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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Hurricane Sandy: 10 lessons learned 10 years after the deadly superstorm
October 29, 2022
Tickers
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From
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Oil slips as China expands COVID curbs, but on track for weekly gains
October 28, 2022
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Here’s what the midterm elections could mean for the financial sector, energy, healthcare and more
October 27, 2022
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Rich nations are quitting their oil and gas habit too slowly, U.N. says in ’emissions gap’ report
October 27, 2022
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Oil aims for 3-day winning streak
October 27, 2022
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Oil ticks higher, shaking off industry data showing rise in U.S. crude stocks
October 26, 2022
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CLZ22
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From
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Planet will top catastrophic 2 degrees warming without quicker climate action, U.N. warns
October 26, 2022
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Depleting strategic oil reserves could prove ‘painful in the months to come’: Saudi energy minister
October 25, 2022
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CL/1
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Oil falls for second day as demand worries continue
October 25, 2022
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From
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Oil loses ground as traders weigh China demand worries
October 24, 2022
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Oil ticks higher; natural gas heads for steep weekly loss
October 21, 2022
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From
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Oil prices build on gains as China reportedly weighs easing quarantine rules
October 20, 2022
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A jump in coal and oil emissions was expected with Russia’s invasion and a post-COVID recovery — actual results defied that prediction
October 19, 2022
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GM
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From
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Biden defends his release of oil reserves from criticism that it’s politically motivated
October 19, 2022
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RB00
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From
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Oil bounces as U.S. supplies show decline, while Biden administration plans another SPR release
October 19, 2022
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Biden to promise bill codifying abortion rights if Democrats keep Congress
October 18, 2022
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DJIA
SPX
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RB00
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Oil turns lower as dollar renews its rise
October 18, 2022
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CL/1
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HOX22
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If Europe and the U.S. want to win the war in Ukraine, they must enlist their economies in the fight
October 17, 2022
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CL00
W00
From
MarketWatch
Greenland ice sheet faces a double climate change threat — which is bad news for New York and San Francisco
October 17, 2022
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CL00
From
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Oil ticks higher as traders weigh recession fears versus tight crude supplies
October 17, 2022
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CL/1
HOX22
UK:BRNZ22
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Oil on track for weekly fall amid recession fears
October 14, 2022
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CL/1
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Oil slumps after hot inflation reading, while IEA warns of global recession
October 13, 2022
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Saudi Arabia defends OPEC+ production cut after Biden vows there will be ‘consequences’
October 13, 2022
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UK:BRNZ22
CL00
CLX22
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Biden adviser says he ‘can’t put a date’ on when Saudis may face consequences over oil-production cut
October 12, 2022
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Oil loses ground after OPEC cuts forecasts for demand growth
October 12, 2022
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CL00
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OPEC slashes forecasts for oil-demand growth in 2022, 2023
October 12, 2022
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CLX22
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From
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The Fed needs to jack up interest rates a lot more to bring inflation back under control
October 12, 2022
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NG00
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FF00
From
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New Zealand floats first-of-its-kind climate tax on livestock flatulence
October 11, 2022
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QSR
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QSR
CL00
From
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Oil prices give back some post-OPEC+ gains
October 11, 2022
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UK:BRNZ22
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Honeywell has a mile-high use for the leftover ethanol as EVs replace gas cars
October 10, 2022
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