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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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This oil chart will scare the socks off you
September 08, 2023
Tickers
CRM
DJIA
SPX
VTI
Tags
CL/1
XOM
XLE
From
MarketWatch
U.S. oil higher after snapping 9-day winning streak
September 08, 2023
Tags
CLV23
UK:BRNX23
CL00
From
MarketWatch
Here’s what seven decades of the yield curve says about the business cycle and the stock market, strategist says
September 08, 2023
Tickers
AMC
AMD
AMZN
DOCU
Tags
VFS
MULN
AMC
From
MarketWatch
Cash is still king, says Barclays. Here are six of its investment ideas.
September 07, 2023
Tickers
AAPL
AI
AMC
BUD
Tags
USDNZD
MULN
NVDA
From
MarketWatch
Oil prices pull back from 2023 highs
September 06, 2023
Tags
UK:BRNX23
CLV23
UK:BRN00
From
MarketWatch
Saudi Arabia as the new Switzerland? A new world order makes markets riskier, says JPMorgan strategist
September 06, 2023
Tickers
AI
AMC
AMZN
GME
Tags
UAL
GME
AI
From
MarketWatch
Oil trades at 2023 highs. Are U.S. prices headed for $100?
September 05, 2023
Tags
UK:BRN00
CL/1
CLV23
From
MarketWatch
Energy stocks lead S&P 500 again, as Saudi Arabia, Russia extend crude-supply cuts
September 05, 2023
Tickers
SPX
Tags
XX:SP500/10
CL/1
SPX
From
MarketWatch
Oil prices pull back from 2023 highs after downbeat China data
September 05, 2023
Tags
UK:BRN00
CL/1
CL00
From
MarketWatch
Treasury yields higher amid concern of stubborn inflationary pressures
September 05, 2023
Tags
CL/1
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
U.S. stock futures slide as sour news on global economy hits sentiment
September 05, 2023
Tickers
COMP
DJIA
SPX
Tags
HK:2007
YM00
COMP
From
MarketWatch
Energy stocks getting ready to take the lead again after crude’s August bounce, says strategist
September 04, 2023
Tickers
BGFV
CBRL
CVX
DIN
Tags
DIN
CVX
CL/1
From
MarketWatch
Oil rises after booking third straight monthly gain
September 01, 2023
Tags
UK:BRNX23
CLV23
UK:BRN00
From
MarketWatch
Why pricey French bags are better than U.S. tech, according to this analyst.
September 01, 2023
Tickers
AAPL
ADTX
AMC
AMZN
Tags
XX:SX5E
AMC
FR:RMS
From
MarketWatch
No August swoon for oil prices. Here’s why crude bounced back.
August 31, 2023
Tags
CLV23
UK:BRNV23
UK:BRN00
From
MarketWatch
Oil edges higher as bulls attempt to salvage monthly gain
August 31, 2023
Tags
CL00
UK:BRNV23
UK:BRN00
From
MarketWatch
Ørsted shares plunge more than 20% as wind farm maker warns of $2.3 billion U.S. impairment charge
August 30, 2023
Tags
FR:PX1
DX:DAX
CL/1
From
MarketWatch
Oil prices rise as industry data shows big drop in crude inventories
August 30, 2023
Tickers
CVX
TTE
Tags
CL00
UK:BRN00
TTE
From
MarketWatch
Oil prices edge higher as traders monitor Hurricane Idalia
August 29, 2023
Tags
CLV23
UK:BRNX23
UK:BRNV23
From
MarketWatch
After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.
August 29, 2023
Tickers
AAPL
AMC
AMZN
BBY
Tags
ES00
BX:TMUBMUSD10Y
BBY
From
MarketWatch
Oil steady as China moves to bolster stock market
August 28, 2023
Tags
UK:BRNV23
CL/1
CLV23
From
MarketWatch
Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings
August 28, 2023
Tickers
AAPL
AMC
EGRNF
GME
Tags
JP:NIK
HE
AMC
From
MarketWatch
Oil prices rise ahead of Jerome Powell speech, set for weekly losses
August 25, 2023
Tags
UK:BRNX23
DXY
RBU23
From
MarketWatch
Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak
August 25, 2023
Tickers
AAPL
AI
AMC
AMD
Tags
BX:TMUBMUSD10Y
DOMO
WDAY
From
MarketWatch
Oil prices edge lower on China demand worries
August 22, 2023
Tags
UK:BRNV23
UK:BRN00
CL/1
From
MarketWatch
Oil prices bounce after snapping streak of 7 straight weekly wins
August 21, 2023
Tags
HOU23
UK:BRNV23
CL/1
From
MarketWatch
U.K. homebuilder shares stumble after profit warning and price falls
August 21, 2023
Tags
UK:UKX
UK:TW
CL/1
From
MarketWatch
Atlantic hurricane season ready to rile up storm clouds for oil and gas
August 18, 2023
Tags
NG00
CLU23
CL/1
From
MarketWatch
Oil prices set to end streak of 7 straight weekly gains
August 18, 2023
Tags
CL00
BX:TMUBMUSD10Y
UK:BRN00
From
MarketWatch
Bond yields hold the key to an emotional market that can change on a dime, says this strategist
August 18, 2023
Tickers
AAPL
AMAT
AMC
APE
Tags
BX:TMUBMUSD10Y
DXY
ES00
From
MarketWatch
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