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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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Broadcom stock slips after earnings as forecast fails to bring upside
August 31, 2023
Tickers
AVGO
COMP
SOX
SPX
Tags
SOX
AVGO
COMP
From
MarketWatch
Labor Day is just a ‘milestone’ in the marathon to get workers back to the office
August 31, 2023
Tickers
AMZN
COMP
DJIA
GS
Tags
AMZN
DJIA
GS
From
MarketWatch
What August’s jobs report could mean for stocks
August 31, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD01Y
SPX
COMP
From
MarketWatch
The U.S. dollar strikes back: What’s next after August rally
August 31, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stocks strive for five-day winning streak as PCE inflation data looms
August 31, 2023
Tickers
COMP
CRM
CRWD
DJIA
Tags
NQ00
DJIA
OKTA
From
MarketWatch
Okta hikes annual earnings guidance by about a third after weakness doesn’t materialize, stock rallies more than 10%
August 30, 2023
Tickers
COMP
MSFT
OKTA
SPX
Tags
SPX
COMP
OKTA
From
MarketWatch
Broadcom has a tough act to follow after Nvidia earnings
August 30, 2023
Tickers
AAPL
AVGO
COMP
GOOG
Tags
GOOG
MSFT
MRVL
From
MarketWatch
This chart helped a group of stock-market analysts predict that August’s stock-market selloff wouldn’t last
August 30, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
What history says about stock market in September after AI-driven rally screeches to a halt in August
August 30, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
Why Goldman Sachs sees uptick in interest in hedge funds in new market regime
August 30, 2023
Tickers
BND
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Stock-futures rally stalls as Treasury yields nudge higher ahead of ADP jobs data
August 30, 2023
Tickers
COMP
CRM
DJIA
HPQ
Tags
CRM
SPX
COMP
From
MarketWatch
Investors thirsting for a pre-pandemic normal take heart in falling number of job quits
August 29, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
SPX
From
MarketWatch
Investors skeptical about a ‘soft landing’ are more bullish on longer-dated bonds
August 29, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
AGG
COMP
SPX
From
MarketWatch
Stock futures hold recent gains as easing Treasury yields underpin sentiment
August 29, 2023
Tickers
BBY
BMO
COMP
DJIA
Tags
BMO
SJM
NQ00
From
MarketWatch
The stock market is set up for a relief rally. Don’t chase the bounce, says technician.
August 28, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD02Y
COMP
From
MarketWatch
‘We are buyers of gold on weakness’: Yellow metal appears resilient after surge in real rates, says Morgan Stanley
August 28, 2023
Tickers
COMP
DJIA
GLD
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
Investors parked heavy in cash may be making a ‘mistake’, Nuveen says
August 28, 2023
Tickers
AGG
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Have you heard this terrible investing advice? Here’s why you should ignore it.
August 28, 2023
Tickers
COMP
EFA
SPX
Tags
EFA
COMP
RUT
From
MarketWatch
U.S. stock futures set for modest gains as investors wait for pivotal data
August 28, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
NQ00
XX:000300
ES00
From
MarketWatch
Fed Powell’s ambivalent stance leaves investors with a cloud of uncertainty. Why the U.S. stock market faces a difficult week ahead.
August 27, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
SPX
NVDA
BX:TMUBMUSD10Y
From
MarketWatch
‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders.
August 25, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
COMP
SPX
NVDA
From
MarketWatch
Tech stock rally faces ‘trouble’ as tightening by central banks overshadows AI, says BofA
August 25, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
TSLA
DJIA
GOOG
From
MarketWatch
Marvell’s stock sells off after company couldn’t meet Nvidia’s high bar on AI
August 25, 2023
Tickers
COMP
MRVL
SOX
SPX
Tags
MRVL
SPX
COMP
From
MarketWatch
How the stock market’s performance under Biden is worse than under Obama and Trump — in one chart
August 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
XX:W5000FLT
SPX
From
MarketWatch
Hot U.S. economy pushes real yields toward 15-year high after Powell’s Jackson Hole speech
August 25, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD05Y
COMP
From
MarketWatch
‘We are going to need a new story’ to get investors excited again, says Morgan Stanley’s Mike Wilson
August 25, 2023
Tickers
COMP
NVDA
SPX
Tags
SPX
NVDA
COMP
From
MarketWatch
After 374-point tumble in the Dow, U.S. stock futures steady ahead of key Powell speech
August 25, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
NQ00
From
MarketWatch
Marvell stock declines after earnings beat, in-line outlook
August 24, 2023
Tickers
COMP
MRVL
SOX
SPX
Tags
MRVL
SPX
SOX
From
MarketWatch
Marvell earnings: What to expect from the chip maker
August 24, 2023
Tickers
AMD
AVGO
COMP
MRVL
Tags
MRVL
SPX
NVDA
From
MarketWatch
Nasdaq futures jump after Nvidia results impress, while Dow futures flatline
August 24, 2023
Tickers
AFRM
AMD
COMP
DJIA
Tags
DLTR
WDAY
WOOF
From
MarketWatch
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