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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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This hot sector is producing returns like Nvidia’s — and it’s got nothing to do with AI
September 18, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
GM
AAPL
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From
MarketWatch
Oil futures extend push above $90 a barrel
September 15, 2023
Tags
UK:BRN00
CL/1
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From
MarketWatch
How a conservative group sees a climate-focused energy transition that includes gas and nuclear
September 14, 2023
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BRK-B
CVX
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Tags
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From
MarketWatch
ExxonMobil stock gains as oil price rises, reflects little reaction to accusatory report on climate-change denial
September 14, 2023
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DJIA
XOM
Tags
NL:SHELL
XOM
NG00
From
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U.S. crude-oil benchmark presses toward $90 a barrel
September 14, 2023
Tags
CL/1
UK:BRNX23
CLV23
From
MarketWatch
‘Emerging markets have a China problem.’ This strategist favors India, which just hit a record.
September 14, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
NVDA
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CL00
From
MarketWatch
When will inflation cool to the Fed’s 2% target? By late next year, says JP Morgan strategist.
September 13, 2023
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COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
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Oil prices extend rise on supply worries
September 13, 2023
Tags
UK:BRN00
UK:BRNX23
CL00
From
MarketWatch
Wall Street’s most bullish strategist warns of choppiness in stocks, still sees the S&P 500 touching a record high this year
September 11, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
XX:SP500/10
DJIA
COMP
From
MarketWatch
Oil futures ease after nearly 10% surge over last two weeks
September 11, 2023
Tags
CL00
RB00
UK:BRN00
From
MarketWatch
Future of North Dakota access pipeline for oil transport in limbo after no action yet from Biden
September 08, 2023
Tickers
ET
Tags
CL00
ET
From
MarketWatch
2023 fall foliage guide: What a scorching summer means for autumn leaf color
September 08, 2023
Tags
CL00
From
MarketWatch
Be careful before acting on rumors about Nvidia or any other stock
September 08, 2023
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ABNB
MSOS
NVDA
Tags
ABNB
MSOS
NVDA
From
MarketWatch
U.S. oil higher after snapping 9-day winning streak
September 08, 2023
Tags
UK:BRNX23
CLV23
CL00
From
MarketWatch
Why crude-oil rally can’t be ignored by investors — or the Fed
September 07, 2023
Tickers
COMP
DJIA
SPX
Tags
UK:BRN00
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From
MarketWatch
Oil prices take a breather after 9-day winning streak pushes crude to 2023 highs
September 07, 2023
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UK:BRNX23
CL00
CLV23
From
MarketWatch
Biden team reportedly will cancel Alaska reserve’s oil and gas drilling leases
September 06, 2023
Tickers
COP
TSLA
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COP
CL00
TSLA
From
MarketWatch
It’s official: This summer was the hottest on record
September 06, 2023
Tags
CL00
From
MarketWatch
Oil prices pull back from 2023 highs
September 06, 2023
Tags
CLV23
UK:BRNX23
CL00
From
MarketWatch
U.S. dollar steams to nearly 6-month high as stocks fade on twin fears
September 05, 2023
Tickers
DJIA
SPX
Tags
CL00
SPX
EURUSD
From
MarketWatch
Oil prices pull back from 2023 highs after downbeat China data
September 05, 2023
Tags
UK:BRN00
CL/1
UK:BRNX23
From
MarketWatch
Oil rises after booking third straight monthly gain
September 01, 2023
Tags
UK:BRN00
UK:BRNX23
CL00
From
MarketWatch
Biden’s Energy Department to help fund EV factory updates as issue percolates in UAW talks
August 31, 2023
Tickers
F
GM
TM
TSLA
Tags
GM
CL00
TSLA
From
MarketWatch
Oil edges higher as bulls attempt to salvage monthly gain
August 31, 2023
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CL/1
CL00
UK:BRNX23
From
MarketWatch
Oil prices rise as industry data shows big drop in crude inventories
August 30, 2023
Tickers
CVX
TTE
Tags
UK:BRNX23
CLV23
CL00
From
MarketWatch
Oil prices edge higher as traders monitor Hurricane Idalia
August 29, 2023
Tags
UK:BRN00
CL/1
UK:BRNX23
From
MarketWatch
Oil steady as China moves to bolster stock market
August 28, 2023
Tags
HOU23
RBU23
UK:BRNV23
From
MarketWatch
Oil prices rise ahead of Jerome Powell speech, set for weekly losses
August 25, 2023
Tags
DXY
UK:BRN00
CL/1
From
MarketWatch
Ramaswamy calls climate change a ‘hoax.’ Then the topic all but disappears from the Republican debate.
August 24, 2023
Tickers
COP
CVX
ICLN
TSLA
Tags
NG00
COP
CL00
From
MarketWatch
Oil prices steady after 3-day losing streak
August 24, 2023
Tags
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CL00
UK:BRN00
From
MarketWatch
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