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Yield Difference
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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
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EVENTS
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Event Schedule
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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
Featured Articles
Contrarian Notes Blog
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Here’s what the Israel-Hamas war has done to U.S. gasoline and diesel prices
October 20, 2023
Tags
UK:BRNZ23
CL/1
UK:BRN00
From
MarketWatch
A contrarian ‘buy signal’ for stocks has been triggered, as investors flee cash, says Bank of America
October 20, 2023
Tickers
SPX
Tags
CLX23
SPX
CL/1
From
MarketWatch
Oil prices on track for second straight weekly rise on Israel-Hamas war worries
October 20, 2023
Tags
CL00
CL/1
UK:BRNZ23
From
MarketWatch
SLB’s stock drops after revenue comes up short, as reservoir performance missed
October 20, 2023
Tickers
SLB
SPX
XLE
Tags
CL/1
SLB
SPX
From
MarketWatch
S&P 500 futures steady as a week of soaring bond yields, geopolitics take a toll
October 20, 2023
Tickers
AMZN
AXP
COMP
DJIA
Tags
SPX
NQ00
CL/1
From
MarketWatch
‘Worldwide Caution’ alert issued for Americans amid Mideast tensions. Here’s what that means.
October 19, 2023
Tags
USDILS
CL/1
From
MarketWatch
Oil gives back Wednesday gains as U.S. relaxes Venezuela sanctions
October 19, 2023
Tags
CL00
CL/1
UK:BRNZ23
From
MarketWatch
Stanley Druckenmiller said central banks, not earnings, move markets. Today is the day to pay attention.
October 19, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
CL/1
GME
NVDA
From
MarketWatch
U.S. oil production hits record as Israel-Hamas conflict stokes global supply fears
October 18, 2023
Tickers
BKR
CVX
PXD
XOM
Tags
PXD
CL/1
XOM
From
MarketWatch
There’s less to oil-price spike than meets the eye as Israel-Hamas war worries rise
October 18, 2023
Tags
CL/1
CL00
UK:BRN00
From
MarketWatch
Airline stocks hit hard by United’s dour profit outlook
October 18, 2023
Tickers
AAL
DAL
HA
JBLU
Tags
SPX
DAL
CL/1
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
BAC
CRWD
MSFT
From
MarketWatch
Crude prices climb as deadly hospital blast in Gaza ratchets up regional tensions
October 18, 2023
Tags
CL00
CL/1
UK:BRNZ23
From
MarketWatch
Oil steady as investors monitor Israel-Hamas war, talks on Venezuela sanctions
October 17, 2023
Tags
UK:BRN00
CLX23
CL/1
From
MarketWatch
Invest in millennials and these ‘one-in-a-lifetime opportunity’ stocks, says this fund manager
October 17, 2023
Tickers
AAPL
AMC
AMZN
AXP
Tags
NVDA
SVFAX
GME
From
MarketWatch
70% chance Israel-Hamas war spreads beyond Gaza, threatening oil, strategist warns
October 16, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
From
MarketWatch
Oil hovers around $90 a barrel as investors monitor Israel-Hamas war
October 16, 2023
Tags
CL00
CL/1
UK:BRNZ23
From
MarketWatch
Oil prices in spotlight as Iran warns of escalation of Israel-Hamas war
October 15, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
CL00
From
MarketWatch
How to find financial opportunities in what Jamie Dimon calls ‘the most dangerous time the world has seen in decades’
October 13, 2023
Tickers
BIRK
JPM
LLY
NVO
Tags
NVO
XOM
CL/1
From
MarketWatch
Welcome to ‘Pantophobia.’ Markets have a ‘fear of everything,’ says BNY-Mellon.
October 13, 2023
Tickers
COMP
JPM
SPX
WFC
Tags
JPM
WFC
GC00
From
MarketWatch
Treasury yields retreat as investors seek safety in bonds on rising Middle East tension
October 13, 2023
Tags
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
CL/1
From
MarketWatch
Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
Tickers
AAPL
ACI
AMC
AMZN
Tags
NQ00
WFC
BLK
From
MarketWatch
Oil prices jump 3% as Middle East tensions rise with Israel ordering mass evacuations in Gaza
October 13, 2023
Tags
NGX23
RBX23
HOX23
From
MarketWatch
Stock futures inch higher as investors wait for earnings kickoff from JPMorgan, other Wall Street banks
October 13, 2023
Tickers
BLK
C
COMP
DJIA
Tags
GC00
BX:TMUBMUSD02Y
COMP
From
MarketWatch
Investors are asking too much from the stock market, says this strategist.
October 12, 2023
Tickers
AAPL
AMC
AMZN
DAL
Tags
DAL
NQ00
DXY
From
MarketWatch
Israel-Gaza war scenarios: what might lift oil prices to $95, $100, and $115 a barrel
October 11, 2023
Tags
UK:BRN00
CLX23
UK:BRNZ23
From
MarketWatch
Oil prices edge lower as investors gauge Israel-Gaza war for supply threat
October 11, 2023
Tags
CL/1
UK:BRNZ23
CL00
From
MarketWatch
Steer clear of these stocks where the economy is in trouble, says Steve Eisman of Big Short fame.
October 11, 2023
Tickers
AAPL
AMC
AMZN
BAC
Tags
AMZN
TTOO
NIO
From
MarketWatch
Biden to ask Congress for ‘urgent action’ to help Israel after ‘sheer evil’ Hamas attacks
October 10, 2023
Tickers
DJIA
Tags
CL/1
DJIA
From
MarketWatch
The new House speaker shortlist is shaping up to be Jim Jordan, Steve Scalise — and maybe Kevin McCarthy
October 10, 2023
Tickers
AAPL
GOOG
ITA
META
Tags
CL/1
CL00
AAPL
From
MarketWatch
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