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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Latest News about COMP
Recent news which mentions COMP
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‘Crowded’ tech trade? Investors still haven’t piled into these two big names.
June 13, 2023
Tickers
AAPL
AMZN
COMP
GOOGL
Tags
TSLA
AMZN
AAPL
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
BABA
NIO
AMZN
From
MarketWatch
S&P 500 futures at fresh 52-week high ahead of inflation data
June 13, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
HK:HSI
VIX
SPX
From
MarketWatch
Why ‘King Dollar,’ benefiting from financial instability fears, can stay high this year
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
TSMC stock gains on report that Nvidia AI-chip order has boosted production
June 12, 2023
Tickers
COMP
NVDA
SOX
SPX
Tags
TSM
SPX
NVDA
From
MarketWatch
Investors increasingly expect U.S. stock-market rally to continue as bears finally surrender
June 12, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
UK:SPX4
SPX
From
MarketWatch
FTC files injunction to block Microsoft acquisition of Activision Blizzard
June 12, 2023
Tickers
ATVI
COMP
DJIA
MSFT
Tags
ATVI
COMP
MSFT
From
MarketWatch
Why hotter-than-expected CPI on Tuesday may derail a Fed pause in June
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Goldman Sachs CEO David Solomon ‘surprised’ at U.S. economy’s resilience, says ‘it’s a period to be a little bit cautious’
June 12, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
GS
COMP
DJIA
From
MarketWatch
It’s a ‘bull market’ for stocks. Here’s what that means.
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Goldman Sachs analysts see more ‘inflation relief’ coming this year, at least ‘beyond the next couple of prints’
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
COMP
From
MarketWatch
U.S. stock futures flirt with fresh highs ahead of inflation data, Fed decision
June 12, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
VIX
NQ00
From
MarketWatch
Firefly AI sends Adobe’s stock toward highest price in more than a year
June 09, 2023
Tickers
ADBE
AMZN
COMP
GOOG
Tags
AMZN
SPX
GOOG
From
MarketWatch
Borrowing costs jump to 7% for landlords seeking Wall Street financing on commercial real estate
June 09, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Guggenheim CIO touts a ‘bond-pickers’ market, thinks Fed rate cuts this year a longshot
June 09, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
BX:TMUBMUSD01M
From
MarketWatch
Stock futures dip after S&P 500 moves into bull market
June 09, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
YM00
DJIA
ES00
From
MarketWatch
S&P 500 exits longest bear market since 1948. What stock-market history says about what happens next.
June 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Why it’s risky for ETF investors to blindly chase the small-cap rally
June 08, 2023
Tickers
AVUV
BSVO
COMP
EWG
Tags
GDX
ZROZ
KRE
From
MarketWatch
‘Buying the dip’ is making a major stock-market comeback in 2023 as strategy heads for 3rd-best year ever
June 08, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
COMP
SPX
SPY
From
MarketWatch
Smartsheet’s stock heads for worst day in 3 years as effects of soft business spending show up in outlook
June 08, 2023
Tickers
COMP
IGV
SKYY
SMAR
Tags
SMAR
IGV
COMP
From
MarketWatch
Why stock-market investors should beware of chasing small-cap rally
June 08, 2023
Tickers
COMP
DJIA
IWM
SPX
Tags
RUT
IWM
SPX
From
MarketWatch
Nasdaq futures slip as rate rise fears cast pall over stocks
June 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
NQ00
ES00
From
MarketWatch
Smartsheet stock falls more than 15% following billings miss, free-cash-flow forecast
June 07, 2023
Tickers
COMP
SMAR
SPX
Tags
SMAR
SPX
COMP
From
MarketWatch
Salesforce donating $10 per day to get workers back to the office is a ‘cute gimmick.’ But will it actually work?
June 07, 2023
Tickers
AMZN
COMP
CRM
DJIA
Tags
COMP
CRM
DJIA
From
MarketWatch
Climate-related ETFs trade higher as U.S. stocks mostly fall
June 07, 2023
Tickers
BECO
CNRG
COMP
DJIA
Tags
NETZ
PBD
SPX
From
MarketWatch
Bank of Canada surprise rate hike reminds U.S. investors ‘pause’ doesn’t mean ‘stop’
June 07, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
A deluge of Treasury bill issuance is coming. How it could impact stocks and the broader market
June 07, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
COMP
SPX
From
MarketWatch
U.S. stock futures grind lower after more weak China data
June 07, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
YM00
USDTRY
DJIA
From
MarketWatch
These stocks can play catch-up with megacap tech, lifting the S&P 500: Stifel’s Bannister
June 06, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
XX:SP500/20
XX:SP500/45
MSFT
From
MarketWatch
Small-cap stocks are surging Tuesday as broader U.S. market sleeps. Here’s why.
June 06, 2023
Tickers
COMP
DJIA
GOOG
GOOGL
Tags
COMP
MSFT
RUA
From
MarketWatch
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