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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
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Latest News about CL00
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Stagflation will be the Fed’s biggest worry
June 22, 2022
Tickers
BLK
STT
TGT
WMT
Tags
BLK
WMT
CL00
From
MarketWatch
Fed looks ‘dead set’ on tightening financial conditions until the economy slows, warns BlackRock
June 21, 2022
Tickers
BLK
COMP
DJIA
GS
Tags
RY
COMP
MS
From
MarketWatch
U.S. oil benchmark bounces after breaking streak of 7 straight weekly gains
June 21, 2022
Tags
UK:BRNQ22
NGN22
UK:BRN00
From
MarketWatch
Oil prices poised to break a string of weekly gains as demand worries linger
June 17, 2022
Tags
HON22
RBN22
CL00
From
MarketWatch
Real assets may still prosper as Fed fights inflation: it’s hard to get ‘inflationary genie’ back in the bottle, says this ETF portfolio manager
June 16, 2022
Tickers
AGG
ASHR
BITO
CNYA
Tags
AGG
SHV
CXSE
From
MarketWatch
Biden sued by climate groups using novel legal argument to stop oil and gas drilling
June 16, 2022
Tickers
ICLN
Tags
RB00
NG00
ICLN
From
MarketWatch
Oil turns lower as central banks hike interest rates
June 16, 2022
Tags
RBN22
HON22
CL/1
From
MarketWatch
In a tough post-Fed market, strategist finds opportunity knocking in a couple of this year’s hottest sectors
June 16, 2022
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AAPL
AES
AMC
AMZN
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CHWY
AWK
TSLA
From
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Oil prices pull back as traders await Fed decision
June 15, 2022
Tags
UK:BRNQ22
NGN22
UK:BRN00
From
MarketWatch
U.S. stock futures rise ahead of expected Fed hike, as ECB holds emergency meeting
June 15, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
GC00
SPX
From
MarketWatch
White House acknowledges Americans are ‘concerned about inflation and the stock market,’ as S&P 500 erases all gains since Biden’s inauguration
June 14, 2022
Tickers
DJIA
SPX
Tags
DJIA
CL00
SPX
From
MarketWatch
Oil lifted on China COVID worries, tight supplies
June 14, 2022
Tags
CL/1
CL00
HON22
From
MarketWatch
Power giant NextEra says it can cut emissions to near zero by 2045 without carbon credits
June 14, 2022
Tickers
NEE
Tags
CL00
NEE
From
MarketWatch
Oil prices pull back on China COVID worries, recession fears
June 13, 2022
Tags
CLN22
DXY
UK:BRN00
From
MarketWatch
Stagflation fears reign after May CPI shock: What investors need to know
June 11, 2022
Tickers
COMP
DJIA
GLD
SPX
Tags
SPX
CL00
BX:TMUBMUSD10Y
From
MarketWatch
Inflation is now concentrated in the necessities of life. Even the cost of escaping with a video or vacation at beach is rising fast
June 10, 2022
Tags
NG00
CL00
TY00
From
MarketWatch
Oil set for weekly gains as gasoline prices extend push into record territory
June 10, 2022
Tags
HON22
RBN22
CL/1
From
MarketWatch
Saudi Arabia again holds the key to energy prices, but how long can that last?
June 09, 2022
Tags
CL00
From
MarketWatch
Oil prices consolidate after hitting 3-month highs
June 09, 2022
Tags
CL/1
CL00
RBN22
From
MarketWatch
Oil prices could go ‘parabolic’, putting global economy in ‘critical situation,’ says Trafigura chief
June 08, 2022
Tickers
DJIA
SPX
Tags
SPX
CLQ22
UK:BRN00
From
MarketWatch
Oil trades above $120 a barrel as investors await U.S. supply data, monitor Norway strike threat
June 08, 2022
Tags
RBN22
HON22
CL00
From
MarketWatch
The antidote to stagflation is to boost supplies by investing in economies and people around the world
June 07, 2022
Tags
NG00
CL00
From
MarketWatch
Oil prices consolidate after testing $120 a barrel
June 07, 2022
Tags
RBN22
HON22
CL00
From
MarketWatch
Solar energy: Biden won’t impose tariffs for 2 years, pushes domestic production
June 06, 2022
Tickers
ICLN
Tags
CL00
ICLN
NG00
From
MarketWatch
Oil prices have jumped. Yet these three energy ETFs remain a relative bargain. Can you cash in?
June 06, 2022
Tickers
BP
CNQ
CVE
CVX
Tags
SPX
BP
CA:SU
From
MarketWatch
Oil trades around $120 a barrel as Saudi Arabia raises prices
June 06, 2022
Tags
UK:BRNQ22
NGN22
UK:BRN00
From
MarketWatch
Republicans’ energy and climate plan targets rising gas prices ahead of midterms
June 03, 2022
Tickers
F
ICLN
TSLA
Tags
NG00
TSLA
F
From
MarketWatch
Oil edges lower, but remains on track for weekly rise
June 03, 2022
Tags
HON22
RBN22
CL/1
From
MarketWatch
Biden adviser: U.S. still would face ‘record high inflation’ if there hadn’t been a $2 trillion spending package — and there would be ‘much higher unemployment’
June 02, 2022
Tickers
COMP
DJIA
PBJ
SPX
Tags
SPX
CH:CRB
CL00
From
MarketWatch
Oil lifted as Shanghai eases COVID-19 lockdown
June 01, 2022
Tags
UK:BRNQ22
NGN22
UK:BRN00
From
MarketWatch
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