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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
Contrarian Notes Blog
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Stock futures bounce after tech-led declines
June 27, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
HG00
YM00
HK:HSI
From
MarketWatch
Snowflake adds partnerships with Nvidia and Microsoft for AI double play
June 26, 2023
Tickers
BRK-B
COMP
DJIA
MSFT
Tags
SPX
NVDA
COMP
From
MarketWatch
AMD, Broadcom stock both drop for seventh straight session
June 26, 2023
Tickers
AMD
AVGO
COMP
ENTG
Tags
NVDA
SOX
AMD
From
MarketWatch
The stock market is headed for a big first-half gain. What history says that means for the rest of 2023.
June 26, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
SPX
GOOGL
COMP
From
MarketWatch
Snowflake expands Microsoft partnership to bring generative AI to its data cloud
June 26, 2023
Tickers
COMP
DJIA
IGV
MSFT
Tags
SPX
COMP
MSFT
From
MarketWatch
HELOCs are back. Cash-strapped borrowers are tapping into a $33 trillion pile of home equity.
June 26, 2023
Tickers
BAC
CFG
COMP
DJIA
Tags
PNC
BAC
CFG
From
MarketWatch
Micron is ‘at the bottom of this deep downturn,’ but ‘China complicates the recovery plan’
June 26, 2023
Tickers
COMP
MU
SOX
SPX
Tags
SPX
MU
COMP
From
MarketWatch
After coup attempt in Russia, how should you invest $100,000 right now?
June 26, 2023
Tickers
BLK
COMP
DJIA
SPX
Tags
SPX
BTCUSD
COMP
From
MarketWatch
Here’s what Wall Street’s most bullish analyst heading into the year thinks of the stock market now
June 26, 2023
Tickers
AAPL
AMC
AMZN
COMP
Tags
AAPL
IBM
GME
From
MarketWatch
U.S. stock futures point to more caution after Russian turmoil amid economic worries
June 26, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
COMP
SPX
ES00
From
MarketWatch
What’s next for markets after aborted Wagner mutiny leaves Russia’s Putin weakened
June 25, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
UK:BRNQ23
From
MarketWatch
Why the ‘easy money’ has been made in the stock-market rally — and what comes next
June 25, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
IBM nears deal to buy software company Apptio for $5 billion: WSJ
June 23, 2023
Tickers
COMP
DJIA
IBM
INTC
Tags
INTC
IBM
COMP
From
MarketWatch
Option demand explodes in June as investors use bullish bets to chase stock-market rally
June 23, 2023
Tickers
AMD
CHGG
COMP
DJIA
Tags
RUT
YEXT
CHGG
From
MarketWatch
Intel stock heads for worst week in years, while AMD, Broadcom on six-session losing streaks
June 23, 2023
Tickers
AAPL
AMD
AVGO
COMP
Tags
DJIA
QCOM
TSM
From
MarketWatch
U.S. stock futures under pressure on fears aggressive global central banks could drive recession
June 23, 2023
Tickers
COMP
DJIA
GSK
SPX
Tags
CL/1
GSK
ES00
From
MarketWatch
U.S. stocks head for punishing selloff as ‘unknown unknowns’ could drag market lower, JPMorgan analysts warn
June 22, 2023
Tickers
COMP
DJIA
MSFT
NVDA
Tags
DJIA
MSFT
NVDA
From
MarketWatch
Financial market’s best minds on inflation see ‘good news’ from core U.S. readings in months ahead
June 22, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD30Y
SPX
From
MarketWatch
Microsoft tells judge in FTC hearing ‘this will decide’ fate of Activision deal
June 22, 2023
Tickers
ATVI
COMP
DJIA
IGV
Tags
MSFT
JP:7974
JP:6758
From
MarketWatch
U.S. stocks look set to extend 3-day losing streak as Powell returns to Capitol Hill
June 22, 2023
Tickers
AAPL
BUD
COMP
DJIA
Tags
MSFT
AAPL
COMP
From
MarketWatch
Intel’s first major contract foundry customer still a mystery as analysts sift through presentation
June 21, 2023
Tickers
AAPL
AMD
COMP
DJIA
Tags
AAPL
INTC
TSM
From
MarketWatch
Here’s how investors will know if the stock-market rally has legs, even if the S&P 500 slides further
June 21, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Wait for T-bills to cheapen as Treasury keeps up issuance deluge, says BofA Global
June 21, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD03M
COMP
From
MarketWatch
Wall Street’s most pessimistic bank sees improving prospects for U.S. inflation
June 21, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
U.S. stock futures hold steady as investors focus on Powell testimony
June 21, 2023
Tickers
COMP
DJIA
FDX
SPX
Tags
YM00
DJIA
ES00
From
MarketWatch
Why the 10-year Treasury yield touching 3.85% could mark a peak for the rest of this year
June 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD10Y
From
MarketWatch
Problem office loans are piling up in Chicago and Houston, but not yet in San Francisco
June 20, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
XX:SP500/40402040
SPX
From
MarketWatch
Stock-market investors now ‘clearly overweight’ U.S. equities. Should bulls worry?
June 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
Alibaba management shake-up positive as Zhang can now focus on cloud ahead of spinoff: analysts
June 20, 2023
Tickers
BABA
COMP
SPX
Tags
BABA
SPX
COMP
From
MarketWatch
China ETFs tumble after PBOC’s rate cut disappoints markets
June 20, 2023
Tickers
COMP
DJIA
KWEB
MCHI
Tags
DJIA
CNHUSD
PGJ
From
MarketWatch
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