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Default Rates
What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Featured Articles
Contrarian Notes Blog
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S&P 500 futures advance as Treasury yields dive
October 10, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
NQ00
From
MarketWatch
Will Israel-Gaza war sink stocks and shake the global economy? Watch oil prices.
October 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
UK:BRN00
CL00
From
MarketWatch
John Riccitiello, Unity Software’s CEO and chairman, is leaving the company
October 09, 2023
Tickers
COMP
SPX
U
Tags
COMP
SPX
U
From
MarketWatch
An Israel-Hamas war could change what the Fed does about interest rates
October 09, 2023
Tickers
COMP
DB
DJIA
SPX
Tags
SPX
COMP
DB
From
MarketWatch
U.S. Treasuries have likely reached a bottom. But stocks have not, technical analyst says.
October 09, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
TLT
COMP
SPX
From
MarketWatch
Israel ETFs tumble the most since March 2020 as Israel-Hamas conflict intensifies
October 09, 2023
Tickers
COMP
DJIA
EIS
ISRA
Tags
DJIA
DXY
GC00
From
MarketWatch
Surging aerospace and defense stocks lift these ETFs as investors monitor Israel-Hamas war
October 09, 2023
Tickers
BA
COMP
DJIA
GD
Tags
ITA
COMP
GD
From
MarketWatch
Treasury futures reflect safe haven plays following weekend attack on Israel
October 09, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
DJIA
TY00
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures tumble after Hamas attacks Israel
October 09, 2023
Tickers
C
COMP
DJIA
JPM
Tags
SPX
COMP
JPM
From
MarketWatch
U.S. stock futures tumble after Hamas attack on Israel
October 08, 2023
Tickers
COMP
DAL
DJIA
JPM
Tags
SPX
JPM
CL00
From
MarketWatch
‘Fear trade’: Oil traders say Hamas attack on Israel puts focus on Iran, Saudi Arabia
October 08, 2023
Tickers
COMP
DJIA
SPX
Tags
CL/1
SPX
COMP
From
MarketWatch
What America’s political dysfunction means for the stock market and investors
October 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
U.S. stocks stage a surprising rally on Friday. But can the party last?
October 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD30Y
SPX
From
MarketWatch
Investors are hiding out in cash, putting 20.4% aside, as volatility erupts, State Street says
October 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Why 5% bond yields could wreak havoc on the market
October 06, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD01M
BX:TMUBMUSD30Y
From
MarketWatch
‘Blowout’ jobs report has some investors leaning toward another Fed rate hike on Nov. 1
October 06, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
GS
DJIA
SPX
From
MarketWatch
Here’s what to expect when banks report earnings, and how cheap their stocks are now
October 06, 2023
Tickers
ALLY
AXP
BAC
C
Tags
SCHW
C
WFC
From
MarketWatch
S&P 500 futures hold to tight range before jobs report
October 06, 2023
Tickers
COMP
DJIA
PXD
SPX
Tags
YM00
ES00
DJIA
From
MarketWatch
Why bank stocks are the ‘Achilles’ heel’ of markets as bears worry high bond yields may ‘break’ something
October 05, 2023
Tickers
COMP
DJIA
KBE
KRE
Tags
DJIA
BX:TMUBMUSD10Y
KRE
From
MarketWatch
Howard Hughes Holdings spinning off Seaport Entertainment to shareholders
October 05, 2023
Tickers
ARMK
BABA
COMP
HHH
Tags
MBLY
BABA
NVS
From
MarketWatch
S&P 500 futures steady as bond market sell-off abates
October 05, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
ES00
VIX
From
MarketWatch
The latest threat to U.S. stocks: systematic trend following funds are cutting their exposure to the market
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD30Y
From
MarketWatch
U.S. stock dividends bounce back in third quarter
October 04, 2023
Tickers
COMP
DJIA
MSFT
SPX
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD06M
SPX
From
MarketWatch
How financial-market players are thinking about a 5% yield on the 10-year Treasury note soon
October 04, 2023
Tickers
C
COMP
DJIA
SPX
Tags
UK:BARC
COMP
SPX
From
MarketWatch
Here’s a chart on one of the biggest factors behind rising yields this week
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
From
MarketWatch
Stock market likely to correct if 10-year Treasury yield reaches 5%, RBC says
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DXY
DJIA
SPX
From
MarketWatch
One of the biggest problems plaguing the U.S. stock market is getting worse as selloff continues
October 04, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOG
NVDA
GOOGL
From
MarketWatch
Apple’s stock falls after longtime bull says U.S. sales are likely to struggle
October 04, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
S&P 500 futures recover early losses after Treasury yields spike
October 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMBMKGB/10Y
BX:TMBMKDE/10Y
From
MarketWatch
Kevin McCarthy ousted as House speaker, falling after historic challenge by Matt Gaetz
October 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
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