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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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Stocks might not get trampled by central bank ‘elephants.’ We were wrong, says UBS CIO
August 18, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
The selloff in Treasurys isn’t over yet, Barclays warns
August 18, 2023
Tickers
COMP
DJIA
SPX
Tags
UK:BARC
BX:TMUBMUSD01Y
SPX
From
MarketWatch
Will August stock-market stumble turn into a rout? Here’s what to watch, says Fundstrat’s Tom Lee
August 18, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
NVDA
SPX
COMP
From
MarketWatch
U.S. stock futures pressured over rising yields, China trouble
August 18, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
China Evergrande collapse shows need for $1 trillion Beijing rescue plan, says Clocktower strategist
August 17, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
SPX
COMP
EGRNF
From
MarketWatch
Traders brace for explosion of volatility Friday as $2.2 trillion in stock options expire
August 17, 2023
Tickers
COMP
DJIA
SPX
SPY
Tags
DJIA
COMP
SPX
From
MarketWatch
Keysight stock drops following disappointing outlook
August 17, 2023
Tickers
COMP
KEYS
SOX
SPX
Tags
SOX
KEYS
COMP
From
MarketWatch
Applied Materials earnings, outlook top Wall Street expectations, and stock rises
August 17, 2023
Tickers
AMAT
COMP
SOX
SPX
Tags
SPX
SOX
AMAT
From
MarketWatch
Wolfspeed’s stock sinks as chip maker remains a ‘show-me’ story after a confusing quarter
August 17, 2023
Tickers
COMP
SOX
SPX
WOLF
Tags
SPX
WOLF
COMP
From
MarketWatch
Why Treasury yields keep rising, causing pain for stock-market investors
August 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD30Y
From
MarketWatch
U.S. stock futures inch higher following latest sell-off with Walmart earnings in view
August 17, 2023
Tickers
COMP
CSCO
DJIA
SPX
Tags
XX:TNX
SPX
COMP
From
MarketWatch
10-year U.S. Treasury yields above 4% are probably the peak, says Swiss Re
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Why U.S. stock-market investors need to keep an eye on a weak Japanese yen
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMBMKJP/10Y
SPX
COMP
From
MarketWatch
Fed may hold rate steady in September and hike in November, says BofA. Here’s how markets might react
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
How higher-for-longer U.S. rates are unfolding as investors fret over rising yields
August 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Tesla and Apple are the most under-owned companies right now, says Jefferies
August 16, 2023
Tickers
AAPL
AMZN
ATVI
BRK-A
Tags
BRK/B
TSLA
NFLX
From
MarketWatch
U.S. stock futures advance as Treasury yields dip ahead of Fed minutes
August 16, 2023
Tickers
COMP
DJIA
SPX
TGT
Tags
COMP
SPX
TGT
From
MarketWatch
This bull market isn’t finished yet, but stocks could lose up to 10% from here
August 15, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
BofA warns of ‘unusual lack of concern’ in stock market amid rising expectations for ‘recession-free’ rate cuts
August 15, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Cisco earnings: What to expect from the network giant
August 15, 2023
Tickers
COMP
CSCO
DJIA
SPX
Tags
SPX
COMP
CSCO
From
MarketWatch
‘Good news really is bad news’: Stocks stall as strong retail sales reinforce soft-landing view
August 15, 2023
Tickers
COMP
DJIA
JPM
SPX
Tags
SPX
BX:TMUBMUSD10Y
JPM
From
MarketWatch
Stocks may slip as S&P 500 sector correlations to the index stand extremely low
August 15, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Fund managers are the least bearish in more than a year, says Bank of America, wiping out a buy signal.
August 15, 2023
Tickers
A
AAPL
AMC
AMD
Tags
AMC
AMZN
CAH
From
MarketWatch
U.S. stock futures slide as China growth angst rattles global risk appetite
August 15, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
YM00
BX:TMUBMUSD10Y
HD
From
MarketWatch
Okta stock snags double upgrade to buy after analyst sees ‘path’ to 12-month outperformance
August 14, 2023
Tickers
AMD
COMP
MSFT
NET
Tags
OKTA
NET
RPD
From
MarketWatch
Risky bonds are facing a ‘maturity wall’ that could sow more panic in markets
August 14, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
From
MarketWatch
Country Garden’s property debt woes contribute to Chinese yuan’s drop to 9-month low
August 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
USDRUB
From
MarketWatch
Nvidia rallies more than 5% as Morgan Stanley cheers a buying opportunity
August 14, 2023
Tickers
AMD
COMP
NVDA
SOX
Tags
AMD
SOX
COMP
From
MarketWatch
Yellen to tout ‘explosion in U.S. factory construction’ as she marks Inflation Reduction Act’s anniversary
August 14, 2023
Tickers
COMP
DJIA
ICLN
PJP
Tags
ICLN
COMP
SPX
From
MarketWatch
Cisco earnings: What to expect from the network equipment and software giant
August 14, 2023
Tickers
ANET
COMP
CSCO
DJIA
Tags
COMP
SPX
ANET
From
MarketWatch
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