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Default Rates
What We Buy Currently
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Advantages of Our Clearing System
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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U.S. stock futures lean higher after difficult week on Wall Street
September 08, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
DJIA
ES00
NQ00
From
MarketWatch
Intel’s stock logs longest winning streak in nearly 3 years
September 07, 2023
Tickers
COMP
DJIA
INTC
SPX
Tags
INTC
DJIA
COMP
From
MarketWatch
DocuSign’s stock rises after earnings beat and hike in outlook
September 07, 2023
Tickers
COMP
DOCU
SPX
Tags
DOCU
COMP
SPX
From
MarketWatch
Energy ETFs are outshining the S&P 500, but it’s not just because of the oil rally
September 07, 2023
Tickers
COMP
DXJ
EWW
MSOS
Tags
SILJ
CLV23
SPX
From
MarketWatch
What’s missing for investors in new $60 billion corporate borrowing blitz
September 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
Why crude-oil rally can’t be ignored by investors — or the Fed
September 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
UK:BRN00
From
MarketWatch
U.S. stock futures pressured by bond yield, U.S. dollar climb
September 07, 2023
Tickers
COMP
DJIA
GME
SPX
Tags
SPX
GME
COMP
From
MarketWatch
UiPath stock rises as earnings beat and buyback outweigh conservative outlook
September 06, 2023
Tickers
COMP
PATH
SPX
Tags
PATH
COMP
SPX
From
MarketWatch
A recession could be nine months away, according to this telltale gauge
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD03M
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
Office market troubles on the rise as loan payoff rate sinks below 70%
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Stock market’s near-term fate may depend on this S&P 500 ‘line in the sand’, technical analyst says
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
‘She needs the money for care’: My 103-year-old grandmother’s adviser bought 5 bank stocks. She lost $300,000. Can I sue?
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Stock futures lower as worries over inflation linger
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
UK:BRN00
From
MarketWatch
Zscaler’s stock surges 5% after beat-and-raise earnings
September 05, 2023
Tickers
COMP
HACK
SPX
ZS
Tags
ZS
SPX
COMP
From
MarketWatch
How the U.S. housing market got stuck in the ’80s
September 05, 2023
Tickers
ABNB
COMP
DJIA
INVH
Tags
BX:TMUBMUSD10Y
ABNB
INVH
From
MarketWatch
Morgan Stanley’s Mike Wilson warns too much optimism in U.S. stock prices as rebound in economic growth is unlikely in 2023
September 05, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:SP500/40
DJIA
XX:SP500/20
From
MarketWatch
AMD CEO Lisa Su says interest in new AI chip is translating into sales
September 05, 2023
Tickers
AMD
COMP
SOX
SPX
Tags
AMD
SOX
COMP
From
MarketWatch
S&P 500 ‘exceptionally’ unlikely to climb this year to record peak, says Stifel’s Barry Bannister
September 05, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
September’s first full week brings pair of unwelcome developments for stocks
September 05, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
DJIA
DXY
BX:TMUBMUSD03M
From
MarketWatch
U.S. stock futures slide as sour news on global economy hits sentiment
September 05, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
CL/1
From
MarketWatch
U.S. stock-market investors celebrate soft economic data. Here’s when bad news becomes bad news again for Wall Street.
September 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Redfin CEO Glenn Kelman Talks About Real Estate Disruption
September 03, 2023
Tickers
COMP
CSGP
GOOG
GOOGL
Tags
Market News
GOOGL
COMP
From
Motley Fool
There are 2 worries for the stock market in Friday’s jobs report, former SAC Capital macro trader says
September 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Why Opendoor, Innovative Industrial Properties, and Compass Stocks Jumped This Week
September 01, 2023
Tickers
COMP
IIPR
OPEN
Tags
OPEN
Recent Press Releases
IIPR
From
Motley Fool
China ETFs attempt to book best day in a month after PBOC vows to support weak yuan with forex reserve ratio cut
September 01, 2023
Tickers
COMP
DJIA
GXC
KWEB
Tags
CN:601398
USDCNY
USDCNH
From
MarketWatch
Fed rate hikes can end after U.S. job gains rival an economy ‘the size of Australia,’ says BlackRock
September 01, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
‘Near perfect’ jobs report has traders betting Fed is done hiking rates
September 01, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
From
MarketWatch
Congress returns to face shutdown fears — here’s what it means for markets
September 01, 2023
Tickers
COMP
DJIA
ITA
SPX
Tags
DJIA
ITA
COMP
From
MarketWatch
Yes, the stock market is closed for Labor Day on Monday
September 01, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
COMP
NVDA
From
MarketWatch
U.S. stock futures edge higher ahead of data that could show hiring slowdown
September 01, 2023
Tickers
AVGO
COMP
DELL
DG
Tags
YM00
DG
DELL
From
MarketWatch
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