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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
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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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Latest News about COMP
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Stock-index futures advance after worst week for the S&P 500 since March
August 07, 2023
Tickers
COMP
DJIA
KKR
PARA
Tags
NQ00
ES00
SPX
From
MarketWatch
Rising Treasury yields spooked the stock market. Now, a key test lies ahead.
August 06, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD30Y
DJIA
COMP
From
MarketWatch
AMD’s stock breaks with chip selloff to finish week higher as analyst cites ‘important buying opportunity’
August 04, 2023
Tickers
AMD
COMP
NVDA
QCOM
Tags
COMP
SPX
NVDA
From
MarketWatch
JPMorgan abandons U.S. recession call, instead sees ‘subpar growth’ in 2024
August 04, 2023
Tickers
APO
COMP
DJIA
GS
Tags
JPM
GS
SPX
From
MarketWatch
Who is buying all the Treasury auctions? Domestic funds got a record share, but another deluge is coming.
August 04, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD01M
DJIA
COMP
From
MarketWatch
The S&P 500 hasn’t seen a 2% daily drop in nearly 6 months. Does this mean a selloff is overdue?
August 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Mega Millions hits $1.25 billion, but you should buy stocks — not lottery tickets. Here’s how to get 8% return.
August 04, 2023
Tickers
COMP
DJIA
DNUT
SPX
Tags
DNUT
COMP
SPX
From
MarketWatch
Earnings Preview: Compass
August 04, 2023
Tickers
COMP
Tags
Market News
Earnings
Benzinga
From
Benzinga
Markets are mostly punishing earnings reports — except these stocks
August 04, 2023
Tickers
AAPL
AMC
AMZN
COMP
Tags
AMC
YM00
QQQ
From
MarketWatch
U.S. stock futures rise ahead of jobs report and mixed reaction to Amazon and Apple results
August 04, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
NQ00
ES00
COMP
From
MarketWatch
Qualcomm stock logs worst day since pandemic shortages as chip glut produces ‘lackluster’ earnings
August 03, 2023
Tickers
COMP
QCOM
SOX
SPX
Tags
SOX
SPX
QCOM
From
MarketWatch
Cloudflare earnings, outlook tops Street estimates; stock rallies more than 5%
August 03, 2023
Tickers
COMP
HACK
NET
SPX
Tags
HACK
NET
COMP
From
MarketWatch
AMD among ‘best positioned’ AI players, analyst says
August 03, 2023
Tickers
AMD
COMP
NVDA
SOX
Tags
SOX
AMD
NVDA
From
MarketWatch
S&P 500 soared near ‘tipping point’ in 2023. What history shows may happen to stocks after such a strong rally.
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Fitch’s historic U.S. downgrade explained in one chart
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Inflation worries resurface as long-term U.S. bond yields start to come unglued
August 03, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Chips, software stocks drag on tech sector following Fitch downgrade
August 03, 2023
Tickers
AAPL
ADBE
COMP
CRM
Tags
XX:SP500/45
ORCL
ADBE
From
MarketWatch
U.S. stock futures point to third straight drop on Wall Street
August 03, 2023
Tickers
AAPL
AMD
AMZN
COMP
Tags
NQ00
ES00
AMD
From
MarketWatch
Unity Software stock rallies more than 5% as results top Street estimates
August 02, 2023
Tickers
APP
COMP
SPX
U
Tags
APP
U
COMP
From
MarketWatch
U.S. companies are beating Wall Street’s earnings expectations at highest rate in nearly 2 years, but stocks don’t seem to care.
August 02, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
SPX
AMZN
From
MarketWatch
Qualcomm stock slips further after hours as outlook overshadows earnings beat
August 02, 2023
Tickers
COMP
QCOM
SOX
SPX
Tags
SOX
SPX
QCOM
From
MarketWatch
Morgan Stanley’s Mike Wilson is warming to the U.S. stock-market rally. Here’s what would make him turn bullish.
August 02, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:SP500EW
DJIA
COMP
From
MarketWatch
‘Rare’ rally in cyclical stocks largely over, Goldman warns, after ETF investors favored such areas of the market
August 02, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:SP500/30
DJIA
COMP
From
MarketWatch
Donald Trump faces Thursday arraignment as his 2024 campaign works to raise money after indictment again
August 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
How Fitch downgrade might impact Treasury’s $1 trillion third-quarter borrowing plans
August 02, 2023
Tickers
COMP
DB
DJIA
SPX
Tags
BX:TMUBMUSD05Y
DJIA
DB
From
MarketWatch
The timing may be perfect for this dividend-stock fund if the market is getting close to a top
August 02, 2023
Tickers
AEP
AVGO
BTI
COMP
Tags
NDX
AEP
VZ
From
MarketWatch
Stock futures slide after Fitch’s U.S. downgrade sours the market mood
August 02, 2023
Tickers
CG
COMP
CVS
DJIA
Tags
BX:TMBMKDE/10Y
SPX
COMP
From
MarketWatch
$25 trillion Treasury market is in the spotlight as U.S. loses its AAA rating for a second time
August 01, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
COMP
From
MarketWatch
EA stock falls following earnings report, forecast
August 01, 2023
Tickers
COMP
EA
SPX
Tags
COMP
SPX
EA
From
MarketWatch
AMD stock rallies more than 4% on earnings beat
August 01, 2023
Tickers
AMD
COMP
SOX
SPX
Tags
SOX
SPX
COMP
From
MarketWatch
< Previous
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