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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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U.S. stock futures rise ahead of payrolls data as new quarter kicks off
April 01, 2022
Tickers
COMP
DJIA
GME
SPX
Tags
BX:TMUBMUSD02Y
UK:BRN00
GME
From
MarketWatch
These 10 stocks have fallen at least 20% this year, but are expected to soar up to 66% from here
March 31, 2022
Tickers
ALGN
BBWI
DHI
EPAM
Tags
SYF
DHI
ALGN
From
MarketWatch
Biden looks set to tap oil reserves, as he reacts to rises in gasoline prices and blames Putin
March 31, 2022
Tags
CLK22
CL00
CL/1
From
MarketWatch
Gold edges lower as oil prices sink
March 31, 2022
Tags
SIK22
CL/1
GCM22
From
MarketWatch
Treasury yields fall ahead of inflation data as crude-oil prices slide
March 31, 2022
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
BX:TMBMKDE/10Y
From
MarketWatch
There may be little upside left in this stock rally, says Goldman Sachs. Here’s where it advises investors to put their money now.
March 31, 2022
Tickers
AAPL
AMC
BRK-A
BRK-B
Tags
AMC
SNDL
VIX
From
MarketWatch
Oil prices tumble on reports U.S. will release reserves, as OPEC meeting looms
March 31, 2022
Tags
CL00
CL/1
HOJ22
From
MarketWatch
Buffett’s Berkshire Hathaway flagged by climate-watching investor advocate for no transparency on emissions
March 30, 2022
Tickers
BG
BRK-B
CVX
F
Tags
PG
CVX
GM
From
MarketWatch
A flip to EVs over gas cars could save $1.2 trillion in health costs and stop nearly 3 million asthma attacks: American Lung Association
March 30, 2022
Tickers
RIVN
TSLA
Tags
NG00
RIVN
TSLA
From
MarketWatch
‘Pouring gasoline on the fire’: JPMorgan, Citi and other U.S. banks lead rise in lending to oil and gas: report
March 30, 2022
Tickers
BAC
C
GS
HSBC
Tags
WFC
BAC
CL00
From
MarketWatch
Oil prices rise as skeptical views emerge over progress between Russia-Ukraine talks
March 30, 2022
Tags
HOJ22
UK:BRN00
CLK22
From
MarketWatch
U.S. stock futures ease as investors monitor Ukraine war, await key private-sector payroll data
March 30, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
BX:TMUBMUSD02Y
NQ00
From
MarketWatch
Why buying bitcoin directly is better than investing in crypto mining stocks, based on this valuation model
March 29, 2022
Tickers
BITCOMP
DGHI
DJIA
MARA
Tags
MARA
bitcoin
XOM
From
MarketWatch
Russian gas and oil must be replaced by carbon-free fuels if we want peace on earth
March 29, 2022
Tags
NG00
CL00
From
MarketWatch
Oil prices resume slide after Russia-Ukraine talks
March 29, 2022
Tags
UK:BRN00
CLK22
CL/1
From
MarketWatch
Billionaires like Jeff Bezos are big on owning farmland. Here are some ways average investors can play this hot commodity.
March 29, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
SMH
IL:AFHL
FPI
From
MarketWatch
This ‘potentially poisonous mix’ means forget about buying the dip in stocks, says Neuberger CIO
March 28, 2022
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Diamond hands and Corporate America to drive $900 billion of stock purchases, say Goldman’s strategists
March 28, 2022
Tickers
AAPL
AMC
AMD
AVGO
Tags
SMH
AMD
DXY
From
MarketWatch
U.S. stock futures held back as 10-year surpasses 2.50%
March 28, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
CL00
From
MarketWatch
Oil slumps to start the week as COVID outbreak in China sparks fresh demand worries
March 28, 2022
Tags
RBJ22
CLK22
UK:BRN00
From
MarketWatch
Global pile of debt at negative yields dips below $3 trillion: Deutsche Bank
March 25, 2022
Tags
BX:TMUBMUSD10Y
CL00
UK:BRN00
From
MarketWatch
Plastic was found in human blood for the first time. Is this a public health risk?
March 25, 2022
Tags
CL00
From
MarketWatch
Oil prices fall as European Union resists Russia oil ban
March 25, 2022
Tags
UK:BRNK22
CLK22
RBJ22
From
MarketWatch
U.S. stock futures struggle for traction ahead of sentiment data
March 25, 2022
Tickers
AAPL
BABA
COMP
DJIA
Tags
COMP
FB
UK:BRNK22
From
MarketWatch
Oil edges lower as war-driven volatility continues
March 24, 2022
Tags
UK:BRNK22
CL00
CL/1
From
MarketWatch
It’s the beginning of the end of globalization, say BlackRock’s Larry Fink and Oaktree’s Howard Marks
March 24, 2022
Tickers
AAL
AAPL
AMC
AMZN
Tags
DXY
NQ00
YM00
From
MarketWatch
Past-due subprime auto loans climb to highest rate since April 2020, a potential sign of trouble
March 23, 2022
Tickers
SPX
Tags
CL00
SPX
From
MarketWatch
Greta Thunberg’s campaign has a new school-ditching strike video: ‘If current generations don’t care about the future of our planet, who will?’
March 23, 2022
Tags
CL00
From
MarketWatch
Oil prices rise as supply worries fester ahead of U.S. inventory data
March 23, 2022
Tags
UK:BRNK22
RBJ22
CLK22
From
MarketWatch
U.S. stock futures pull back as investors watch for more Fed comments, Ukraine war nears one-month mark
March 23, 2022
Tickers
COMP
DJIA
Tags
DJIA
UK:SPX
ES00
From
MarketWatch
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