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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
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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
MARKET RESEARCH
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There’s less to oil-price spike than meets the eye as Israel-Hamas war worries rise
October 18, 2023
Tags
CL00
CL/1
UK:BRN00
From
MarketWatch
Crude prices climb as deadly hospital blast in Gaza ratchets up regional tensions
October 18, 2023
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UK:BRNZ23
CL/1
UK:BRN00
From
MarketWatch
Why Biden’s planned Israel visit is calming markets — for now
October 17, 2023
Tickers
DJIA
SPX
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SPX
DJIA
UK:BRN00
From
MarketWatch
Oil steady as investors monitor Israel-Hamas war, talks on Venezuela sanctions
October 17, 2023
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CLX23
UK:BRNZ23
UK:BRN00
From
MarketWatch
How the Israel-Hamas war is rippling through markets and hurting Israel-focused ETF
October 16, 2023
Tickers
COMP
DJIA
EIS
ISRA
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JETS
EIS
DJIA
From
MarketWatch
70% chance Israel-Hamas war spreads beyond Gaza, threatening oil, strategist warns
October 16, 2023
Tickers
COMP
DJIA
SPX
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SPX
BX:TMUBMUSD02Y
DJIA
From
MarketWatch
Oil hovers around $90 a barrel as investors monitor Israel-Hamas war
October 16, 2023
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CLX23
UK:BRNZ23
UK:BRN00
From
MarketWatch
Oil prices in spotlight as Iran warns of escalation of Israel-Hamas war
October 15, 2023
Tickers
DJIA
SPX
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SPX
DJIA
UK:BRN00
From
MarketWatch
Oil prices jump 3% as Middle East tensions rise with Israel ordering mass evacuations in Gaza
October 13, 2023
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UK:BRN00
CL00
RBX23
From
MarketWatch
The fear premium in oil from the Hamas attack on Israel already has evaporated
October 12, 2023
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CL00
From
MarketWatch
Why U.S. stocks look set for fourth-quarter rally led by Big Tech, says Morgan Stanley portfolio manager
October 11, 2023
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AAPL
AMZN
C
COMP
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JPM
AMZN
WFC
From
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Oil prices edge lower as investors gauge Israel-Gaza war for supply threat
October 11, 2023
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CL00
UK:BRNZ23
UK:BRN00
From
MarketWatch
The new House speaker shortlist is shaping up to be Jim Jordan, Steve Scalise — and maybe Kevin McCarthy
October 10, 2023
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AAPL
GOOG
ITA
META
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AAPL
GOOG
CL/1
From
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Yardeni raises odds of a recession after Hamas attack on Israel
October 10, 2023
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BX:TMUBMUSD10Y
CL00
From
MarketWatch
Oil prices edge lower as investors monitor Israel-Gaza war
October 10, 2023
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CLX23
CL00
UK:BRNZ23
From
MarketWatch
Will Israel-Gaza war sink stocks and shake the global economy? Watch oil prices.
October 09, 2023
Tickers
COMP
DJIA
SPX
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COMP
CL/1
SPX
From
MarketWatch
Iran oil-related sanctions could come out of Congress in wake of Hamas attack on Israel
October 09, 2023
Tickers
ITA
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CL/1
CL00
ITA
From
MarketWatch
Gold, U.S. dollar rally as investors flock to havens as Israel-Hamas war escalates
October 09, 2023
Tickers
TLT
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UK:BRNZ23
GC00
YM00
From
MarketWatch
From $150 oil to no impact at all: What the surprise attack on Israel means to markets
October 09, 2023
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AAPL
AMC
AMZN
BMY
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AAPL
ES00
NIO
From
MarketWatch
Oil prices remain elevated as Hamas attack on Israel raises supply concerns
October 09, 2023
Tags
CL/1
HOX23
NGX23
From
MarketWatch
Oil prices jump 3% after Hamas attack on Israel
October 08, 2023
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CL00
UK:BRNZ23
UK:BRN00
From
MarketWatch
U.S. stock futures tumble after Hamas attack on Israel
October 08, 2023
Tickers
COMP
DAL
DJIA
JPM
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NQ00
JPM
COMP
From
MarketWatch
‘Fear trade’: Oil traders say Hamas attack on Israel puts focus on Iran, Saudi Arabia
October 08, 2023
Tickers
COMP
DJIA
SPX
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GC00
COMP
BX:TMUBMUSD30Y
From
MarketWatch
Oil prices on track for big weekly fall as focus shifts to demand fears
October 06, 2023
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CL/1
HOX23
UK:BRN00
From
MarketWatch
Oil prices extend decline after demand worries spark sharp pullback
October 05, 2023
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UK:BRN00
CL/1
UK:BRNZ23
From
MarketWatch
Oil prices edge lower ahead of supply data as Saudis affirm extension of production cut
October 04, 2023
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CLX23
UK:BRN00
CL/1
From
MarketWatch
Oil prices steady after pulling back to 3-week lows
October 03, 2023
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CL/1
UK:BRN00
UK:BRNZ23
From
MarketWatch
Here’s how El Niño will impact winter, including skiing and snowboarding plans
September 30, 2023
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CL00
From
MarketWatch
U.S. stock-market seasonality suggests a potential rally in the fourth quarter. Why this time might be different.
September 29, 2023
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COMP
DJIA
SPX
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BX:TMUBMUSD10Y
CL00
DJIA
From
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September’s U.S. stock-market rout left just 1 winner as defensive sectors failed to provide shelter
September 29, 2023
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COMP
DJIA
SPX
XLE
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DJIA
UK:BRN00
CL00
From
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