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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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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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Oil steady Friday but global oil benchmark set for fourth straight quarterly drop
June 30, 2023
Tags
UK:BRNQ23
NGQ23
UK:BRN00
From
MarketWatch
Oil prices edge higher after Wednesday bounce
June 29, 2023
Tags
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The stock market can rally further, but here’s why it’s too early to celebrate the bear’s demise
June 29, 2023
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From
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Oil flat after industry data shows big drop in U.S. crude inventories
June 28, 2023
Tags
UK:BRNQ23
UK:BRNU23
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From
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Biden is declaring victory on the economy. Wall Street is grudgingly coming around.
June 28, 2023
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AMD
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Tags
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From
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Oil prices slump, shaking off Russia mutiny
June 27, 2023
Tags
UK:BRNQ23
CL/1
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From
MarketWatch
‘Embrace the uncertainty.’ How investors can use options to navigate a tricky stock market.
June 27, 2023
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AMZN
COMP
Tags
BX:TMUBMUSD02Y
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From
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Russia’s Putin survives short-lived Wagner Group mutiny. Here’s what that means for oil.
June 26, 2023
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CL/1
CLQ23
UK:BRNQ23
From
MarketWatch
Oil prices edge higher after Russia’s short-lived Wagner mutiny
June 26, 2023
Tags
UK:BRNQ23
HON23
RBN23
From
MarketWatch
Here’s what Wall Street’s most bullish analyst heading into the year thinks of the stock market now
June 26, 2023
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AAPL
AMC
AMZN
COMP
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CL/1
GME
SPX
From
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Rebellion in Russia could unleash chaos in global markets, strategists fear. Here’s what investors should know.
June 24, 2023
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MSFT
NVDA
SPX
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DXY
CL/1
NVDA
From
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Oil prices extend fall after central bank rate hikes, head for weekly loss
June 23, 2023
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RBN23
From
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The U.K. stock market has turned into a wasteland as pension funds recoil. Why U.S. funds may pull back too
June 23, 2023
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AMC
AMZN
GME
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MMM
NIO
SPCE
From
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U.S. stock futures under pressure on fears aggressive global central banks could drive recession
June 23, 2023
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COMP
DJIA
GSK
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GSK
BX:TMUBMUSD10Y
ES00
From
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Oil prices slide as investors weigh interest rate hikes, inventory data
June 22, 2023
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UK:BRNQ23
HON23
RBN23
From
MarketWatch
This Bud’s for investors. Buy the stock even if Bud Light sales never recover, says analyst.
June 22, 2023
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AMC
APE
BUD
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ES00
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From
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Oil steadies ahead of testimony by Fed’s Powell
June 21, 2023
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UK:BRNQ23
CL/1
NGN23
From
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The AI boom will stay with the S&P 500, says one of most pessimistic Wall Street firms heading into 2023
June 21, 2023
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AMC
FDX
GME
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Oil higher after China delivers interest rate cut
June 20, 2023
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CL/1
NGN23
From
MarketWatch
Student-loan payments are coming back — and these are the stocks most at risk
June 20, 2023
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AEO
AMC
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Talk of an interim U.S.-Iran nuclear deal is just ‘noise’, but has potential to ‘upset the oil applecart’
June 16, 2023
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UK:BRN00
UK:BRNQ23
CL/1
From
MarketWatch
Oil prices edge lower, trimming weekly gain
June 16, 2023
Tags
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HON23
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MarketWatch
As BlackRock files for daily bitcoin product, here’s how another SEC debate may shape ethereum
June 16, 2023
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ADBE
BITCOMP
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From
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Oil prices bounce after rise in U.S. crude supplies sparks selloff
June 15, 2023
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CL/1
CL00
From
MarketWatch
U.S. stock futures stall as traders absorb Fed’s ‘hawkish pause’
June 15, 2023
Tickers
COMP
DJIA
SPX
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CL/1
BX:TMUBMUSD02Y
NQ00
From
MarketWatch
Oil futures rise ahead of Fed decision, inventory data
June 14, 2023
Tags
CL00
CL/1
NGN23
From
MarketWatch
Oil prices bounce after China central bank cuts key rate
June 13, 2023
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CLN23
CL00
NGN23
From
MarketWatch
Apple’s stock is no longer worth buying after reaching a record, UBS says
June 13, 2023
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AAPL
AMC
AMD
AMZN
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BX:TMUBMUSD10Y
TSLA
PLTR
From
MarketWatch
S&P 500 futures at fresh 52-week high ahead of inflation data
June 13, 2023
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COMP
DJIA
SPX
TSLA
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ES00
JP:NIK
From
MarketWatch
Goldman Sachs cuts its December Brent oil-price forecast by nearly 10%
June 12, 2023
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CLN23
CL/1
UK:BRN00
From
MarketWatch
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