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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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EV stocks get a broad boost after Tesla, Rivian, Nio report upbeat deliveries data
July 03, 2023
Tickers
BYDDY
COMP
DRIV
LCID
Tags
DRIV
TSLA
SG:NIO
From
MarketWatch
U.S. stocks may be in for rude awakening as rate cuts may not arrive until 2026, new Fed paper finds
July 03, 2023
Tickers
COMP
DJIA
META
NVDA
Tags
COMP
CL00
CL/1
From
MarketWatch
‘Rolling recession’ turns to ‘rolling expansion,’ says top Wall Street economist
July 03, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
U.S. stock futures mixed as Tesla bounce boosts Nasdaq
July 03, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
MSFT
AAPL
COMP
From
MarketWatch
Recession canceled? U.S. stock market ‘pretty frothy’ after S&P 500’s strongest first half since 2019
July 02, 2023
Tickers
AAPL
COMP
KBWB
KRE
Tags
MSFT
KBWB
AAPL
From
MarketWatch
Is the U.S. stock market closed on the 4th of July?
July 02, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
BX:TMUBMUSD02Y
From
MarketWatch
This economist says he won’t rule out a Fed interest rate cut by year-end. Here’s why
June 30, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
History shows stock market’s bullish momentum in the first half could spill over into the second half, but analysts are not so sure
June 30, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
TSLA
AMZN
From
MarketWatch
Do Not Disturb: Tenants brace for more office landlords to go belly up on their property debts
June 30, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
COMP
SPX
DJIA
From
MarketWatch
How stocks and every other major asset has performed in first half of 2023 — and over the last 18 months
June 30, 2023
Tickers
COMP
DJIA
NDX
SPX
Tags
DJIA
BX:TMBMKDE/10Y
IT:I945
From
MarketWatch
These are the best-performing stocks in the 2023 bull market — and the worst
June 30, 2023
Tickers
AAP
AAPL
AEP
ALGN
Tags
INTC
GS
QQQ
From
MarketWatch
Why Real Estate Stocks Popped This Week
June 30, 2023
Tickers
COMP
OPAD
SMRT
Tags
COMP
Market News
Recent Press Releases
From
Motley Fool
These strategists say investors need quality, so sell Tesla and AMD, and buy these stocks instead.
June 30, 2023
Tickers
AAPL
AMC
AMD
ATO
Tags
AMC
COMP
BX:TMUBMUSD02Y
From
MarketWatch
Nasdaq futures extend gains ahead of inflation data
June 30, 2023
Tickers
COMP
DJIA
NKE
SPX
Tags
NKE
COMP
SPX
From
MarketWatch
Mega-cap stocks have led U.S. market rally so far this year. Here’s why that could change in the third quarter.
June 29, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
RUT
BX:TMUBMUSD02Y
From
MarketWatch
Micron recovery debated by analysts as bottom is called in memory-chip market
June 29, 2023
Tickers
COMP
MU
SOX
SPX
Tags
SOX
MU
COMP
From
MarketWatch
Supreme Court rules against affirmative action at universities
June 29, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
U.S. stock futures edge higher ahead of claims data, GDP revision
June 29, 2023
Tickers
COMP
DJIA
MU
SPX
Tags
MU
YM00
ES00
From
MarketWatch
Corporate bankruptcies are speeding up to recession levels as the Fed’s rate hikes take a toll
June 28, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
Why stock-market bulls see small-caps shaking off bank worries to take rally baton
June 28, 2023
Tickers
COMP
KRE
SPX
Tags
COMP
RUT
KRE
From
MarketWatch
Money-losing food chain Cava showed IPO success. Is it finally time for some tech deals?
June 28, 2023
Tickers
CAVA
COMP
GENK
JNJ
Tags
JNJ
SPX
JP:9984
From
MarketWatch
July can be a top month for stocks. Here’s what it will take for the market to rally again this summer
June 28, 2023
Tickers
COMP
DJIA
MSFT
NVDA
Tags
MSFT
NVDA
SPX
From
MarketWatch
U.S. stock futures fall after report of fresh chips-to-China-ban hits Nvidia and other AI players
June 28, 2023
Tickers
AMD
COMP
DJIA
NVDA
Tags
YM00
ES00
DJIA
From
MarketWatch
Interest rates aren’t going to decline by another 2,000 basis points, Howard Marks says
June 27, 2023
Tickers
COMP
DJIA
HYG
JNK
Tags
DJIA
HYG
COMP
From
MarketWatch
San Francisco at risk of more falling ‘dominos’ as $2.4 billion of office property loans come due through 2024
June 27, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Unity stock soars 15% after new AI marketplace announced, analyst highlights IronSource
June 27, 2023
Tickers
APP
COMP
IGV
SKYY
Tags
SKYY
IGV
SPX
From
MarketWatch
Homebuilder ETF outperforms S&P 500, industry’s stocks still ‘cheap’ in 2023 market rally
June 27, 2023
Tickers
ALLE
BLDR
CARR
COMP
Tags
XHB
CARR
BLDR
From
MarketWatch
Snowflake CEO details AI offerings as stock moves higher
June 27, 2023
Tickers
AMZN
COF
COMP
GOOG
Tags
MSFT
AMZN
COMP
From
MarketWatch
Wall Street investors grapple with how ‘last mile’ of U.S. inflation will play out
June 27, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
SPX
From
MarketWatch
‘Embrace the uncertainty.’ How investors can use options to navigate a tricky stock market.
June 27, 2023
Tickers
AAPL
AMC
AMZN
COMP
Tags
NIO
NQ00
ES00
From
MarketWatch
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