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home
about us
Investment Approach
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Value Proposition
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
Client Information
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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
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The ‘June Swoon’ and other fairy tales
June 05, 2023
Tickers
COMP
DJIA
Tags
DJIA
COMP
From
MarketWatch
U.S. stock futures show S&P 500 consolidating at 2023 highs
June 05, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
NQ00
DJIA
From
MarketWatch
A Fed skip? Pause? Either way, investors aren’t likely out of the woods yet
June 04, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD03M
COMP
From
MarketWatch
Fitch says it may still cut AAA U.S. credit rating despite debt-ceiling deal
June 02, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
MongoDB stock surges 28% for best day ever on big beat, forecast
June 02, 2023
Tickers
COMP
MDB
SPX
Tags
SPX
MDB
COMP
From
MarketWatch
Wall Street fear gauge hits 3-year low as ‘FOMO’ inspires traders to chase stocks higher
June 02, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
DJIA
SPX
From
MarketWatch
S&P 500 nears bear-market exit. Will Big Tech’s rally finally spread to the broader stock market?
June 02, 2023
Tickers
AAPL
COMP
DJIA
GOOGL
Tags
COMP
SPX
NVDA
From
MarketWatch
Wall Street’s bearishness may offer another reason to buy, says BofA, as stocks rally
June 02, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Selling AI and buying Hong Kong stocks is the big contrarian bet right now, says Bank of America
June 02, 2023
Tickers
BABA
COMP
SPX
Tags
BABA
COMP
SPX
From
MarketWatch
U.S. stock futures higher as jobs data swings into focus, and debt-ceiling drama ends
June 02, 2023
Tickers
COMP
DJIA
SPX
Tags
NQ00
DJIA
ES00
From
MarketWatch
Schumer says Senate will pass debt-ceiling bill tonight
June 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Debt-ceiling worries fade. Can the U.S. dollar keep its rebound alive?
June 01, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DXY
From
MarketWatch
Monthly jobs data is driving large swings in U.S. stocks this year. Will it happen again on Friday?
June 01, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Broadcom stock slips as strong earnings, outlook follow recent highs
June 01, 2023
Tickers
AAPL
AVGO
COMP
SOX
Tags
AAPL
SPX
SOX
From
MarketWatch
Zscaler results, outlook top Street view, but shares slide amid tough cloud-software environment
June 01, 2023
Tickers
COMP
HACK
SPX
ZS
Tags
HACK
COMP
SPX
From
MarketWatch
Stock futures struggle to make headway as traders turn attention to jobs data
June 01, 2023
Tickers
AI
COMP
DJIA
SPX
Tags
YM00
HG00
DJIA
From
MarketWatch
House advances debt-ceiling bill in 241-187 vote, with final vote expected tonight
May 31, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Nasdaq outperforms Dow in May by widest margin since dot-com crash as ‘Magnificent Seven’ stocks power higher
May 31, 2023
Tickers
AAPL
AI
COMP
DJIA
Tags
QQQ
NVDA
AI
From
MarketWatch
The Dow has worst month by this metric in 11 years
May 31, 2023
Tickers
AAP
COMP
CRM
DJIA
Tags
COMP
NVDA
SPX
From
MarketWatch
CrowdStrike stock drops more than 10% after less-than-perfect earnings outlook
May 31, 2023
Tickers
COMP
CRWD
SPX
Tags
CRWD
SPX
COMP
From
MarketWatch
A big short in Treasurys? Traders are building up bets around a debt ceiling resolution
May 31, 2023
Tickers
COMP
DJIA
SPX
Tags
TY00
DJIA
BX:TMUBMUSD10Y
From
MarketWatch
‘Potent liquidity squeeze’ threatens stock market once debt-ceiling deal is done
May 31, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
COMP
DJIA
From
MarketWatch
Money-market funds own only 15% of the Treasury bill market, but that could change dramatically once Congress passes a debt ceiling deal
May 31, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
BX:TMUBMUSD06M
From
MarketWatch
Stocks may have put the debt ceiling behind them, but here are more risks to the 2023 market rally
May 31, 2023
Tickers
AAPL
COMP
DJIA
GOOG
Tags
NDX
GOOG
DJIA
From
MarketWatch
Hang Seng nears bear market as China manufacturing slows; JPMorgan says ‘the consumer might not get stronger.’
May 31, 2023
Tickers
BABA
BIDU
COMP
KWEB
Tags
BABA
KWEB
SPX
From
MarketWatch
A default wave is building, says Deutsche Bank. Here’s how bad it may get.
May 31, 2023
Tickers
AAPL
AI
AMC
BUD
Tags
JNK
AI
ES00
From
MarketWatch
U.S. stock futures slip after disappointing China data, as debit-ceiling vote looms
May 31, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Ambarella stock drops nearly 15% on weak outlook
May 30, 2023
Tickers
AMBA
COMP
SPX
Tags
COMP
SPX
AMBA
From
MarketWatch
CrowdStrike jumps into generative AI, with hopes of countering cybersecurity-worker shortage
May 30, 2023
Tickers
COMP
CRWD
HACK
MSFT
Tags
MSFT
CRWD
HACK
From
MarketWatch
ARK Innovation ETF rises sharply, Cathie Wood views its top holding Tesla as ‘most obvious beneficiary’ of recent AI breakthroughs
May 30, 2023
Tickers
ARKK
CHAT
COIN
COMP
Tags
CHAT
ROKU
ARKK
From
MarketWatch
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