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What We Buy Currently
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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
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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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Flash floods, like in Las Vegas, are deadlier than hurricanes, tornadoes or lightning
July 29, 2022
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CL00
From
MarketWatch
Plastic waste is such a big issue, Estée Lauder is looking to outerspace for help
July 28, 2022
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EL
XRX
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EL
CL00
XRX
From
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U.S. oil benchmark rises back toward $100 a barrel
July 28, 2022
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CL/1
RBQ22
From
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Switching to sustainable cargo transportation has been a rough road. Here’s the way to speed up adoption.
July 27, 2022
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MSFT
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FDX
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Oil higher ahead of inventory data, Fed decision
July 27, 2022
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RBQ22
CLU22
From
MarketWatch
Europe risks protracted gas crisis after Russian makes deeper cuts to natural gas flows, says economists
July 26, 2022
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UK:BRNU22
NGQ22
CL00
From
MarketWatch
Oil rises as natural gas hits 6-week high
July 26, 2022
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UK:BRN00
UK:BRNU22
NGQ22
From
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What a Fed ‘pivot’ would mean for markets, according to JPMorgan
July 25, 2022
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COMP
DJIA
SPX
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COMP
UK:BRNU22
From
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Oil prices move higher to kick off week ahead of Fed meeting
July 25, 2022
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CL00
UK:BRNV22
From
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Agricultural plastic is just as harmful as ocean plastic
July 22, 2022
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DOW
LOOP
XOM
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CL00
LOOP
CVX
From
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How to prepare for severe heat, as New York and Washington take their turn at record temperatures
July 22, 2022
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CL00
From
MarketWatch
Oil heads for weekly loss as gasoline demand falters
July 22, 2022
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NGQ22
UK:BRN00
UK:BRNU22
From
MarketWatch
The Fed’s rate hikes alone won’t cure inflation
July 21, 2022
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CL00
NG00
RB00
From
MarketWatch
Oil down sharply as falling gasoline demand allows fuel inventories to rise
July 21, 2022
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CLU22
RBQ22
CL/1
From
MarketWatch
Why are gas prices going down? Drivers begin to see some relief at the pump
July 20, 2022
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CLU22
RBQ22
CL00
From
MarketWatch
Biden to unveil modest actions on climate after collapse of bigger bill
July 20, 2022
Tickers
ICLN
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CL/1
CL00
ICLN
From
MarketWatch
Oil futures pull back ahead of U.S. supply data
July 20, 2022
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UK:BRNV22
CL00
RBQ22
From
MarketWatch
America needs to take more risks in Ukraine
July 20, 2022
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NG00
W00
CL00
From
MarketWatch
Energy and materials stocks face rough ride as commodity prices come off the boil, says economist
July 19, 2022
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SPX
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XX:SPGSEN
HGU22
CL/1
From
MarketWatch
U.S. inflation, recession concerns take a back seat in markets to someone else’s problems for now: Europe’s
July 19, 2022
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COMP
DJIA
SPX
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CL00
EURUSD
DJIA
From
MarketWatch
U.K. weather officials drew a scary heatwave map for 2050 — this week it came true, 28 years early
July 19, 2022
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CL00
From
MarketWatch
Biden vows ‘strong executive action’ on climate. Here are 3 moves he could make
July 19, 2022
Tickers
ICLN
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CL/1
CL00
ICLN
From
MarketWatch
Oil pulls back after Monday bounce
July 19, 2022
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HOQ22
RBQ22
CL/1
From
MarketWatch
Oil prices bounce as report dampens expectations for Saudi output rise after Biden visit
July 15, 2022
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CL00
RBQ22
CL/1
From
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Earth-warming emissions vary dramatically across U.S. oil and gas companies, report says
July 14, 2022
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CL00
NG00
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MarketWatch
Oil prices extend slide, erasing much of the gain seen after Russia’s invasion of Ukraine
July 14, 2022
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UK:BRNU22
UK:BRN00
CLQ22
From
MarketWatch
China’s commodities imports might be close to a bottom, but demand remains soft, says economist
July 13, 2022
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CL00
CL/1
UK:BRN00
From
MarketWatch
Oil selloff puts crude near ‘inflection point’ as investors weigh inflation outlook
July 13, 2022
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UK:BRNU22
UK:BRN00
CLQ22
From
MarketWatch
Oil ticks higher after selloff sends crude below $100 a barrel
July 13, 2022
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CLQ22
UK:BRN00
UK:BRNU22
From
MarketWatch
A recession can be avoided if Americans accept 4% inflation
July 13, 2022
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PG
WMT
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CL00
PG
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