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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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Oil prices pull back on China COVID worries, recession fears
June 13, 2022
Tags
CL/1
NGN22
RBN22
From
MarketWatch
The S&P 500 is clinging to a key support level after Friday’s meltdown, here’s what happens if that fails
June 13, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
RDBX
AMC
GME
From
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U.S. stock futures sink Sunday after Wall Street’s worst week since January
June 12, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
YM00
COMP
From
MarketWatch
These 19 big tech stocks have now dropped at least 60% from their 52-week highs
June 10, 2022
Tickers
ALGN
CCL
CD
COMP
Tags
SPX
NCLH
NFLX
From
MarketWatch
Oil set for weekly gains as gasoline prices extend push into record territory
June 10, 2022
Tags
UK:BRNQ22
UK:BRN00
CL00
From
MarketWatch
‘Creating a resilient equity portfolio’: Fed is the market’s biggest risk amid high inflation, says Citi
June 09, 2022
Tickers
COMP
DJIA
SPX
TGT
Tags
TGT
SPX
CLN22
From
MarketWatch
Oil-stock trade is ‘too obvious,’ says this fund manager, who expects a pullback in prices
June 09, 2022
Tickers
ARKK
BRK-B
CVX
FOMO
Tags
XLE
FOMO
BRK/B
From
MarketWatch
Oil prices consolidate after hitting 3-month highs
June 09, 2022
Tags
UK:BRNQ22
HON22
CL00
From
MarketWatch
Here’s a fund manager’s three overlooked tech stocks with ‘mission critical’ products to weather any economic storm
June 09, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NQ00
BABA
CL/1
From
MarketWatch
Treasury yields mixed ahead of ECB meeting as investors await U.S. inflation reading
June 09, 2022
Tags
CL/1
UK:BRN00
BX:TMUBMUSD10Y
From
MarketWatch
Oil prices could go ‘parabolic’, putting global economy in ‘critical situation,’ says Trafigura chief
June 08, 2022
Tickers
DJIA
SPX
Tags
CLQ22
CL/1
SPX
From
MarketWatch
Oil trades above $120 a barrel as investors await U.S. supply data, monitor Norway strike threat
June 08, 2022
Tags
UK:BRNQ22
CL00
HON22
From
MarketWatch
Here’s why the OECD has a different take than the World Bank and Ray Dalio on the risks of stagflation
June 08, 2022
Tickers
AAPL
AERC
AMC
AMZN
Tags
MULN
AMC
WDC
From
MarketWatch
Stock futures push lower as bond yields climb and oil hovers near $121 a barrel
June 08, 2022
Tickers
COMP
DJIA
SPX
TGT
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Oil prices consolidate after testing $120 a barrel
June 07, 2022
Tags
CL/1
NGN22
CLN22
From
MarketWatch
Chasing ‘hot dogs’ has damaged portfolios. Here’s how investors fight back, says head of $1.5 billion asset manager.
June 07, 2022
Tickers
AAPL
AFRM
AMC
AMZN
Tags
ES00
BX:TMUBMUSD10Y
XRX
From
MarketWatch
Oil prices have jumped. Yet these three energy ETFs remain a relative bargain. Can you cash in?
June 06, 2022
Tickers
BP
CNQ
CVE
CVX
Tags
TTE
XOM
SHEL
From
MarketWatch
Oil trades around $120 a barrel as Saudi Arabia raises prices
June 06, 2022
Tags
NGN22
RBN22
CLN22
From
MarketWatch
Don’t get fooled by another ‘rip’ says this strategist who advises watching this ‘battleground’ S&P 500 level
June 06, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
BZ
GME
BTCUSD
From
MarketWatch
Oil edges lower, but remains on track for weekly rise
June 03, 2022
Tags
CL/1
RBN22
CLN22
From
MarketWatch
Fink, Dimon and Musk have the blues. And one forecaster says they’re not gloomy enough
June 03, 2022
Tickers
AAPL
AMC
AMZN
ARKK
Tags
AAPL
ES00
CRWD
From
MarketWatch
U.S. stock futures tilt higher as bond yields and oil prices cool
June 02, 2022
Tickers
AI
COMP
HPE
SPX
Tags
HPE
YM00
AI
From
MarketWatch
Brian Moynihan dismisses Jamie Dimon’s warning on the economy: ‘You’ve got hurricanes that come every year.’
June 02, 2022
Tickers
AAPL
AI
AMC
AMZN
Tags
BAC
NIO
SPX
From
MarketWatch
Why oil could still hit $130 a barrel even if OPEC+ tries to make up lost Russia production
June 01, 2022
Tickers
DJIA
SPX
Tags
SPX
UK:BRNQ22
UK:BRN00
From
MarketWatch
Oil lifted as Shanghai eases COVID-19 lockdown
June 01, 2022
Tags
UK:BRNQ22
UK:BRN00
HON22
From
MarketWatch
The man who seized one of Argentina’s ships now warns there will be a wave of emerging-market defaults
June 01, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
CHWY
NQ00
BABA
From
MarketWatch
Wall Street poised for modest gains as new month and Fed quantitative tightening kick off
June 01, 2022
Tickers
COMP
DJIA
SPX
Tags
UK:BRN00
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Why India is set to win big as EU bans Russian oil imports
May 31, 2022
Tags
CL/1
UK:BRN00
CLN22
From
MarketWatch
These sectors of the stock market are expected to show the best earnings growth
May 31, 2022
Tickers
BKX
CMCSA
CSCO
FB
Tags
XLY
VZ
T
From
MarketWatch
Here’s what Goldman Sachs sees as the next big there-is-no-alternative-trade
May 31, 2022
Tickers
AAPL
AMC
AMZN
AUY
Tags
ES00
AAPL
BX:TMUBMUSD02Y
From
MarketWatch
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