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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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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Latest News about CL00
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Amazon Prime Day: 7 ‘greener’ ways to shop the deals, including plastic-free packaging
July 12, 2022
Tickers
AMZN
RIVN
Tags
CL00
AMZN
RIVN
From
MarketWatch
Oil slumps over 4% as U.S. benchmark slides back below $100 a barrel
July 12, 2022
Tags
UK:BRNU22
CLQ22
UK:BRN00
From
MarketWatch
ERCOT warning: 5 electricity blackout risks facing the entire U.S., not just Texas
July 11, 2022
Tickers
ICLN
RIVN
TSLA
Tags
ICLN
CL00
RIVN
From
MarketWatch
Oil prices sink as China tightens COVID-19 restrictions
July 11, 2022
Tags
UK:BRNU22
UK:BRN00
CLQ22
From
MarketWatch
Commodity price declines may shape Fed’s rate-hike path, says economist
July 08, 2022
Tags
UK:BRN00
CLQ22
UK:BRNU22
From
MarketWatch
Oil steady but heads for weekly losses as recession fears swirl
July 08, 2022
Tags
HOQ22
RBQ22
CL/1
From
MarketWatch
Why what happens to stocks and bonds over the next 6 months may depend on oil
July 07, 2022
Tickers
COMP
SPX
Tags
COMP
UK:WBS/1
CL00
From
MarketWatch
The Fed is not going to stop until inflation is locked back in its cage
July 07, 2022
Tags
CL00
From
MarketWatch
Oil steadies after 2-day rout pushes U.S. crude into bear market below $100 a barrel
July 07, 2022
Tags
HOQ22
RBQ22
CL/1
From
MarketWatch
Oil selloff overshoots, says Goldman, as U.S. crude extends dive below $100 a barrel
July 06, 2022
Tags
UK:BRNU22
CLQ22
UK:BRN00
From
MarketWatch
U.S. oil benchmark ticks back above $100 a barrel after Tuesday rout
July 06, 2022
Tags
NGQ22
UK:BRN00
CLQ22
From
MarketWatch
OPEC Secretary-General Mohammed Barkindo dies
July 06, 2022
Tags
CL00
From
MarketWatch
Until there’s a viable and investible path to a green-energy future, oil shocks will keep battering our economy and our politics
July 05, 2022
Tags
UK:BRN00
NG00
CL00
From
MarketWatch
Oil lower as dollar soars, investors weigh recessionary fears
July 05, 2022
Tags
EURUSD
RBQ22
CL/1
From
MarketWatch
The 60-40 portfolio is supposed to protect investors from volatility: so why is it having such a bad year?
July 02, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
CL00
From
MarketWatch
Big-name investors are back putting more ‘junk’ in their funds, despite the carnage in bonds
July 01, 2022
Tickers
AAPL
ARES
CG
KKR
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MSFT
AAPL
SPX
From
MarketWatch
A revolution on the supply side is needed to defeat inflation without crushing the global economy
July 01, 2022
Tickers
SPX
Tags
FF00
NG00
EURUSD
From
MarketWatch
Supreme Court limits EPA’s role in combatting climate change
June 30, 2022
Tickers
CVX
ED
EXC
ICLN
Tags
EXC
ED
NG00
From
MarketWatch
The U.S. dollar kicked off 2022 with a 6-month rampage — what that means for markets in the 2nd half
June 29, 2022
Tickers
DJIA
SPX
Tags
EURUSD
DJIA
USDJPY
From
MarketWatch
Oil trades higher as supply worries provide lift
June 29, 2022
Tags
NGQ22
CLQ22
UK:BRN00
From
MarketWatch
Green hydrogen is the ultimate answer to high gas prices, climate change, and saber-rattling dictators
June 28, 2022
Tickers
EONGY
FSUGY
Tags
AU:FMG
NG00
EONGY
From
MarketWatch
Oil futures rise as supply fears move back into spotlight
June 28, 2022
Tags
CL/1
CL00
RBN22
From
MarketWatch
Oil ticks higher as G-7 weighs price cap on Russian crude
June 27, 2022
Tags
UK:BRN00
CLQ22
NGN22
From
MarketWatch
Greta surprises Glastonbury: Stop the oil ‘loopholes,’ she tells roaring crowd
June 25, 2022
Tickers
ICLN
Tags
ICLN
CL00
From
MarketWatch
Oil prices move higher, but set for weekly loss amid demand worries
June 24, 2022
Tags
UK:BRN00
CLQ22
UK:BRNQ22
From
MarketWatch
Stock futures rise, with Wall Street poised to break string of weekly losses
June 24, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Oil industry describes emergency meeting with Biden administration as ‘constructive’
June 23, 2022
Tickers
CVX
Tags
RB00
CVX
CL00
From
MarketWatch
Oil remains under pressure as recession fears rise
June 23, 2022
Tags
RBN22
CL/1
CL00
From
MarketWatch
Inflation seen restraining Biden, other G7 leaders as they consider more Russia sanctions at summit
June 22, 2022
Tags
CL00
UK:BRN00
From
MarketWatch
This dividend fund is down only 3% this year vs. the S&P’s 20% decline. Here are the manager’s top stock picks.
June 22, 2022
Tickers
ABB
AJG
ALL
APA
Tags
HES
LLY
CVNA
From
MarketWatch
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