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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Latest News about COMP
Recent news which mentions COMP
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These 4 stocks also led tech’s last 7-month winning streak 9 years ago
August 01, 2023
Tickers
AAPL
ADBE
AMD
AVGO
Tags
QRVO
ON
XX:SP500/45
From
MarketWatch
Could lofty stock-market valuations put the brakes on this year’s rally? Probably not, analysts say
August 01, 2023
Tickers
COMP
SPX
Tags
SPX
RUT
COMP
From
MarketWatch
This is the secret to the U.S. stock market’s global dominance, according to Goldman Sachs
August 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
JP:180460
SPX
From
MarketWatch
AMD earnings: Here are the numbers to watch
August 01, 2023
Tickers
AMD
COMP
INTC
NVDA
Tags
INTC
NVDA
SPX
From
MarketWatch
U.S. stock futures start August on the back foot after five-month winning streak
August 01, 2023
Tickers
CAT
COMP
DJIA
PFE
Tags
UBER
SPX
COMP
From
MarketWatch
Will AI do to Nvidia what the dot-com boom did to Sun Microsystems? Analysts compare current hype to past ones.
July 31, 2023
Tickers
AMD
AMZN
COMP
GOOG
Tags
ORCL
SPX
COMP
From
MarketWatch
San Francisco’s push to turn office buildings into homes hinges on this simple idea
July 31, 2023
Tickers
AAPL
ACM
AMZN
COMP
Tags
COMP
SPX
MSFT
From
MarketWatch
Investors should brace for an August stock-market slump, Fundstrat’s Tom Lee warns
July 31, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
U.S. stocks roar back in 2023, on pace for best seven months to start a year in decades
July 31, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
The ‘narrow breadth’ chorus has fallen silent. What broadening participation in stock-market rally means for investors.
July 31, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AAPL
META
AMZN
From
MarketWatch
Is AMD ceding ground to Intel? Wall Street will soon find out.
July 31, 2023
Tickers
AMD
AMZN
COMP
GOOG
Tags
INTC
NVDA
GOOGL
From
MarketWatch
Stock futures steady as Wall Street eyes five-month winning streak
July 31, 2023
Tickers
CNA
COMP
DJIA
ON
Tags
COMP
SPX
SOFI
From
MarketWatch
Stocks are on a seemingly unstoppable hot streak, but this bond-market ‘tipping point’ could see it end in a hurry
July 30, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
What’s next for markets after the Bank of Japan enacts flexible yield-curve control
July 28, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
BX:TMBMKJP/10Y
From
MarketWatch
Here’s how long the stock market rally may last
July 28, 2023
Tickers
AIR
COMP
DJIA
GABF
Tags
NDX
GOOG
RTX
From
MarketWatch
McConnell plans to serve as Senate minority leader through 2024: report
July 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Puzzled by the stock-market surge? Overshoots are the new normal, Bank of America strategist says
July 28, 2023
Tickers
COMP
SPX
Tags
SPX
BTCUSD
CL00
From
MarketWatch
U.S. stock futures bounce back with two key inflation gauges on tap
July 28, 2023
Tickers
COMP
DJIA
PG
SPX
Tags
YM00
DJIA
ES00
From
MarketWatch
Intel stock rallies on surprise profit as PC, data-center sales beat
July 27, 2023
Tickers
COMP
INTC
SOX
SPX
Tags
SOX
COMP
SPX
From
MarketWatch
Yen strengthens after report Bank of Japan will discuss tweak to ultraloose monetary policy setting
July 27, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMBMKJP/10Y
COMP
SPX
From
MarketWatch
Chip-equipment suppliers rally after Lam says AI servers will drive growth
July 27, 2023
Tickers
AMAT
ASML
COMP
KLAC
Tags
KLAC
TXN
LRCX
From
MarketWatch
Dow futures point to 14th gain in a row as Nasdaq 100 futures jump
July 27, 2023
Tickers
CMCSA
COMP
DJIA
INTC
Tags
CMCSA
COMP
SPX
From
MarketWatch
‘We are pretty cautious’ as stocks near records, says economist after Fed raises rates to highest level in 22 years
July 26, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Lam Research stock rises as results, outlook top Street view
July 26, 2023
Tickers
AAPL
COMP
INTC
LRCX
Tags
COMP
SOX
TSM
From
MarketWatch
EV stocks get a broad boost from VW’s purchase of 5% stake in XPeng
July 26, 2023
Tickers
BLNK
BYDDY
CHPT
COMP
Tags
NIO
XPEV
STLA
From
MarketWatch
How higher Fed rates for longer could squeeze ability of big companies to pay interest on debt
July 26, 2023
Tickers
COMP
DJIA
LQD
SPX
Tags
SPX
LQD
BX:TMUBMUSD10Y
From
MarketWatch
Dow winning streaks typically portend more good times for stocks and the economy. With a few notable exceptions.
July 26, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
TSLA
GOOG
From
MarketWatch
Here’s how stocks, bonds and the dollar have traded on every Fed Day over the past year
July 26, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
AUDUSD
COMP
From
MarketWatch
Stock futures struggle for direction as traders await Fed comments
July 26, 2023
Tickers
BA
COMP
DJIA
EBAY
Tags
COMP
SPX
MSFT
From
MarketWatch
It’s the ‘late-day selloff’ in stocks that characterizes Fed days under Powell
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
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