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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
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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
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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
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Oil attempts to snap 3-day losing streak
May 04, 2023
Tags
CL/1
HOM23
UK:BRN00
From
MarketWatch
Oil prices extend slump ahead of Fed decision
May 03, 2023
Tags
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From
MarketWatch
Why First Republic’s rescue isn’t arresting a selloff in U.S. regional bank stocks
May 02, 2023
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COMP
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From
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Oil prices lower as traders fret over economic outlook
May 02, 2023
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UK:BRN00
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From
MarketWatch
Oil under renewed pressure ahead of this week’s Fed meeting
May 01, 2023
Tickers
FRC
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CL/1
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From
MarketWatch
Gas stoves: New York will vote on first statewide law banning natural gas in new construction
April 29, 2023
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NG00
CL00
From
MarketWatch
Oil prices on track for April decline despite OPEC+ production cuts
April 28, 2023
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CL00
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From
MarketWatch
Oil steadies after erasing rally scored after OPEC+ rate cuts
April 27, 2023
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From
MarketWatch
Electric vehicles will cut oil demand by 5 million barrels a day as soon as 2030: IEA
April 26, 2023
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GM
ICLN
TSLA
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From
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Oil edges lower as traders weigh recession fears versus U.S. inventory data
April 26, 2023
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UK:BRNM23
UK:BRN00
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From
MarketWatch
Oil prices lose ground after back-to-back gains
April 25, 2023
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HOK23
CLM23
UK:BRNN23
From
MarketWatch
Oil edges lower, extending last week’s slump
April 24, 2023
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RBK23
CL/1
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From
MarketWatch
Biden’s EPA moves closer to first-ever restrictions on greenhouse gases from power plants: reports
April 22, 2023
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COP
CVX
GM
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TSLA
CVX
XOM
From
MarketWatch
Biden aims to take on ‘environmental racism’ with executive action
April 21, 2023
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CL00
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From
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Oil on track for 6% weekly tumble on demand worries
April 21, 2023
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CL00
UK:BRNM23
UK:BRN00
From
MarketWatch
U.S. oil benchmark extends drop below $80 a barrel on recession fears
April 20, 2023
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CLK23
RBK23
CL/1
From
MarketWatch
‘Deep, lingering, persistent’ skepticism over China’s growth potential is keeping global financial markets from embracing its reopening
April 19, 2023
Tickers
COMP
DJIA
MCHI
SPX
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MCHI
COMP
CL/1
From
MarketWatch
Oil resumes slide on demand worries
April 19, 2023
Tags
CLM23
HOK23
UK:BRNM23
From
MarketWatch
Oil edges lower, giving up gains scored after China GDP data
April 18, 2023
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RBK23
CLK23
NGK23
From
MarketWatch
Oil drifts lower ahead of China economic data
April 17, 2023
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CLK23
RBK23
NGK23
From
MarketWatch
Democratic presidential longshot Marianne Williamson on challenging Biden: ‘We should have as many people running in an election as feel moved’
April 14, 2023
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MA
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Oil prices lifted as IEA warns OPEC+ cuts will leave market with bigger deficit sooner than expected
April 14, 2023
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HOK23
UK:BRNM23
UK:BRN00
From
MarketWatch
Oil prices consolidate after U.S. benchmark breaks out to nearly 5-month high
April 13, 2023
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CL/1
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From
MarketWatch
U.S. stock market ‘pretty expensive’ as investors parse inflation report in choppy trade
April 12, 2023
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COMP
DJIA
SPX
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BX:TMUBMUSD02Y
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From
MarketWatch
Oil prices edge higher ahead of data on inflation, crude inventories
April 12, 2023
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CL00
UK:BRNM23
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From
MarketWatch
Biden’s EPA advances toughest-ever tailpipe emissions rules
April 12, 2023
Tickers
F
GM
TSLA
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RB00
F
CL00
From
MarketWatch
Oil prices slip on global recession fears after boost from OPEC+ production cuts
April 11, 2023
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RBK23
NGK23
CL/1
From
MarketWatch
Oil steadies after last week’s surge sparked by OPEC+ cuts
April 10, 2023
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CLK23
RBK23
CL/1
From
MarketWatch
Banks must deploy cash to ease climate risk, not hide behind net-zero emissions pledges
April 08, 2023
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BAC
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COP
CVX
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From
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Is climate change changing baseball? Hotter air means hotter MLB home-run hitters, study says.
April 07, 2023
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From
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