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What We Buy Currently
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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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U.S. stock futures volatile as Wall Street strives to break 2-week losing streak
August 14, 2023
Tickers
AAPL
COMP
DJIA
HD
Tags
HD
YM00
HK:HSI
From
MarketWatch
A stumbling stock market faces a crucial summer test. Here’s what will decide the bull’s fate.
August 13, 2023
Tickers
COMP
DJIA
SPX
Tags
VX00
DJIA
SPX
From
MarketWatch
Treasury auctions end on a downbeat this week after soft 30-year sale
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD30Y
SPX
From
MarketWatch
Inflation may re-accelerate in fourth quarter or next year, but but it may not be a bad thing
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
U.S. stock futures pause as traders wait to see if PPI data moves markets in a way CPI did not
August 11, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
NQ00
From
MarketWatch
Tech stocks are headed for their worst stretch since December, threatening to unravel 2023’s stock-market rally
August 10, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
NVDA
SPX
COMP
From
MarketWatch
AppLovin’s stock surges more than 20% after analysts say AI tools are paying off
August 10, 2023
Tickers
AAPL
APP
COMP
GOOG
Tags
COMP
U
SPX
From
MarketWatch
EVs zoomed ahead with a 8.2% slice of auto financing pie in second quarter
August 10, 2023
Tickers
COMP
DJIA
F
SPX
Tags
COMP
SPX
F
From
MarketWatch
3 reasons why investors should be cautious about July’s ‘very encouraging’ CPI reading
August 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
COMP
From
MarketWatch
U.S. stock futures advance ahead of crucial inflation report
August 10, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
DJIA
From
MarketWatch
Strategist who called 2023 U.S. stock rally says S&P 500 will go nowhere for rest of 2023, and likely in 2024 too
August 09, 2023
Tickers
AAPL
COMP
DJIA
GS
Tags
DJIA
RSP
MS
From
MarketWatch
Trading in risky ‘0DTE’ stock options hits record and could a stock-market selloff, traders say.
August 09, 2023
Tickers
AAPL
COMP
DJIA
JPM
Tags
DJIA
AAPL
SPX
From
MarketWatch
July CPI to come in close to expectations as U.S. settles into final mile along the road to lower inflation, traders say
August 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
20 EV stocks that are expected to soar at least 38%, even after this year’s rebound
August 09, 2023
Tickers
AAPL
APTV
CHPT
COMP
Tags
LCID
KR:006400
DE:IFXA
From
MarketWatch
Stock futures gain ground as traders eye looming U.S. inflation data
August 09, 2023
Tickers
COMP
DIS
DJIA
PENN
Tags
DJIA
ES00
NQ00
From
MarketWatch
Take-Two stock ticks higher as ‘GTA V’ approaches its 10th birthday, sequel anticipation forgives outlook
August 08, 2023
Tickers
ATVI
COMP
EA
MSFT
Tags
EA
MSFT
SPX
From
MarketWatch
Have AI stocks like Nvidia reached bubble territory? Here’s what history can tell us.
August 08, 2023
Tickers
COMP
DJIA
GOOG
GOOGL
Tags
MSFT
GOOGL
NVDA
From
MarketWatch
Buyer of PacWest commercial real estate expects to double its $7 billion loan portfolio as rate shocks fuel more banking stress
August 08, 2023
Tickers
BANC
COMP
KRE
KW
Tags
PACW
KW
KRE
From
MarketWatch
Why Compass Stock Was Diving Today
August 08, 2023
Tickers
COMP
Tags
COMP
Market News
Recent Press Releases
From
Motley Fool
Why Energizer Holdings Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
August 08, 2023
Tickers
ADEA
AHCO
AMRS
AMSC
Tags
BSFC
TLRY
RNG
From
Benzinga
Bank ETFs head for worst day in 3 months after credit downgrades, warnings rattle sector
August 08, 2023
Tickers
BAC
BK
BOKF
CBSH
Tags
DJIA
BOKF
USB
From
MarketWatch
Nvidia’s stock slips on introduction of new AI data-center CPU+GPU chip
August 08, 2023
Tickers
AMD
COMP
MSFT
NVDA
Tags
MSFT
SOX
AMD
From
MarketWatch
A complicated options trade that has helped prop up U.S. stocks is starting to unravel
August 08, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
GOOG
TSLA
VIX
From
MarketWatch
Why one Wall Street strategist says the U.S. may not have added any jobs at all in July
August 08, 2023
Tickers
AAPL
AMC
AMZN
BYND
Tags
AMC
AMZN
PLTR
From
MarketWatch
U.S. stock futures slip after weak China data damps sentiment
August 08, 2023
Tickers
AMC
COMP
DJIA
GOLD
Tags
SPX
LYFT
COMP
From
MarketWatch
Compass (COMP) Q2 2023 Earnings Call Transcript
August 08, 2023
Tickers
COMP
Tags
COMP
Market News
Recent Press Releases
From
Motley Fool
A $1.8 trillion wall of corporate debt coming due could cost jobs, Goldman warns
August 07, 2023
Tickers
COMP
DJIA
SPX
YELL
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Mortgage rates and gas prices push consumer ‘pain points’ to highest in over 20 years
August 07, 2023
Tickers
COMP
DJIA
FMCC
SPX
Tags
COMP
CL00
FMCC
From
MarketWatch
Here’s the trade that keeps pushing long-term Treasury yields to 2023 highs
August 07, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD02Y
COMP
From
MarketWatch
U.S. stocks would be much lower if it wasn’t for ‘excessive’ government spending, Morgan Stanley’s Mike Wilson says
August 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
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