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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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Oil edges lower as traders weigh recession fears, prospects of Iran deal
August 17, 2022
Tags
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CLU22
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From
MarketWatch
Oil extends decline on global economic worries
August 16, 2022
Tags
UK:BRN00
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MarketWatch
Republicans need a new standard-bearer
August 16, 2022
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Iran nuclear deal: What’s at stake for oil prices as Tehran prepares response to EU proposal
August 15, 2022
Tags
UK:BRN00
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From
MarketWatch
A quarter of the U.S. will fall inside an extreme heat belt. Here are the states in the red zone.
August 15, 2022
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CL00
From
MarketWatch
Oil futures slide 4% as China growth worries dominate
August 15, 2022
Tags
NG00
NGU22
CLU22
From
MarketWatch
Oil prices set for weekly rise as recession worries ease
August 12, 2022
Tags
HOU22
UK:BRN00
RBU22
From
MarketWatch
Oil prices lifted as IEA boosts demand forecast
August 11, 2022
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Why home prices can stay high, complicating the Fed’s battle against inflation
August 10, 2022
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From
MarketWatch
Oil sees renewed pressure ahead of U.S. supply data
August 10, 2022
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RBU22
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From
MarketWatch
With the global economy squeezed from all sides, the Great Stagflation has arrived
August 09, 2022
Tickers
COMP
DJIA
GDOW
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From
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Are you confused about why there are so many different inflation measures? We can explain.
August 09, 2022
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LC00
NG00
FF00
From
MarketWatch
Where are the high-paying ‘green’ jobs? Often in the states fighting against them.
August 09, 2022
Tickers
BP
XOM
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BP
CL00
NG00
From
MarketWatch
Oil turns higher as Russia halts key pipeline flows
August 09, 2022
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HOU22
UK:BRN00
RBU22
From
MarketWatch
Oil renews slide as supply fears fade, demand worries remain
August 08, 2022
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RBU22
UK:BRN00
NGU22
From
MarketWatch
Climate bill that’s headed to House keeps U.S. ‘within striking distance’ of halving emissions by 2030
August 07, 2022
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F
TSLA
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NG00
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From
MarketWatch
‘Clean energy’ hiring expands in red and blue states. Enter your zip code to see if jobs are near you.
August 07, 2022
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ICLN
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From
MarketWatch
Oil on track for 10% weekly tumble as recession fears mount
August 05, 2022
Tags
CL00
UK:BRNV22
CL/1
From
MarketWatch
Inflation is spiking around the globe, not just in the United States
August 04, 2022
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C00
CL00
UK:BRN00
From
MarketWatch
Four fairy tales that stock market investors and economic policy makers are telling themselves
August 04, 2022
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DJIA
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SPX
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From
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Oil prices mixed after rout sends U.S. benchmark to 6-month low
August 04, 2022
Tags
NGU22
UK:BRNV22
CL00
From
MarketWatch
Higher prices lead to higher wages, which fuel higher prices. The Fed must break this cycle with aggressive rate increases.
August 03, 2022
Tags
FF00
W00
RB00
From
MarketWatch
Oil prices rise as OPEC+ approves small production increase
August 03, 2022
Tags
NGU22
CL00
UK:BRNV22
From
MarketWatch
The Fed’s inflation promises are simply not credible
August 03, 2022
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W00
From
MarketWatch
Renewable energy: Strongest ever investment in wind and solar in first half of year even with sting of inflation, supply chains
August 02, 2022
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CL00
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CVX
From
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Will OPEC+ deliver an oil-production increase? What investors need to know.
August 02, 2022
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From
MarketWatch
Humans are to blame for the extreme weather that broiled London — here’s just how much
August 01, 2022
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From
MarketWatch
Gas stoves targeted as Illinois congressman alleges consumer watchdog has sat on decades of worrisome health data
August 01, 2022
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GE
WHR
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WHR
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MarketWatch
Can Caterpillar earnings live up to the hype of strong demand, and recent stock surge?
August 01, 2022
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CL00
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Oil prices retreat as investors await OPEC+ meeting
August 01, 2022
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From
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