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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
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Latest News about COMP
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Stock futures rise as traders bet data to show cooling inflation
July 12, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Here’s how Wednesday’s inflation report could push U.S. stocks even higher
July 11, 2023
Tickers
COMP
CVNA
DJIA
SPX
Tags
CVNA
DJIA
SPX
From
MarketWatch
Earnings season to give stock-market investors update on ‘heavily debated’ consumer health, says Goldman
July 11, 2023
Tickers
AMZN
CAG
COMP
DJIA
Tags
COMP
SPX
CAG
From
MarketWatch
This small-cap stock index achieves first ‘golden cross’ in almost half a year, pointing to potential rally
July 11, 2023
Tickers
COMP
SPX
Tags
COMP
SPX
RUT
From
MarketWatch
S&P 500 is most likely going to correct back to 4,100, Mizuho warns market bulls
July 11, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Why Shares of Zillow, Redfin, and Compass Are Rising Today
July 11, 2023
Tickers
COMP
RDFN
ZG
Tags
Recent Press Releases
RDFN
ZG
From
Motley Fool
Activision Blizzard stock rallies 10% with Microsoft acquisition free to proceed as judge denies FTC injunction
July 11, 2023
Tickers
ATVI
COMP
DJIA
MSFT
Tags
SPX
COMP
SONY
From
MarketWatch
Stock futures steady and bond yields dip as inflation data looms
July 11, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Labor is ‘too hot’ for Fed, Stifel’s Bannister says. These industries hold the ‘defensive’ stocks in case of a recession.
July 10, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
S&P 500 could surge 100 points this week on inflation data, says Fundstrat’s Lee
July 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BTCUSD
COMP
From
MarketWatch
Nvidia ‘should have at least 90%’ of AI chip market with AMD on its heels
July 10, 2023
Tickers
AMD
COMP
INTC
MSFT
Tags
SPX
COMP
AMD
From
MarketWatch
Fed’s reverse repo facility sees demand tumble to $1.8 trillion as Treasury bill deluge refills U.S. coffers
July 10, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD02Y
COMP
From
MarketWatch
Bed Bath & Beyond cancels Buybuy Baby auction, but IP deal is moving ahead
July 10, 2023
Tickers
BBBYQ
COMP
Tags
BBBYQ
COMP
From
MarketWatch
These companies have beaten the Rule of 40 year after year
July 10, 2023
Tickers
AAPL
AMGN
AMZN
ANSS
Tags
COMP
AMZN
SPX
From
MarketWatch
Too early to celebrate? Why next week’s inflation data means a pivotal week for U.S. stock market lies ahead
July 09, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. bank lending falls in latest week, Fed says
July 07, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Dollar falls as U.S. job market cools off in June
July 07, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
DXY
From
MarketWatch
Here’s the new pain trade, and it involves rates, tech stocks and the Japanese yen, says Bank of America
July 07, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
COMP
AMZN
SPX
From
MarketWatch
U.S. stock futures ease ahead of jobs report
July 07, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
DJIA
From
MarketWatch
Chip stocks lag market as semiconductor sales decline for 11th straight month
July 06, 2023
Tickers
AMD
AVGO
COMP
DELL
Tags
NVDA
AMD
SPX
From
MarketWatch
Why BofA says to own this version of the S&P 500 in the second half of 2023
July 06, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
MSFT
AAPL
From
MarketWatch
‘Complacent’ stock market investors start to ‘respect’ higher-for-longer U.S. interest rates
July 06, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
BX:TMUBMUSD10Y
DJIA
BX:TMUBMUSD02Y
From
MarketWatch
Retail investors keep chasing the stock market rally, rotating to EVs from AI: analysts
July 06, 2023
Tickers
COMP
DJIA
LCID
LI
Tags
TSLA
LI
PLUG
From
MarketWatch
Why Wall Street’s biggest bull sees stock market hitting new record in 2nd half
July 06, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
U.S. stock futures retreat as Fed hawks push up bond yields
July 06, 2023
Tickers
COMP
DJIA
SPX
Tags
ES00
NQ00
COMP
From
MarketWatch
Why the Fed may be less likely to oppose a stock market rally than investors think — ‘unless it gets out of hand’
July 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
China ETFs fall after services sector data, deepening losses this year as U.S. stocks, emerging-markets funds rise in 2023
July 05, 2023
Tickers
COMP
DJIA
EEM
FRDM
Tags
DJIA
KWEB
RAYC
From
MarketWatch
Why 1847 Holdings Shares Are Trading Lower By Around 31%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
July 05, 2023
Tickers
ABL
ACCD
ACST
AENT
Tags
CCCC
Trading Ideas
ACCD
From
Benzinga
New York City’s available office space hits record in second quarter: Savills
July 05, 2023
Tickers
COMP
DJIA
Tags
DJIA
BX:TMUBMUSD10Y
COMP
From
MarketWatch
ETF focused on Jim Cramer stock picks surged in June, kicks off July with slight gains
July 03, 2023
Tickers
AAPL
ADBE
AMZN
COMP
Tags
ULTA
ONON
ADBE
From
MarketWatch
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