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home
about us
Investment 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
Client Information
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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
RSVP-Signup Form
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‘Earth is our only shareholder’: Patagonia’s billionaire family transfers retailer’s entire ownership to climate-change efforts
September 14, 2022
Tickers
SPX
Tags
UK:ULVR
SPX
CL00
From
MarketWatch
Why a railroad strike could cause trouble in grain markets
September 14, 2022
Tags
CL00
CL/1
C00
From
MarketWatch
What the S&P 500’s slide from its peak says about a recession
September 14, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
CL00
From
MarketWatch
Oil ticks lower as IEA offers mixed picture on crude demand
September 14, 2022
Tags
NGV22
UK:BRN00
CLV22
From
MarketWatch
Oil prices attempt 4th straight rise as supply worries move back into focus
September 13, 2022
Tags
CLV22
DXY
NGV22
From
MarketWatch
Oil prices on track for 3-day winning streak as dollar extends retreat from recent highs
September 12, 2022
Tags
EURUSD
HOV22
RBV22
From
MarketWatch
Oil prices extend bounce, but on track for weekly fall
September 09, 2022
Tags
NGV22
UK:BRN00
CLV22
From
MarketWatch
Oil ticks higher after Putin threatens to halt energy supplies in response to price caps
September 07, 2022
Tags
CLV22
NGV22
UK:BRN00
From
MarketWatch
Why inflation is so tough to tame
September 07, 2022
Tickers
AMZN
SBUX
Tags
SBUX
CL00
AMZN
From
MarketWatch
Yellen to say Biden’s climate law helps put Putin in his place
September 06, 2022
Tickers
AMD
F
ICLN
TSLA
Tags
CL00
ICLN
NG00
From
MarketWatch
Florida-sized ‘doomsday glacier’ in Antarctica is melting faster than thought, study says
September 06, 2022
Tickers
ICLN
Tags
CL00
ICLN
From
MarketWatch
Global oil benchmark gives back OPEC-inspired bounce
September 06, 2022
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CLV22
NGV22
UK:BRN00
From
MarketWatch
Natural gas prices slide amid Gazprom and Siemens Energy clash over Nord Stream 1 maintenance
September 06, 2022
Tags
CL/1
CL00
CLV22
From
MarketWatch
Oil prices climb as OPEC+ agrees to 100,000 barrel cut per day
September 05, 2022
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UK:BRN00
CL00
CL/1
From
MarketWatch
Oil prices bounce off 2-week lows ahead of OPEC+ meeting
September 02, 2022
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CLV22
UK:BRN00
NGV22
From
MarketWatch
Is the stock market closed on Labor Day?
September 02, 2022
Tickers
COMP
DJIA
JPM
SPX
Tags
COMP
WFC
SPX
From
MarketWatch
Will the dollar’s surge end in whiplash?
September 01, 2022
Tags
BX:TMBMKIT/10Y
EURUSD
NG00
From
MarketWatch
Oil slumps over 2% as China imposes new lockdowns
September 01, 2022
Tags
RBV22
HOV22
UK:BRNX22
From
MarketWatch
Oil prices mark their longest monthly losing streak in more than 2 years
August 31, 2022
Tags
CL00
UK:BRNV22
CL/1
From
MarketWatch
Here are the worst (and best) performing stocks of August and for 2022
August 31, 2022
Tickers
AAPL
AES
ALB
ALGN
Tags
SPX
CTRA
PFG
From
MarketWatch
Oil extends slide amid economic jitters
August 31, 2022
Tags
CLV22
HOU22
RBU22
From
MarketWatch
Oil pulls back from nearly 1-month high as traders weigh economic worries versus supply concerns
August 30, 2022
Tags
CLV22
HOU22
UK:BRN00
From
MarketWatch
Count on a Fed pivot only after this happens, says JPMorgan Funds strategist
August 29, 2022
Tickers
COMP
DJIA
JPM
SPX
Tags
DXY
CLV22
COMP
From
MarketWatch
Oil prices buoyed on prospect of OPEC production cut
August 29, 2022
Tags
CL/1
UK:BRNX22
CL00
From
MarketWatch
How stocks perform as central bankers gather each year at Jackson Hole
August 25, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
CL00
GC00
From
MarketWatch
Oil futures mostly lower as traders weigh prospects for an Iran nuclear deal and OPEC output cuts
August 25, 2022
Tags
UK:BRNV22
CL00
CL/1
From
MarketWatch
The Inflation Reduction Act doesn’t overturn the Supreme Court’s ruling in West Virginia v. EPA, but it does strengthen the agency’s ability to fight climate change
August 24, 2022
Tags
NG00
CL00
From
MarketWatch
Is the junk bond market too bullish on a soft landing for the economy?
August 20, 2022
Tickers
HYG
SPX
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HYG
SPX
CLU22
From
MarketWatch
Oil prices continue to climb as traders digest sharp drop in supplies
August 18, 2022
Tags
CL/1
CL00
UK:BRNV22
From
MarketWatch
The assumption that a recession is inevitable has a few holes in it
August 17, 2022
Tickers
SPX
Tags
NG00
HG00
CL00
From
MarketWatch
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