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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
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Latest News about COMP
Recent news which mentions COMP
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Tesla readies record-sized pool of EV leases for bond deal, a sign of resilience in luxury
September 14, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
COMP
SPX
DJIA
From
MarketWatch
Adobe earnings top Wall Street estimates, while sales forecast is roughly in line
September 14, 2023
Tickers
ADBE
COMP
SPX
Tags
ADBE
SPX
COMP
From
MarketWatch
Cash is still king! Don’t fret another deluge of T-bill supply in the fourth quarter, Barclays says.
September 14, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD06M
SPX
COMP
From
MarketWatch
Stock futures rise ahead of retail sales data and after ARM prices IPO near top of range
September 14, 2023
Tickers
ARM
COMP
DJIA
SPX
Tags
SPX
COMP
YM00
From
MarketWatch
For stocks this was ‘the worst part’ of inflation report, says First Trust
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Unity Software’s new game developer fees result in ‘PR disaster,’ stock falls
September 13, 2023
Tickers
COMP
SPX
U
Tags
COMP
U
SPX
From
MarketWatch
S&P 500 climbs after higher-than-expected U.S. inflation data again, but the rally is unlikely to last
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
When will inflation cool to the Fed’s 2% target? By late next year, says JP Morgan strategist.
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
CL00
From
MarketWatch
Adobe releases Firefly AI commercially and announces pricing moves ahead of earnings
September 13, 2023
Tickers
ADBE
COMP
IGV
SPX
Tags
COMP
SPX
IGV
From
MarketWatch
‘Complicated’ inflation report produces wavering U.S. stocks, keeps higher-for-longer theme in rates intact
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
SPX
From
MarketWatch
20 stocks of aerospace and defense companies expected to grow sales most quickly through 2025
September 13, 2023
Tickers
AMZN
ARKX
AVAV
AXON
Tags
AXON
VSAT
ARKX
From
MarketWatch
Stay upbeat on U.S. stocks, says SocGen, which just boosted its S&P 500 target
September 13, 2023
Tickers
AAPL
ACB
AMC
AMZN
Tags
MULN
NVDA
CGC
From
MarketWatch
S&P 500 futures steady ahead of August inflation report
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
ES00
DJIA
From
MarketWatch
OpenAI’s Sam Altman tells Salesforce’s Marc Benioff that AI ‘hallucinations’ are more feature than bug
September 12, 2023
Tickers
COMP
CRM
DJIA
GOOG
Tags
COMP
SPX
GOOGL
From
MarketWatch
S&P 500’s tech stocks slump, with Apple event failing to provide boost to the sector
September 12, 2023
Tickers
AAPL
COMP
DJIA
ORCL
Tags
DJIA
AAPL
QQQ
From
MarketWatch
Salesforce kicks off Dreamforce with products to leverage AI while protecting customer data
September 12, 2023
Tickers
COMP
CRM
DJIA
GOOG
Tags
SPX
GOOG
GOOGL
From
MarketWatch
S&P 500 sector correlations are low, a welcome sign for 2023 bull market, says DataTrek
September 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
XX:SP500/55
XX:SP500/50
From
MarketWatch
U.S. stocks are facing a triple threat that could lead to more losses ahead
September 12, 2023
Tickers
AAPL
COMP
DJIA
NVDA
Tags
DJIA
DXY
NVDA
From
MarketWatch
Howard Marks says good luck beating the stock market without Apple, other big winners this year
September 12, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
MSFT
AMZN
META
From
MarketWatch
What’s a better deal — an iPhone 15 or $800 in Apple stock?
September 12, 2023
Tickers
AAPL
BAC
COMP
Tags
COMP
BAC
AAPL
From
MarketWatch
U.S. stock futures dip ahead of Apple event, with inflation data looming
September 12, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Watch this ‘canary in the coal mine’ for signs of trouble in markets, Neuberger Berman CIO says
September 11, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
COMP
JNK
SPX
From
MarketWatch
Wall Street’s most bullish strategist warns of choppiness in stocks, still sees the S&P 500 touching a record high this year
September 11, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
CL/1
SPX
COMP
From
MarketWatch
Why the ‘abnormally large’ U.S. deficit is a worry ‘big time’ for stocks and bonds, says Yardeni
September 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Here’s an easy way to make a more concentrated play on the ‘Magnificent Seven’ stocks
September 11, 2023
Tickers
AAPL
AMZN
BRK-B
COMP
Tags
META
AAPL
MSFT
From
MarketWatch
Stock-futures gain ground ahead of inflation and retail sales data later in week
September 11, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
COMP
SPX
YM00
From
MarketWatch
When will consumers stop buying more stuff? It’s a key question for the stock market in the week ahead.
September 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD03M
BX:TMUBMUSD01M
From
MarketWatch
Stock market’s 2023 run may hit roadblock after August’s energy-led boost to U.S. CPI
September 08, 2023
Tickers
BAC
COMP
DJIA
SPX
Tags
SPX
COMP
BAC
From
MarketWatch
Regional banks may saddle themselves with $63B in fresh debt to meet regulatory requirements: report
September 08, 2023
Tickers
BKX
CFG
COMP
FCNCA
Tags
PNC
KRE
TFC
From
MarketWatch
The chances of a U.S. recession are rising, says former Goldman Sachs strategist Abby Joseph Cohen
September 08, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
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