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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Featured Quarterly Newsletter
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Latest News about CL00
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Financial markets are flashing a warning that a recession is imminent: here’s what it means for stocks
December 08, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Increasing interest rates to fight inflation would bring lots of pain but little gain
December 08, 2022
Tags
BX:TMUBMUSD10Y
CL00
FF00
From
MarketWatch
Oil prices rise a day after settling at their lowest in nearly a year
December 08, 2022
Tags
CLF23
CL/1
CL00
From
MarketWatch
Bullish 2023 renewable-energy view driven by IRA’s offshore-wind incentive and more solar on homes
December 07, 2022
Tickers
FAN
ICLN
XLU
Tags
ICLN
CL00
NG00
From
MarketWatch
Biden’s new climate rule pledges to cut government building emissions by 90%
December 07, 2022
Tags
HO00
NG00
CL00
From
MarketWatch
Vanguard, second-largest fund firm, quits net zero climate alliance
December 07, 2022
Tickers
BLK
STT
Tags
STT
NG00
CL00
From
MarketWatch
Oil prices rise ahead of official data on U.S. petroleum supplies
December 07, 2022
Tags
UK:BRN00
RBF23
UK:BRNG23
From
MarketWatch
Oil slides as worries about more Fed hikes rattle market
December 06, 2022
Tags
HOF23
UK:BRN00
UK:BRNG23
From
MarketWatch
Oil prices climb as E.U. price cap, OPEC decision, and easing of China’s Covid restrictions provide support
December 05, 2022
Tags
UK:BRN00
UK:BRNG23
RBF23
From
MarketWatch
Prince William’s star-studded Earthshot climate prize rewards seaweed packaging and a greenhouse-in-a-box
December 03, 2022
Tickers
LULU
Tags
UK:ULVR
LULU
CL00
From
MarketWatch
Oil prices tick lower ahead of OPEC+ meeting, Russia ban
December 02, 2022
Tags
RBH23
HOF23
NGH23
From
MarketWatch
Hurricane season’s late start made for an average year but a big insurance bill
December 01, 2022
Tickers
MURGY
Tags
CL00
MURGY
From
MarketWatch
Oil prices rise as traders eye China COVID curbs, OPEC+ meeting
December 01, 2022
Tags
NGF23
CL00
CLF23
From
MarketWatch
Oil prices rise as industry data show big drop in U.S. crude inventories
November 30, 2022
Tags
UK:BRNG23
UK:BRN00
UK:BRNF23
From
MarketWatch
The neutral interest rate is 6%—much higher than Fed policy makers admit
November 30, 2022
Tickers
COMP
DJIA
META
SPX
Tags
COMP
SPX
CL00
From
MarketWatch
Oil prices move higher on hopes China will relax COVID curbs
November 29, 2022
Tags
UK:BRN00
UK:BRNG23
CL00
From
MarketWatch
The idea that you can use oil prices to time the stock market has nothing in the tank
November 29, 2022
Tickers
SPX
Tags
SPX
CL00
UK:WBS00
From
MarketWatch
Energy stocks look ‘especially vulnerable’ to crude-oil selloff
November 28, 2022
Tickers
CVX
SPX
XLE
XOM
Tags
XLE
XOM
CVX
From
MarketWatch
U.S. oil price erases 2022 gain as China protests stoke demand fears
November 28, 2022
Tags
CL/1
RBZ22
CLF23
From
MarketWatch
Face of climate change Greta Thunberg tweaks approach, joins suit against Sweden
November 25, 2022
Tags
CL00
NL:SHELL
NG00
From
MarketWatch
Oil higher, but set for weekly decline as China demand worries overhang market
November 25, 2022
Tags
UK:BRNF23
CL00
CLF23
From
MarketWatch
Oil lower as talks continue over Russia price-cap plan
November 23, 2022
Tags
NGZ22
UK:BRNG23
UK:BRN00
From
MarketWatch
This isn’t a ‘close your eyes and buy anything’ kind of market
November 22, 2022
Tickers
DJIA
SPX
Tags
SPX
CL00
BX:TMUBMUSD10Y
From
MarketWatch
Retirement stock plans can use ESG scrutiny, new rule at Labor Department says
November 22, 2022
Tickers
ESGU
ICLN
TSLA
Tags
TSLA
ICLN
ESGU
From
MarketWatch
Oil futures push higher as market shakes off OPEC production rumblings
November 22, 2022
Tags
NGZ22
UK:BRN00
RBZ22
From
MarketWatch
Oil ticks lower on China demand worries
November 21, 2022
Tags
UK:BRNF23
HOZ22
CL/1
From
MarketWatch
COP27 wins and losses: U.S. on the hook to pay for its pollution; natural gas gets nod as transition fuel
November 20, 2022
Tickers
AAPL
AMZN
BP
F
Tags
NG00
PICK
ICLN
From
MarketWatch
Do religion and fighting climate change collide? Pew survey reveals it’s not all about politics.
November 17, 2022
Tickers
ICLN
Tags
NG00
ICLN
CL00
From
MarketWatch
Natural gas-focused methane pact expands at climate summit, minus China
November 17, 2022
Tickers
ICLN
KMI
LNG
Tags
KMI
ICLN
CL00
From
MarketWatch
World’s richest nations stick to 1.5-degree climate pledge despite energy crunch
November 16, 2022
Tags
CL00
NG00
From
MarketWatch
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