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home
about us
Investment 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
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The liquidity drain isn’t crashing U.S. markets as feared. Here’s a big reason why.
July 19, 2023
Tickers
COMP
CVNA
DJIA
SPX
Tags
BX:TMUBMUSD01M
DJIA
BX:TMUBMUSD06M
From
MarketWatch
Bond market’s ‘most accurate’ recession predictor leaves window for downturn open through February
July 19, 2023
Tickers
COMP
DB
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DXY
DJIA
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For July 19, 2023
July 19, 2023
Tickers
AXNX
AZTA
BLUE
BSX
Tags
PEN
NARI
FSLR
From
Benzinga
Stocks in this in this left-behind sector are expected to rally as much as 33%
July 19, 2023
Tickers
AEE
AEP
AES
AMZN
Tags
AEP
LNT
ES
From
MarketWatch
Wall Street eyes best open in 15 months amid earnings optimism
July 19, 2023
Tickers
COMP
DJIA
DJT
GS
Tags
MSFT
USB
COMP
From
MarketWatch
Fund managers remain mostly bearish despite rising bets on a soft landing for the economy, BofA’s survey shows
July 18, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Bank ETFs bounce, with this fund heading for potentially best month since 2021
July 18, 2023
Tickers
AAPL
BAC
COMP
DJIA
Tags
AAPL
WFC
MSFT
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For July 18, 2023
July 18, 2023
Tickers
AIRC
AMWD
ATVI
AVDX
Tags
ESS
PINS
LESL
From
Benzinga
Futures show stocks holding near 15-month highs as earnings season accelerates
July 18, 2023
Tickers
BAC
BK
COMP
DJIA
Tags
YM00
NQ00
BAC
From
MarketWatch
As the Dow hits 2023 high, one of the oldest stock-market forecasting tools is making a comeback
July 17, 2023
Tickers
COMP
DJIA
DJT
FDX
Tags
FDX
COMP
SPX
From
MarketWatch
Commercial real estate prices are still expected to crater, Morgan Stanley warns
July 17, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
XX:DJDBK
SPX
From
MarketWatch
Last year’s exaggerated market swings haven’t entirely subsided in 2023, despite the S&P 500’s gains
July 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Why U.S. stock-market investors shouldn’t expect positive economic data to push S&P 500 materially higher
July 17, 2023
Tickers
C
COMP
DJIA
JPM
Tags
COMP
JPM
BX:TMUBMUSD02Y
From
MarketWatch
Why stocks could get a boost from a falling U.S. dollar
July 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DXY
DJIA
COMP
From
MarketWatch
Investors start to fret that China, Europe may drag U.S. economy down with them
July 17, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
‘I don’t expect a recession’: Yellen says U.S. economy on ‘good path’
July 17, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
3 Penny Stocks That Will Skyrocket Before 2025
July 17, 2023
Tickers
COMP
CULP
SURG
UPST
Tags
UPST
SURG
Stocks to Buy
From
InvestorPlace
U.S. stock futures struggle for momentum as China data weighs on sentiment
July 17, 2023
Tickers
BAC
COMP
DJIA
FBK
Tags
SPX
COMP
TSLA
From
MarketWatch
Stocks are riding a wave of optimism as U.S. inflation recedes, but there are dangers lurking
July 16, 2023
Tickers
BDGS
COMP
DJIA
SPX
Tags
DJIA
DXY
BDGS
From
MarketWatch
The U.S. stock-market rally seems unstoppable, so why does bearishness still persist
July 14, 2023
Tickers
COMP
DJIA
GOOGL
META
Tags
META
COMP
GOOGL
From
MarketWatch
Why markets are misjudging the Fed’s ability to raise rates even though inflation is slowing
July 14, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock futures inch lower as JPMorgan and other banks get ready to report
July 14, 2023
Tickers
BLK
C
COMP
DJIA
Tags
NQ00
DXY
ES00
From
MarketWatch
AI is driving big gains in tech — but it is not as great a factor in cloud spending
July 13, 2023
Tickers
AMD
AMZN
COMP
DJIA
Tags
DJIA
SKYY
ORCL
From
MarketWatch
U.S. dollar on pace for sixth consecutive day of decline as inflation cools
July 13, 2023
Tickers
COMP
DJIA
SPX
Tags
EURUSD
COMP
SPX
From
MarketWatch
U.S. stock futures signal fresh 15-month high amid cooling inflation optimism
July 13, 2023
Tickers
C
COMP
DAL
JPM
Tags
C
BX:TMUBMUSD10Y
COMP
From
MarketWatch
S&P 500 could top the 4,500 mark, but not for long, says Oxford Economics
July 12, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
Microsoft cybersecurity expansion poses long-term ‘ramifications’ for Palo Alto Networks, Cloudflare, others
July 12, 2023
Tickers
CHKP
COMP
CRWD
DJIA
Tags
SPX
FTNT
COMP
From
MarketWatch
Nasdaq is making a big change to its most popular index. Here’s how it might impact your portfolio.
July 12, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
GOOG
NDX
QQQ
From
MarketWatch
U.S. stocks rise as bulls get ‘wish’ on inflation report, yet soft landings for Fed are ‘pretty improbable’
July 12, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
BX:TMUBMUSD02Y
SPX
COMP
From
MarketWatch
U.S. dollar falls to over one-year low after CPI data shows inflation slowing again in June
July 12, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
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