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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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Investors increasingly expect U.S. stock-market rally to continue as bears finally surrender
June 12, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
SPX
COMP
RUT
From
MarketWatch
FTC files injunction to block Microsoft acquisition of Activision Blizzard
June 12, 2023
Tickers
ATVI
COMP
DJIA
MSFT
Tags
COMP
SPX
DJIA
From
MarketWatch
Why hotter-than-expected CPI on Tuesday may derail a Fed pause in June
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
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
DJIA
GS
COMP
From
MarketWatch
It’s a ‘bull market’ for stocks. Here’s what that means.
June 12, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
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
COMP
BX:TMUBMUSD10Y
SPX
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
COMP
VIX
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
MSFT
AMZN
META
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
DJIA
SPX
BX:TMUBMUSD10Y
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
COMP
BX:TMUBMUSD01M
SPX
From
MarketWatch
Stock futures dip after S&P 500 moves into bull market
June 09, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
YM00
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
SPX
COMP
EWG
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
SPY
NVDA
SPX
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
IGV
SPX
COMP
From
MarketWatch
Why stock-market investors should beware of chasing small-cap rally
June 08, 2023
Tickers
COMP
DJIA
IWM
SPX
Tags
IWM
DJIA
COMP
From
MarketWatch
Nasdaq futures slip as rate rise fears cast pall over stocks
June 08, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
YM00
From
MarketWatch
Smartsheet stock falls more than 15% following billings miss, free-cash-flow forecast
June 07, 2023
Tickers
COMP
SMAR
SPX
Tags
COMP
SPX
SMAR
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
AMZN
From
MarketWatch
Climate-related ETFs trade higher as U.S. stocks mostly fall
June 07, 2023
Tickers
BECO
CNRG
COMP
DJIA
Tags
HEAT
NETZ
DJIA
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
SPX
DJIA
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
COMP
BX:TMUBMUSD10Y
SPX
From
MarketWatch
U.S. stock futures grind lower after more weak China data
June 07, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
NVDA
SPX
COMP
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
DJIA
XX:SP500/20
XX:SP500/40
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
GOOGL
NVDA
SPX
From
MarketWatch
Stock futures struggle for direction in early trade
June 06, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
YM00
NQ00
ES00
From
MarketWatch
As major tech stocks head for the moon, investors drain $77.5 billion from equity funds
June 05, 2023
Tickers
AAPL
AMZN
COMP
GOOG
Tags
SPX
NVDA
COMP
From
MarketWatch
Why another cut to AAA U.S. credit rating could derail the stock-market rally
June 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
COMP
From
MarketWatch
Biotech stocks could soon get a M&A boost. Here are 3 likely takeover plays.
June 05, 2023
Tickers
ABBV
ALNY
AMGN
ARGX
Tags
GSK
ALNY
REGN
From
MarketWatch
Small-cap stocks lag in 2023, but here’s where they’re ‘finally’ starting to see positive earnings revisions
June 05, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
RUT
From
MarketWatch
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