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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
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Brent crude hits two-month high as China lifts COVID restrictions. Analyst predicts $124/barrel is next.
May 30, 2022
Tags
CL/1
CLN22
UK:BRNN22
From
MarketWatch
Is the U.S. stock market closed on Memorial Day? What investors need to know.
May 27, 2022
Tickers
COMP
DJIA
ICE
NDAQ
Tags
NDAQ
ICE
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From
MarketWatch
Oil edges higher on tight supplies as EU wrangles over Russia import ban
May 26, 2022
Tags
CL/1
HOM22
UK:BRNN22
From
MarketWatch
Oil lifted on tight gasoline supplies
May 25, 2022
Tags
CL/1
HOM22
UK:BRNN22
From
MarketWatch
Oil edges higher on fuel demand but Chinese demand still a concern
May 24, 2022
Tags
CL00
NGM22
RBM22
From
MarketWatch
Oil rises, boosted by tight fuel supplies as U.S. driving season looms
May 23, 2022
Tags
RBM22
UK:BRN00
CL00
From
MarketWatch
Russian invasion shouldn’t be excuse for large-scale fossil fuel investments, IEA chief says
May 23, 2022
Tickers
BRK-B
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BRK/B
CL/1
From
MarketWatch
Stock futures gain as Wall Street looks to snap 8-week losing streak
May 22, 2022
Tickers
COMP
COST
DJIA
M
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ZM
COMP
YM00
From
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The technician who called the 2020 market bottom says a ‘shocking rally’ is in store
May 20, 2022
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AMAT
AMC
AMD
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AMC
LRCX
NVDA
From
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Oil slumps as fears over economic growth take center stage
May 19, 2022
Tags
CL/1
HOM22
UK:BRNN22
From
MarketWatch
Oil prices bounce higher ahead of supply data as optimism on China’s COVID fight helps buoy market
May 18, 2022
Tags
UK:BRNN22
HOM22
CL/1
From
MarketWatch
API sees drops in U.S. oil, gasoline inventories: source
May 17, 2022
Tags
CL/1
CLM22
From
MarketWatch
Oil hits nearly 8-week high as gasoline prices continue record run
May 17, 2022
Tags
CL/1
UK:BRNN22
HOM22
From
MarketWatch
Oil ticks lower after weak China data underlines demand worries
May 16, 2022
Tags
HOM22
UK:BRNN22
CL/1
From
MarketWatch
Oil prices higher, but poised for weekly drop
May 13, 2022
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UK:BRNN22
HOM22
CL/1
From
MarketWatch
U.S. stocks futures swing higher as S&P 500 fights off bear market territory
May 13, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
BX:TMUBMUSD02Y
From
MarketWatch
Oil prices come under renewed pressure as market looks for direction
May 12, 2022
Tags
CL/1
UK:GWM00
UK:BRNN22
From
MarketWatch
8 oil stocks that are still bargains for long-term investors
May 11, 2022
Tickers
EQT
HAL
MEGEF
PXD
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SU
EQT
VAL
From
MarketWatch
Oil prices rebound strongly as falling China COVID cases drive demand hopes
May 11, 2022
Tags
ES00
UK:BRN00
CLM22
From
MarketWatch
U.S. stock futures climb as ‘make or break’ CPI swings into focus
May 11, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
EURUSD
DJIA
From
MarketWatch
Oil prices extend pullback
May 10, 2022
Tickers
SPX
Tags
UK:BRNN22
HOM22
CL/1
From
MarketWatch
Fed survey finds new fear on Wall Street: Foreign divestment of U.S. assets
May 09, 2022
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CL/1
ES00
From
MarketWatch
Oil under pressure to start the week, as Saudis drop prices, China exports slump
May 09, 2022
Tags
UK:BRN00
CLM22
RBM22
From
MarketWatch
Who’s to blame for Thursday’s selloff? The Fed, and you, says this analyst
May 06, 2022
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AAPL
AMC
AMD
AMZN
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AMC
NVDA
DJIA
From
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Oil prices head for another strong weekly gain as supply worries dominate
May 06, 2022
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CL00
NGM22
UK:BRN00
From
MarketWatch
Oil rises as European Union nears Russia oil ban
May 05, 2022
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CL00
NGM22
UK:BRN00
From
MarketWatch
Why OPEC+ keeps agreeing to oil production increases it can’t meet
May 04, 2022
Tags
UK:BRNN22
CL/1
UK:BRN00
From
MarketWatch
It’s Fed day. If markets are going to gyrate, here’s the question that will get things stirring.
May 04, 2022
Tickers
ABNB
AMC
AMD
AMZN
Tags
BX:TMUBMUSD10Y
AMD
TWLO
From
MarketWatch
U.S. stock futures rise as market awaits what could be the biggest Fed rate hike since 2000
May 04, 2022
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COMP
CVS
DJIA
EBAY
Tags
SPX
ES00
EBAY
From
MarketWatch
3 tips for saving money on summer travel despite higher oil prices
May 04, 2022
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CL/1
From
MarketWatch
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