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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Client Information
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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
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EVENTS
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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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Global oil benchmark renews push toward $85 a barrel as OPEC+ struggles to boost output
October 19, 2021
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Here’s when soaring oil prices could make the stock market sputter
October 18, 2021
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Oil rally resumes with Brent crude trading above $85 a barrel
October 18, 2021
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Oil rises as IEA highlights rising demand from power generators
October 14, 2021
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U.S. oil benchmark pulls back from nearly 7-year high
October 13, 2021
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Oil extends rise as U.S. benchmark adds to push above $80 a barrel
October 12, 2021
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Gasoline prices at a 7-year high may take a ‘bite out of holiday spending’: GasBuddy
October 11, 2021
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U.S. oil benchmark pushes back above $80 a barrel
October 11, 2021
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Pound rises as Bank of England officials hint of rate increases, weighing on FTSE 100
October 11, 2021
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Oil prices on track for 4% weekly rise
October 08, 2021
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Oil, natural gas continue pullback from multiyear highs
October 07, 2021
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Natural-gas futures retreat as Putin says Russia will boost supplies to Europe
October 06, 2021
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U.S. oil futures build on 7-year highs as supply picture tightens
October 05, 2021
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From
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Why the oil market is both bullish and ‘on edge’ after the OPEC+ oil output decision
October 04, 2021
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U.S. oil futures mostly flat as OPEC+ meeting in focus
October 04, 2021
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Oil futures slip Friday, amid report of coming OPEC+ output hike
October 01, 2021
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Exxon to get boost from higher natural gas, crude prices in Q3
September 30, 2021
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Oil futures slip Thursday as investors key in on data highlighting growing U.S. stockpiles
September 30, 2021
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From
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Why OPEC+ is likely to keep its plan to boost oil output
September 29, 2021
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Oil futures fall after API reports an unexpected weekly rise in U.S. crude supplies
September 29, 2021
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OPEC says renewables are set to lead long-term growth in energy demand
September 28, 2021
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Brent crude tops $80 a barrel as oil rally continues
September 28, 2021
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Oil prices edge lower after Brent closes at nearly 3-year high
September 24, 2021
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Oil pulls back after Brent crude trades at highest since July
September 23, 2021
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Oil prices lifted on expectations for another drop in U.S. crude inventories
September 22, 2021
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From
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Oil bounces after Evergrande-inspired selloff
September 21, 2021
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Oil loses ground as worries over China’s Evergrande lift U.S. dollar
September 20, 2021
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