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home
about us
Investment Approach
Client Service Approach
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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
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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
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Amazon’s record clean- energy purchase sets a course to operate on 100% renewables in just 2 years
January 31, 2023
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GOOGL
ICLN
META
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From
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January 31, 2023
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January 30, 2023
Tags
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MarketWatch
Oil prices climb as U.S. economic hopes brighten; natural gas trades at lowest since 2021
January 27, 2023
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UK:BRN00
UK:BRNJ23
CL00
From
MarketWatch
Gas prices jump to $3.50 a gallon in January, pose threat to Fed’s inflation fight
January 26, 2023
Tickers
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CL00
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From
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Jane Fonda says climate crisis can be blamed on racism: ‘Where would they put the s—? Not Bel Air’
January 26, 2023
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PICK
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From
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Oil higher as traders focus on China; natural-gas extends January fall
January 26, 2023
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From
MarketWatch
Alaska Airlines will serve your chardonnay in a paper cup, as the first carrier to cut in-flight plastic
January 25, 2023
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SPX
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SPX
CL00
ALK
From
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Oil bounces after Tuesday pullback
January 25, 2023
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CL/1
RBG23
NGG23
From
MarketWatch
Oil edges higher as traders remain optimistic on China demand
January 24, 2023
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DXY
HOG23
CL00
From
MarketWatch
Climate investing is ‘a matter of value, not values,’ says State Street’s O’Hanley
January 23, 2023
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BLK
ICLN
STT
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CL00
STT
ICLN
From
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Oil edges higher, buoyed by optimism over China demand
January 23, 2023
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NGG23
CL/1
RBG23
From
MarketWatch
Oil heads for weekly gain on optimism over China demand
January 20, 2023
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NGG23
CLG23
RBG23
From
MarketWatch
Oil demand could plunge by 30% over the next 5 years, Cathie Wood predicts. Here’s why.
January 19, 2023
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From
MarketWatch
Greta Thunberg: ‘Absurd’ that we think oil firms causing the climate crisis have its solution
January 19, 2023
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NG00
XE:RWE
CL00
From
MarketWatch
Oil ticks lower ahead of U.S. supply data
January 19, 2023
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UK:BRNH23
NGG23
RBG23
From
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Oil rises to 6-week high amid continued optimism over China reopening
January 18, 2023
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UK:BRN00
HOG23
From
MarketWatch
BlackRock’s Fink says climate and ESG-investing attacks getting ugly, personal
January 17, 2023
Tickers
BLK
ICLN
TSLA
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CL00
TSLA
ICLN
From
MarketWatch
Oil ticks higher as investors weigh China demand outlook
January 17, 2023
Tags
CL/1
CLG23
RBG23
From
MarketWatch
Oil heads for big weekly gain on China demand hopes
January 13, 2023
Tags
UK:BRN00
CL00
HOG23
From
MarketWatch
Exxon’s own scientists flagged accurate climate risks even as company execs cast doubt, new study finds
January 12, 2023
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CVX
ICLN
XOM
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ICLN
XOM
UK:BP
From
MarketWatch
Republican House to vote on banning China from getting U.S. oil reserves, as top analyst dismisses bill
January 12, 2023
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CLG23
UK:BRN00
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MarketWatch
Oil prices lifted on China optimism as traders await U.S. inflation data
January 12, 2023
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UK:BRN00
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MarketWatch
Adding protein to diets via fermentation is one solution to egg shortages and climate change
January 11, 2023
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BUD
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CL00
BUD
From
MarketWatch
Oil edges higher as traders weigh U.S. inventory jump, China demand
January 11, 2023
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UK:BRN00
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HOG23
From
MarketWatch
Oil pushes higher as traders monitor China reopening, interest rates
January 10, 2023
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UK:BRNH23
RBH23
CLG23
From
MarketWatch
Cheery climate news? Cancer-linked ozone hole from hairspray and ACs continues to close
January 09, 2023
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CL00
From
MarketWatch
Abigail Disney says private jets are a climate ‘cancer,’ calls out Elon Musk and other rich ‘babies’
January 09, 2023
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AMZN
DIS
TSLA
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TSLA
AMZN
DIS
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Gold prices rise to 7-month high as dollar weakens
January 09, 2023
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PAH23
HGH23
DXY
From
MarketWatch
Oil prices rebound on hopes for increased China demand
January 09, 2023
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CL00
HOG23
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