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home
about us
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Back Dated Performance Reports
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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
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Oil prices edge lower on continued China demand worries
August 23, 2023
Tags
CLV23
UK:BRN00
UK:BRNV23
From
MarketWatch
Why investors are back to a ‘grab for yield,’ according to Mizuho strategist
August 21, 2023
Tickers
COMP
SPX
Tags
BX:TMUBMUSD10Y
CL00
DXY
From
MarketWatch
Oil prices bounce after snapping streak of 7 straight weekly wins
August 21, 2023
Tags
CL/1
UK:BRNV23
HOU23
From
MarketWatch
Richest 10% linked to 40% of the emissions warming Earth. Should we tax investments accordingly?
August 18, 2023
Tickers
SPX
Tags
NG00
CL00
RB00
From
MarketWatch
Oil prices set to end streak of 7 straight weekly gains
August 18, 2023
Tags
CL/1
UK:BRNV23
UK:BRN00
From
MarketWatch
‘King dollar’ makes a comeback as greenback’s summertime rally nears critical milestone
August 17, 2023
Tickers
SPX
Tags
GC00
SPX
USDCNY
From
MarketWatch
Oil prices attempt to snap 3-day losing streak
August 17, 2023
Tags
DXY
CL00
UK:BRNV23
From
MarketWatch
Biden calls IRA ‘one of the most significant laws’ ever as he promotes climate investments
August 16, 2023
Tickers
ICLN
IXJ
Tags
ICLN
IXJ
CL00
From
MarketWatch
Biden’s IRA is loaded with tax-saving energy and climate moves. Who would guess it from the name?
August 16, 2023
Tags
CL00
NG00
From
MarketWatch
Climate winners and losers as the Inflation Reduction Act hits 1-year anniversary
August 16, 2023
Tickers
CVX
RIVN
XLU
XOM
Tags
XOM
RIVN
CVX
From
MarketWatch
Oil prices tick slightly lower as traders weigh China worries against tight supplies
August 16, 2023
Tags
CLU23
UK:BRN00
CL/1
From
MarketWatch
Oil edges lower after weak China data
August 15, 2023
Tags
UK:BRN00
CLU23
CL/1
From
MarketWatch
Oil prices edge lower after 7th straight weekly gain
August 14, 2023
Tags
RBU23
UK:BRN00
CLU23
From
MarketWatch
What Hawaii’s deadly wildfire teaches all American towns about climate risks
August 11, 2023
Tags
CL00
NG00
From
MarketWatch
U.S. energy stocks are back on top as sector leads Wall Street for first time since last year
August 11, 2023
Tickers
APA
XOM
Tags
XX:SP500/45
XX:SP500/50
CL/1
From
MarketWatch
Climate change and carbon capture: Texas, Louisiana score federal money for largest ever U.S. direct-air effort
August 11, 2023
Tickers
ICLN
JPM
MSFT
OXY
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OXY
JPM
MSFT
From
MarketWatch
Oil edges higher on forecasts for supply deficit
August 11, 2023
Tags
CL00
NGU23
RBU23
From
MarketWatch
U.S. oil benchmark edges down from 2023 high
August 10, 2023
Tags
UK:BRNV23
CL00
UK:BRN00
From
MarketWatch
Why fuel inflation ‘whack-a-mole’ may complicate Fed’s job in months ahead
August 09, 2023
Tags
CL00
UK:BRN00
From
MarketWatch
Oil prices buoyed by industry data showing U.S. crude inventory drop
August 09, 2023
Tags
HOU23
UK:BRNV23
CL/1
From
MarketWatch
Biden leverages Arizona’s extreme heat, majestic Grand Canyon to revive climate-focused law that confuses Americans
August 08, 2023
Tickers
RIVN
TAN
TSLA
Tags
RIVN
NG00
TAN
From
MarketWatch
Oil prices fall after disappointing China trade data
August 08, 2023
Tags
CLU23
UK:BRN00
CL/1
From
MarketWatch
Mortgage rates and gas prices push consumer ‘pain points’ to highest in over 20 years
August 07, 2023
Tickers
COMP
DJIA
FMCC
SPX
Tags
SPX
UK:BRN00
DJIA
From
MarketWatch
Oil pulls back after 6th straight weekly rise
August 07, 2023
Tags
CL00
NGU23
RBU23
From
MarketWatch
Oil on track for 6th straight weekly rise after supply cuts
August 04, 2023
Tags
NGU23
CL00
UK:BRN00
From
MarketWatch
Why are gasoline prices going up? Saudi production cuts matter.
August 03, 2023
Tags
UK:BRN00
CL/1
CL00
From
MarketWatch
Oil prices edge lower, extending drop after Fitch downgrade rattles markets
August 03, 2023
Tags
CL/1
UK:BRN00
CLU23
From
MarketWatch
Oil prices rise after industry data shows big drop in U.S. crude inventories
August 02, 2023
Tags
CL/1
UK:BRN00
CLU23
From
MarketWatch
China data is ‘grim reading’ for commodities demand, economist says
August 01, 2023
Tickers
DJIA
SPX
Tags
SPX
CL00
UK:BRN00
From
MarketWatch
U.S. oil benchmark pulls back from 3-month high
August 01, 2023
Tags
CLU23
UK:BRN00
CL/1
From
MarketWatch
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