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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
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
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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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FTSE 100 skids lower, and U.K. gilt rates fall as investors head to safety amid Ukraine conflict
March 01, 2022
Tickers
AZN
BP
RIO
SHEL
Tags
CL00
BP
RIO
From
MarketWatch
Energy disruptions are now inevitable and most likely imminent — here are all the ways that could happen
March 01, 2022
Tags
CL00
CL/1
NG00
From
MarketWatch
U.S. oil spikes above $101 a barrel in sixth day of Russia’s Ukraine invasion
March 01, 2022
Tags
CL/1
CL00
UK:BRN00
From
MarketWatch
In a challenging environment, these stocks are delivering what the market wants to see, says Morgan Stanley
March 01, 2022
Tickers
AAPL
AMC
AZO
CRM
Tags
HPE
QCOM
GC00
From
MarketWatch
These are the most important S&P 500 and Nasdaq levels to watch right now, says this strategist
February 28, 2022
Tickers
AAP
AAPL
AMC
BRK-A
Tags
YM00
SPX
CL00
From
MarketWatch
How young people of color can save the Earth — and build wealth while they’re at it
February 28, 2022
Tickers
SO
TSLA
Tags
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CL00
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From
MarketWatch
These countries are most vulnerable to energy shocks from Russia’s invasion of Ukraine: BCA
February 25, 2022
Tickers
COMP
DJIA
HYG
JNK
Tags
DJIA
JNK
HYG
From
MarketWatch
Oil edges lower as traders monitor Russia invasion of Ukraine
February 25, 2022
Tags
UK:BRNJ22
UK:BRNK22
CL/1
From
MarketWatch
Tesla stock extends big bounce after Daiwa analyst says buy, for these reasons
February 25, 2022
Tickers
F
GM
SPX
TSLA
Tags
GM
CL00
SPX
From
MarketWatch
Watch out for the ‘angry U.S. consumer’ as Russian invasion of Ukraine threatens America’s fight against inflation
February 24, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
CL00
SPX
From
MarketWatch
Biden’s new sanctions against Russia: Blocking more banks and cutting off tech imports, but no SWIFT move
February 24, 2022
Tickers
DJIA
Tags
DJIA
CL00
XX:SXXP
From
MarketWatch
Potent methane emissions from the oil and gas sector are 70% higher than official reports: IEA
February 24, 2022
Tags
NG00
CL00
From
MarketWatch
Putin ‘making a historic mistake,’ says former U.S. Secretary of State Madeleine Albright
February 24, 2022
Tickers
DJIA
SPX
Tags
XX:ADOW
XX:SXXP
SPX
From
MarketWatch
Swallow your fear and prepare for a ‘relief rally,’ says analyst, as Russia invasion in Ukraine sparks stock-market maelstrom
February 24, 2022
Tickers
AAPL
AMC
BABA
BYND
Tags
ES00
FB
CEI
From
MarketWatch
Oil surges over 8% tops $100 amid Russian airstrikes in Ukraine’s Kyiv
February 24, 2022
Tags
NG00
NGH22
UK:BRNJ22
From
MarketWatch
Oil edges lower as traders see little threat to supply from Russia sanctions
February 23, 2022
Tags
NGH22
UK:BRNJ22
CL00
From
MarketWatch
Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
Tickers
BCS
BHP
BP
HSBC
Tags
UK:BRN00
XX:SXXP
UK:GLEN
From
MarketWatch
A bear market is coming, and with it ways to make money not seen in 40 years, says this strategist
February 23, 2022
Tickers
AAPL
ATVI
BABA
DWAC
Tags
XX:SXXP
UK:BRN00
GC00
From
MarketWatch
Biden to bolster mineral supply chain for phones, EVs and wind power to help end foreign reliance
February 22, 2022
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ICLN
MP
REMX
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TSLA
MP
ICLN
From
MarketWatch
Here’s the tiny percentage of plastic that’s recycled despite single-use bans, taxes and incentives
February 22, 2022
Tickers
KO
Tags
CL00
KO
From
MarketWatch
Russia-Ukraine conflict is a worry, but this is still the biggest threat for stock investors, says JPMorgan
February 22, 2022
Tickers
AAPL
AMC
AN
BABA
Tags
OCGN
ITA
BABA
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
UK:BP
SHEL
UK:BRN00
From
MarketWatch
Oil rises and natural gas surges 8% as Russia orders troops to Ukraine
February 21, 2022
Tags
CL/1
NG00
CLH22
From
MarketWatch
Dow futures sink nearly 500 points as Putin orders deployment of troops to eastern Ukraine
February 21, 2022
Tickers
COMP
SPX
Tags
DJIA
ESH22
ES00
From
MarketWatch
Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
Tickers
AZN
BP
HSBC
NWG
Tags
XX:SXXP
AZN
UK:BRN00
From
MarketWatch
What the threat of a Russian invasion of Ukraine means for markets
February 19, 2022
Tickers
COMP
SPX
Tags
C00
BX:TMUBMUSD10Y
UK:BRN00
From
MarketWatch
Watch these junk bonds for recession signals
February 18, 2022
Tickers
COMP
HYG
JNK
SPX
Tags
HYG
COMP
SPX
From
MarketWatch
Oil on track for weekly loss as hopes for Iran deal outweigh Ukraine worries
February 18, 2022
Tags
UK:BRN00
UK:BRNJ22
RBH22
From
MarketWatch
Among the biggest mistakes investors are making right now? Thinking U.S. stocks are the ‘safer bet,’ says GMO.
February 18, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
PLTR
TSLA
XX:SXXP
From
MarketWatch
London’s main stock index under pressure pressured as commodity prices fall
February 17, 2022
Tickers
HSBC
Tags
HSBC
UK:SHEL
UK:RKT
From
MarketWatch
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