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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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Cost of betting against a stock-market crash is cheapest since 2008, says BofA
July 25, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
DJIA
From
MarketWatch
Texas Instruments’ stock slips as outlook overshadows earnings beat
July 25, 2023
Tickers
COMP
NXPI
SOX
SPX
Tags
SPX
SOX
COMP
From
MarketWatch
Zscaler’s stock rallies after analyst upgrades on ‘much higher degree of confidence’
July 25, 2023
Tickers
CHKP
COMP
CRWD
DJIA
Tags
HACK
CHKP
NET
From
MarketWatch
Dow Theory signals bull market in U.S. stocks has room to run: analysts
July 25, 2023
Tickers
COMP
DJIA
DJT
MS
Tags
DJIA
RUT
NYA
From
MarketWatch
Markets have been celebrating disinflation, but it may be bad for stocks
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Why Alaska Air Group Shares Are Trading Lower By 9%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
July 25, 2023
Tickers
AA
AKBA
ALK
AMC
Tags
NMTC
SPOT
COMP
From
Benzinga
Xerox, Logitech International, Packaging Corporation of America And Other Big Stocks Moving Higher On Tuesday
July 25, 2023
Tickers
AMNB
APLD
COMP
FFIV
Tags
COMP
Market News
FFIV
From
Benzinga
McCarthy says Republicans’ Biden probes are ‘rising to the level of impeachment inquiry’
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
One of Wall Street’s biggest bears admits ‘we were wrong’ about 2023 stock-market rally, but refuses to throw in the towel
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Dow strives for 12th day of gains as Microsoft and Alphabet earnings loom
July 25, 2023
Tickers
BA
COMP
DJIA
GE
Tags
NQ00
ES00
YM00
From
MarketWatch
Overconcentration in U.S. stock market sees fastest rise in 60 years, JPMorgan warns
July 24, 2023
Tickers
AAPL
COMP
DJIA
GOOG
Tags
NVDA
SPX
GOOGL
From
MarketWatch
Intel may have bottomed, but earnings will show if chip maker can hope to catch up to AMD and Nvidia in AI
July 24, 2023
Tickers
AAPL
AMD
COMP
DJIA
Tags
INTC
AAPL
COMP
From
MarketWatch
This stock-market sentiment gauge hit a level not seen in over 2 years. But Jefferies says it isn’t a ‘golden indicator’ to the upside
July 24, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
6 Analysts Have This to Say About Compass
July 24, 2023
Tickers
COMP
Tags
Market News
Analyst Ratings
COMP
From
Benzinga
Here are 4 of the biggest changes to the Nasdaq 100 from Monday’s special rebalancing
July 24, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
QQQ
COMP
AAPL
From
MarketWatch
Financial markets are upside down, says Morgan Stanley, and investors can take advantage
July 24, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
NIO
NQ00
DXY
From
MarketWatch
Dow looks to extend winning streak as central bank decisions and raft of earnings loom
July 24, 2023
Tickers
COMP
DJIA
DPZ
GOOG
Tags
NXPI
INTC
GOOG
From
MarketWatch
Stocks are making a run for record territory. Will the Fed end its rate hikes anyway?
July 23, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
DJIA
TSLA
COMP
From
MarketWatch
These stock watchers nailed the market’s melt-up, but now they’re bracing for a fall. Here’s what to watch.
July 22, 2023
Tickers
COMP
CVNA
DJIA
KBE
Tags
KRE
XLI
TSLA
From
MarketWatch
‘Liquidity is B.S.!’ Stop using it to explain stock-market moves, economist says
July 21, 2023
Tickers
COMP
DJIA
SPX
Tags
XX:990100
SPX
COMP
From
MarketWatch
Even this long-time bull is worried about cracks in the tech stock rally. Here’s how Tom Lee expects the market to shake out.
July 21, 2023
Tickers
AAPL
AMC
AMZN
AN
Tags
AN
DXY
CL/1
From
MarketWatch
U.S. equity futures point higher after tech stock stumble
July 21, 2023
Tickers
AXP
COMP
DJIA
IBM
Tags
TSLA
NFLX
DJIA
From
MarketWatch
Why U.S. economy is heading to a soft landing, and its stocks may be a better bet than those in China and Europe, says Goldman Sachs
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Netflix bonds steady, stock drops after equity investors give thumbs down to revenue forecast
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Stock-market bubble trouble? Check out the 3-year view on Nasdaq, S&P 500 returns.
July 20, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
From
MarketWatch
Equities are ‘most obvious winner’ of a decade powered by AI, Goldman Sachs says
July 20, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
DJIA
GS
COMP
From
MarketWatch
Bond market starts to fret about return of inflation on strength of U.S. labor market
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD03Y
BX:TMUBMUSD02Y
From
MarketWatch
I’m in my mid-70s and just got a new income stream. I don’t need it. What should I do with it?
July 20, 2023
Tickers
COMP
SPX
Tags
SPX
COMP
From
MarketWatch
Nasdaq futures slide as Tesla and Netflix results damp earnings optimism
July 20, 2023
Tickers
AAL
BX
COF
COMP
Tags
DJIA
CSX
TSLA
From
MarketWatch
Investors are the most bullish on stocks since before the 2022 bear market, says Vanguard
July 19, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
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