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home
about us
Investment Approach
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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
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Biden team on track for toughest-ever limits on auto pollution: report
April 06, 2023
Tickers
F
GM
TSLA
Tags
GM
KR:005380
F
From
MarketWatch
Oil on track for third straight weekly gain after OPEC+ production cuts
April 06, 2023
Tags
UK:BRNM23
HOK23
UK:BRN00
From
MarketWatch
Paper or plastic? Instead ask which companies are innovating recycling
April 05, 2023
Tickers
AMZN
HON
WMT
Tags
HON
WMT
CL00
From
MarketWatch
Biden’s EPA takes steps to tighten mercury emissions rules at coal power plants
April 05, 2023
Tickers
ICLN
Tags
NG00
CL00
ICLN
From
MarketWatch
Oil ticks lower ahead of U.S. inventory data
April 05, 2023
Tags
NGK23
CLK23
CL00
From
MarketWatch
Here’s what is really behind OPEC+ oil-production cuts, say energy analysts
April 04, 2023
Tags
CLK23
CL00
CL/1
From
MarketWatch
Oil-production cuts threw ‘another log on the fire’ in Fed’s inflation fight after ‘mini banking crisis,’ but fixed-income investors ‘getting paid to be patient,’ says BlackRock’s Rick Rieder
April 04, 2023
Tickers
COMP
DJIA
SPX
Tags
CL/1
CL00
DJIA
From
MarketWatch
Oil prices build on gains after OPEC+ surprise production cuts
April 04, 2023
Tags
HOK23
UK:BRNM23
UK:BRN00
From
MarketWatch
Oil-production cuts could force Fed to raise interest rates even higher to fight inflation
April 03, 2023
Tickers
COMP
CVX
DJIA
SPX
Tags
CL00
DJIA
USDNOK
From
MarketWatch
How billions are being pledged for the clean energy race in the U.S., Europe
April 03, 2023
Tickers
BLK
COMP
DJIA
SPX
Tags
SPX
COMP
TSLA
From
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Energy ETFs jump after OPEC+’s unexpected oil-production cut, soaring past S&P 500 in Monday trade
April 03, 2023
Tickers
COMP
DJIA
SPX
SPY
Tags
COMP
VDE
SPX
From
MarketWatch
Oil prices holding big gains after surprise OPEC+ production cut
April 03, 2023
Tags
UK:BRN00
RBK23
HOK23
From
MarketWatch
Gold nears $2,000 an ounce as dip-buyers pounce
April 03, 2023
Tags
CL00
CLK23
HGK23
From
MarketWatch
Oil prices advance to cap off bruising March
March 31, 2023
Tags
NGK23
CL00
CLK23
From
MarketWatch
Oil prices edge up as global economic outlook improves
March 30, 2023
Tags
NGK23
CLK23
CL00
From
MarketWatch
These stocks have the edge over Wall Street, but investors are ignoring them, says Schwab strategist
March 30, 2023
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AAPL
AMC
AMZN
BABA
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GC00
NVDA
TSLA
From
MarketWatch
Biden energy officials release strategy to boost offshore wind and cut its cost by 30%
March 29, 2023
Tickers
CVX
XOM
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XOM
NG00
CVX
From
MarketWatch
Oil climbs to highest level in more than 2 weeks as Iraqi dispute limits supply
March 29, 2023
Tags
HOJ23
RBJ23
CL/1
From
MarketWatch
Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.
March 29, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
DB
BABA
XX:SP500/40101010
From
MarketWatch
Oil prices tread water after settling at 2-week high
March 28, 2023
Tags
UK:BRN00
UK:BRNK23
NGJ23
From
MarketWatch
Wind-power industry predicts rapid growth in 2023, just in time for Biden’s offshore push
March 27, 2023
Tickers
WNDY
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NG00
CL00
WNDY
From
MarketWatch
Oil prices buoyed by optimism around banks
March 27, 2023
Tickers
FCNCA
FRC
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FCNCA
HOJ23
CL/1
From
MarketWatch
Oil prices see renewed slump as European bank worries rise
March 24, 2023
Tickers
DB
UBS
Tags
NGJ23
UK:BRNK23
CL00
From
MarketWatch
The Fed has it wrong: Corporate greed is to blame for inflation, not rising wages, SocGen analyst says
March 23, 2023
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CL00
From
MarketWatch
Oil futures lower after Fed rate hike
March 23, 2023
Tags
HOJ23
CL/1
RBJ23
From
MarketWatch
The Fed pivot is near, and yield curve inversion has likely peaked. That’s usually bad news for stocks, this Fidelity strategist says.
March 23, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BX:TMUBMUSD10Y
NQ00
SPX
From
MarketWatch
Banking ‘angst’ is bottoming, but the rally in tech stocks is ignoring recession risks, warns TS Lombard
March 22, 2023
Tickers
COMP
FRC
SPX
Tags
COMP
SPX
FRC
From
MarketWatch
Oil prices edge lower ahead of Fed decision, supply data
March 22, 2023
Tags
UK:BRN00
UK:BRNK23
NGJ23
From
MarketWatch
Biden declares first ocean climate-action plan meant to help fishing and limit warming seas
March 21, 2023
Tickers
COP
WNDY
Tags
NG00
COP
CL00
From
MarketWatch
Biden just made a move to protect 900-year-old trees and a pristine coral reef
March 21, 2023
Tickers
COP
GM
ICLN
TSLA
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TSLA
NG00
COP
From
MarketWatch
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