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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
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‘We are in a bit of a vacuum that is scaring people,’ says Morgan Stanley portfolio manager of Treasury market selloff
September 27, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
‘Extreme fear’ has returned to the U.S. stock market
September 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
COMP
VIX
From
MarketWatch
Google’s 25th birthday: Stock would be worth $5,100 without splits
September 27, 2023
Tickers
COMP
GOOG
GOOGL
SPX
Tags
COMP
SPX
GOOGL
From
MarketWatch
Who’s buying Treasurys? Households and hedge funds
September 27, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Global insurers overseeing $29 trillion in assets expect more cracks at banks
September 27, 2023
Tickers
BLK
COMP
DJIA
SPX
Tags
DJIA
BLK
BX:TMUBMUSD30Y
From
MarketWatch
S&P 500 futures rise as Treasury yields pull back
September 27, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
RUT
BX:TMUBMUSD10Y
YM00
From
MarketWatch
Fed rate cuts could come sooner than expected, says former Goldman CEO Lloyd Blankfein
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
When will the stock-market pain end? Here are 3 clues that investors should watch out for.
September 26, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AAPL
META
AMZN
From
MarketWatch
Is the surge in oil prices and Treasury yields ‘kryptonite’ for stocks and the economy? Here’s what history shows, according to Bespoke
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
CL00
COMP
BX:TMUBMUSD10Y
From
MarketWatch
Fed may hold interest rates higher for longer, but it may not be a bad thing for stocks
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Cooling inflation could still hurt the stock market and your portfolio, JPMorgan strategists warn
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
UK:BRNX23
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
A wrecking ball could hit leveraged loans if the Fed keeps rates high
September 26, 2023
Tickers
BKLN
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
Treasury’s ‘weird’ security approaches 5% yield, signaling 10-year rate may too
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
BX:TMUBMUSD30Y
From
MarketWatch
Videogame stocks mostly hold steady as actors strike threatens to spread to game publishers
September 26, 2023
Tickers
APP
ATVI
COMP
EA
Tags
SPX
U
COMP
From
MarketWatch
What stock investors need to know about U.S. government shutdowns
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
As Biden joins UAW picket line, poll shows Democrats’ edge over GOP on ‘caring about people like me’ has vanished
September 26, 2023
Tickers
COMP
DJIA
F
GM
Tags
DJIA
STLA
GM
From
MarketWatch
‘It’s pretty dire,’ John Hancock strategist says of sentiment on Wall Street as bond yields march higher
September 26, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
DJIA
UK:BRN00
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures slide as Treasury yields hit fresh 16-year highs
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Micron earnings preview: How much has AI benefited the memory-chip maker?
September 25, 2023
Tickers
COMP
MSFT
MU
NVDA
Tags
MSFT
SOX
COMP
From
MarketWatch
A handful of stocks have driven much of this year’s rally. That’s becoming a serious problem on the way down.
September 25, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
COMP
MSFT
AMZN
From
MarketWatch
Stock market’s September drop may be tied to more than a surge in Treasury yields, says DataTrek
September 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
CL00
BX:TMUBMUSD10Y
From
MarketWatch
Why a housing market freeze is slowing Fed’s effort to shrink its balance sheet
September 25, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
IPO market shows fatigue as trio of big tech deals languish in second week of trading
September 25, 2023
Tickers
ARM
CART
COMP
IPO
Tags
ARM
IPO
SPX
From
MarketWatch
S&P 500 futures bounce off three-month low
September 25, 2023
Tickers
COMP
DJIA
NFLX
PARA
Tags
COMP
SPX
HK:3333
From
MarketWatch
Stock investors face a wall of worry into the year-end, creating the need for protection
September 24, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
JPM
COMP
SPX
From
MarketWatch
Investors dump equities at the fastest pace since December as ‘higher-for-longer’ rates raise recession risks: BofA
September 22, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD02Y
SPX
From
MarketWatch
A major stock-market shift that Wall Street has been waiting for all year is finally starting. But can it last?
September 22, 2023
Tickers
AAPL
COMP
DJIA
NVDA
Tags
AAPL
XX:RUJ
DJIA
From
MarketWatch
This credit gauge shows investors still have risk appetite, despite recession fears
September 22, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
HYG
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
The Fed’s inflation read is dead wrong. That’s why a 2024 downturn looms, says professor who pioneered popular recession predictor
September 22, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures point higher for first time since Fed’s higher-for-longer message
September 22, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD02Y
From
MarketWatch
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