JPM
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SI00
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Oil prices sink as China tightens COVID-19 restrictions
July 11, 2022
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HOQ22
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If this stock market is shaping up like 2008, here’s where we could be headed next, says strategist
July 11, 2022
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AMC
AMZN
BABA
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MGM
AMZN
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Stock futures slide as China COVID restrictions spark fresh global growth fears
July 11, 2022
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COMP
DJIA
JPM
SPX
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