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Default Rates
What We Buy Currently
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Turnkey Operation Platform
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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
Contrarian Notes Blog
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‘Confused’ markets get another chance to hear Fed’s Powell ‘flesh things out’ on 2023 rate path
June 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock futures slip after three-day break
June 20, 2023
Tickers
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COMP
DJIA
SPX
Tags
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From
MarketWatch
Is the stock market closed on Juneteenth?
June 18, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
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From
MarketWatch
Nvidia is the only near-term ‘beat and raise’ chip maker when it comes to AI, analyst says
June 16, 2023
Tickers
AMD
AVGO
COMP
DJIA
Tags
DJIA
AMD
SOX
From
MarketWatch
The consumer-led recession you’re worried about actually ended months ago, the stock market says
June 16, 2023
Tickers
AMZN
COMP
DG
DJIA
Tags
SPY
LOW
HD
From
MarketWatch
Intel’s stock heads for best week in years as analyst says chip maker has ‘material AI opportunity’
June 16, 2023
Tickers
AMD
AVGO
COMP
DJIA
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From
MarketWatch
Leveraged loan defaults hit $25 billion, head for third worst year in history, Goldman
June 16, 2023
Tickers
COMP
DJIA
FTSL
SPX
Tags
SPX
SRLN
COMP
From
MarketWatch
Big stock market rally to be followed by ‘big collapse,’ says BofA’s Hartnett
June 16, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
COMP
SPX
From
MarketWatch
As BlackRock files for daily bitcoin product, here’s how another SEC debate may shape ethereum
June 16, 2023
Tickers
AAPL
ADBE
BITCOMP
CBT
Tags
DXY
VIX
YM00
From
MarketWatch
Here’s who will drive a China stock comeback, according to veteran investor Mark Mobius
June 16, 2023
Tickers
COMP
SPX
Tags
TW:Y9999
SPX
IN:1
From
MarketWatch
U.S. stock futures nose higher after sixth straight gain for S&P 500
June 16, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
BTCUSD
SPX
From
MarketWatch
Where Compass Stands With Analysts
June 15, 2023
Tickers
COMP
Tags
Analyst Ratings
Market News
COMP
From
Benzinga
Dear landlord: A recession could make your office property woes worse, not better
June 15, 2023
Tickers
COMP
DJIA
Tags
COMP
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Microsoft’s stock rallies toward record close as more analysts see AI leadership
June 15, 2023
Tickers
COMP
DJIA
IGV
MSFT
Tags
MSFT
DJIA
COMP
From
MarketWatch
U.S. stock futures stall as traders absorb Fed’s ‘hawkish pause’
June 15, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
DJIA
ES00
From
MarketWatch
Why the stock market shook off a ‘Jekyll and Hyde’ Fed meeting
June 14, 2023
Tickers
COMP
DJIA
SPX
UNH
Tags
DJIA
SPX
UNH
From
MarketWatch
Bitcoin falls after Fed skips rate hike in June, but points to two more increases this year
June 14, 2023
Tickers
BITCOMP
COMP
DJIA
SPX
Tags
COMP
BTCUSD
SPX
From
MarketWatch
DoubleLine’s Gundlach warns stocks are ‘exhibiting signs of a mania’
June 14, 2023
Tickers
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AMZN
COMP
DJIA
Tags
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META
From
MarketWatch
Fed pause? Why the stock market may suffer a classic ‘sell the news’ response.
June 14, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
SPX
From
MarketWatch
S&P 500 futures at fresh highs ahead of Fed decision
June 14, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
COMP
YM00
From
MarketWatch
Why Wall Street is still divided on 2023 stock-market outlook as S&P 500 enters new bull market
June 13, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
RUT
COMP
From
MarketWatch
AMD launches new Bergamo data-center CPU to go up against Nvidia and Intel
June 13, 2023
Tickers
AMD
COMP
INTC
MSFT
Tags
AMD
SOX
COMP
From
MarketWatch
Here’s why a stop-and-go Fed might rattle U.S. markets
June 13, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
BX:TMUBMUSD30Y
BX:TMUBMUSD02Y
From
MarketWatch
Why Motorcar Parts of America Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
June 13, 2023
Tickers
AHI
AKYA
ALLG
ASAN
Tags
CPTN
SFR
COHN
From
Benzinga
Methode Electronics, Brookfield Renewable Partners And Other Big Stocks Moving Lower On Tuesday
June 13, 2023
Tickers
AVPT
BENF
BEP
BIIB
Tags
AVPT
Markets
BEP
From
Benzinga
‘Crowded’ tech trade? Investors still haven’t piled into these two big names.
June 13, 2023
Tickers
AAPL
AMZN
COMP
GOOGL
Tags
GOOGL
NVDA
COMP
From
MarketWatch
Apple’s stock is no longer worth buying after reaching a record, UBS says
June 13, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
BX:TMUBMUSD10Y
ORCL
TSLA
From
MarketWatch
S&P 500 futures at fresh 52-week high ahead of inflation data
June 13, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
SPX
COMP
TSLA
From
MarketWatch
Why ‘King Dollar,’ benefiting from financial instability fears, can stay high this year
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
XX:KRX
From
MarketWatch
TSMC stock gains on report that Nvidia AI-chip order has boosted production
June 12, 2023
Tickers
COMP
NVDA
SOX
SPX
Tags
SOX
COMP
NVDA
From
MarketWatch
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