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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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Intel plans to IPO its programmable solutions group over next few years
October 03, 2023
Tickers
COMP
INTC
SPX
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COMP
SPX
INTC
From
MarketWatch
HP stock rises following a double upgrade ahead of investor meeting
October 03, 2023
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Utilities stocks ‘decimated’ by rising rates fall into uncommon trading territory, Bespoke chart shows
October 03, 2023
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DJIA
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From
MarketWatch
Why the Nasdaq 100 is likely headed for a crash after a period of unusual calm
October 03, 2023
Tickers
COMP
DJIA
NDX
SPX
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BX:TMUBMUSD10Y
From
MarketWatch
These 10 stocks in the S&P 500 are expected to soar after rising interest rates have pushed down valuations
October 03, 2023
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ALB
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AMD
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Dow industrials erase 2023 gain as stocks extend selloff
October 03, 2023
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S&P 500 futures hold their ground as Treasury yields stabilize
October 03, 2023
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SPX
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NQ00
From
MarketWatch
Visa to invest $100 million in AI fintech startups focused on payments
October 02, 2023
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From
MarketWatch
Utilities stocks are on pace for worst day since 2020 as Treasury yields resume climb
October 02, 2023
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DJIA
IDU
NEE
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From
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U.S. stocks have had a great year in 2023 — but these numbers tell a different story
October 02, 2023
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From
MarketWatch
AI fever and elevated demand raise the bar for Nvidia margin expectations
October 02, 2023
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Gold’s ‘wall of worry’ is strong again
October 02, 2023
Tickers
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Stock-market investors focus on rising yields as government shutdown averted
October 02, 2023
Tickers
COMP
DJIA
SPX
Tags
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DXY
BX:TMUBMUSD10Y
From
MarketWatch
‘Eventually something will break’: JPMorgan strategist warns rising bond yields could unleash a ‘financial accident’
October 02, 2023
Tickers
COMP
SPX
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COMP
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Government shutdown averted — for now. Here’s what’s next for Congress.
October 02, 2023
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COMP
DJIA
SPX
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From
MarketWatch
S&P 500 futures rise as traders eye seasonal tailwinds
October 02, 2023
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COMP
DJIA
SPX
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COMP
SPX
YM00
From
MarketWatch
U.S. stock futures rise after government shutdown averted
October 01, 2023
Tickers
COMP
DJIA
SPX
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ES00
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From
MarketWatch
‘Anxiety’ high as stock market falls, bond yields rise — what investors need to know after S&P 500’s worst month of 2023
October 01, 2023
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COMP
DJIA
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MarketWatch
U.S. stock-market seasonality suggests a potential rally in the fourth quarter. Why this time might be different.
September 29, 2023
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DJIA
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September’s U.S. stock-market rout left just 1 winner as defensive sectors failed to provide shelter
September 29, 2023
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SPX
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Government shutdown may lead to ‘missing’ CPI data and complicate inflation trading
September 29, 2023
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How 10-year Treasurys could produce 20% returns, according to UBS
September 29, 2023
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AGG
COMP
DJIA
SPX
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MarketWatch
S&P 500 futures rise ahead of data that could show inflation measure at lowest in two years
September 29, 2023
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Has Redfin’s stock plunged enough? These analysts think so.
September 28, 2023
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COMP
RDFN
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A key proxy for the $55 trillion U.S. bond market is on the cusp of its lowest close since 2008
September 28, 2023
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COMP
DJIA
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MarketWatch
The S&P 500 is brushing up against ‘the mother of all trend lines.’ What happens next could make or break the market.
September 28, 2023
Tickers
COMP
NDX
SPX
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BX:TMUBMUSD30Y
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From
MarketWatch
S&P 500 futures stall as rising oil prices help keep Treasury yields near 16-year highs
September 28, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
YM00
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From
MarketWatch
Investors should shun stocks and bonds as U.S. economy shows shades of 2008, top JPMorgan strategist warns
September 27, 2023
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COMP
DJIA
SPX
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COMP
SPX
DJIA
From
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Why dividend-growing stocks could be better bets than their higher-yielding peers
September 27, 2023
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COMP
DJIA
SPX
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SPX
COMP
From
MarketWatch
Micron’s bottom line exceeds Wall Street expectations, but outlook doesn’t
September 27, 2023
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COMP
MU
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SOX
MU
From
MarketWatch
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