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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
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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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S&P 500’s year-end rally lifts 51 stocks to a record close
December 12, 2023
Tickers
ALL
COMP
COST
DHI
Tags
ALL
MA
BX:TMUBMUSD10Y
From
MarketWatch
Bond yields always fall before Federal Reserve pivots to cut interest rates, research says
December 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures hover at 2023 highs ahead of inflation report
December 12, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:TNX
COMP
SPX
From
MarketWatch
Here’s how much financial conditions have eased across stocks, bonds and the dollar ahead of Fed rate decision
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
COMP
From
MarketWatch
Inflation traders expect annual core CPI rate to linger a bit above 2% through October 2024
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Betting grows that S&P 500 will hit record high, with Oppenheimer joining Wall Street’s bullish calls for 2024
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Top 5 Real Estate Stocks That May Implode This Month
December 11, 2023
Tickers
AAMC
AXR
BNL
COMP
Tags
COMP
News
Short Ideas
From
Benzinga
S&P 500 futures hold steady after best finish in 20 months
December 11, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
USDJPY
GC00
From
MarketWatch
S&P 500 may rise to 5,100 by end of 2024 as U.S. stock-market rally broadens, Citi says
December 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Bonds may be sniffing out market weakness as traders rethink odds of 2024 rate cut
December 08, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
HYG
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Mortgage rates’ dip to 7% could be brief if jobs market stays strong, Fannie Mae economist says
December 08, 2023
Tickers
COMP
DJIA
SPX
TOL
Tags
SPX
COMP
TOL
From
MarketWatch
Can the U.S. stock-market rally survive without ‘the Magnificent Seven?’ One top Wall Street strategist says ‘yes’.
December 08, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
GOOG
TSLA
GOOGL
From
MarketWatch
S&P 500 futures pause ahead of key jobs report
December 08, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
DJIA
ES00
From
MarketWatch
Fundstrat’s Lee reveals highest S&P 500 forecast on Wall Street. What the stock market’s biggest bull expects in 2024.
December 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
November’s rally just erased two months of Fed tightening, economist says
December 07, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
NVDA
GOOG
MSFT
From
MarketWatch
Market’s inflation expectations inch closer to Fed’s 2% target on confidence central bank will prevail in long run
December 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Value stocks were poised for glory in 2023, then it all slipped away as AI euphoria took over. Here’s what to expect next.
December 07, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
RUA
XX:RAV
NVDA
From
MarketWatch
S&P 500 futures struggle to extend rally ahead of more jobs data and as bond yields rise
December 07, 2023
Tickers
AVGO
COMP
DG
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
DG
From
MarketWatch
Here are the rookie mistakes being made by millennial and Gen Z investors
December 06, 2023
Tickers
AAPL
AMC
AMZN
BOX
Tags
NIO
NQ00
PLUG
From
MarketWatch
S&P 500 futures rise, a day after unusual break with bonds
December 06, 2023
Tickers
AAPL
BAC
COMP
DJIA
Tags
AAPL
COMP
JPM
From
MarketWatch
Sitting on cash? Stocks, bonds pay off more when Fed on ‘pause’ than in ‘easing periods,’ BlackRock says
December 05, 2023
Tickers
AGG
BINC
COMP
DJIA
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
How a shrinking cash pile at the Fed can aid liquidity in the $26 trillion Treasury market
December 05, 2023
Tickers
COMP
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Bond market signals a swift U.S. economic slowdown isn’t off the table
December 05, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD02Y
COMP
From
MarketWatch
Blistering stock-market rally running out of gas with trend-following funds poised to slash exposure, Goldman warns
December 05, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
RUT
SPX
From
MarketWatch
Did stock market rally too far, too fast? Surge may require some pay back in early 2024, analyst says.
December 05, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
DJIA
VIX
RUT
From
MarketWatch
S&P 500 futures slip as raft of jobs reports looms
December 05, 2023
Tickers
ASAN
AZO
BOX
COMP
Tags
SPX
COMP
BX:TMUBMUSD10Y
From
MarketWatch
After best stretch since 2020, how much higher can stocks climb? Here is what history shows us.
December 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Here’s why bitcoin and gold are both in rally mode approaching year-end
December 04, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
GC00
From
MarketWatch
Stock market will struggle to rise by more than 2% by mid-2024, says Stifel’s Bannister
December 04, 2023
Tickers
AAPL
COMP
DJIA
GOOGL
Tags
TSLA
DJIA
AAPL
From
MarketWatch
Wall Street ‘dash for trash’ is heating up as small caps, unprofitable tech and other speculative bets rally
December 04, 2023
Tickers
AMC
ARKK
COIN
COMP
Tags
RUT
ARKK
GC00
From
MarketWatch
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