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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
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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Latest News about CN:SHCOMP
Recent news which mentions CN:SHCOMP
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U.S. stock futures get a boost ahead of Jackson Hole meeting
August 25, 2022
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COMP
CRM
DJIA
NVDA
Tags
SNOW
BX:TMUBMUSD10Y
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From
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Dow futures slump around 300 points as traders question Fed pivot thesis
August 22, 2022
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U.S. stock futures slip as gamboling bulls pause for breath
August 15, 2022
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CN:SHCOMP
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From
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U.S. stock futures edge higher as wary traders eye crucial inflation report
August 10, 2022
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U.S. stock futures flat as investors await July jobs report
August 05, 2022
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U.S. stock futures hold near five-week highs as investors await earnings wave and Fed decision
July 25, 2022
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U.S. futures signal further gains as Netflix bounces
July 20, 2022
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U.S. stock futures struggling for traction after Apple news revives recession fears
July 19, 2022
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U.S. stock futures jump, with Goldman earnings in focus and as traders pare Fed rate hike expectations
July 18, 2022
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COMP
DJIA
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Stock futures slide as China COVID restrictions spark fresh global growth fears
July 11, 2022
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U.S. stock futures dip as traders await jobs data after best winning run since March
July 08, 2022
Tickers
COMP
DJIA
SPX
Tags
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BX:TMUBMUSD10Y
From
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Wall Street eyes fourth day of gains with tech set to lead again
July 07, 2022
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DJIA
INTC
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Tags
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U.S. stock futures struggle to make headway as traders await Fed minutes
July 06, 2022
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DJIA
SPX
Tags
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From
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U.S. stock futures drop after long weekend as dollar rallies to 19-year high
July 05, 2022
Tickers
COMP
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BX:TMUBMUSD10Y
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From
MarketWatch
Wall Street on course to continue its rotten run, with ISM manufacturing data in focus
July 01, 2022
Tickers
COMP
DJIA
MU
SPX
Tags
YM00
XX:SXXP
CN:SHCOMP
From
MarketWatch
Stocks could drop 50%, Nouriel Roubini argues. Things will get much worse before they get better.
June 30, 2022
Tickers
COMP
DJIA
GDOW
SPX
Tags
CN:SHCOMP
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Dow futures down over 300 points as losing first half closes and Fed’s favorite inflation gauge looms
June 30, 2022
Tickers
BBBY
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
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From
MarketWatch
U.S. stock futures struggle for gains ahead of GDP data
June 29, 2022
Tickers
COMP
DJIA
SPX
Tags
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HK:HSI
YM00
From
MarketWatch
U.S. stock futures point to bounce, but S&P 500 facing worst week since 2020
June 17, 2022
Tickers
ADBE
AZN
COMP
DJIA
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CN:SHCOMP
From
MarketWatch
U.S. stock futures rise in holiday trade as Shanghai sets reopening plans
May 30, 2022
Tickers
COMP
DJIA
SPX
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COMP
SPX
DJIA
From
MarketWatch
Treasury yields fall further amid China COVID worries
April 26, 2022
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
Rising bond yields ‘diminish’ but don’t ‘destroy’ case for U.S. stock market: RBC
April 25, 2022
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RLG
RLV
SPX
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XX:SXXP
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MarketWatch
Stock futures drop and bond yields climb following hawkish comments by Fed’s Powell
April 22, 2022
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As Putin eyes a date to declare victory, here’s a Ukraine scenario that could slam stocks by another 10%
April 21, 2022
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U.S. stock futures hold ground ahead of bank earnings
April 14, 2022
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COMP
DJIA
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It’s not still time to invest in China, argues Bank of America. Here’s why.
April 11, 2022
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AMC
ATER
BABA
DWAC
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NQ00
From
MarketWatch
Alibaba and JD.com soar as China pledges to support markets
March 16, 2022
Tickers
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JD
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SPX
Tags
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HK:HSI
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From
MarketWatch
The way we were — what’s behind JPMorgan’s latest upbeat stock market view
March 15, 2022
Tickers
AAPL
AMC
BABA
COMP
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CL00
RUBUSD
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From
MarketWatch
U.S. stock futures decline on China worries as Fed kicks off deliberations
March 15, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
ES00
From
MarketWatch
Dow industrials rise to start week as investors brace for 1st rate hike since 2018, amid Russia-Ukraine war
March 14, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
CN:SHCOMP
From
MarketWatch
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